Practice Performance Summary (DOS)

Overview

Purpose

This report analyzes charges for specified dates of service and all associated transactions for those dates of service.

Summary

Date of Service

CSV or Excel

How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Practice Performance Summary (DOS) report Click Edit for the report Enter/select filter criteria on the Criteria page Click Run Report	Open the Manage menu and select Reports From the Reports page, select the Practice Performance Summary (DOS) report from the list of reports Click Run (or press [Alt] + [M]) Enter/select the filter criteria from the Parameters window Click Run (or press [Alt] + [M])

(Click an image to enlarge)

Option	Type	Required	Description
FIX DATE			UPDATE
Practices	List Selection	No	UPDATE
Providers	List Selection	No	UPDATE
Facilities	List Selection	No	UPDATE
Payers	List Selection	No	UPDATE
Plans	List Selection	No	UPDATE
Financial Class	List Selection	No	UPDATE
Provider Group	List Selection	No	UPDATE
Include Zero Balances	Checkbox	No	UPDATE
Primary/Secondary Group By	Drop Down	No	UPDATE Two levels of group by options. Options include: Practice, Facility, Provider, Financial Class, Payer, Plan, Month (DOS)