Balancing Reports

In order to balance reports across ... UPDATE

Running reports in both Date of Service Mode and Accounting Mode will skew your numbers. In order to balance different values to different reports found in Back Office & Portal, it is vital that the reports are run by Accounting Date.

In the graphics below, the element noted in the center circle is balanced between the different reports noted in the lighter blue surrounding circles. For each report, the corresponding field holding the element data is listed in ALL CAPS beneath the report name.

For example, when looking at the Charges graphic, the BILLED field in the Practice Performance Summary Report balances with, or should match, the CHARGES BILLED field value in the Financial Activity Summary Report. You can cross-check these fields to ensure that the related element, Charges in this case, is balancing across all reports.