Practice Performance Summary

Overview

Purpose

This report analyzes charges, payments, and adjustments for a specified date range.

Summary

Accounting

CSV or Excel

How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Practice Performance Summary 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 > Modern tab, select the Practice Performance Summary report from the list of reports. Click Run (or press [Alt] + [R]). Enter/select the filter criteria from the Parameters window. Click Run (or press [Alt] + [R]).

(Click an image to enlarge)

Field	Calculation Formula	Description
Group By		Displays the value for the selected Group By filter.
Case Count		The number of cases in the period for which the payer is responsible.
Procedure Count		The number of procedures for the specified time frame.
Billed	Original Fee + Reversed Amount	The amount billed for total charges for each service fee.
Payments	Payments Distributed + Payment Reversals + Suspense	The total amount of payments posted to the service fee line.
Contractual Write-off		The disallowed amount entered on the payment, which is taken as a negative adjustment.
Adjustments		The sum of line item adjustments taken from the active AR or guarantor payment entry.
Base Units		The number of base units for each procedure on the case.
Time Units		The number of time units for each procedure on the case.
Total Units		The sum of all units for which the payer is responsible.
Work RVU		The total work Relative Value Units on a procedure configured in the fee schedule.

Option	Type	Required	Description
Date	Drop Down	Yes	Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year. By default, the filter is set to Current Month. If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on. If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on. The maximum timespan for the report is 31 days.
Practices	List Selection	No	Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All.
Providers	List Selection	No	Filters by all providers or by one or more providers. By default, this filter is set to All.
Facilities	List Selection	No	Filters by all facilities or by one or more facilities where services were rendered. By default, this filter is set to All.
Payers	List Selection	No	Filters by payer to which the claims were submitted. By default, this filter is set to All.
Plans	List Selection	No	Filters by plan to which claims were submitted. By default, this filter is set to All.
Group By	Drop Down	Yes	Filters the results by the selected element. Options include: Practice, Facility, Provider, Payer, and Plan. By default, this filter is set to Practice.