Reports provides access to real-time information and changes affecting the financial status of your practice.
There are several different report categories, which characterize the type of information presented in the report:
Reports with an asterisk (*) can only be run from the Classic tab of Back Office and are not available in Portal. |
Category | Description | Reports |
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Financial | Presents monetary details facilitating the comparison of daily, monthly, and year-to-date values. Financial Reports used to evaluate the overall monetary performance of a practice. |
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Aging | Categorizes information by time periods, or aging buckets, and presents it accordingly. Aging Reports present historical data over a specified time range for further analysis. |
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Productivity | Presents information to evaluate the efficiency of operations within a practice. Productivity Reports are used to monitor a number of different areas within the practice's operations, including both guarantor and insurance collection actions by collector, detailed outcome usage, and charge payment production statistics. |
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Management | Presents a summary report or trend analysis view for managers. Management Reports are used to monitor overall performance of a practice; by evaluating case counts, collection trends, and diagnosis/procedure counts. |
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Third-Party | Generate specific data based on a third party's specifications. |
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System | Generate demographic information on healthcare facilities and specific plans. |
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There are several different types, which are used to present information differently.
Reports with an asterisk (*) can only be run from the Classic tab of Back Office and are not available in Portal. |
Type | Description | Reports |
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Summary | Report provides high-level synopsis of data, including a number of calculated values based on field data. |
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Detail | Report provides more granular level of data in results. |
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Extract | Report pulls specific set of data. |
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There are several different modes, which determines which data is included in the report and how the data is presented. Data is pulled and presented for a time period based on the mode of the selected report.
Some reports have the option to be run in different modes and include a Date Mode field on the Criteria page for selecting in which mode to run the report. Reports with an asterisk (*) can only be run from the Classic tab of Back Office and are not available in Portal. |
Mode | Description | Reports |
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Accounting | Report data is pulled based on the Accounting date of the practice. |
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Posted | Report data is pulled based on the Posted date of the relevant information - adjustment, activity, deposit, payment, etc. |
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Date of Service | Report data is pulled based on the Date of Service the procedure was performed. |
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Created | Report data is pulled based on the Created date of the collection actions. |
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The following reports are available for Portal users: