The Reports page in Connect Back Office is used to access standard reports available for Back Office users. Reports functionality in Back Office allows users, in real time, to review critical data and changes affecting the financial status of practices.
There are a number of reports available from Connect Back Office:
Also see the Reports (Portal) topic for an overview and descriptions of the different categories, types, and modes for the reports listed below. Reports with an asterisk (*) can only be run from the Classic tab of Back Office and are not available from the Back Office Modern tab or Portal. |
Report | Description |
|---|---|
| 12 Month Payment Waterfall Summary | Analyze payments for the previous 12 accounting periods as they relate to the charges dates of service. |
| 13 Month Financial Activity Summary | Analyze monthly transactions for a 13 month accounting range. |
| Account Adjustment Analysis Detail | Analyze miscellaneous adjustment activity for an accounting or posting period. |
| Account Note Detail | Analyzes guarantor notes. |
| Account Summary | Analyze account details. |
| Anesthesia Case Utilization - Case Output | Analyze anesthesia-related case activity for specified dates of service. |
| Anesthesia Case Utilization - Performing Provider Output | Analyze anesthesia-related provider activity for specified dates of service. |
| AR Activity Summary | Analyze accounts receivable activity by transaction type for a specified date range. |
| AR Aging* | Analyze outstanding accounts receivable for outstanding balances. |
| AR Aging Analysis Detail | Analyze procedure level information for outstanding balances. |
| Audit Trail | Review updates to Admin and Security topics, e.g., Users, Roles, Password Policy. |
| Billed vs. Expected vs. Collected Summary | Analyze billed vs. expected vs. collected data for specified dates of service. |
| Billing Analysis Group by Procedure Summary | Analyze billing procedures as part of End of Month reporting. |
| Case Analysis Detail | Analyze posted or unposted case information. |
| Case Hold Detail | Analyze case hold reason detail. |
| Analyze case count mix for specified dates of service. | |
| Case Outcome Detail | Analyze case level outcome details. |
| Analyze posted case procedures for an accounting period or specified dates of service. | |
| Charge Analysis Detail | Analyze posted charges and related financial activity for specified dates of service. |
| Charge Analysis Summary | Summarizes posted charges and related financial activity for specified dates of service. |
| Charge Entry Productivity Detail | Analyze charge entry productivity. |
| Charge Mix Trend Summary | Analyze posted charges mix for a specified date range. |
| Charge Payment Posting Summary | Balance charges posted to various accounting reports during month end analysis. |
| Claim Activity Detail | Analyzes electronic and paper claim activity for a specified date range. |
| Merges charge details and image batch details to aggregate auditing data. | |
| Analyze collection activity for a specified date range. | |
| Credit Balances Detail | Analyze credit balances. |
| Denial Code Configuration Detail | Summarizes the configuration rules for Denial Codes. |
| Deposit Analysis Detail | Analyze deposit details for a specified date range. |
| Deposit Analysis Summary | Analyze a deposit summary for a specified date range. |
| Diagnosis/Procedure Count Summary | Analyze diagnosis and procedure code usage for specified dates of service. |
| Elapsed Time Analysis Detail | Analyze elapsed time ranges between key milestones in the billing process. |
| Eligibility Response Report | Generates a summary list of all 271 responses. |
| ePreop Extract* | Generate ePreop extract. |
| External Collection Analysis Detail | Analyzes posted external collection transactions and related financial activity for a specified date range. |
| External Collection Payment Detail | Analyzes external collection payment details. |
| Facility Details | Review facility configurations. |
| Fides Report* | Generate extract of quality data to export to Fides. |
| Financial Activity Summary* | Analyze monthly or daily transactions for a specified date range. |
Financial Activity Summary - Detail Reports: | Analyze account transactions at a detailed level. |
| Analyze collector activity for guarantor collections. | |
| Guarantor Collection Queue Detail | Generates a summary list of all accounts within the guarantor collections queue. |
| Insurance Collection Actions Detail | Analyze collector activity for insurance collections. |
| Insurance Collection Queue Detail | Generates a summary list of all accounts within the insurance collections queue. |
| Insurance Followup Detail* | Utilize as a tool to review or work outstanding balances, based on date of service criteria. |
| Insurance Payment Denial Detail | Analyze insurance denials for specified date range. |
| Analyze open or closed patient balances. | |
| Payer Mix Summary | Analyze monthly or daily transactions for a specified date range. |
| Payment Analysis Detail | Analyze posted payment details. |
| Payment Batch Detail | Analyze details of payment batch at time of posting. |
| Payment Entry Productivity Detail | Analyze posted charges and related financial activity for specified dates of service. |
| Payment Mix Trend Summary | Analyze posted payments mix for a specified date range. |
| Payment Recoup | Analyze payment recoupment details for a specified date range. |
| Plan Detail | Review insurance plan configurations. |
| Practice Detail | Review practice information. |
| Practice Performance Analysis | Analyze overall performance of the practice based on case count and units, payments versus charges billed, and percentage collected versus expected amount. |
| Practice Performance Summary | Analyze charges, payments, and adjustments for a specified date range. |
| Practice Performance Summary (DOS) | Analyze charges for specified dates of service, and all associated transactions for those dates of service. |
| Production Analysis Summary | Analyze productivity for practices, payers, plans, facilities and providers for specified dates of service. |
| Provider Details | Review details for rendering and referring providers. |
| Survey Vitals Extract* | Generate survey file extract. |