Each Connect application/area is represented as a drop down option in the Topics field. To grant rights to the elements of an application, select that application/area, then check the boxes to assign applicable reports.
A checked box indicates viewing permissions have been granted to the report.
Topic | Available Reports |
|---|---|
Front Office - Classic | |
| Appointments by Date Range | |
| Appointments by Facility | |
| Appointments by Patient | |
| Appointments by Provider | |
| Back Office - Classic | |
| AR Aging | |
| Charge Batch | |
| Charge Batch Log | |
| Claim Viewer | |
| ePreop Data Extract | |
| Fides - Quality Data Collection | |
| Financial Activity Summary | |
| Guarantor Collection Tasks | |
| Guarantor Statements | |
| Insurance Collection Tasks | |
| Insurance Followup | |
| Payment Batch | |
| Survey Vitals | |
| Back Office - Portal | |
| 12 Month Payment Waterfall Summary | |
| 13 Month Financial Activity | |
| Account Adjustment Analysis Detail | |
| Anesthesia Case Utilization - Case Output | |
| Anesthesia Case Utilization - Performing Provider Output | |
| Anesthesia Minutes by Provider (dashboard widget) | |
| Anesthesia Units by Payer (dashboard widget) | |
| AR Activity Summary | |
| AR Aging Analysis Detail | |
| Billed vs. Expected vs. Collected (dashboard widget) | |
| Billed vs. Expected vs. Collected Summary | |
| Case Mix Trend Summary | |
| Charge Analysis Detail | |
| Charge Entry Productivity (dashboard widget) | |
| Charge Entry Productivity Detail | |
| Charge Mix Trend Summary | |
| Collection Trend Analysis Summary | |
| Collector Entry Productivity (dashboard widget) | |
| Credit Balances Detail | |
| Days in AR (90 day trailing) (dashboard widget) | |
| Deposit Analysis Detail | |
| Deposit Analysis Summary | |
| Diagnosis/Procedure Count Summary | |
| Elapsed Time Analysis Detail | |
| Facility Details | |
| Guarantor Collection Actions Detail | |
| Insurance Collection Actions Detail | |
| Insurance Payment Denial Detail | |
| MTD Metrics (dashboard widget) | |
| Net Collection % (90 day trailing) (dashboard widget) | |
| Outcome Details | |
| Patient Responsibility Detail | |
| Payer Mix (Charges) (dashboard widget) | |
| Payer Mix (Payments) (dashboard widget) | |
| Payer Mix Summary | |
| Payment Entry Productivity (dashboard widget) | |
| Payment Entry Productivity Detail | |
| Payment Mix Trend Summary | |
| Percent of A/R over 90 Days (dashboard widget) | |
| Plan Details | |
| Practice Performance Analysis | |
| Practice Performance Summary | |
| Practice Performance Summary (DOS) | |
| Production Analysis Summary | |
| Rendering Provider Case Count (dashboard widget) | |
| Reportal - Classic | |
| Account Adjustment Analysis | |
| Aging Analysis | |
| Anesthesia Minutes by Provider | |
| Billed Charge Details | |
| CAC Billed Charge Details | |
| Case Summary Analysis | |
| Charge Payment Payer Analysis | |
| Claim Status | |
| Credit Balances | |
| Expected Insurance AR Summary | |
| Expected Insurance AR Summary by DOS | |
| External Collections Analysis | |
| Facility Detail | |
| Fee Schedule Analysis | |
| Guarantor Collection Tasks | |
| Insurance Collection Tasks | |
| Insurance Followup Analysis | |
| Misc. Income Analysis | |
| On-Account Details | |
| Paper Claim Options | |
| Patient/Procedure Demographics | |
| Patient Responsibility | |
| Patient Responsibility by DOS | |
| Payer Procedure Analysis | |
| Payment Adjustments | |
| Payment Details | |
| Payment Plans | |
| Payment Productivity | |
| Payment Reversal Analysis | |
| Payment Summary | |
| Plan Detail | |
| Practice Charge/Payment Analysis by CPT | |
| Practice Performance | |
| Practice Performance by Plan | |
| Productivity Report | |
| Provider Time Analysis | |
| Referring Provider Detail | |
| Refund Analysis | |
| Responsible Balances | |
| STD - Anesthesia Minutes by Provider (YTD) | |
| STD - Anesthesia Units by Payer (YTD) | |
| STD - AR Aging | |
| STD - Billed Charges Financial Class Mix (YTD) | |
| STD - Billed vs. Expected vs. Collected (YTD) | |
| STD - Charge Payment Payer Analysis (YTD) | |
| STD - Collected % of Billed (YTD) | |
| STD - Collected % of Expected (YTD) | |
| STD - Expected Aging by Payer and Plan (YTD) | |
| STD - Expected Revenue by Facility, Payer, Plan (YTD) | |
| STD - Financial Activity Summary | |
| STD - Insurance Followup | |
| STD - Payment Lag (YTD) | |
| STD - Practice Performance (YTD) | |
| STD - Rendering Provider Case Count (YTD) | |
| Suspense Analysis | |
| Transaction - Cases | |
| Transaction Summary |
Not applicable for this topic |
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