- Created by Shawna Crawford, last modified on Oct 31, 2023
Introduction
Reports provides access to real-time information and changes affecting the financial status of your practice.
Report Categories
There are several different report categories, which characterize the type of information presented in the report:
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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Report Types
There are several different types, which are used to present information differently.
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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Report Modes
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:
12 Month Payment Waterfall Summary
13 Month Financial Activity Summary
Account Adjustment Analysis Detail
Anesthesia Case Utilization - Case Output
Anesthesia Case Utilization - Performing Provider Output
Billed vs. Expected vs. Collected Summary
Billing Analysis Group by Procedure Summary
Case Procedure Analysis Detail
Charge Entry Productivity Detail
Charge Payment Posting Summary
Collection Trend Analysis Summary
Denial Code Configuration Detail
Diagnosis/Procedure Count Summary
External Collection Analysis Detail
External Collection Payment Detail
Financial Activity Summary - Detail Reports:
- Charges Billed Detail
- Payments to Line Items Detail
- Payments to On-Account Detail
- Contractual Write-Off Detail
- Insurance Withhold Detail
- Refunds from AR Detail
- Misc Adjustments Detail
- External Collections Detail
Guarantor Collection Actions Detail
Guarantor Collection Queue Detail
Insurance Collection Actions Detail
Insurance Collection Queue Detail
Insurance Payment Denial Detail
Payment Entry Productivity Detail
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