Reporting
Export Appointment Reminder Information
Last Updated:1. Overview Purpose:This report shows all appointment reminders during a selected date range Target Audience:Front desk staff, Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Exports >> Export Appointment Reminder Information 3. Report Filters & Parameters Filter Name Description Appointment Date Range Restricts results to a selected date range Choose Fields...
Eligibility Status Report
Last Updated:1. Overview Purpose:This report shows the eligibility status of patients for the appointments during a selecteddate range. Target Audience:Front desk staff, billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Eligibility Status Report 3. Report Filters & Parameters Filter Name Description Select Date Span Restricts the results to...
Daily Schedule Report
Last Updated:1. Overview Purpose:This report shows the list of appointments scheduled during a selecteddate range. Target Audience:Front desk staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Daily Schedule Report 3. Report Filters & Parameters Filter Name Description Select Resources Restricts the results to one or more resources...
Appointment Call Report
Last Updated:1. Overview Purpose:This report shows the status of calls made to the patients to get appointment confirmations during a selected date range. Target Audience:Front desk staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Appointment Call Report 3. Report Filters & Parameters Filter Name Description Scheduler Date Range...
Anesthesia Minutes Report
Last Updated:1. Overview Purpose:This report shows anesthesia time in base units and time units during the selected date range. Target Audience:Billers, clinical staff, admin. 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Anesthesia minutes 3. Report Filters & Parameters Filter Name Description Service date span Limits the results to a...
Aging Report
Last Updated:1. Overview Purpose:This report shows the aging of the outstanding A/R for the Practice Target Audience:Billers, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Aging 3. Report Filters & Parameters Filter Name Description Show Patient services Shows Patient services Show Patient total only Limits results to...
Write-off Report
Last Updated:1. Overview Purpose:This report shows all writeoffs and undo writeoffs during a selected date range. Target Audience: Billers, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Writeoffs 3. Report Filters & Parameters Filter Name Description Write off Restricts results to write offs only Undo Writeoff Restricts results...
Usage Report or Document Usage Report
Last Updated:1. Overview Purpose:This report shows the number of documents created during a selected date range. Target Audience:Clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Documents >> Usage 3. Report Filters & Parameters Filter Name Description Date Span Restricts results to a specific period Group by Document name Groups the...
Unsent Claims Report
Last Updated:1. Overview Purpose:This report shows claims that have been created in a system but not yet submitted to the insurance company for processing. Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Unsent Claims 3. Report Filters & Parameters Filter Name Description Include Claims with the following...
Unit Analysis Report
Last Updated:1. Overview Purpose:This report shows the analysis of the units for the selected procedure group during a selected date range. Target Audience:Clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Unit Analysis 3. Report Filters & Parameters Filter Name Description By Referring Physician Report is grouped by...
Timely Filing Report
Last Updated:1. Overview Purpose:This report shows the timely filing details of billed and unbilled claims Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Timely Filing Report 3. Report Filters & Parameters Filter Name Description Outstanding Claims exceeding Timely Filing Warning (# of days) Restricts the results to...
Sign-in Sheet
Last Updated:1. Overview Purpose:This report shows the sign-in details of the patients during a selecteddate range Target Audience:Front desk staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Sign-in Sheet 3. Report Filters & Parameters Filter Name Description Select Resource to print patient sign in sheet Restricts the results...
Schedule Cancellation Report
Last Updated:1. Overview Purpose:This report shows all appointments that are cancelled during a selecteddate range Target Audience:Front desk staff, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Cancellation Report 3. Report Filters & Parameters Filter Name Description Select Date span to print patient cancellation report Restricts the...
Reimbursement Analysis
Last Updated:1. Overview Purpose:This report shows the analysis of the reimbursement amount received against the charges billed Target Audience:Billers, clinical staff, Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Reimbursement Analysis 3. Report Filters & Parameters Filter Name Description Do not display report split by Location Results are not...
Referring Doctor Zip Code Analysis
Last Updated:1. Overview Purpose:This report shows the charges billed by referring physicians’ Zip code during a selectedservice date range Target Audience:Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Referring Doctor Zip Code Analysis 3. Report Filters & Parameters Filter Name Description Zip Code Restricts the results to one or more zip codes...
Referral Source Report
Last Updated:1. Overview Purpose:This report shows the charges billed and payments received for patients through different referral sources during a selecteddate range Target Audience:Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Referral Source Report 3. Report Filters & Parameters Filter Name Description Split by Master Physician Splits the results...
RVU Report
Last Updated:1. Overview Purpose:This report shows all RVU details of the procedure codes during a selectedservicedate range Target Audience:Billers, Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> RVU Report 3. Report Filters & Parameters Filter Name Description Service Date span Restricts the results to selected service date range Limit...
Provider Number List
Last Updated:1. Overview Purpose:This report shows the list of provider numbers for the practice Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Provider Number List 3. Report Filters & Parameters Filter Name Description Physician Active Restricts results to active physicians Physician Inactive Restricts results to inactive physicians...
Procedure Frequency Threshold Report
Last Updated:1. Overview Purpose:This report shows the frequency of the procedures during a selecteddate range Target Audience:Clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Procedure Frequency Threshold Report 3. Report Filters & Parameters Filter Name Description Location Restricts the results to one or more locations Resources Restricts...
Fee Schedule
Last Updated:1. Overview Purpose:This report shows the fee schedules of the procedure codes for the selected insurance types in the selected year Target Audience:Billers, Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Lists - Fee Schedule 3. Report Filters & Parameters Filter Name Description Select Year Restricts the results to the selected...
Patient Statements
Last Updated:1. Overview Purpose:This report shows all patient statements sent out during a selecteddate range Target Audience:Front desk staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Patient Statements 3. Report Filters & Parameters Filter Name Description Select Locations Restricts the results to one or more locations Report Date...
Monthly Charges Report
Last Updated:1. Overview Purpose:This report shows the monthly summary of the charges billed and the amount received for the selectedyear Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Monthly Report 3. Report Filters & Parameters Filter Name Description All Locations Includes results of all locations Select Locations...
Login History
Last Updated:1. Overview Purpose:This report shows the login details of users during a selecteddate range Target Audience:Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Login History 3. Report Filters & Parameters Filter Name Description User names Restricts results to one or more users Date Range Restricts results to a...
Export Transaction Information
Last Updated:1. Overview Purpose:This report shows all transactions done during a selecteddate range Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Exports >> Export Transaction Information 3. Report Filters & Parameters Filter Name Description Detail Results to include details of the transaction Summary by Physician Restricts results to summary by...
Export Claim Information
Last Updated:1. Overview Purpose:This report shows all the claim details during a selectedservicedate range Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Exports >> Export Claim Information 3. Report Filters & Parameters Filter Name Description Referring Physicians Restricts results to one or more Referring physician Master Physicians Restricts results to...
Export Appointment Custom Fields Information
Last Updated:1. Overview Purpose:This report shows the appointment-related custom field information for appointments during a selecteddate range. Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Exports >> Export Appointment Custom Fields Information 3. Report Filters & Parameters Filter Name Description Appointment Date Restricts results to a selected date range Appointment...
Document Report by Custom Fields
Last Updated:1. Overview Purpose:This report shows all documents with the selected custom field value and initials during a selecteddate range. Target Audience:Clinical staff, admin. 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Documents >> By Custom Fields 3. Report Filters & Parameters Filter Name Description Run Document Report By Date Span Restricts results...
Document List by Initials
Last Updated:1. Overview Purpose:This report shows all documents with the selected Initials during a selecteddate range. Target Audience:Clinical staff, admin. 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Documents >> By Initials 3. Report Filters & Parameters Filter Name Description Category Restricts results to one category Document Type Restricts results to one or...
Debits Report
Last Updated:1. Overview Purpose:This report shows the deposits posted on the patient’s account during a selecteddate range. Target Audience:Billers, admin. 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Debits Report 3. Report Filters & Parameters Filter Name Description Debit Reasons Restricts results to one or more Debit reasons Debit Types...
Daily Breakdown Report
Last Updated:1. Overview Purpose:This report shows the breakdown of procedure groups performed during a selecteddate range. Target Audience:Billers, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Daily Reports >> Daily Breakdown Report 3. Report Filters & Parameters Filter Name Description Select Service Date Span Restricts results to a specific period...
Credits Report
Last Updated:1. Overview Purpose:This report shows the details of credited services during a selecteddate range Target Audience:Billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Credits Report 3. Report Filters & Parameters Filter Name Description Split by Procedures Codes Groups the results by Procedure Codes Procedure Code Restricts the...
Credit Balance Report
Last Updated:1. Overview Purpose:This report summarizes the credit balance for each patient and insurance type Target Audience:Front desk staff, billers, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Practice Reports >> Credit Balance Report 3. Report Filters & Parameters Filter Name Description Print patient credit balance report Restricts the results to Patient...
Copay Analysis Report
Last Updated:1. Overview Purpose: This report shows analysis of Copay made by the patient during a selecteddate range Target Audience:Front desk staff, billers, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Copay Analysis Report 3. Report Filters & Parameters Filter Name Description Schedule Date Span Restricts results of...
Export Claim Custom Field Information
Last Updated:1. Overview Purpose:This report shows the claims custom field information along with claim information during a selecteddate range Target Audience:Billers, Admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Exports >> Export Claim Custom Field Information 3. Report Filters & Parameters Filter Name Description Service Date Restricts the results to a selected...
Check-In and Seen Times
Last Updated:1. Overview Purpose:This report shows the details of patients checked in and seen date and time during a selecteddate range Target Audience:Front desk staff, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Checkin & Seen Times 3. Report Filters & Parameters Filter Name Description Locations Restricts...
Bulk Superbills and Bulk Print Superbills
Last Updated:1. Overview Purpose:This report shows all the superbills during a selecteddate range Target Audience:Front desk staff, billers, clinical staff 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Bulk Superbills 3. Report Filters & Parameters Filter Name Description Locations Restricts results to one or more locations Resources Restricts results to only one resource...
Bulk Patient Demographics
Last Updated:1. Overview Purpose:This pdf report shows the patient demographic details during a selecteddate range Target Audience:Front desk staff, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Bulk Patient Demographics 3. Report Filters & Parameters Filter Name Description Resources Restricts results to one or more resources Appointment Date Span Restricts...
Appointment No-Show
Last Updated:1. Overview Purpose:An appointment no-show report tracks patients or clients who miss scheduled appointments without prior cancellation or notification. This report is crucial for understanding the extent of missed appointments, their impact, and potential strategies to improve attendance rates Target Audience:Front desk staff, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing...
Appointment Type Analysis
Last Updated:1. Overview Purpose:This report shows the different types of appointments that are scheduled or checked-in during a specific date range. Target Audience:Front desk staff, clinical staff, admin 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Appointment Type Analysis 3. Report Filters & Parameters Filter Name Description Locations Restricts results...
Allowed Amount Exceptions Report
Last Updated:1. Overview Purpose:This report shows claims where the allowed amount deviates from the expected contracted rates during the selected date range. Target Audience:Billers, clinical staff, admin. 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Daily Reports >> Allowed Amount Exception Report 3. Report Filters & Parameters Filter Name Description Select Insurance Type...
Blocked Patients
Last Updated:1. Overview This report shows the list of patients that are blocked by the practice and the reason for blocking 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Scheduling Reports >> Blocked Patients 3. Report Filters & Parameters Filter Name Description Click on Blocked Patients option Results to include blocked patients for...
AR Breakdown Report
Last Updated:1. Overview Purpose:This report shows AR Breakdown by location during a selected date range 2. Report Location Navigation Path in System:Reports >> Billing Reports >> Daily Reports >> AR Breakdown Report 3. Report Filters & Parameters Filter Name Description Start Date / End Date Limits the results to a specific period. Split by Location Restricts...