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The purpose of the Referral report is to track the number of Patients and the fees generated by Referring Providers. Filter Selection Select the Date range and sorting method (Provider name, number of referrals, or total fees). The Report The report can be re-sorted by clicking on column headings. If letters are being sent toRead more

The Recall Report is used to notify patients who are due to return for an appointment. It produces a call list with Patient names and phone numbers, as well as the option to print mailing labels. Filter Selection The report may be filtered by Date Range, Appointment Type, Appointment Resource, and/or Appointment Site. Check theRead more

The Primary Insurance Reimbursement Report is used primarily to analyze the practice’s fee structure or for negotiating contracts with various insurance payers. It can also be used to manage payments with current contracted insurance companies. Filter Selection Report can be filtered either by Posting Period or Date of Service range. The Report For each CPTRead more

The Patient Roster Report is a highly customizable report that produces a list of Patients who match a specific set of selected criteria. Once generated, mailing labels may be printed for all Patients on the list. Filter Selection This report allows for filtering on a wide variety of Patient data fields in multiple categories, includingRead more

The purpose of the Insurance Aging Report is to follow up outstanding insurance balances. Items on the report are aged based on the date the claim was generated for the Insurance Plan (includes primary and secondary insurance). It also shows items flagged for review (Status X). The Report This report does not have a FilterRead more

The Facility Report tracks the Service activity provided outside the office by Provider in Date of Service order. There is no financial information on this report, and the data presented is static (No grouping, sorting, or drill- down). Filter Selection The report can only be filtered by date range (or leave blank to show all).Read more

The Collection Payment Summary report tracks payments that fall within a selected Status category, either for a specific Patient or for all Patients. One of its uses is to report monies collected for Services with a Status of C (Collection) to your collection agency. Filter Selection Patient: Either specify a single Patient or leave blankRead more

The Closing Run Summary provides a summary of Total Charges, Total Payments, Charge Adjustments, Payment Adjustments, and the A/R Change for each Closing Date in the period specified. It is one of the reports used for end-of-month balancing before closing the Posting Period. Filter Selection The report can be filtered either for Closing Runs withinRead more

There is no initial Filter Selection screen. The report simply displays a list of all Guarantors with Credits on the left, and Services that have a Balance on the right, and then allows Transactions to be posted, applying selected Credits to selected Services. Clicking on a Guarantor in the Credits column reveals the Balances attributedRead more

The Aging Report is an interactive report that may be used as a tool for collection on accounts and reporting the A/R total for the practice. Filter Selection Tips Posting Period: Entering a past Posting Period provides a snapshot of the point in time at which the Posting Period was closed. It excludes any subsequentRead more