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For those practices wishing to track CAR codes for reporting purposes, there is a standard report found under the Reports Menu on the Billing Dashboard. The report filters are as follows: Posting Period Range – Any posting period date range may be entered; “From” and “To” be a single posting period or across multiple postingRead more

From the Billing Dashboard, select Patients and search for the patient.  Once the patient’s demographic form is in view, select the “Reports” button on the top menu bar of the form.  The “Reports” menu will display the “Patient Appointments” report option as the second option on the patient’s report’s menu. Patients > Reports > Patient Appointments TheRead more

Balancing a Posting Period and Closing Best practice is to balance the current posting period before generating all of the reports and closing the Posting Period. Financial Reports printed while a Posting Period is still open will indicate ‘TRIAL’ in the heading. This indicates that the totals are subject to change. Once a Posting PeriodRead more

The purpose of this function is to advance accounts through a collection process using computer automation to locate accounts that meet certain criteria: Service Status age, days since last Patient Payment, Billing Account Type age, and Account Balance minimum. Before beginning this process, the practice should decide how many letters an Account will receive beforeRead more

The Transaction Detail Report has a dual purpose. It can be used to locate patients that had specific transaction codes posted on their accounts, or it can be used to determine which user posted specific transaction codes. Filter Selection In the example above, the report will find all the patients who had a WO postedRead more

The Tickle Note Report is used to keep up-to-date on Patient Notes containing a Tickle Date (i.e. date for future follow up). Filter Selection Select the dater range during which the Tickle Notes are due. The report can be further filtered by Type, Assigned to, and User. Check the Order by patient box to sortRead more

The Service Status Report is a multi-purpose report for filtering services. One of the most widely used functions of this report is to monitor services that are in the Timely Filing < 50 Days entry on the Dashboard. In order for this report to be effective, Timely Filing values should be maintained in the InsuranceRead more

The Service Reimbursement Report is a robust tool for examining service fees within a specific timeframe, relative to allowable amounts, insurance and patient payments, and adjustments for those services. Filter Selection When determining the Record Range, note that the totals for what may seem like the same range (i.e. Posting Period 201307 vs DOS 07/01/2013-07/31/2013)Read more

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