Managerial Reports
Managerial Reports
Each report has its own option window that displays all of the available criteria
that can be used to define the parameters of the report.
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Range control allows you to select dates to determine what information shows up on the reports. Drop-down lists make it possible to multi-select items to include in the report. Also, a search option is available on these lists. Group By and Type options give you even more control over how Save report option selections and load saved selections to make it easier to run reports using the same parameters. |
| Once report options have been saved, the report can be queue to run at a later time. | |
Explanation of Managerial Reports
MANAGEMENT
•Applied Payments-lists the payments received for a specified date range and the charges
to which those payments have been applied.
•Diagnosis History-diagnoses encountered within a specific posting date range & identified either in summary form or detailed (patient names added) form. The list can be sorted and printed according to provider and diagnosis class.
•Insurance Profile-report shows patient, sequence number, charges, payments and write-offs based on each plan.
•Plan Procedure History-this report shows what a plan has paid on a certain procedure over a specific period of time.
•Plan Procedure Summary-this report reflects what various plans have allowed and paid on certain procedures.
•Posting Details By Patient-prints a complete transaction report by patient based on a selected posting date range, by plan, provider and/or location. This reports includes charges, payments, adjustments, amount, POS, modifiers and user.
•Procedure History-grouped by provider, coverage class and/or financial class-this report
lists patient names per procedure and displays the amount, payment and write-off.
•Procedure Transaction History-provides a transaction history for all or selected procedures.
•Referral History-lists patients referred by referring physicians. Can be sorted by diagnosis, procedure, plan, location and provider.
•Referral Out History-tracks patients referred from your practice to another.
•Revenue Report-lists the amount of revenue for a specified date range and the sources of the revenue.
•Service Facility History-prints charges, payments, etc. for those service facilities where
the services are performed.
QUEUES
•User-defined-the user chooses report options and saves the selections.
•Set Date Ranges-update date ranges for all reports in queue in one simple step so that reports can be run for each month (or other specified time period).
•Add new items-add new reports to the queue at any time. An unlimited number of reports can be included in each queue.
•Displays in tile mode before printing-once a queue is run, the reports display tiled across the screen.
RECALL-BY DATES
•Birthdate-patient list by provider & location.
•Last Visit Date-patient list based on last visit date, provider, location, diagnosis & procedure.
•Patient-lists the patients who are due for a return visit to the office based on the recall date and reason.
CORRESPONDENCE/LETTER
•Patient Letter-prints user-defined letters to selected patients. The letter is mail-merged through MS Word by choosing fields from the patient module. This can also be used to complete frequently-used office forms, such as pre-admit forms, cytology requisitions, etc.
•Referring Doctor Letters-same as above, but using the referring physician data.
MISCELLANEOUS
•Inventory-lists inventory items and amount in stock.
•Outcome Report-lists patients who were seen and the number of times the patient was
seen for a specified diagnosis.
•Sales Tax-calculates total tax posted in system.
REFERENCE CODES LISTING
•Diagnosis Report-lists the code, description, and diagnosis class for all or any range of diagnoses.
•Employer Report-lists the employer, address, contact person, phone, & fax number.
•Explosion Codes-lists all of the explosion codes in the system.
•Insurance Report-lists the insurance company’s name, address, phone, contact, payor ID number, Medigap number, claim office number, and insurance ID number.
•Patient Report-includes demographic information in addition to plan information, medical alerts, last payment date & amount, last statement date & amount, etc.
•Plan Report-lists the address, group number, phone certification phone number & contact person, what form type, whether the plan is HMO, capitation, co-pay amount, etc.
•Practice/Provider Report-lists each practice in the system with the federal ID number.
Lists all the providers within each practice with their provider SSN number. Or run the report
to show locations instead of providers.
•Procedure Report-lists the code, description, modifiers, regular charge & Medicare charge for any procedure or range of procedures. Group by coverage class, financial class or none.
•Referring Doctor Report-lists the doctor’s name, phone number, last referral date, number
of referrals, and percentage of total referrals.
•Service Facility Report-lists the address and phone number of area hospitals, nursing homes, etc.
•Zip Code Report-lists all of the zip codes in the system, or call be sorted to list patients living within a certain zip code or range of zip codes. Lists the city and zip code and under each city lists the patients, their address, phone, patient ID number and the patient’s account balance.
PATIENT
•New Patients-lists new patients within a specific creation date range and can be sorted on patient category, provider & location.
•Search Argument-3 user-defined search arguments. Uses Boolean-logic parameters such as “and, or, all”. Acts as an over-flow for information that needs to be tracked but is not otherwise stored in the system.
SYSTEM CODES
•Form Type-lists plans by their designated form types and the patients who have the plan.