advanced pm reports - amazon s3 · 6 ref: 6002.19 deposits by provider .....241 financial summary...

Advanced PM

Reports

Report Guide

Session 2

2 Ref: 6002.19

Contents

Introduction ................................................................................................ 11

New and Revised Content ............................................................................ 11

General Report Information .............................................................................. 11

Generating a Report .................................................................................. 12

Report Security ........................................................................................ 12

Scheduling a Report .................................................................................. 13

Report Formats and Print Sets ...................................................................... 14

Pagination .............................................................................................. 14

Terminology............................................................................................ 14

Clinical Reports ............................................................................................ 15

Administered Medication Detail Log ................................................................ 16

CDS Reminders ........................................................................................ 18

Childhood Immunization Report .................................................................... 20

Clinical Decision Support Response ................................................................. 22

Clinical Decision Support Summary ................................................................. 23

Controlled Substance Rx Report .................................................................... 24

Daily Provider Medication Summary ................................................................ 26

Diagnosis by Code Summary ......................................................................... 28

Diagnosis by Provider Summary ..................................................................... 30

Medication Audit ...................................................................................... 31

Medication Recall Summary ......................................................................... 32

Patient Disclosure Notes ............................................................................. 34

Patient List Excel ..................................................................................... 35

Patient Medication History .......................................................................... 36

Patient Medication Time Flow ...................................................................... 37

Patient Visit ............................................................................................ 38

Patients by Age ........................................................................................ 40

Patients by Diagnosis ................................................................................. 43

Patients by Diagnosis or Medication ................................................................ 45

Prescription Detail Log ............................................................................... 49

Provider Alert .......................................................................................... 51

Provider Medication Detail Summary ............................................................... 53

Services by Code Summary .......................................................................... 55

Services by Provider Summary ...................................................................... 57

Clinical Quality Reports .................................................................................. 59

CQM 2014 ............................................................................................... 60

Lipid Panel Values .................................................................................... 63

Meaningful Use ........................................................................................ 66

Meaningful Use Stage 2 ............................................................................... 68

Meaningful Use Stage 2 2015 ........................................................................ 70

Patient Volume for Meaningful Use ................................................................. 72

Patients and BP ........................................................................................ 74

Patients and Drug ..................................................................................... 77

Patients and Lab Values .............................................................................. 79

Patients and Smoking ................................................................................. 81

Patients with Visits by Insurance ................................................................... 83

EPCS Reports ............................................................................................... 86

eRx Audit ............................................................................................... 87

eRx Audit Daily Summary ............................................................................ 89

eRx Medication Audit ................................................................................. 91

Excel Reports............................................................................................... 93

Appointment Report Excel ........................................................................... 94

AR Active Write Off ................................................................................... 95

Excel Ledger ........................................................................................... 96

Excel Visit .............................................................................................. 97

Total AR Aging Excel .................................................................................. 98

General Reports ........................................................................................... 99

<<New>> Birthday List .............................................................................. 100

Care Plan Oversight Billing ........................................................................ 101

Charge Ticket ........................................................................................ 103

CPT Code Comparison Report ......................................................................106

Demographics Statistics .............................................................................110

Duplicate Patient Report............................................................................112

4 Ref: 6002.19

Export Patient Diagnosis Data ......................................................................113

Generate CCDA .......................................................................................114

Outstanding Message Report .......................................................................115

Patient Provider Tracking Report ..................................................................117

Patients by Insurance ................................................................................120

Patients by Pharmacy ...............................................................................123

Practice Snapshot Report ...........................................................................125

Provider List ..........................................................................................127

Referred by Provider List ...........................................................................129

Visit Billing Review ..................................................................................131

Lab Reports ................................................................................................132

Lab Order Status .....................................................................................133

Lab Result .............................................................................................135

Laboratory Manifest Report ........................................................................137

OB Reports.................................................................................................139

Allergies, Meds, and Initial PE Report .............................................................140

Comprehensive OB Report ..........................................................................142

Flowsheet and EDD ..................................................................................143

Genetic and Infection Hx ...........................................................................144

Lab Order and Education Forms ....................................................................146

OB Case Report .......................................................................................148

Summary ..............................................................................................149

PCMH Reports ............................................................................................. 152

PCMH Appointment Statistics ...................................................................... 153

PCMH Generated Documents ....................................................................... 155

PCMH Patient Condition ............................................................................. 157

PCMH Patient Education Form ..................................................................... 159

PCMH Patient Information .......................................................................... 161

PCMH Prescription Statistics ........................................................................ 163

Practice Management Financial Reports .............................................................. 165

PM Accounts Receivable Reports ....................................................................... 166

Automated Accounts Receivable Setup ........................................................... 167

Insurance Aging Detail ............................................................................... 168

Insurance Aging Summary ........................................................................... 171

Patient Aging Detail ................................................................................. 173

Patient Aging Summary ............................................................................. 176

Patient Ledger ........................................................................................178

<<Revised>> Provider A/R Summary ..............................................................180

Responsible Party A/R Summary ...................................................................183

Responsible Party Aging Detail .....................................................................184

Responsible Party Aging Summary .................................................................187

Responsible Party Collections List .................................................................189

Responsible Party Ledger ...........................................................................190

Suspended Statement Balance Review ............................................................192

Total A/R Aging Detail ..............................................................................194

Total A/R Aging Summary ...........................................................................196

PM Balancing Reports ....................................................................................198

Batch Deposit Review ...............................................................................199

Batch Summary Report ..............................................................................201

Daily Charges Trial Balance .........................................................................203

Daily Transactions Trial Balance ...................................................................205

Deposit Slip ...........................................................................................207

Monthly Transactions Trial Balance ...............................................................209

Void and Reversal Review ...........................................................................211

PM Claim Reports .........................................................................................213

Claim Prior Payments ................................................................................214

EDI Claim Files ........................................................................................216

ERA Rejections .......................................................................................218

Superbill ...............................................................................................220

PM Financial Analysis Reports ..........................................................................222

Account Type Procedure Review Report ..........................................................224

Adjustments Details .................................................................................227

Adjustments Summary ...............................................................................229

Amount Allowed Comparison .......................................................................231

Amount Allowed Summary ..........................................................................233

Charge Summary .....................................................................................235

Copay Report .........................................................................................237

Daily Financial Summary ............................................................................239

6 Ref: 6002.19

Deposits by Provider .................................................................................241

Financial Summary ...................................................................................243

Insurance Productivity ..............................................................................247

Monthly Revenue Productivity .....................................................................251

Payer Credit Detail ..................................................................................253

Payment Application ................................................................................256

Payments by Payer ...................................................................................258

Payments by Procedure .............................................................................262

Performance Management Report .................................................................269

Practice Financials by Service Site ................................................................272

Procedure Productivity Including Patient Liability ..............................................275

<<Revised>> Procedure Productivity Summary ..................................................278

Production Summary.................................................................................281

Receipts Analysis .....................................................................................283

Referring Physician Analysis ........................................................................285

Reimbursement Analysis ............................................................................288

RVU Productivity Report ............................................................................291

RVU Report ............................................................................................293

Service Detail .........................................................................................295

Superbill Charge Analysis ...........................................................................297

Superbill Status Review .............................................................................300

Tax Report ............................................................................................302

Visit Productivity .....................................................................................304

Work RVU Detail ...................................................................................... 306

Scheduling Reports ....................................................................................... 308

Appointment Report ................................................................................. 309

Demographic by Schedule .......................................................................... 311

External Patients Rounds List ...................................................................... 313

Patient Recall Summary ............................................................................. 315

Waiting List Report .................................................................................. 317

System Reports ........................................................................................... 318

Amount Allowed Schedule .......................................................................... 319

Fee Schedule ......................................................................................... 321

HL7 Partner ........................................................................................... 323

Patient Export List ................................................................................... 324

Procedure Codes and Groups ....................................................................... 325

Responsible Party ....................................................................................327

Responsible Party List ...............................................................................329

RVU Schedule .........................................................................................331

Security Report .......................................................................................333

User Group Report ...................................................................................336

UDS Reports ...............................................................................................337

Audit of UDS 3A Patients by Age and Gender ....................................................339

Audit of UDS 3B Patients by Language ............................................................340

Audit of UDS 3B Patients by Race and Ethnicity .................................................341

Audit of UDS 4 01-06 Patients by Percent of Poverty ...........................................342

Audit of UDS 4 17-23 Patients by Homeless Status ..............................................343

Audit of UDS 4 25-25 Patients by Veteran Status ................................................344

UDS 3A Patients by Age and Gender ...............................................................345

UDS 3B Patients by Language .......................................................................346

UDS 3B Patients by Race and Ethnicity ...........................................................347

UDS 4 01-06 Patients by Percent of Poverty .....................................................348

UDS 4 07-12 Patients by Account Type ............................................................ 349

UDS 4 17-23 Patients by Homeless Status ........................................................ 350

UDS 4 24-24 Patients by Service Site .............................................................. 351

UDS 4 25-25 Patients by Veteran Status .......................................................... 352

UDS 5 Patients and Visits by Provider ............................................................. 353

UDS 6A Patients and Visits by CPT ................................................................. 354

UDS 6A Patients and Visits by Diagnosis .......................................................... 355

UDS 6B C Patients by Childhood Immunizations ................................................. 356

UDS 6B D Patients by Pap Tests .................................................................... 357

UDS 6B E Patients by BMI – Child ................................................................... 358

UDS 6B F Patients by BMI – Adult .................................................................. 359

UDS 6B G1 Patients by Tobacco Use ............................................................... 360

UDS 6B G2 Patients by Tobacco Cessation ........................................................ 361

UDS 6B H Patients by Asthma Therapy ............................................................ 362

UDS 6B I Patients by CAD ........................................................................... 363

UDS 6B J Patients by IVD ............................................................................ 364

8 Ref: 6002.19

UDS 6B K Patients by Colorectal Cancer Screening ............................................. 365

UDS 7B Patients by Hypertension ..................................................................366

UDS 7C Patients by Diabetes .......................................................................367

UDS 90 Patient Related Revenue ..................................................................368

UDS GP Patients Served by ZIP Code ..............................................................369

Complete Patient Charts ................................................................................370

Complete Chart ......................................................................................371

Context Sensitive Reports ...............................................................................373

Lab Requisition .......................................................................................374

Patient ID Label ......................................................................................377

Patient Information Label ..........................................................................378

Patient Mailing Label ................................................................................379

Patient Medication Summary .......................................................................380

Responsible Party Account ..........................................................................382

Specimen Label .......................................................................................384

Visit Receipt ..........................................................................................385

10 Ref: 6002.19

Ref: 6002.19 11

Introduction

This document describes all of the clinical, general, and practice management reports available in Aprima PRM.

New and Revised Content

Enhancements and new features are identified in this document using the following conventions.

<<New>>: Identifies new information in the guide. This information may be about a new feature or a new function or workflow for an existing feature.

<<Revised>>: Identifies information in the guide that has been revised as a result of an enhancement or a new feature.

General Report Information

Most reports are accessible from the Reports window (Desktop → Reports or Reports icon (

). When a report is also accessible from another location, or if it is only accessible from another location, that location is noted in the report description.

You can filter the data on which a report is generated, and save the filter for future use. If you do not provide a filter, the report generates a listing of all items. This may take a considerable amount of time to generate. When no data matches your filtering criteria, the report is blank and in some cases does not display column headings.

Reports that can be filtered by diagnosis now use the Find Diagnosis Code 10 window to identify the diagnosis codes to filter by. This is used whether or not the user’s User Setting is defined for ICD-10. As a result of this change:

You cannot search for ICD-9 codes on which to filter. You can, however, type the desired ICD-9 code, codes, or code range in the Diagnosis field.

Report filters that include ICD-9 codes will no longer work. You must select the filter, type the desired ICD-9 code or codes in the Diagnosis field, and save the filter again.

12 Ref: 6002.19

Generating a Report

1. Desktop → Reports

2. Select the report you wish to generate.

3. Enter the filtering criteria for the report. Filtering criteria varies by report.

4. Select either:

View to generate the report. When the report has generated, you can:

Search for specific items by entering a text string in the search field.

Save the report as a Microsoft™ Excel file or an Adobe™ Acrobat PDF file.

Print the report by selecting the Print button.

Print if you want to print the report without first viewing the data.

Report Security

Report security enables you to restrict user access to specific reports. This enables you control access to sensitive clinical or financial information included in reports.

By default, all users are allowed access to all reports through the Everyone user group. If you want to restrict access to certain reports, then you must change the security for those reports. If you do not need to restrict access to any reports, then you do not need to do anything.

There are three levels of report security. The first level of security is granted to an administrative super user. This enables the super user to restrict report access as needed.

The second level is to allow or not allow users to view, print, or edit a report. A user who is allowed access to a report may generate the report for any data in the database, and then view or print the generated report. The user may also edit the report, if it is a user-defined report. This level of security does not prevent a user from accessing the Reports window. It does disable the View, Print, Edit, and New buttons for any selected report for which the user does not have access.

The third level of security may be applied to users who are not allowed general access to a report. You can give a user security access to a specific filter or filters for the report. The filtering criteria in the saved filter restrict the data that the user can access through the report. This enables you to allow users to generate reports for specific providers, service sites, financial centers, etc. The report filter security disables all the filtering criteria except date or timespan filters.

It is important to note that all filters that are defined as Me-Only by the user who created the filter have security access through the Everyone user group. Others users, includes administrative super users, cannot access another user’s Me-Only filter. But the user who created the Me-Only filter has security access to use that filter to generate a report even if you have otherwise restricted the user’s access to that report.

Ref: 6002.19 13

Please refer to the Administrative User’s Guide for more information and for instructions on setting up report security.

Generate a Report with Restricted Access

If you have restricted access to a report, then you can generate it only using a filter to which you do have access.

1. Reports ) icon

2. Select the desired report.

3. In the Filter Name field, select the desired filter for the report.

4. Select the View button to generate the report.

Scheduling a Report

The Scheduled Reports job enables you to generate a report on a defined schedule. This is useful for any report that you regularly generate using the same filtering criteria.

The job generates a file of the report using the defined filter. The job then sends a message with the file attachment to the defined recipient or recipients. The recipients can then view, save, and print the report as desired.

For reports that are typically generated and printed, the job can be used to generate a PDF, Microsoft® Word®, or Excel® file. Reports that only generate as an Excel file can only be generated as an Excel file when the report is scheduled.

The AR Active Write-off report and the CQM 2014 should not be scheduled. These reports are designed to be worked at the time they are generated. You cannot work either of these reports from a file of any type produced by the Scheduled Reports job.

1. Desktop → Reports

2. Select the report you wish to schedule.

3. Define the filtering criteria, or select an existing filter.

4. Select the Save or Save As button.

5. Enter a Name for the report filter. This will also be the name of the job that generates the report.

6. Select the Schedule Report checkbox.

7. In the Send Report To field, use the find button to select the users and user groups you want to receive the PDF file of report when it is generated.

8. In the Output Format section, select the radio button for the desired file type.

9. Enter the Repeat Parameters for the report job.

10. Select the OK button to save the filter and schedule the report.

14 Ref: 6002.19

Report Formats and Print Sets

Every report has a defined format, which includes the paper size, page orientation, margins, column widths, and font and font size. These format characteristics cannot be changed. All standard reports print on 8.5 x 11 letter size paper.

The application’s print set functionality can be used to direct reports to a specific printer, such as to a printer in the front office, back office, or lab. The print set cannot, however, be used to change or modify a report’s defined format. When defining a print set and when printing any report, you can access the Microsoft® Windows© Printer window. The Windows Printer window will allow you to select a paper size and page orientation, but the selections made in the Printer window will be overridden by the report’s defined format.

Pagination

Reports are generated using Microsoft Reporting Service©. Due to the way Microsoft Reporting Service handles sections of text, some reports may have unusual page breaks, depending on the data resulting from the selection criteria.

Terminology

The following terms are used to describe the content of the reports.

Posting Date: This is the date that an item is posted in a batch. It is not the GL Date automatically assigned by the system as in previous releases. A posting date can be assigned a date other than the current date.

Payments: Includes all payments entered. Payments may be made by cash, check, or credit card.

Transactions: All entries. Transactions include payments and adjustments.

Ref: 6002.19 15

Clinical Reports

Administered Medication Detail Log

CDS Reminders

Childhood Immunization Report

Clinical Decision Support Response Report

Clinical Decision Support Summary

Controlled Substance Rx Report

Daily Provider Medication Summary

Diagnoses by Code Summary

Diagnoses by Provider Summary

Medication Audit

Medication Recall Summary

Patient Disclosure Notes

Patient List Excel

Patient Medication History

Patient Medication Time Flow

Patient Visit

Patients by Age

Patients by Diagnosis

Patients by Diagnosis or Medication

Prescription Detail Log

Provider Alert

Provider Medication Detail Summary

Services by Code Summary

Services by Provider Summary

16 Ref: 6002.19

Administered Medication Detail Log

The Administered Medication Detail Log meets the needs of providers who are required to keep a detailed log of all medications administered during a patient visit. It automatically pulls all administered medication and vaccination data from the last date it was generated. Therefore, the first time the report is run, it will include all administered medication information in your database. The next time the report is run, it will include only administered medication from the last date it was run to the current date.

Each administered medication entry includes the visit date and time, the patient name and date of birth, the administered medication details, the name of the user who administered the medication, and the date the medication was administered.

There are no filtering capabilities for the Administered Medication Detail Log. The report is grouped by provider. At the bottom of each providers log is a place for the provider to sign and date the report. Each provider’s report is paged numbered separately.

Please note that when you generate and print either the Administered Medication Detail Log or the Prescription Detail Log, both reports are generated and printed.

Note for the state of Ohio: The Ohio Board of Pharmacy requires that this report be generated, printed, and signed in ink by the provider and medication administrator daily and that signed reports be kept on file for three years in accordance with OAC 4729-5-01(N). You can schedule the report so it generates automatically.

Filters

None

Ref: 6002.19 17

18 Ref: 6002.19

CDS Reminders

Clinical decision support reminder notices are generated like a report, but individual letters are produced. The letter identifies the patient, the service that is due or overdue, and the due date. It includes the name, address, and phone number of the practice. The letter is formatted for a number 10 window envelope.

If you are using the optional Patient Portal, then generating this report generates reminder messages to patients with Portal accounts.

You can generate notices for due or overdue patients for one or more clinical decision support rules. The application uses the advance warning time period defined for a clinical decision support rule to determine the patients due for that rule.

Use the “Exclude patients with reminders within” option to exclude patients that have already been sent a reminder for the selected rule or rules within the specified date range. Filters

Due, Overdue, or Both

Rules

All Patients, Patients with Portal Accounts, or Patients without Portal Accounts

Exclude Patients with Reminders within Timespan

Ref: 6002.19 19

20 Ref: 6002.19

Childhood Immunization Report

This report lists the immunization history for any patient, based on the Center for Disease Control (CDC) recommendations for Yellow Card reports. Reports may be generated for multiple patients, but all results are displayed as one patient per page. The report also includes pending immunizations.

Filters

Patient

Card Type (vaccine administration record)

Ref: 6002.19 21

22 Ref: 6002.19

Clinical Decision Support Response

The Clinical Decision Support Response report identifies providers’ responses to clinical decision support rules. The report includes the clinical decision support rule and either the procedure performed to fulfill the rule or the reason for not fulfilling the rule.

Filters

User

Rule

Date Span

Ref: 6002.19 23

Clinical Decision Support Summary

The Clinical Decision Support Summary report lists patients that are due or overdue for one or more clinical decision support rules.

The age range for this report is defined based on the patient’s date of birth and the current date. Patients who do not have a date of birth on record are not included. The default age range is 0-100. If it is the age range is left blank, the report includes patients of all ages. The age range filter only accepts one age range.

When generating the Clinical Decision Support Summary, a warning is given when the resulting report will exceed 5,000 records (about 100 printed pages). The notification asks you to limit the number of records in your report by making your filters more restrictive.

Filters

All patients, due patients, or overdue patients

Rule

Patient age range

Sort by due date or patient

24 Ref: 6002.19

Controlled Substance Rx Report

This report lists all controlled substance prescriptions written by a provider. It includes the date written, the patient, patient date of birth, and prescription details.

Filters

Providers

Time span

Ref: 6002.19 25

26 Ref: 6002.19

Daily Provider Medication Summary

The Daily Provide Medication Summary is a list of the medications prescribed by one or more providers during a given time span. If you do not select a provider, the report will generate for all providers. This report displays daily information, each page displaying one date for one provider, listing all prescribed medications per patient.

Filters

Provider

Time span

Ref: 6002.19 27

28 Ref: 6002.19

Diagnosis by Code Summary

The Diagnosis by Code Summary report lists the diagnoses that were charted by each provider.

Please note that you cannot search for ICD-9 codes on which to filter. You can, however, type the desired ICD-9 code, codes, or code range in the Diagnosis field.

Filters

Time span

Diagnosis codes

Ref: 6002.19 29

30 Ref: 6002.19

Diagnosis by Provider Summary

The Diagnosis by Provider Summary lists the diagnoses that were used by providers during the defined reporting period. If you do not select a provider, the report generates for all providers. Similarly, if you do not select a diagnosis code, the report lists all diagnoses.


Filters

Timespan

Provider

Diagnosis codes

Ref: 6002.19 31

Medication Audit

The Medication Audit report is a version of the Administered Medication Detail Log. You can use the Medication Audit report to regenerate the Administered Medication Detail Log for a specific date.

Example not included. Please see the Administered Medication Detail Log section for an example of this report.

Filters

Patients

Providers

Administered or prescribed date span

32 Ref: 6002.19

Medication Recall Summary

The Medication Recall Summary is a list of patients that are taking a particular medication as of a specified date.

When you include inactive medications in the report criteria (inactive only or both active and inactive), the report does not filter by start and end dates even if a time span is specified.

The drug search functions in the same way as the drug search in Full Note Composer. You can include generic alternatives in the search by selecting the checkbox. If a drug is specified with strength or dosage information, then only the medications that match exactly are included in the report.

Filters

Medication

Time span

Include/exclude deceased patients

Active and inactive medications, only active medications, or only inactive medications

Sample medications only, administered medications only, or all medications

Ref: 6002.19 33

34 Ref: 6002.19

Patient Disclosure Notes

The Patient Disclosure Notes report lists the disclosures of patient information that were made during the specified timeframe and to whom the information was disclosed. A disclosure is an instance of disclosing all or some of the information in a patient’s record to someone outside your practice, such as a referring or consulting physician, an insurance payer, the patient, or any other person or entity to whom you must provide information.

Filters

Patients

Disclosed by name range

Disclosed date span

Ref: 6002.19 35

Patient List Excel

The Patient List Excel report enables you to create a list of patients by diagnosis, medication, medication allergies, and/or laboratory tests and their result values. You may also filter the report by demographic information, including the patient’s preferred contact method.


This report generates as an Excel spreadsheet file. It does not produce a printed report. You may sort and manipulate the data in the spreadsheet file as desired. Example not included.

Filters

Diagnosis Code or Code Range

Medication

Include Inactive Patient

Include Inactive Diagnosis and/or Medication

Visit Date

Include Deceased Patient

Include Data from Patient Medication History

Exclude Patient Status

Exclude PHI

Age Range

Include Patient Gender

Drug Allergy

Notification Method

Observation Item

Observation Item Range

Result Date

Laboratory

36 Ref: 6002.19

Patient Medication History

The Patient Medication History report lists all patients, medication, medication start and end date, and the provider.

Filters

Patient

Medication

Medication Start Date

Medication End Date

Ref: 6002.19 37

Patient Medication Time Flow

This clinical report allows you to track a patient's prescription usage over a period of time. The display is in a grid format. A patient must be selected in order to generate the report.

Filters

Patient name

Time span

38 Ref: 6002.19

Patient Visit

The Patient Visit report lists all of a patient’s visits during the selected time period. The report includes the visit date, provider, service site, appointment type, and reason. When private visits are included, any private visits are identified as such. Refill request visits, lab result visits, and struck out visits are not included in this report.

A patient must be selected to generate the report.

Filters

Patient

Rendering provider

Service sites

Visit date span

Ref: 6002.19 39

40 Ref: 6002.19

Patients by Age

The Patients by Age report enables you to produce a listing of patients with or without patient identifying information that is considered protected health information (PHI). You can filter the report by age range, rendering provider, visit timespan, include inactive, include deceased, exclude patient status, and exclude PHI.

The report including PHI contains the patient name, gender, medical record number, full address, phone, date of birth, and age. The report without PHI includes gender, city, state, ZIP code, and age. The report can be exported in either format.

Filters

Age range

Visit rendering provider

Visit timespan

Include/exclude inactive patients


Exclude patient status

Include/exclude PHI

Ref: 6002.19 41

PHI Included

42 Ref: 6002.19

PHI Excluded

Ref: 6002.19 43

Patients by Diagnosis

This report lists all diagnoses made in the time period specified. The report is sorted by diagnosis code. Each entry includes the visit date on which the diagnosis was made; the patient; and the patient’s address, phone number, date of birth, and email address. The report header includes the diagnoses and providers selected.

To generate this report, you must select one or more diagnoses for the filter.


Filters

Diagnosis

Rendering provider

Visit time span

Display patient only once

44 Ref: 6002.19

Ref: 6002.19 45

Patients by Diagnosis or Medication

This report lists all patients who have been given a diagnosis or a medication. The report includes the patient name, medical record number, address, phone number, and date of birth. Diagnosis information includes the diagnosis code and description. Medication information includes the medication name, prescription details, and the prescription start and end date.

The report may be generated for one or more diagnoses, medications, or both diagnoses and medications. The report may be generated to include only active diagnoses or medications or to include either active and inactive diagnoses or medications. When you generate the report for both diagnosis and medication, only patients meeting both criteria will be included in the report. For example, if you select diagnosis code 441.4 and 654.0 and Zovirax, then only patients with a diagnosis of 441.4 and a prescription for Zovirax and patients with a diagnosis of 654.0 and a prescription for Zovirax will be included in the report.


You can include information from the patient medication history. Information in the medication history may or may not be associated with dates. When you choose to include information from the medication history, the report includes all the medication history information that meets the selection criteria without regard to dates. Medications that are associated with patient visit notes are still filtered by the dates for the selected time span.

You may choose whether or not to include inactive and/or deceased patients when generating the report. You may also choose to exclude patients by patient status, if desired. Additionally, you can filter patients by age range, so that patients within the specified age range are included and patients outside the age range are excluded from the report.

Filters

Diagnosis

Medication

Only diagnosis, only medication, or both diagnosis and medication

Include/exclude inactive diagnosis and/or medication


Include/exclude inactive diagnosis and/or medication

Visit time span


Include/exclude data from patient medication history


Age range

Exclude/include PHI (Protected Health Information)

46 Ref: 6002.19

Patient sex

Billing/rendering provider option

Provider

Ref: 6002.19 47

PHI Included

48 Ref: 6002.19

PHI Excluded

Ref: 6002.19 49

Prescription Detail Log

The Prescription Detail Log report meets the needs of providers who are required to keep a detailed log of all prescriptions created, modified, and deleted. The Prescription Detail Log automatically pulls all prescription data from the last date it was generated. Therefore, the first time the report is run, it will include all prescription information in your database. The next time the report is run, it will include only prescriptions from the last date it was run to the current date.

Each prescription entry includes the visit date and time, the patient name and date of birth, the prescription details, the name of the user who wrote or changed the prescription, the type of prescription, the transmit status, and the date the prescription was created or deleted.

Prescription types are prescribed, administered, and sample.

The Transmit column displays the prescription status. For new prescriptions, only the transmit status (printed or sent) will appear in this column. For prescriptions that were modified since the last time the report was generated, there will be an M following the transmit status. For prescriptions that were deleted since the last time the report was generated, there will be a D following the transmit status.

There are no filtering capabilities for the Prescription Detail Log. The report is grouped by provider. At the bottom of each provider’s log is a place for the provider to sign and date the report.

Please note that when you generate and print either the Prescription Detail Log or the Administered Medication Detail Log, both reports are generated and printed.

Note for the State of Ohio: The Ohio Board of Pharmacy requires that these reports be generated, printed, and signed in ink by the provider and medication administrator daily, and that the signed reports be kept on file for three years in accordance with OAC 4729-5-01(N). You can schedule the report so it generates automatically.

Note: Use the Provider Medication Detail Summary report to reprint historical prescription data.

Filters

None

50 Ref: 6002.19

Ref: 6002.19 51

Provider Alert

The Provider Alert report identifies providers’ responses to alerts, such as drug screening alerts. The report includes the alert and, when the provider overrides the alert, the reason for overriding.

Filters

Provider

Prescription start date range

52 Ref: 6002.19

Ref: 6002.19 53

Provider Medication Detail Summary

This report lists the medications prescribed by providers as of a given time span. This report contains similar information to the Daily Provider Medication Summary, but displays information per provider across the date range specified. The summary includes the time a medication was prescribed, as well as information about the medication.

This report includes Rx comments. However, if the Rx comments exceeded 30 characters, only the first 30 will be shown on this report.

The filtering criteria for this report include two ways to define the date range. You may either enter specific dates using the From and To date fields, or you may select a timespan in using the Timespan field. All three fields are populated by default. The From and To date fields both populate with the current date, and the Timespan field populates with Today. If you use the From and To date fields to select another date range, you must also delete the entry in the Timespan field. The application uses the entry in the Timespan field when there are entries in both the Timespan field and the From and To fields.

An additional filter allows you to print a report that starts as of the last time the report was last generated for the specified providers. For example, if you select all providers, and provider X last had the report generated at 12:01 p.m. on Wednesday, while the other providers last had their reports generated at 5:00 p.m. on Tuesday, the report will print information for provider X beginning at 12:02 p.m. on Wednesday, and the 5:01 p.m. for all other providers.

This report includes a signature and date line for the provider.

Use this report, rather than the Prescription Detail Log, when you need to reprint historical prescription data.

Filters

From and To dates

Providers

Timespan

Print from date when report was last generated

54 Ref: 6002.19

Ref: 6002.19 55

Services by Code Summary

The Services by Code Summary report lists which providers performed one or more specified procedures within a specified date range. You can generate the report for services performed, services ordered, or both. This report is sorted by procedure code. It does not include patient information.

Filters

Procedures

Services performed, services ordered, or both

Time span

56 Ref: 6002.19

Ref: 6002.19 57

Services by Provider Summary

The Services by Provider Summary report lists procedures performed or ordered by one or more providers, as charted in Full Note Composer. This report is sorted by patient.

Filters

Provider

Billing or rendering provider option

Procedure

Services performed, services ordered, or both

Patient

Service site

Time span

58 Ref: 6002.19

Ref: 6002.19 59

Clinical Quality Reports

The quality reports meet the requirements for reporting to Centers for Medicare & Medicaid Services (CMS) on several types of care that should be provided under specific circumstances. For all of the quality reports, the number of patients meeting the selection requirements for a rule is the denominator of the rule. The number of qualified patients who received the required care for the rule is the numerator of the rule.

It is important to understand that all quality reports for meaningful use, PQRS, and other CMS program reporting are clinical reports. The data in the reports is pulled from patient visit notes only. Therefore, the reports may not be accurate, depending on the report criteria used, if you enter procedures directly into superbills or into a third-party billing system.

CQM 2014

Lipid Panel Values

Meaningful Use

Meaningful Use Stage 2

Meaningful Use Stage 2 2015

Patient Volume for Meaningful Use

Patients and BP

Patients and Drug

Patients and Lab Values

Patients and Smoking

Patient with Visits by Insurance

60 Ref: 6002.19

CQM 2014

Use the CQM 2014 report to monitor the 2014 edition clinical quality measures that may be used for Meaningful Use Stage 1 and Stage 2 and for PQRS.

PQRS GPRO

PQRS data may be submitted for individual providers or for a group of providers submitting under a single tax ID number (TIN). To submit as a group, you must register to take part in PQRS GPRO. Once you have registered, then group submission is the only submission mechanism that CMS will analyze to determine subjectivity to payment adjustment for the group and all associated NPIs who bill Medicare under the group's TIN. To generate the group data, select the PQRS Meaningful Use Group (GPRO) option, and leave the Provider field blank, so that all providers are included. You may generate by billing or rendering provider. This option is simply used to determine which providers had visits with patients.

Comprehensive Primary Care Initiative

The Comprehensive Primary Care (CPC) Initiative uses the same clinical quality measures as Meaningful Use and PQRS. CPC data is submitted as a group. However, the QRDA file structure used for CPC data submission is different than the file structure used for PQRS. So you must select the CPC option to generate the data. Leave the Provider field blank, so that all providers are included. You may generate by billing or rendering provider. This option is simply used to determine which providers had visits with patients.

Filters

Description

CMS program option

Payer

Provider


Measure date timespan

Financial center

Measure name

Service Site

Include/exclude test patient

Ref: 6002.19 61

Summary Report

62 Ref: 6002.19

Patient Detail Report

Ref: 6002.19 63

Lipid Panel Values

The Lipid Panel Values report identifies patients with specified cholesterol levels. You filter the report by diagnosis, medication, age range, gender, lab test result date range, lab test LOINC code, and total cholesterol, LDL, HDL, or triglycerides range.


You may include or exclude protected health information (PHI), medication, diagnosis, and lab results in the report data. You may sort the data on the report by patient name, age, diagnosis, medication, or result date.

Filters

Diagnosis

Medication

Age range

Patient sex

Resulted date span

Total cholesterol LOINC

Total cholesterol range

LDL LOINC

LDL range

HDL LOINC

HDL range

Triglycerides LOINC

Triglycerides range

Include/exclude PHI

Display

Medication

Diagnosis

Lab Results

Sort by

Patient name

Patient age

Diagnosis

Medication

64 Ref: 6002.19

Resulted date

PHI Included

Ref: 6002.19 65

PHI Excluded

66 Ref: 6002.19

Meaningful Use

The Meaningful Use report enables you to identify whether your practice or individual providers within your practice are meeting the HHS meaningful use requirements identified as ‘core’ and ‘menu’. These are some of the requirements that you must meet in order to receive incentive payments for implementing and using the application. You may generate the report for all providers within your practice or for an individual provider, and you may select date range for the reporting period.

Filters

Provider

Timespan

Ref: 6002.19 67

68 Ref: 6002.19

Meaningful Use Stage 2

The Meaningful Use Stage 2 report enables you to identify whether your practice or individual providers within your practice are meeting the HHS Meaningful Use requirements identified as ‘core’ and ‘menu’. These are some of the requirements that you must meet in order to receive incentive payments for implementing and using the application. You may generate the report for all providers within your practice or for an individual provider, and you may select date range for the reporting period.

Filters

Provider


Timespan

Ref: 6002.19 69

70 Ref: 6002.19

Meaningful Use Stage 2 2015

The Meaningful Use Stage 2 2015 report enables you to identify whether your practice or individual providers within your practice are meeting the HHS Meaningful Use Modified Stage 2 objectives. These are some of the requirements that you must meet in order to receive incentive payments for implementing and using the application. You may generate the report for all providers within your practice or for an individual provider, and you may select date range for the reporting period.

Filters

Provider


Timespan

Ref: 6002.19 71

72 Ref: 6002.19

Patient Volume for Meaningful Use

The Patient Volume for Meaningful Use report identifies your patient encounter volume by insurance payer or patient account type. The report displays the number of visits by patient account type or by insurance payer for the filtering criteria used. It also displays the percentage of the total visits. Visits are included in the report only once the patient visit note is marked as complete, and only when the patient visit note includes at least one procedure on the SP (services performed) tab of the visit note window.

You may select the account type or insurance payer hyperlink in the generated report to view details for the visits. The visit information includes the patient name, ID, and birth date; the visit date; and the provider.

When the report is grouped by patient account type, you may select one or more patient account types as additional filtering and insurance payers will be ignored if selected. When the report is grouped by insurance payer, you may select one or more insurance payers as additional filtering and patient account types will be ignored if selected.

Filters


Provider

Financial Center

Patient account or insurance payer option

Patient account (when generating by patient account)

Insurance payer (when generating by insurance payer

Visit timespan

Ref: 6002.19 73

74 Ref: 6002.19

Patients and BP

The Patients and BP report identifies the number of Medicare patients with a diagnosis of hypertension who have not had their blood pressure measured during the specified time period.


When you view report, rather than print it, you can select the numerator or denominator hyperlink to get a list of patients.

Filters

Age range

Gender

Last visit date span

Billing or rendering provider

Service site

Diagnosis

Providers


Blood pressure not taken or under control

Systolic <

Diastolic <

Observation time frame

Ref: 6002.19 75

Blood Pressure Under Control

76 Ref: 6002.19

Blood Pressure Not Taken

Ref: 6002.19 77

Patients and Drug

The Patients and Drug report identifies the number of patients with a specified diagnosis who had an active prescription for one or more of the specified drugs during the specified time period.



Filters

Age range

Gender

Diagnosis



Providers

Service site


Drug

Drug class

78 Ref: 6002.19

Ref: 6002.19 79

Patients and Lab Values

The Patients and Lab Values report identifies the number of patients with a lab value within a specified range. You may select up to three observations items and associated result ranges when generating the report.


To generate this report, you must select one or more observation items for the filter.

Filters

Age range

Gender

Race

Ethnicity

Diagnosis

Drug Class

Observation item 1 - 3

Observation item 1 – 3 range

Result date span

Laboratory

80 Ref: 6002.19

Ref: 6002.19 81

Patients and Smoking

The Patients and Smoking report identifies the number of patients who were queried about smoking status during the specified timeframe.



Filters

Age range

Gender

Diagnosis



Providers

Service site

Answer group

Answer

82 Ref: 6002.19

Ref: 6002.19 83

Patients with Visits by Insurance

The Patients with Visits by Insurance report lists all patients with a visit within the specified date range by insurance payer or by insurance payer and plan. The report includes the insurance member ID, patient ID, patient name, address and phone number, and most recent visit date in the time period. The report also gives the number of patients by insurance payer or by plan and the overall total. The report includes a count of unique patients and a total visit count.

The summary view of the report gives only unique patient and total visit count per payer (and plan if selected) with practice totals.

The report uses only the primary insurance payer on a patient visit. Results are grouped by insurance payer or by insurance payer and plan, depending on the insurance option selected.

The report includes patients without insurance only when generated for all insurance payers (that is, when the Insurance Payer and Insurance Plan selection criteria fields are left empty). Patients without insurance are included at the beginning of the report.

You may group the results by provider, service site, or financial center. If you do not select a group by option, then the results are grouped only insurance.

If a patient has visits that are associated with different primary insurance payers, then that patient will be listed for each insurance payer. However, the patient will only be counted once for the grand total unique patient count.

You may select the clinical note types that you want to include in the report results.

The report can also be used to print mailing labels for patients. This is useful if you need to contact patients with a particular insurance payer or plan. The label format is designed for 1" high by 2 5/8" wide mailing labels, with 30 labels on a standard letter-size page. (This corresponds to Avery Label’s U.S. letter 8810 format.) Names and addresses do not wrap; rather they are truncated at 34 characters to ensure that all information fits on the label.

When generating the report, you may choose to include or exclude inactive and deceased patients. When generating the report for a particular time period, you will generally want to include inactive and deceased patients. This ensures that the report includes all patients who had visits in the defined time period even if a patient is now inactive or deceased. When generating the report to produce labels, you will generally want to exclude inactive and deceased patients.

Filters

Visit Timespan

Providers


Financial Center

84 Ref: 6002.19

Service Site

Insurance Payer

Insurance Plan

Clinical Note Type

Group By option

Summary Only option

Report or Label option

Exclude Inactive Patients

Exclude Deceased Patients

Ref: 6002.19 85

86 Ref: 6002.19

EPCS Reports

The EPCS reports meet the DEA requirements for monitoring electronic prescribing of controlled substance (EPCS) activity.

eRx Audit

eRx Audit Daily Summary

eRx Medication Audit

Ref: 6002.19 87

eRx Audit

The eRx Audit report is an all-inclusive listing of everything that happens with EPCS data. This includes granting and revoking provider EPCS rights, attempts to transmit prescriptions and whether the transmission was successful or failed, views of the EPCS signing window, and attempts to modify the SQL database from outside the application.

The report lists for each item the date and time, the provider, the audit type the action, the audit subtype of the action, the action details or transmit status, the user name of the person who performed the action, and the workstation on which the action was performed. When you view the report in the application, you can select the subtype hyperlink to access additional information.

The eRx Audit report is intended for use when something in the eRx Audit Daily Summary report or the eRx Medication Audit report indicates the need for further investigation. This report contains more information and more detail than either of those reports. By default, the application is not configured to generate the eRx Audit report automatically.

Filtering criteria:

Timespan

Provider

Audit type

88 Ref: 6002.19

Ref: 6002.19 89

eRx Audit Daily Summary

The eRx Audit Daily Summary report is intended for the designated individuals who are responsible for access control. One or more of these individuals must review this report daily, and problems must be reported to the DEA and to Aprima within one business day.

The report contains two sections. The top section of the report is a summary of prescriptions submitted by provider, and whether the submission was successful or failed. This section of the report also identifies the granting and revoking of EPCS rights to providers. The bottom section of the report lists information about granting and revoking of EPCS rights to providers and about failures of all types.

Review the report for any unexpected or suspicious activity. For example, an unexpected grant of provider rights might indicate an attempt by an unauthorized person to gain the ability to send control substance prescriptions. Or, a string of password failures might indicate that an unauthorized user was attempting to guess a provider’s password. An entry with an audit type of Tamper indicates an attempt to modify EPCS data.

Filtering criteria:

Timespan

Provider

Audit type

90 Ref: 6002.19

Ref: 6002.19 91

eRx Medication Audit

The eRx Medication Audit report is intended for the providers who write and electronically submit prescriptions for controlled substances. Providers must review the report of their activity at least once a month, within seven days of the end of the month. Problems must be reported to problems to the DEA and to Aprima when they are identified.

The report lists all controlled substance prescription activity. The report includes the date and time of the prescription, the patient for whom the prescription was written, the medication prescribed, the audit subtype, the transmit status, the prescribing provider’s name, the name of the user who submitted the prescription, and the workstation from which the prescription was submitted. When viewing the report from within the application, you may select the audit subtype to access additional information.

Review the report to verify that you wrote and submitted all the prescriptions, and that nothing looks inconsistent with your month’s activity.

Filtering criteria:

Timespan

Provider

Patient

Sort by patient, medication, or date of issuance

92 Ref: 6002.19

Ref: 6002.19 93

Excel Reports

Excel reports generate a Microsoft Excel™ spreadsheet file, rather than a printed report. You can then manipulate the data in the report as needed. For example, you can format the columns, define a pivot table, or filter the data. Once you define and save a file for a particular report, you can then use that saved file as a template when generating the report. This enables you to define a custom report and update it easily.

All Excel reports include a second tab that specifies the filtering criteria used to generate the report. These fields are write-protected.

You must have Excel 2007 or greater installed on your computer to generate an Excel report. A compatible Excel viewer is not sufficient for generating these reports.

The Excel reports cannot be printed. Select the View button to generate the files. Examples of these reports are not included in this guide.

Excel reports cannot be generated through the Scheduled Reports job. You must generate the reports when you need them.

Appointment Report Excel

AR Active Write Off

Excel Ledger

Excel Visit

Total AR Aging Excel

94 Ref: 6002.19

Appointment Report Excel

The Appointment Report Excel is the same as the Appointment report, except that it generates in an Excel file and it includes additional columns. Because it generates as an Excel file, you can sort the information as needed, and format it to include or exclude columns as desired.

The report lists all primary and associated resource appointments. It includes primary appointment, associated resource appointments, patient, provider, date/time of appointment, reason and appointment status. You can use this report to:

Verify a patient’s upcoming appointments.

Analyze the appointment types and status for calendar or provider.

Identify patients with excessive cancelled or no-show appointments.

The Appointment Report Excel includes patient address, external ID, and phone number in addition to the information included in the Appointment report.

Because the report generates an Excel file, the include/exclude account and payer information filtering option and the sort by patient, calendar, provider, or date option do not affect how the report generates. These filtering options are used only for the regular Appointment Report.

<<Revised>> Filters

Patient

Calendar

Provider

Appointment Date


Appointment Type

Appointment Status

Service Site

Include/exclude events

Include/exclude account and payer information

Sort by patient, calendar, provider, or date

Time range

Ref: 6002.19 95

AR Active Write Off

The AR Active Write Off report works with the application’s balance write-off functionality. Rather than using the Track Superbills window to identify balances that are to be written off, you can generate the AR Active Write Off report. After writing off the balances on the report, you can give the detailed report file to a collection agency.

This report is ideal for practices that need to send an Excel file to an outside collection agency, as it includes all the information the collection agency needs. However, this report does not tie into the application’s automated collections module. The report is based strictly on the filtering criteria that you use when you generate it.

You may generate this report for either patient or insurance balances. But, you cannot generate the report for both patient and insurance balances at the same time. Also note that if superbill has both an insurance balance and a patient balance, then the superbill will not appear in this report, whether generated for insurance or patient balances. You must use the Track Superbills window to identify these superbills.

When you generate the report, the application creates and opens an Excel file. It also opens the Select Writeoff Details window. After reviewing the data in the report, you can use the Select Writeoff Details window to write off the balances if appropriate. If you do not have security rights to the balance write off functionality, then generating the report will open the Excel file, but the Select Writeoff Details window will not open.

It is important to understand that when writing off balances from this report, you are writing off every balance listed. If the report includes balances that you do not want to write off, then you must change your filtering criteria and generate the report again. Removing a balance item from the report does not change what will be written off if you complete that action. The balances are marked in the database when the report is generated. The file is simply so that you can view them.

<<New>> You may select and write off up to 5,000 superbills at one time.

Please note that the AR Active Write Off report cannot be balanced with any other report.

Filters

Report for patient or insurance option

Provider

Billing or rending provider option

Payer plan account type

Financial center

Payers to be excluded

Age minimum

Balance minimum

96 Ref: 6002.19

Excel Ledger

Generating the Excel Ledger report opens an Excel spreadsheet with the report data. The report may be filtered by start and end date.

If you have previously generated the report, manipulated the data in some way (such as creating a pivot table), and saved the report file, then you can use that saved report file as a template when generating the report again. In the Excel Data File field, search for and select the report file you want to use as the template. The new report will open in Excel using the same data manipulation as the template report.

Filters

Start date

End date

Excel data file

Ref: 6002.19 97

Excel Visit

The Excel Visit report lists patient demographic information for the visit notes created during the selected time period. The report includes the visit date; patient; insurance payer and plan; patient’s gender, race, ethnicity, language, and age; E &M code for the visit; financial center; service site; rendering provider; and claiming provider.

Generating the Excel Visit report opens an Excel spreadsheet with the report data. The report may be filtered by start and end date.

If you have previously generated the report, manipulated the data in some way (such as creating a pivot table), and saved the report file, then you can use that saved report file as a template when generating the report again. In the Excel Data File field, search for and select the report file you want to use as the template. The new report will open in Excel using the same data manipulation as the template report.

Filters

Start date

End date

Excel data file

98 Ref: 6002.19

Total AR Aging Excel

This report is the same as the Total AR Aging report, except that it does not include the grouping and subtotals. It generates as an Excel file so that you can sort and separate data as needed.

Filters

End date

Provider


Service site

Financial Center

Payer

Alpha range of insurance payer name (to reduce generation time)

Age by liability date or service date option

Age categories

Age max/min

Ref: 6002.19 99

General Reports

Birthday List

Care Plan Oversight Billing

Charge Ticket

CPT Code Comparison

Demographic Statistics

Duplicate Patient Report

Export Patient Diagnosis Data

Generate CCDA

Outstanding Message Report

Patient Provider Tracking Report

Patients by Insurance

Patients by Pharmacy

Practice Snapshot Report

Provider List

Referred by Provider List

Visit Billing Review

100 Ref: 6002.19

<<New>> Birthday List

The Birthday List report enables you to generate mailing labels for all patients whose birthday falls within a specified range of calendar days (ignoring the year).

The label format is designed for 1" high by 2 5/8" wide mailing labels, with 30 labels on a standard letter-size page. (This corresponds to Avery Label’s U.S. letter 8810 format.) Names and addresses do not wrap; rather they are truncated at 34 characters to ensure that all information fits on the label.

The Birthday List can be generated as a report using the View option, and then exported to Excel. This enables you to create a file for mail merge or other purposes. The report version includes the patient’s date of birth, age, gender, complete address and phone number. While the Birthday List can be printed, it is not intended to be a printed report. Therefore, the report view will print in a spreadsheet format, spanning multiple pages.

To export the report:

1. Enter the desired filtering criteria, and select the View button.

2. Once the report generates, select the Save ) icon at the top of the window.

3. Select Excel from the menu, then define the file name and location for the exported data.

Example not included.

Filters

Timespan

Gender

Age Range

Report or label option



Ref: 6002.19 101

Care Plan Oversight Billing

Use the Care Plan Oversight Billing report to determine the patients for whom you can bill for CPO minutes. The report lists the patient, the number of minutes documented, approved, and not approved. The report can be grouped by provider or patient.

You can filter the report by provider, approved status of the minutes, the expiration date of the CPO period, the CPO date on which the work was performed, the completion date of the original message from which a CPO message was generated. You can also select whether or not to include incomplete (unapproved) CPO minutes.

You can set a minimum number of minutes to be included in the report. The minimum number of minutes is based upon the total minutes of all CPO events that meet the other report filtering criteria. The minimum number of minutes is not the minimum for a single CPO event. This is because CPO time is billed for a minimum of 30 minutes per month for the sum of all CPO events for the patient during the month.

Filters

CPO providers

Approved status

Expiration date span

CPO date span

Completion date span

Include/exclude incomplete CPO tasks

Minimum total minutes

Group by

Patient

CPO provider

102 Ref: 6002.19

Ref: 6002.19 103

Charge Ticket

Use this report to print blank charge tickets. There are two layouts available. The headers of both layouts include information about the patient, provider, visit, and insurance. The header of layout 1 includes the patient’s address. The header of layout 2 arranges the basic information in a slightly different manner, and it does not include the patient address, but does include the service site and appointment reason. Layout 2 also has a slightly different alignment to accommodate different printing needs.

For either format, you can choose to include or exclude the patient’s Social Security number.

Filters

Care team

Provider

Calendar

Date

Patient

Print header

Print Dx

Print SO

Print SP

Include/exclude Social Security number

Layout option

104 Ref: 6002.19

Layout 1

Ref: 6002.19 105

Layout 2

106 Ref: 6002.19

CPT Code Comparison Report

The CPT Code Comparison report compares the billing frequency of selected procedure codes by provider, time period, and comparison time period. You can compare the billing frequency for a group of codes or you can compare a specific pair of codes. The report includes both tabular and graphic results which you can use for several different types of analysis.

You can determine a provider’s billing habits for certain procedures; such as how frequently a provider uses various office visit codes.

You can determine the difference in billing habits for certain procedures codes for different providers. For example, you can identify which provider uses new patient office visit codes most frequently.

You can determine the difference in billing for certain procedures codes in two different time periods. For example, you can compare the first quarter of this year to the second quarter of this year, or the first quarter of this year to the first quarter of last year.

The report’s tabular results list each procedure code, and the providers who billed for that code during the specified time periods. For each provider, the report gives the number of units billed and the breakdown percentage for the specified time period, the number of units billed and the breakdown percentage for the comparison time period, and the percentage of change between the two time periods. The report also gives totals for each procedure code.

The breakdown percentage compares the use of one code to the other codes in the group or to the other code in a pair. The total breakdown for all the codes in the group or for the two codes in each pair will equal 100 percent for each provider. When you are comparing codes as a group, than each individual code is compared to all the other selected codes. That is, code 1 is compared to codes 2 through 10. When you are comparing pairs of codes, then the breakdown is for each pair. That is, code number 1 is compared to code 2, code number 3 is compared to code 4, and so on.

Thus, when comparing codes as a group, if Dr. Jones billed two visits using 99201, three visits using 99202, and five visits using 99205, then the Dr. Jones breakdown percentage for 99201 is 20%, for 99202 is 30%, and for 99205 is 50%. When comparing by pairs, if Dr. Jones billed two visits using 99213 and eight visits using 99214, then the Dr. Jones breakdown percentage for 99213 is 20% and for 99214 is 80%.

The percentage of change column is applicable only when you are comparing two different time periods. The percentage of change identifies the growth (or loss) for each procedure per provider between the current timespan and the comparison timespan. For example, if using procedure code 99214, Dr. Jones billed 13 visits in April 2012 and 9 visits in April 2011, then Dr. Jones’ had a 44.4% growth for this procedure for the month from one year to the next. The percentage of change can also be used to compare the overall practice growth or loss per procedure.

The report’s graph simply displays the number of units billed by a provider for each procedure code. The graph shows only the current timespan. This gives a quick visual breakdown of the coding habits for each provider.

Ref: 6002.19 107

When comparing codes in a group, you can select up to 10 codes. When comparing specific codes to each other, you can select up to 5 pairs of codes.

You can filter the report by provider, timespan, comparison time period, service site, and financial center. You can filter by the procedures’ posting date or service date.

It is important to remember that the information for this report is pulled from superbills, not from visit notes.

Filters

Provider

Timespan

Comparison period timespan

Service site

Financial center

Posting or service date option

Code pairs or selected codes comparison option

Procedure code

108 Ref: 6002.19

Page 1 of Report

Ref: 6002.19 109

Last Page of Report

110 Ref: 6002.19

Demographics Statistics

This report provides a statistical analysis of the patients in the system, sorting by age, gender, ZIP code, race, ethnicity, and primary language. The report includes:

The number of patients in each defined age group, and that group’s percentage of all patients.

The number of patients in each age group by gender, the age group’s percentage of all patients of that gender, and the age group’s percentage of all patients.

When the report is generated using providers, it also includes age and age/gender breakdowns for each provider selected.

The filtering for this report enables you to define multiple age ranges that are then used to breakdown the report results and determine the statistics. The report always includes demographic information for all patients, but you can specify the age ranges that you want to use as groupings.

Age ranges are defined based on the patients date of birth and the current date. Information for patients who do not have a date of birth on record is grouped as Unspecified. To specify an age range, enter the beginning and ending ages separated by a hyphen (-). To enter multiple age ranges, separate each range by a coma (,). The report will include an age group for patients older than the highest number entered. For example, 0-2,3-6,7-10,11-19,20- 35,36-65, would result is in seven age groups, the last being 65+.

Filters

Age ranges

Show provider

Providers

Visit date timespan

Ref: 6002.19 111

112 Ref: 6002.19

Duplicate Patient Report

The Duplicate Patient Report enables you to generate a list of potentially duplicate patient records. The report matches patients on first and last name and on either birth date or Social Security number. It also matches duplicate Social Security numbers even when the patient names do not match.

Filters

Last name character range



Ref: 6002.19 113

Export Patient Diagnosis Data

The Export Patient Diagnosis Data report is used to report syndromic surveillance information to the Centers for Disease Control (CDC) or other government registries. This does not produce a printed report. Generating the report creates an HL7® file for each patient. The files are created in the directory specified by your administrative super user when setting up syndromic surveillance.

When generating the report files, you may select the diagnosis code or codes on which you want to report, and the visit date range to be included in the report.


To generate the files, select the View button. A popup message will display telling you the file location and the number of patients for which files were generated.

This report cannot be printed. Select the View button to generate the files. Example not included.

Filters

Diagnosis

Visit Date

114 Ref: 6002.19

Generate CCDA

The Generate CCDA report option enables you to create C-CDA summary of care files. This does not produce a printed report. Generating the report creates an XML file in the C-CDA format for each patient. The files are created in the directory specified by your administrative super user when setting up the transition of care/C-CDA functionality.

When generating the report files, you may select a patient to generate a single file or you may leave the field blank to create files for all patients. To generate the files, select the View button. A popup message will display telling you the file location and the number of patients for which files were generated.

Example not included.

Filters

Patients

Ref: 6002.19 115

Outstanding Message Report

The Outstanding Message report lists each user and the number of incomplete messages they have by message type and time period. Time periods are based on the date the message was sent, not on the message due date.

Filters

Users

Groups

116 Ref: 6002.19

Ref: 6002.19 117

Patient Provider Tracking Report

The Patient Provider Tracking report enables you to generate a list of all the internal and external providers with whom your patients have relationships or to whom they have been referred. The report includes the patient name and ID, the referral status, the provider, and the provider’s specialty, service site, address and phone number.

The report also includes a summary of referral statuses. You can generate the detailed report including the summary, or the summary only.

The information on this report is entered on the Patient Provider Tracking window.

Filters

Patient

Requesting provider

Referral, relationship, or both

Referral status

Date range

Sort by patient, requesting provider, or referral status

Provider

Summary only option

118 Ref: 6002.19

Detail

Ref: 6002.19 119

Summary

120 Ref: 6002.19

Patients by Insurance

The Patients by Insurance report provides a listing of all patients with an account with a specific insurance payer. You may filter the report for one or more insurance payers and for only main accounts or for all accounts. The report includes only patients with an account active during the time span you define.

The report is grouped by insurance payer, insurance plans for that payer, and patients with an account on that insurance plan. The report includes:

Basic information identifying the patient.

Whether the insurance is primary, secondary, or tertiary.

The start and end dates for the account.

The report also includes totals for:

Number of patients for each plan.

Number of patients for each payer.

Number of patients for total reports.

It is important to understand that the Patients by Insurance report is not a financial report. It cannot be used for financial analysis or balancing.

You can format this report to print mailing labels. When a patient has more than one insurance plan identified by your selection criteria, the application recognizes the duplication and produces only one mailing label for that patient.

The label version of the report is designed for 1" high by 2 5/8" wide mailing labels, with 30 labels on a standard letter-size page. (This corresponds to Avery Label’s U.S. letter 8810 format.) Names and addresses do not wrap; rather they are truncated at 34 characters to ensure that all information fits on the label. The label format is not shown.

Filters

Insurance payer or insurance payer plan

Insurance payer

Insurance payer plan

Main account or all accounts

Time span

Show summary only

Report or label format option

Sort by ZIP code

Exclude deceased patients

Ref: 6002.19 121

Detail

122 Ref: 6002.19

Summary

Ref: 6002.19 123

Patients by Pharmacy

The Patients by Pharmacy report enables you to identify all the patients associated with a particular pharmacy used for electronic prescribing. This is helpful, for example, when the Surescripts clearinghouse changes the pharmacy record for a pharmacy, a pharmacy goes out of business, or is bought out by another pharmacy.

You may select the master pharmacy record or records for which you want information. The report than lists all the patients associated with each selected pharmacy. The report includes the patient ID, name, and address. It also includes a count of the patients associated with each pharmacy.

The report uses the pharmacy information entered in the Patient Demographics window’s Pharmacy tab.

Filters

Master Pharmacy

124 Ref: 6002.19

Ref: 6002.19 125

Practice Snapshot Report

The Practice Snapshot report enables you to define your own report, extracting clinical data, practice management data, or both for any type of analysis needed.

Filtering can be done to include and exclude a wide variety of items. You may select up to eight data elements to be displayed on the report and a single data element to be used for sorting.


While the filtering and sorting capabilities of the Practice Snapshot report are very flexible, defining a meaningful report can be somewhat complex. When you create a report, review the data on the generated report carefully to verify that the data displayed is the data expected and needed. Once the report is generating as desired, save your filter so that you can easily generate your report again.

The Practice Snapshot report is always presented in landscape orientation to ensure that the selected data can display properly. The report header displays the filtering criteria used to generate the report.

Any report you generate using the Practice Snapshot is unique to you. It has not and cannot be tested or verified. Because of the wide variety of filtering criteria available for report, you can select conflicting criteria which can lead to unexpected inclusions or exclusions of data that produce unexpected or erroneous results. It can be very difficult to identify when this is happening, and when it is recognized that the report data is erroneous it can still be difficult to identify the cause. In addition, changing some types of data or associations between data (such as procedures and procedure groups) can change the report results for prior dates. Therefore, it is extremely important that the Practice Snapshot never be used for any type of financial analysis, balancing, decision making, or payment calculation.

Example not included. The content of this report depends on the content options selected.

Filters

Posting or service date

Date range

Rendering or billing provider

Include/exclude provider

Include CPT code or range of codes

Include diagnosis code or range of codes

Procedure group

Place of service code

126 Ref: 6002.19

Service site

Patient ID

Patient age

Date of birth

Patient

ZIP code

Gender

Insurance payer

Insurance plan

Account type


Ref: 6002.19 127

Provider List

This report lists all providers in the system. Internal providers are identified as users of the application. Each listing gives the provider’s name, specialty, address, phone numbers, and UPIN, and NPI.

Filters

None

128 Ref: 6002.19

Ref: 6002.19 129

Referred by Provider List

The Referred by Provider List is a simple informational report. It lists, by billing provider and date, the patients who were referred by another physician as indicated in the patient visit note. It includes the patient's name and address, the name and address of the referring provider, and the date of the patient visit. You can use this information to identify the referring providers to whom you need to send letters.

When generating the report, you can filter by a procedure code or codes to help reduce multiple listings for a patient. For example, if you generate the report monthly to identify new referrals to your practice, you can include the E&M office visit codes for new patients in the filtering criteria. Then the report will list the new patient one time, even if the patient had multiple visits during the month.

Filters

Billing Provider

Service site

Financial center

Time span

Include procedure code

130 Ref: 6002.19

Ref: 6002.19 131

Visit Billing Review

Use the Visit Billing Review report to identify visit billing review messages that have been completed without being approved. This helps you identify discrepancies between charges on visit notes and on superbills.

Filters

Service Site

Rendering Provider

Approved, Unapproved, or Both Option

Approval Date Range

Approved By

Complete, Incomplete, or Both Option

132 Ref: 6002.19

Lab Reports

Lab Order Status

Lab Result

Laboratory Manifest Report

Ref: 6002.19 133

Lab Order Status

The Lab Order Status report lists all lab procedures ordered in the time period specified. The report produces a page or pages for each service site, provider, and laboratory combination. Each lab order entry includes the procedure code, procedure description, status of the order, date ordered, date results received, patient name and ID, and patient date of birth. The report also includes the number of lab procedures ordered for each patient in each service site, provider, and laboratory combination, and the total number ordered for each service site, provider, and laboratory combination.

Filters

Provider

Procedure

Order date

Result status

Service site

Laboratory

134 Ref: 6002.19

Ref: 6002.19 135

Lab Result

The Lab Result report includes the results of all lab procedures matching the selection criteria. Abnormal lab result values are shown in bold font. The report also includes comments entered about the results. The Provider Comments section of the report includes a Yes/No flag for fasting.

Filters

Patient

Laboratory

Time span

136 Ref: 6002.19

Ref: 6002.19 137

Laboratory Manifest Report

Use the Laboratory Manifest report to review the status of all lab test orders, whether entered as a service provided or ordered. Entries are listed by visit date in reverse chronological order (most recent first). Each order entry includes the date of service, patient, provider, test code, lab, accession number, and status. You can filter the report on visit date time span, provider, laboratory, and status.

Filters

Visit Date

Provider

Laboratory

Status

138 Ref: 6002.19

Ref: 6002.19 139

OB Reports

The OB reports may be accessed from Full Note Composer, the Review Past Notes window, and the Reports window. Except for the Comprehensive OB report and the OB Case report, the only filtering criterion for all of these reports is patient name. The Comprehensive OB report and the OB Case report may both be generated using a variety of filters and multiple patients.

Allergies, Meds and Initial PE Report

Comprehensive OB Report

Flowsheet and EDD

Genetic and Infection Hx

Lab Order and Education Forms

OB Case Report

Summary

140 Ref: 6002.19

Allergies, Meds, and Initial PE Report

The Allergies, Meds, and Initial PE report includes any drug allergies entered in the patient’s history, the patient’s active medications, and the findings of the initial physical exam in the patient’s pregnancy case. When more than one set of vitals is taken during this exam, the report includes only the last set of vitals entered.

This report may be accessed from Full Note Composer and Review Past Notes, as well as the Reports window.

Filters

Patient name

Ref: 6002.19 141

142 Ref: 6002.19

Comprehensive OB Report

The Comprehensive OB report enables you to generate and print all of the OB reports at one time. This is similar to the report used by the American Congress of Obstetricians and Gynecologists (ACOG).

You may generate the Comprehensive OB report for a single patient or multiple patients. The report includes:

Allergies, Meds, and Initial PE report

Flowsheet and EDD report

Genetic and Infection Hx report

Lab Order and Education Forms report

Summary report

For examples, please see each individual report.

Filters

Patients

Problem status

EDD timespan

Sort by EDD ascending or descending

Sections to be included

Ref: 6002.19 143

Flowsheet and EDD

The Flowsheet and EDD report displays the summary of the patient’s pregnancy to date, including estimated delivery dates and patient progress.

The estimated delivery date section includes the EDD confirmation, the 18-20 week EDD update, and notes. Flowsheet information is presented in reverse chronological order, so that the most recent data is at the top.

Filters

Patient name

144 Ref: 6002.19

Genetic and Infection Hx

The Genetic and Infection History report includes all information in the patient’s genetic screening and infection history. It lists each history item with a Yes/No indicator, and any notes entered for an item.

Filters

Patient name

Ref: 6002.19 145

146 Ref: 6002.19

Lab Order and Education Forms

The Lab Order and Education Forms report lists the lab procedures ordered for each trimester, and the education forms given to the patient. Lab result entries include the ordered date, resulted date, status for each procedure, and (if available) the results. Education form entries include the form title and date given to the patient.

Filters

Patient name

Ref: 6002.19 147

148 Ref: 6002.19

OB Case Report

The OB Case report enables you to view all open or active OB cases for a selected time span. It lists all patients with open OB cases for a specified timespan based on the estimated delivery date (EDD). The report assumes that the patient has had at least one visit with an active pregnancy.

Filters

Patient

EDD date

Provider

Service site

OB case start date

Hospital

Ref: 6002.19 149

Summary

The Summary report is a summarization of the pregnancy case for a patient. It includes practice and provider information, patient identification and demographic information, and the patient’s pregnancy, menstrual, and past medical history.

Filters

Patient name

150 Ref: 6002.19

Page 1

Ref: 6002.19 151

Page 2

152 Ref: 6002.19

PCMH Reports

Patent centered medical home reports are used for quality program reporting. The reports give numerator, denominator, and percentage information for each provider for the timeframe specified. When viewing online, you can expand sections of the report to get additional information, such as the patients associated with visits.

PCMH Appointment Statistics

PCMH Generated Documents

PCMH Patient Condition

PCMH Patient Education Form

PCMH Patient Information

PCMH Prescription Statistics

Ref: 6002.19 153

PCMH Appointment Statistics

You can use the PCMH Appointment Statistics report to identify the percentage of appointments with a specific status, such as Discharged. The denominator is the number of appointments associated with a provider and service site. The numerator is the number of those appointments with the selected appointment status. The numerator, denominator, and percentage are listed for each provider, and then by each formatting model.

Filters

Appointment Provider

Service Site

Appointment Status

Appointment Date

154 Ref: 6002.19

Ref: 6002.19 155

PCMH Generated Documents

You can use the PCMH Generated Documents report to identify the percentage of patients to whom you gave a certain generated document, such as a checkout plan. The denominator is the number of patients with visits. The numerator is the number of those patients for whom a document was generated from the identified formatting model. The numerator, denominator, and percentage are listed for each provider, and then by each formatting model.

Filters

Formatting Model

Provider

Service Site

Visit Date

156 Ref: 6002.19

Ref: 6002.19 157

PCMH Patient Condition

You can use this report to identify the percentage of high risk patients or patients with complex conditions that had visits within a specified time period. The denominator is the number of patients with visits. The numerator is the number of those patients identified with a patient condition. The numerator, denominator, and percentage are listed for each provider, and then by each patient condition. Please remember that all patient conditions are created and defined by your practice. Patient conditions are assigned to patients by users. Patient conditions are not assigned to patients by the application based on data within the patient record.

Filters

Provider

Patient Condition

Visit Date Timespan

158 Ref: 6002.19

Ref: 6002.19 159

PCMH Patient Education Form

You can use this report to identify the percentage of patients to whom you gave certain education forms. The denominator is the number of patients with visits. The numerator is the number of those patients to whom you gave an education form. The numerator, denominator, and percentage are listed for each provider, and then by each education form.

Filters

Provider

Education Form

Visit Date Timespan

160 Ref: 6002.19

Ref: 6002.19 161

PCMH Patient Information

You can use this report to identify the percentage of patients for whom you have entered specific information. The denominator is the number of patients, and the numerator is the number of patients whose record includes the specified item of information.

Filters

Visit Date

Billing Provider

Service Site

162 Ref: 6002.19

Ref: 6002.19 163

PCMH Prescription Statistics

This report identifies the percentage of prescriptions written that were identified as ‘substitutions allowed’ and as ‘dispense as written’. Each of these categories is further broken down into brand name, generic, and unknown. Finally, individual medications are listed for each subcategory.

Filters

Provider

Prescription Datespan

164 Ref: 6002.19

Ref: 6002.19 165

Practice Management Financial Reports

All practice management (PM) reports are generated from the financial data in your database. This is the charge, payment, and adjustment information on superbills and payment deposits from patient responsible parties and insurance payers.

It is important to remember when generating and reviewing any financial report that the result contents and the totals in a report are entirely dependent upon the filtering criteria that you use to generate the report. Being aware of the filtering criteria used to generate a report is crucial for understanding and interpreting a report, for comparing one report to another report, and for comparing a report for one time period to the same report for another time period.

Seemingly subtle differences in filtering criteria can result in very different results in a report. For example, you can generate the Insurance Aging Detail report with primary insurance only, with secondary insurance only, or with all insurances. The option you select changes the amounts for each aging category and for the subtotals and totals. So, if you want to compare this month’s results to last month’s results, you want to ensure that you select the same insurance option this month as you did last month.

As another example, you can generate the Responsible Party Aging Detail report so that aging is calculated using either the service date or the liability date (which is when a particular charge became the responsible party’s liability). This difference in filtering criteria changes the report results in several ways. An obvious difference in the results is that since most charges become the responsible party’s liability only after the insurance payer or payers have paid, calculating by service date changes the aging category for most charges. A less obvious difference is that different charges are included in the report results depending on whether service date or liability date is used. When the report is generated by service date, the original charges are gathered by service date. But, when the report is generated by liability date, the original changes are gathered by posting date.

When you compare one report to another report, you must ensure that you use the same filtering criteria for both reports. This is especially important when comparing reports that have different filtering options. You must make sure that you are not filtering one of the reports by an option that the other report does not have. For example, the Financial Summary can only be generated by posting date, so you can balance it to the Daily Charges Trial Balance report when you generate the Daily Charges Trail Balance report by posting date. But, you cannot balance the reports if you use the batch filter when generating the Daily Charges Trial Balance report because the Financial Summary report does not have a batch filter.

Because filtering criteria is so important, it is recommended that you define and use report filters for reports that you generate regularly for balancing or analysis. Filters help you ensure that you always generate a report in the same way for a specific purpose.

166 Ref: 6002.19

PM Accounts Receivable Reports

Please be aware that renaming or merging any item included in a financial report (such as, an insurance payer or plan, financial center, service site, etc.) may affect your financial reporting, especially reporting for past periods. This is because charges and payments that were associated with the original item are now associated with the renamed or merged item.

Automated Accounts Receivable Setup

Insurance Aging Detail

Insurance Aging Summary

Patient Aging Detail

Patient Aging Summary

Patient Ledger

Provider AR Summary

Responsible Party A/R Summary

Responsible Party Aging Detail

Responsible Party Aging Summary

Responsible Party Collections List

Responsible Party Ledger

Suspended Statement Balance Review

Total AR Aging Detail

Total AR Aging Summary

Ref: 6002.19 167

Automated Accounts Receivable Setup

The Automated Accounts Receivable Setup report includes all the configuration information for the automated accounts receivable function. This includes the global settings, statuses, and status levels. Use this report to verify that status levels have been established for all statuses, that there are no gaps in the balance ranges for the status levels associated with a status, and that all other configuration information is correctly entered.

You can use this report to troubleshoot your accounts receivable lifecycle if responsible parties are not moving through the cycle as expected.

Print this report before making changes to your accounts receivable setup so that you can recover previous settings if needed.

Filters

None

168 Ref: 6002.19

Insurance Aging Detail

The Insurance Aging Detail report provides detailed information on the accounts receivable for insurance payers. The age of the accounts receivable items are shown in five categories, four of which you may define as desired (for example, 0 to 30 days, 31 to 60 days, etc.). You can use this report to identify items that need to be followed up on, and to monitor how promptly insurance payers pay.

The report includes a filter for End Date so that you can run the report for a specific time period. Remember that you cannot specify a start date; the reporting period always starts with the earliest date in your database. Please note that the report results are valid for past end dates only if you close your financials on a regular basis.

The Insurance Aging Detail report can be generated by either liability date or service date, and the content of the report will be different even if run for the same date or date range.

When generated by liability date, the report results include all transactions with a batch posting date up to and including the end date shown on the report. This includes charges, payments, adjustments, transfers, payer credits, and refunds that were created and distributed up to the end date. The aging dates are based upon the batch posting date of all charges and transactions. So, a charge that was posted in yesterday’s batch, the insurance aging amount will be 1 day even if the actual service date was more than 30 days ago.

When generated by service date, the report results include charges based upon the service date up to and including the end date shown on the report. The results include all payments, adjustments, transfers, payer credits, and refunds that are applied to these charges. The aging dates are based upon the service date of the procedure. So, if the service date was more than 90 days ago, then any balance on the service will have an aging amount of greater than 90 days, regardless of when the charges were posted or the transfers were created. In this case, if an amount was transferred back to the insurance payer from the patient in yesterday’s batch (perhaps because the patient just notified you that they have insurance), the insurance aging amount will still be greater than 90 days.

The aging percentages on the report are the percentage of the remaining balance that is in each aging category. This is the dollar amount in the aging category divided by the total balance. The Balance column displays the total of all the aging categories. It is the amount of money still owed.

To generate an aging report that you can use to work unpaid claims, generate the report by service date. Generating by service date with an end date that is in the past (such as the last day of the previous month), produces report results that include any charges that have an original service date that is the same as or older than the report end date and that still have some outstanding liability today.

When viewing the report online, you can select the patient name hyperlink to access the Patient Demographics window and additional patient information. You can select the superbill ID hyperlink to access the Superbill window.

Ref: 6002.19 169

Filters

End date

Provider


Service site

Financial center

Payer


Primary, secondary, or all insurance option

Plan account type


Summary option

Age categories

Age max/min

Balance min/max

170 Ref: 6002.19

Ref: 6002.19 171

Insurance Aging Summary

The Insurance Aging Summary report summarizes the information from the Insurance Aging Detail report. Totals are included for each insurance plan and each insurance payer.

Filters

End date

Provider


Service site

Financial center

Payer


Primary, secondary, or all insurance option

Plan account type


Summary option

Age categories

Age max/min

Balance min/max

172 Ref: 6002.19

Ref: 6002.19 173

Patient Aging Detail

The Patient Aging Detail report provides detailed information on the accounts receivable for patients. It only includes outstanding patient liable amounts. If there is no patient-liable amount for a patient, that patient will not be included on the report even if there are outstanding insurance-liable amounts. The report also includes the responsible party’s available payer credit balance.

You can use this report to identify items that need to be followed up on. Patients on a payment plan are indicated by an asterisk (*) by the patient name. The age of the accounts receivable items are shown in five categories, four of which you may define as desired (for example, 0 to 30 days, 31 to 60 days, etc.). You can use this report to identify items that need to be followed up on.

You can also filter on a negative balance so that you can identify patients with a credit.


The Patient Aging Detail report can be generated by either liability date or service date, and the content of the report will be different even if run for the same date or date range.

When generated by liability date, the report results include all transactions with a batch posting date up to and including the end date shown on the report. This includes charges, payments, adjustments, transfers, payer credits, and refunds that were created and distributed up to the end date. The aging dates are based upon the batch posting date of all charges and transactions. So, a charge that was posted in yesterday’s batch, the insurance aging amount will be 1 day even if the actual service date was more than 30 days ago.

When generated by service date, the report results include charges based upon the service date up to and including the end date shown on the report. The results include all payments, adjustments, transfers, payer credits, and refunds that are applied to these charges. The aging dates are based upon the service date of the procedure. So, if the service date was more than 90 days ago, then any balance on the service will have an aging amount of greater than 90 days, regardless of when the charges were posted or the transfers were created. In this case, if an amount was transferred to the patient in yesterday’s batch, the aging amount will still be greater than 90 days.


To generate an aging report that you can use to work unpaid superbills, generate the report by service date. Generating by service date with an end date that is in the past (such as the last day of the previous month), produces report results that include any charges that have an

174 Ref: 6002.19

original service date that is the same as or older than the report end date and that still have some outstanding liability today.


Filters

End date

Provider


Service site

Financial center

Patients

Alpha range of patient name (to reduce generation time)

Patient status

Last payment age min/max


Age categories

Days in AR min/max

Responsible party account balance min/max

Ref: 6002.19 175

176 Ref: 6002.19

Patient Aging Summary

The Patient Aging Summary report summarizes the information from the Patient Aging Detail report. Totals are included for each patient.

Filters

End date

Provider


Service site

Financial center

Patients


Patient status



Age categories

Days in AR min/max


Ref: 6002.19 177

178 Ref: 6002.19

Patient Ledger

This report lists the current financial status of a patient's account, including reference to specific superbills, charges, and payer. The report lists last payment date, last statement date, patient liability, and total amount billed, and includes primary and secondary accounts.

By default, the report only shows active items, although you can check the Show Inactive checkbox to display all items. Voided payments, reversals, and completely paid superbills show as inactive. Reversals are indicated on the report by the word Reversal in parentheses. Both the original charge entry and the reversing entry are indicated. Please also note that because of space limitations, ledgers display only three diagnosis codes.

This report is interactive. You can:

Select the patient name to display the Patient Demographics window.

Select the superbill ID to display the associated superbill.

Select the reference number to display the associated payment item.

To generate this report, you must select one or more patients for the filter.

Leaving the Service Dates field blank results in all activity up to and including today’s date. If you want to limit activity to a specific range, then you must select a timespan in the Service Date field.

When you view the ledger within the application, you access superbills and payment deposits by selecting the ID number. The ID numbers do not appear as hyperlinks, but you can tell that an ID is accessible when the cursor becomes a pointing figure as you roll it over the text. The Microsoft Report Viewer limits accessible hyperlinks to approximately the first 1,000 items. If the ledger is large, then you may need to limit the service dates included in the ledger.

Filters

Patient

Rendering Provider

Service Site

Financial Center

Service Date

Include/exclude inactive items

Ref: 6002.19 179

180 Ref: 6002.19

<<Revised>> Provider A/R Summary

The Provider A/R Summary report summarizes the accounts receivable (AR) for insurance payers and patients for each provider and the total for the practice.

The report includes a filter for End Date so that you can run the report for a specific time period. Please note that the report results are valid for past end dates only if you close your financials on a regular basis.

Filters

End date

Provider


Service site

Financial center

Group by provider, service site, or none

Group by None

Ref: 6002.19 181

Group by Service Site

182 Ref: 6002.19

Group by Provider

Ref: 6002.19 183

Responsible Party A/R Summary

The Responsible Party A/R Aging report details the accounts receivable for responsible parties. This report includes both insurance and patient liable amount. It is grouped by provider. The age of the accounts receivable items are shown in five categories s, which you may define as desired (for example, 0 to 30 days, 31 to 60 days, etc.). You can use this report to identify items that need to be followed up on.

Filter

Provider


Financial center

Alpha range of responsible party name

Responsible party

Age categories

Age minimum and maximum

Include/exclude visit date

184 Ref: 6002.19

Responsible Party Aging Detail

The Responsible Party Aging Detail report provides detailed information on the accounts receivable for patients. The report is similar to the Patient Aging Detail report, but the results are presented by responsible party rather than patient. The report only includes outstanding patient liable amounts. If there is no patient-liable amount for a patient, that patient will not be included on the report even if there are outstanding insurance-liable amounts. The report also includes the responsible party’s available payer credit balance.

You can use this report to identify items that need to be followed up on. Responsible parties on a payment plan are indicated by an asterisk (*) by the responsible party name. The age of the accounts receivable items are shown in five categories, four of which you may define as desired (for example, 0 to 30 days, 31 to 60 days, etc.). You can use this report to identify items that need to be followed up on.

You can also filter on a negative balance so that you can identify responsible parties with a credit.


The Responsible Party Aging Detail report can be generated by either liability date or service date, and the content of the report will be different even if run for the same date or date range.

When generated by liability date, the report results include all transactions with a batch posting date up to and including the end date shown on the report. This includes charges, payments, adjustments, transfers, payer credits, and refunds that were created and distributed up to the end date. The aging dates are based upon the batch posting date of all charges and transactions. So, for a charge that was posted in yesterday’s batch, the aging amount will be 1 day even if the actual service date was more than 30 days ago.

When generated by service date, the report results include charges based upon the service date up to and including the end date shown on the report. The results include all payments, adjustments, transfers, payer credits, and refunds that are applied to these charges. The aging dates are based upon the service date of the procedure. So, if the service date was more than 90 days ago, then any balance on the service will have an aging amount of greater than 90 days, regardless of when the charges were posted or the transfers were created. In this case, if an amount was transferred to the patient in yesterday’s batch, the aging amount will still be greater than 90 days.


Ref: 6002.19 185

To generate an aging report that you can use to work unpaid superbills, generate the report by service date. Generating by service date with an end date that is in the past (such as the last day of the previous month), produces report results that include any charges that have an original service date that is the same as or older than the report end date and that still have some outstanding liability today.


Filter

End date

Provider


Service site

Financial center

Patients


Patient status



Age categories

Days in AR min/max


186 Ref: 6002.19

Ref: 6002.19 187

Responsible Party Aging Summary

The Responsible Party Aging Summary report summarizes the information from the Responsible Party Aging Detail report. Totals are included for each patient.

Filters

End date

Provider


Service site

Financial center

Patients


Patient status



Age categories

Days in AR min/max


188 Ref: 6002.19

Ref: 6002.19 189

Responsible Party Collections List

The Responsible Party Collections List enables you to create a list of responsible parties who are being tracked by the automated accounts receivable functionality. The report includes both the collection balance and the current balance. The report filters on the responsible party’s collection balance, not the responsible party’s current balance. This matches the report to the information displayed in the Account Responsible Party Filter window.

You can filter the report by responsible party, collection status level, and balance range. The report includes the responsible party’s name, address, phone numbers, Social Security number, date of birth, and balance amount, the date the responsible party initially entered collections. The report also includes the total number of responsible parties and the total balance amount in collection. You can export the data to Microsoft® Excel™ to perform further analysis or to create a mail merge file.

While the Responsible Party Collections List can be printed, it is not intended to be a printed report. Therefore, the report view will print in a spreadsheet format, spanning multiple pages. Example not included.





Filter

Person, corporation, or both

Responsible party

Include/exclude inactive

Collection status level

Minim balance

Maximum balance

190 Ref: 6002.19

Responsible Party Ledger

The Responsible Party Ledger lists the current financial status of all the patient accounts associated with a responsible party. Like the Patient Ledger, it includes specific superbills, charges, and payer. The report lists last payment date, last statement date, patient liability, and total amount billed, and includes primary and secondary accounts.

By default, the report only shows active items, although you can check the Show Inactive checkbox to display all items. Voided payments, reversals, and completely paid superbills show as inactive. Reversals are indicated on the report by the word Reversal in parentheses. Both the original charge entry and the reversing entry are indicated. Please also note that because of space limitations, ledgers display only three diagnosis codes.

This report is interactive. You can select the patient name to display the Patient Demographics window, select the superbill ID to display the associated superbill, or select the payment reference ID to display the Track Payments window.

To generate this report, you must select one or more responsible parties for the filter.

Leaving the Service Dates field blank results in all activity up to and including today’s date. If you want to limit activity to a specific range, then you must select a timespan in the Service Date field.

When you view the ledger within the application, you access superbills and payment deposits by selecting the ID number. The ID numbers do not appear as hyperlinks, but you can tell that an ID is accessible when the cursor becomes a pointing figure as you roll it over the text. The Microsoft Report Viewer limits accessible hyperlinks to approximately the first 1,000 items. If the ledger is large, then you may need to limit the service dates included in the ledger.

Filter

Responsible party

Rendering Provider

Service Site

Financial Center

Service Date

Include/exclude voided items

Ref: 6002.19 191

192 Ref: 6002.19

Suspended Statement Balance Review

The Suspended Statement Balance Review report is used to identify balances for responsible parties who are not receiving statements. The report can be used by an approving manager or provider to review the balances and provide instructions for handling the outstanding balances. You can also use the report to identify responsible parties who should be receiving statements, but are not because statements were suspended and inadvertently not reinstated. The statement setting is on the Responsible Party window’s Statement tab, using the Send Statement checkbox.

The report shows the responsible party’s last payment date, last statement date, balance due, the superbills contributing to the balance, the superbill service date, and the patient liability for the superbill. The report also contains checkboxes for the provider or financial manager to choose individual superbills or entire accounts to be written off or turned over for collections, and a signature line for the provider or financial manager to authorize the identified actions.

You may generate the Suspended Statement Balance Review report by billing provider and financial center, if desired. The generated report lists responsible parties who have an outstanding patient balance, who are flagged to not receive statements, and who have superbills matching the filtering criteria used. Therefore, if no filtering criteria are used, then the generated report will include all superbills and their balances. If the report is filtered by billing provider, then only superbills associated with that billing provider are included. Superbills associated with other providers are not included, even if the superbills have a balance due. If the report is filtered by financial center, then only superbills associated with that financial center are included. If the report is filtered by provider and financial center, then only superbills for that provider and that financial center are included.

When you view the report rather than printing it, you can use responsible party and superbill hyperlinks to access additional information.

Filters

Providers

Financial Centers

Ref: 6002.19 193

194 Ref: 6002.19

Total A/R Aging Detail

The Total A/R Aging Detail report provides detailed information on the accounts receivable from both insurance payers and from patients. The report displays information by insurance payer, by plan, and then by patient.

The age of the accounts receivable items are shown in five categories, four of which you may define as desired (for example, 0 to 30 days, 31 to 60 days, etc.). You can use this report to identify items that need to be followed up on.


The Total AR Aging Detail report can be generated by either liability date or service date, and the content of the report will be different even if run for the same date or date range.

When generated by liability date, the report results include all transactions with a batch posting date up to and including the end date shown on the report. This includes charges, payments, adjustments, transfers, payer credits, and refunds that were created and distributed up to the end date. The aging dates are based upon the batch posting date of all charges and transactions. So, for a charge that was posted in yesterday’s batch, the aging amount will be 1 day even if the actual service date was more than 30 days ago.

The liability date version of the report is useful for evaluating outstanding A/R as an asset for lines of credit or loans. When generated in this way, the report balances to the Financial Summary’s ending AR balance.

When generated by service date, the report results include charges based upon the service date up to and including the end date shown on the report. The results include all payments, adjustments, transfers, payer credits, and refunds that are applied to these charges. The aging dates are based upon the service date of the procedure. So, if the service date was more than 90 days ago, then any balance on the service will have an aging amount of greater than 90 days, regardless of when the charges were posted or the transfers were created. In this case, if an amount was transferred back to the insurance payer from the patient in yesterday’s batch (perhaps because the patient just notified you that they have insurance), the insurance aging amount will still be greater than 90 days.



Ref: 6002.19 195

Filters

End date

Provider


Service site

Financial center

Payer

Alpha range of insurance payer (to reduce generation time)


Age categories


196 Ref: 6002.19

Total A/R Aging Summary

The Total A/R Aging Summary report summarizes the information from the Total A/R Aging Detail report. Patent and insurance balances, subtotals, and the percentage breakdown are included for each insurance plan.

Filters

End date

Provider


Service site

Financial center

Payer

Alpha range of insurance payer (to reduce generation time)


Age categories


Ref: 6002.19 197

198 Ref: 6002.19

PM Balancing Reports


Batch Deposit Review

Batch Summary Report

Daily Charges Trial Balance

Daily Transactions Trial Balance

Deposit Slip

Monthly Transactions Trial Balance

Void and Reversal Review

Ref: 6002.19 199

Batch Deposit Review

The Batch Deposit Review report contains the following four sections:

The Batch and Deposit Detail section lists the detail of each deposit and batch. This section is sorted based on sorting filter posting date, deposit date, batch name.

The Posting Date Summary section lists the deposit amount and deposit count by posting date. This section display data in ascending posting date order.

The Deposit Date Summary section lists the deposit amount and deposit count for each deposit date. This section display data in ascending deposit date order.

The Post Date vs. Deposit Date Summary section includes all dates that are referenced in the report and the difference between amounts posted and amounts deposited.

You can filter the report by posting date, deposit date, batch, and batch owner. You can sort the report by posting date, deposit date, and batch. You can also group by batch owner, which includes subtotals for each batch owner.

When viewing the report online, you can select the Batch name hyperlink to access the Batches window, which will display information for the selected batch. You can select the deposit Ref # hyperlink to access the Track Payments window, which will display information for the selected deposit.

An asterisk (*) appears to the left of the Batch name when the posting date (batch date) and the deposit date are not the same.

Filters

Posting or deposit date

Date span

Batch

Batch owner

Sort by posting date, deposit date, or batch name

Group by batch owner

200 Ref: 6002.19

Ref: 6002.19 201

Batch Summary Report

Use the Batch Summary report to review your overall batch activity. The report lists all batches matching your selection criteria, and their posting date, name, and the amounts for charges, distributions, adjustments, refunds, deposit, and accounts receivable change. The report also includes totals for each posting date and for all batches and posting dates.

The total distributions amount is the amount that has been allocated to superbills or accounts. The total deposit amount is the total amount of money sent to the bank. A difference between the total payment amount and the total deposit amount indicates that there are unallocated payments that must be reconciled.

When you generate the report, you may select the payment types that you want considered as refunds. If you leave this field empty, then all payment types will be treated as payment distributions and adjustments; no payment types will be treated as refunds.

Refunds of payer credits are displayed in the Refund column, even if you do not select the payment type as a refund when generating the report. This is because the application recognizes these transactions as refund regardless of payment type.

Filters

Batch

Batch posting date

Refund type

Batch owner

202 Ref: 6002.19

Ref: 6002.19 203

Daily Charges Trial Balance

Use this report to verify that charges for a specified time period are correctly entered. The report lists all charges matching the selection criteria, and includes summary totals. Charges appear on this report regardless of the status of the batch that the charges are associated with. Thus, charges in open, completed, and closed batches may appear on the report, depending on the selection criteria used.

This report can be run by date of service (using the Charge Date field) or posting date (using the Batch field). The content of the report will be different when using date of service or posting date even if run for the same date or date range.

You can balance the total charges on the Daily Charges Trial Balance report to the Financial Summary report when the Daily Charges Trial Balance is run by posting date (batch), and both reports use the same filtering criteria. Do not filter the Daily Charges Trial Balance report by batch or by modified date since the Financial Summary cannot be filtered by these items.

You can balance the charges on the Daily Charges Trial Balance report to the charges on the Practice Financials by Service Site report when the Daily Charges Trial Balance report is run by posting date (batch) and both reports use the same filtering criteria. Do not filter the Daily Charges Trial Balance report by batch, user, or provider since the Practice Financials by Service Site cannot be filtered by these items.

You can also balance the charges on this report to the charges on the Procedure Productivity Summary when the Daily Charges Trial Balance is run by posting date (batch), and the Procedure Productivity Summary is run by posting date and for charges only. Do not filter the Daily Charges Trial Balance report by batch since the Procedure Productivity Summary cannot be filtered by this item.

You can balance the charges on the Daily Charges Trial Balance report to the charges on the Performance Management report if the Daily Charges Trial Balance report is run by date of service. Do not filter the Daily Charges Trial Balance report by batch since the Performance Management cannot be filtered by this item.

You can balance the charges on the Daily Charges Trial Balance report to the charges on the RVU Productivity report when the reports are run for the same time span and with the same filtering criteria.

You can balance the charges on the Daily Charges Trial Balance report to the charges on the RVU Report when the reports are run for the same time span and with the same filtering criteria. Do not filter the Daily Charges Trial Balance report by batch or by charge date since the RVU Report cannot be filtered by these items.

Filters


Provider

Service site

204 Ref: 6002.19

Financial center

Last modified by user

Charge date

Posting date or superbill service end date

Batch

Ref: 6002.19 205

Daily Transactions Trial Balance

Use the Daily Transactions Trial Balance report to verify that payments and adjustments are correctly entered and allocated, and to identify payments that are not fully allocated. An asterisk (*) appears in front of any payment that is not fully allocated (i.e., the Amount is not the same as the Applied).

The report can be generated by deposit date or batch (which is posting date), and the content of the report will be different even if run for the same date or date range.

The Daily Transactions Trial Balance report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

You can use this report in conjunction with the Monthly Transactions Trial Balance report when there are items on the monthly report that need reviewing.

Filters

Provider

All items or only incomplete items

Financial center

Deposit date

Batch

206 Ref: 6002.19

Ref: 6002.19 207

Deposit Slip

This report is used to reconcile deposits (that is, payment items) entered into the database to the funds that are physically deposited into your bank. The report may be run by batch in order to reconcile payment items in a batch. You can run the report for one or more days. When run for multiple days, each day’s deposits are shown a separate page.

Deposits shown on this report come to the practice in a number of different ways, including:

Cash and checks from patients or responsible parties,

Credit or debit card payments from patients or responsible parties,

Checks from insurance payers, and

Electronic transfer amounts from insurance payers.

Deposits shown on this report may or may not have been applied to superbills or payer credits. Deposits are included as soon as they are created, regardless of any unallocated amounts. The deposits may be in open, completed, or closed batches.

The Deposit Slip report is a balancing report only for the purpose of balancing with your bank account. It is not intended for balancing with any other financial report. However, the Deposit Slip may be balanced with the Financial Summary if you are careful in the way you generate the reports. The net amount total on the Deposit Slip will balance with the receipts report total on the Financial Summary when you:

Generate the Deposit Slip by posting date and for all batches, and

Generate the Financial Summary for all providers, service sites, financial centers, and account types, and

All funds are completely allocated.

Filters

Deposit time span

Batch

Deposit date or posting date option

208 Ref: 6002.19

Ref: 6002.19 209

Monthly Transactions Trial Balance

Use the Monthly Transactions Trial Balance report to verify that all payments and adjustments are correctly allocated before changing the closed through date. The report contains daily totals for payment items (Deposit Slip column), payment allocations (Distributed column), unapplied payment amounts (Unapplied column) and adjustments (Adjusted column).

An asterisk (*) appears next to any date which has unapplied amounts, and the amount that is unapplied is shown in the Unapplied column. It is recommended that you apply all payments for a given posting date (and all prior dates) to charges or payer credits before attempting to balance that posting date.

The Monthly Transactions Trial Balance report can be generated by deposit date or posting date, and can be filtered by financial center, service site, and provider. It is important to note that filtering by financial center, service site, or provider affects only the totals of the Distributed and Adjusted columns. Filtering does not affect the Deposit Slip or Unapplied columns since payment items (deposits) and unapplied payment amounts are not associated with a financial center, service site, or provider.

Therefore, the Deposit Slip column on the Monthly Transactions Trial Balance report will always balance with the Deposit Slip report for the same deposit or posting date.

When the report is generated by posting date, the Distributed and Adjusted columns balance with the Financial Summary report when the same filtering criteria is used for financial center, service site, and provider and the Financial Summary is not filtered by patient account type.

Filters

Financial centers

Time span

Service sites

Deposit or posting date option

Providers


210 Ref: 6002.19

Ref: 6002.19 211

Void and Reversal Review

The Void and Reversal Review report displays all voiding actions within a specified posting date range or within specified batches. Voiding actions include voided deposits (payment items), voided distributions (payment allocations), and voided charges.

Information for voided items includes the posting date of the void, the original deposit date, the negated amount, the payer, the reference number, and any comments entered for the reversal. Voided distributions and charges also include the procedure code. Voided charges include the patient name and the superbill number as well.

Filters

Batches

Posting date

212 Ref: 6002.19

Ref: 6002.19 213

PM Claim Reports


Claim Prior Payments

EDI Claim Files

ERA Rejections

Superbill

214 Ref: 6002.19

Claim Prior Payments

This report lists the insurance payments made to previously claimed items. This report can be used to locate primary insurance payments which need to be sent with secondary claims.

Filters

Financial Center

Show Superbills without Payments option

Claim Date timespan

Ref: 6002.19 215

216 Ref: 6002.19

EDI Claim Files

The EDI Claim Files reports lists all the claim files created or transmitted on a specific date or for a range of dates for a claims clearinghouse. You can:

Select the creation date hyperlink to view the EDI Claim File Superbill report, which is a list of all the superbills in that claim file. From there, you can select the patient name or superbill ID to open the appropriate window.

Note: To print the EDI Claim File Superbill report, you must use the print icon in the toolbar at the top of the window. Using the Print button will print the EDI Claim Files report instead.

Select the Transmission Date hyperlink to view the actual XML view of the file.

Select the Batch Status hyperlink to view the formatted 837 claim files.

Filters

Clearinghouse

Creation or transmission date

Time span

Ref: 6002.19 217

218 Ref: 6002.19

ERA Rejections

The ERA Rejections report enables you to track items rejected by ERA processing. It identifies items with a status of error, and includes the reference ID, total amount, payment method, check issue date, insurance payer, and error description for each item.

When entering insurance payers or reference IDs for filtering, separate items with a comma.

When viewing the report online, you may select an item reference ID to access the ERA details with claim details and legends.

Filters

Insurance payer

Reference ID

Check issue date

Ref: 6002.19 219

220 Ref: 6002.19

Superbill

The Superbill report enables you to print superbills according to the selected filters. Superbills are printed one per page, with provider signature or signature line.

Filters

Patient

Time span

Ref: 6002.19 221

222 Ref: 6002.19

PM Financial Analysis Reports


Account Type Procedure Review

Adjustments Details

Adjustments Summary

Amount Allowed Comparison

Amount Allowed Summary

Charge Summary

Copay Report

Daily Financial Summary

Deposits by Provider

Financial Summary

Insurance Productivity

Monthly Revenue Productivity

Payer Credit Detail

Payment Application

Payments by Payer

Payments by Procedure

Performance Management Report

Practice Financials by Service Site

Procedure Productivity Including Patient Liability

Procedure Productivity Summary

Production Summary

Receipts Analysis

Referring Physician Analysis

Reimbursement Analysis

RVU Productivity Report

RVU Report

Service Detail

Superbill Charge Analysis

Ref: 6002.19 223

Superbill Status Review

Tax Report

Visit Productivity

Work RVU Detail

224 Ref: 6002.19

Account Type Procedure Review Report

The Account Type Procedure Review report enables you to review procedure productivity. The report lists procedures, charges, receipts, adjustments, and procedure units as recorded on the superbill.

The report is grouped by procedure group, and either financial center, provider, or service site. The report can also be grouped by insurance or patient account type. Charges, receipts, adjustment, and procedure units are subtotaled for each grouping. The report subtotals and totals reflect reversal and void transactions.

Date Options

The date options for this report affect the data shown on the report and the report totals in particular ways. The date options are:

Charge and Payment Posting Date: When this option is selected, the report includes charges, payments, and adjustments that have been applied to the selected procedures and procedure groups for the batch posting dates selected. The report header will show any unallocated deposit amounts for the selected date range. When this date option is selected, this report gives a more granular view of the subtotals and totals in the Financial Summary report. It can also be balanced with the Financial Summary. Remember that to balance two reports, you must generate them using the same filtering criteria.

Charge Service Date and Payment Deposit Date: When this option is selected, the report includes charges for the superbill procedure service start date and payments and adjustments that have been applied to the selected procedures and procedure groups for the payment deposit dates selected. The report will not include adjustments for which there is no deposit since these adjustments do not have a deposit date. The report header will show any unallocated deposit amounts for the selected date range.

Charge Posting Date and All Payments Applied to Reported Charges: When this option is selected, the report includes all charges that have been applied to the selected procedures and procedure groups for the batch posting dates selected. All payments and adjustments applied to the selected procedures and procedure groups are included regardless of when the payments and adjustments were entered. The report header does not show any unallocated deposit amounts when this date option is used.

Grouping or Filtering by Procedure Group

When grouping or filtering by procedure group, it is important to remember that procedure groups are not attached to an account effective period. Therefore, if you change the procedure group associated with a procedure, the subtotals on the report will change for prior dates.

Filters

Date

Date Option

Ref: 6002.19 225

Financial Center

Service Site

Provider

Billing or Rendering Provider

Account Type

Patient or Insurance Account Type Option

Procedure Group

Include/Exclude Ungrouped Procedures

Show/Do Not Show Individual Procedures in Procedure Groups

Group By Option

Subgroup by account type option

226 Ref: 6002.19

Ref: 6002.19 227

Adjustments Details

The Adjustments Details report lists the line item detail for every payment adjustment made during the specified time period. It includes the patient, date, superbill, procedure, payer and amount for each adjustment. It also contains the total adjustment amount by adjustment type.

The Adjustments Details can be generated by the posting date or the deposit date, and the content of the report will be different even if run for the same date or date range.

You can balance the Adjustments Details report to the Practice Financial by Service Site report by generating the Adjustments Details by posting date and all adjustment types.

You can balance the Adjustments Details report to the Financial Summary by generating the Adjustments Details by posting date and using the same timespan for both reports.

The Adjustments Details report will show the detail for the Adjustments Summary if the same filtering criteria are used for both reports.

Filters

Posting date or deposit date


Provider

Adjustments

Financial center

Time span

228 Ref: 6002.19

Ref: 6002.19 229

Adjustments Summary

The Adjustments Summary report contains the total adjustment amount by adjustment type for the selected posting or deposit date range and the fiscal year-to-date.

You may generate the report using any or all of the transaction types that are identified as adjustments. There are predefined transaction types for contractual insurance adjustments and other common adjustments, and you may create user-defined transaction types for anything else you use for reporting purposes.

The Adjustments Summary can be generated by the posting date or the deposit date, and the content of the report will be different even if run for the same date or date range.

You can balance the Adjustments Summary report to the Practice Financial by Service Site report by generating the Adjustments Summary by posting date and all adjustment types.

You can balance the Adjustments Summary report to the Financial Summary by generating the Adjustments Summary by posting date and using the same timespan for both reports.

The Adjustments Detail report will show the detail for the Adjustments Summary if the same filtering criteria are used for both reports.

Filters


Time span

Billing provider or rendering provider

Providers

Adjustments

Financial center

230 Ref: 6002.19

Ref: 6002.19 231

Amount Allowed Comparison

The Amount Allowed Comparison report compares a procedure's allowed amount as entered in the amount allowed schedule associated with the superbill with the actual allowed amount entered in the payment allocation for the superbill. Use this report to help you understand whether or not the payments received are aligned with the amount allowed schedule information that has been set up in the database.

You can generate the Amount Allowed Comparison report so that it includes only discrepancies. This enables you to identify individual procedures where the Actual Allowed entered in Payment Entry differs from the Estimated Allowed generated on the superbill from the Amount Allowed Scheduled. Using this option greatly reduces the content of the generated report, so that you do not have to scan a large number of procedures that were paid according to contract.

You can also generate the report to exclude unpaid procedures. This eliminates the misleading $0 actual allowed amounts on procedures that simply have not yet been paid. With this option selected, the only procedures that show a $0 actual allowed amount truly have $0.00 posted against them.

You can filter the report for one or more financial batches. This enables you to verify that you are getting paid as expected by batch. For example, you can generate the report for a specific ERA batch once the ERA has finished processing.

Please note that the most recent actual allowed amount will always be used in this report. Therefore, the report cannot be used for balancing in any way.

When viewing the report, you can select a superbill link to access the Superbill window.

Filters

Insurance plan

Amount allowed schedule

Payment Batches

Date timespan

Service or procedure posting date option

Include Only Discrepancies

Exclude Unpaid Procedures

Procedure code

Patient

232 Ref: 6002.19

Ref: 6002.19 233

Amount Allowed Summary

The Amount Allowed Summary report can help you determine how long it will take for your providers to achieve the required billing in order to receive an incentive payment that is based on revenue. This is helpful for governmental and non-governmental programs that offer incentives based on the amount billed to an insurance payer or payer.

The report shows the amount billed by each provider by month. The billed amounts are determined by the billed amount on superbills. The billed amount on a superbill is generally determined by the amount allowed schedule, but may be affected by a billing rule or may be manually overwritten. The billed amount is not based on the fee amount actually charged.

It is important to remember that the report is only as accurate as your amount allowed schedule. If allowed amounts entered in the amount allowed schedule are less than or greater than amounts actually allowed by the insurance payer, then the Amount Allowed Summary report will not accurately reflect the total amount allowed billed.

Filters


Provider


Service date timespan

234 Ref: 6002.19

Ref: 6002.19 235

Charge Summary

The Charge Summary reports on charges for the rendering provider, grouped by the billing provider on the superbill. This is helpful in managing productivity for physician assistants, nurse practitioners, and others who do not bill under their own names. It also enables you to compare the charges for two periods.

Filters

Posting or service date option

Reporting date span

Comparison date span

Billing provider

Rendering provider

Financial center

Service site

RVU schedule

236 Ref: 6002.19

Ref: 6002.19 237

Copay Report

The Copay report enables you to list payments that were posted through the Appointment window’s Account tab. The report includes the payment reference number, payment method, payment date, payment type, insurance payer, billing notes, expected copay amount, actual copay amount, and payment amount.

The actual copay amount on the report enables you to determine whether a copay is truly applicable once a superbill has been created from the appointment. The Expected Copay column displays the copay allocation entered in Patient Account window for the patient. However, the patient may not owe a copay for a particular visit dependent the services performed. The Actual Copay column displays the total amount that actually is allocated to the patient’s copay liability on the superbill.

Please note that this report includes all payments entered from the Account tab of the Appointment window so it may include payments on account as well as copays.

Filters

Patient

Account Primary Insurance Payer

Posting Date

Payment/Appointment Date

Financial Center

Appointment Provider

Service Site

Batch

Payment option: account payment, visit payment, or both

Group by option: financial center, provider, service site

238 Ref: 6002.19

Ref: 6002.19 239

Daily Financial Summary

The Daily Financial Summary report is similar to the Financial Summary report, except that it gives beginning A/R, charges, receipts, adjustments, and ending A/R totals for each day in the selected time period. Because this report compiles a great deal of information, it is recommended that you generate the report for one month at a time to avoid timeout errors during generation.

The Daily Financial Summary report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

Filters

Provider


Financial center

Service site


Time span

Group by provider, financial center, or service site

240 Ref: 6002.19

Ref: 6002.19 241

Deposits by Provider

Use the Deposit by Provider report to identify the payments allocated to providers. You can also identify deposits that have not been fully allocated. This report is helpful in analyzing payment application, but should not be used for balancing.

Deposits (payment items) in open, completed, and closed batches may appear on the Deposit by Provider report. However, a deposit will not be included in the report if no payment allocations have been made from it.

The report lists each payment allocation made to a provider. If multiple allocations are made from a single deposit, that deposit is listed multiple times. Each entry includes the deposit type, deposit reference number, and deposit date. Payment information for an entry includes the deposit amount, any unallocated amount, the payment allocation amount, and any adjustment amount associated with the payment allocation. Payment allocation and adjustment totals are given for each provider.

Filters

Date time span

Batch

Provider


Financial center


242 Ref: 6002.19

Ref: 6002.19 243

Financial Summary

The Financial Summary report identifies the total charges, receipts, and adjustments for each provider for the selected date range. It also includes the total beginning accounts receivable, total ending accounts receivable, and the total number of procedures.

This financial report extracts data from billing activities, such as payments and superbills. Procedures entered in a patient visit note, either provided or ordered, that do not result in a superbill for billing are not included in this report. The report includes reversals and corrections.

The Financial Summary report is generated by posting date (that is, by batch date).

The Financial Summary report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

Using the Report to Detect Potential Problems

The Financial Summary report also includes a collection percentage. However, since the report does not display the receipts and adjustments against the reported charges specifically, this report cannot generate a true collection percentage. Rather, the amount shown in the Col % column is the (gross receipts + gross adjustments)/gross charges for the specified time period.

The “Col %” displayed on the Financial Summary is useful as a trend monitoring tool and to identify potential problems. If the Col % is used only once, it has no value. But, by monitoring it consistently over time, you can use it to detect potential problems with cash flow, charge entry, or reimbursement. The Financial Summary does not contain the level of detail needed to diagnose what the exact problem is; but you can use it to very quickly see that there may be a problem.

For example; if a practice usually has a “Col %” of roughly 90% at month end, but only has 55% for the last month, then there is potentially a problem for that month that should be investigated. The drop in the collection percentage could be the result of a number of things, including:

A provider had a large backlog of charges that were posted last month. This would result in an increase of charges for the month, but leave receipts and adjustments about the same as usual.

The last month was January, when most patients’ deductibles reset causing receipts to plummet while charges and adjustments stayed about the same as usual.

There may be a problem with claims not getting through the clearinghouse to the insurance payers.

244 Ref: 6002.19

Using the Report for Balancing

You can balance the charges on the Financial Summary to the total charges on the Daily Charges Trial Balance report when the Daily Charges Trial Balance is run by posting date (batch), and both reports use the same filtering criteria. Do not filter the Daily Charges Trial Balance report by batch or by modified date since the Financial Summary cannot be filtered by these items.

You can balance the charges on the Financial Summary to the charges on the Procedure Productivity Including Patient Liability report when the Procedure Productivity Including Patient Liability report is run by posting date (batch) and all other filtering criteria is the same for both reports.

You can balance the payments on the Financial Summary to the Receipts Analysis report if the Receipts Analysis report is run by posting date, includes all payment types, and all other filtering criteria are the same for both reports.

Monthly View

You can also generate a monthly view of the Financial Summary. The monthly totals given in the monthly view are dependent on the time span selected. In general, monthly totals are from the first of the month to the last day of the month. However, if you select a time span that includes a partial month, the totals for the partial month only include data for the days of the month included in the time span. So for example, if you select the time span 1/20/2009 through 3/20/2009, the totals for January will include January 20 through January 31. The totals for February will include the entire month. The totals for March will include March 1 through March 20. Beginning and ending accounts receivable (A/R) totals follow these same rules. This enables the monthly view of the report to balance with the standard view for the same date range.

Filters

Posting date time span


Provider

Financial center

Service site

Account Type

Patient or Insurance Account Type Option

Monthly view option

Show contractual adjustment option

Exclude Group Level with no financial impact option

Group by provider, financial center, service site, or account type

Ref: 6002.19 245

Detail

246 Ref: 6002.19

Monthly Summary

Ref: 6002.19 247

Insurance Productivity

Use the Insurance Productivity report to determine the outstanding charges for a given time period. You can also use it to determine how an insurance payer is paying.

This is a financial report. All data is extracted from billing activities, such as payments and superbills. Procedures entered into the SP or SO tab of the visit in the Full Note Composer that do not result in a superbill for billing are not included in the report.

The Insurance Productivity report pulls charges by service date or posting date for the specified time period. It also pulls the payments and adjustments associated with those charges regardless of the posting date of the payments and adjustments. Thus, you can constrain the content of the report by charges, but not by payments.

Charges are grouped by procedure code with primary modifier combinations. Procedures are displayed by code, not by ID. If there are multiple procedure IDs that point to the same code, only one code will be displayed that contains the data for all procedure IDs that use the same procedure code. The short description will be used in the report description.

The columns on the report require some explanation of their content.

Units: This is procedure units. Units are included only on the primary insurance.

Charges: This is the original total charge for the procedure units. This is included only on the primary insurance. Therefore, when a liability amount on a specific charge is transferred to a secondary payer, the report will display for that secondary payer 0 Units for $0.00 Charges for that procedure.

Insurance Amount: This is the amount for which the identified payer is currently liable for the procedure. Please note that this amount will not tie to or balance with any other amount on any other financial report. For insurance payers that can be primary or secondary for any given patient, the Insurance Amount can routinely be higher than the charge amount because the Insurance Amount includes both primary liability and secondary liability.

Payments: This is the amount that the identified payer has paid for the procedure. This includes both primary and secondary payments.

Cash Coll %: This is the cash collection percentage, which is the Payment amount divided by the Insurance Amount.

Adjustments: This is the amount of adjustments that have been applied for the identified payer to the procedure. This includes adjustments applied for both primary and secondary.

Total Coll %: This is the total collection percentage, which is the Payment amount plus the Adjustment amount divided by the Insurance Amount.

Remaining AR: This is the amount that is currently outstanding for the payer for the procedure. This does not include patient responsible party liable amounts. This is only the insurance liable amount.

248 Ref: 6002.19

Patient Amount: This is the patient responsible party liable amount for the identified procedure. This column is included only when selected in the filtering criteria for the report.

There are also important things to keep in mind when generating this report for a past date range. The amounts displayed will change from a previous generation of the report for the same time period. The Charge amount will not change when the report is generated by posting date, but all other amounts will change. The Charge amount may change when the report is generated by service date because of charge reversals. All other amounts on the report change over time because the report considers all payments, adjustments, and transfers against the charges regardless of when these other transactions are applied.

The report may be generated for a single service site, multiple service sites, or all services sites, but the report does not group on service site.

The productivity pie chart in the Insurance Productivity report shows individual results for the top ten insurance payers by total payment amounts. The remaining insurance payers’ results are combined, and labeled as ‘Other’.

The Insurance Productivity report cannot be used for balancing because it does not include patients without insurance or procedures that have never had any insurance responsibility.

Filters

Alpha range of insurance name (to reduce generation time)

Insurance payers


Providers

Service sites

Service date or posting date

Time span

Procedure codes

Financial centers

Group by insurance payer or procedure code

Display by provider option

Include/exclude patient liability

Summary option

Plan account type

Ref: 6002.19 249

Detail

250 Ref: 6002.19

Summary

Ref: 6002.19 251

Monthly Revenue Productivity

The Monthly Revenue Productivity report lists the revenue received by each provider for various services. The breakdown of services on this report is dependent on the procedure groups defined for your practice. (There are no predefined procedure groups.)

This report includes only allocated payments and adjustments. It does not include unallocated payments or patient account credits. The report includes payments and adjustments that have been posted during the selected dates.

Practices that compensate providers based on revenue generated by certain procedures can use this report to determine provider payments. It is important to understand that the report is based on when the revenue is received, not when the services were provided.

This report is intended for analysis, not for balancing. The report can be balanced to other reports only when there are no unallocated payments or patient account credits for the selected filtering. When there are no unallocated payments or patient account credits, the Monthly Revenue Productivity report can be balanced to the Financial Summary, Payments by Payer, and Payment Application reports if both reports are filtered in the same way.

Payments made during a previous month and corrected during the current month will cause the total payment amount on the Monthly Revenue Productivity report to be different than the Financial Summary. The total on the Monthly Revenue Productivity report will be higher if a payment was moved off a patient account and allocated to a superbill. The total on the Monthly Review Productivity report will be lower if a payment that has been allocated to a superbill is reversed and becomes a patient account credit.



Filters


Providers

Time span

Financial center

Service site

Group by procedure group, provider, or financial center

252 Ref: 6002.19

Ref: 6002.19 253

Payer Credit Detail

The Payer Credit Detail report displays all payer credits and all distributions from those payer credits. Refunds are shown in italic.

The Payer Credit Detail report can be generated by posting date or the original deposit date of the payment from which the credit was made. When generated by posting date, the report pulls information from the posting date of the individual distribution that the payer credit was created from (for example, if a superbill is reversed that is attached to a bulk payment). When generated by deposit date, the report results are based on the deposit date of the original deposit that was applied to a payer credit.

The report can be filtered by provider, service site and financial center. These options only affect the payer credits that are included in the report results; they do not affect the distributions that are included. For example, if the report is filtered to only include results for financial center A, then only payer credits attached to financial center A are included in the results. However, all distributions attached to the included payer credits are included in the report results regardless of what financial center the superbills are attached to.

The report may be generated to include only responsible party payer credits, only insurance payer credits, or both. The default is to include both responsible party and insurance payer credits.

The report may be generated as a summary only. The summary option does not include distributions. It includes only the payer credits, their dollar amount, and remaining available balance.

The Show Only Unapplied option includes only payer credits that currently have available funds.

This Payer Credit Detail report is intended for analysis only, and is not expected to balance to any other reports.

Filters

Posting or original deposit date option

Timespan

Provider

Service site

Financial center

Responsible party, insurance, or both payment option

Summary only option

Only unapplied option

254 Ref: 6002.19

Detail

Ref: 6002.19 255

Summary

256 Ref: 6002.19

Payment Application

The Payment Application report lists all payment items (also known as deposits) and the allocations made from them for the selected filtering criteria. The report is sorted by batch, payment item, and account or superbill to which an allocation was made. The report includes the payment amount and any unallocated amount, and the payment allocation, adjustment, and transfer amounts for each allocation.

Occasionally, a patient will have primary and secondary insurance through the same insurance payer. Sometimes, though not always, the insurance payer will process the primary insurance payment and the secondary insurance payment when they receive the primary claim. ERA processing will enter the primary payment and the secondary payment separately. However, in the Payment Application report, the primary and secondary payments and their associated adjustments are summed into a single transaction.

This report is useful for analysis.

Filters

Posting date time span

Batch

Deposit

Payer

Financial center

Provider


Procedure

Service site

Group by financial center, provider, or service site

Ref: 6002.19 257

258 Ref: 6002.19

Payments by Payer

This report provides total payments by payer. Payments are included and totaled for the time period in which the payment was received, not when the service was provided. This report cannot be used for balancing.

This report can be used to provide a patient with a record of all payments or payments within a certain time frame. This can be useful, for example, if a patient needs information for tax reporting.

Filters

Time span

Both patient and insurance payments, only patient payments, or only insurance payments

Deposit date or posting date

Payer

Show summary only

Batch

Payment type

Ref: 6002.19 259

Detail

260 Ref: 6002.19

Summary

Ref: 6002.19 261

Total Payer Summary

262 Ref: 6002.19

Payments by Procedure

The Payments by Procedure report is similar to the Procedure Productivity Including Patient Liability report. It includes procedure group and CPT code. It also includes details on the superbills related to each procedure charge or payment.

Though named Payments by Procedure, the filtering options enable you to generate this report for payments or for charges. When filtered by payments, the details include the superbill number, patient name, procedure posting date, and paid amount. When filtered by charges, the details include the superbill number, patient name, service date, units, billed amount, and outstanding amount.

The report may be filtered by provider, service site, and financial center. It can be generated by posting date or deposit date when filtered by payments or it can be generated by posting date when filtered by charges.

The Payments by Procedure report includes an option for superbill level or procedure level details.

The superbill level includes details on the superbills related to each procedure charge or payment. For charges, the details include the superbill number, patient name, units, and billed amount. For payments, the details include the superbill number, patient name, and procedure posting date. When viewing the report online, the superbill ID hyperlinks access the Superbill window so you can review the superbill details.

The procedures level lists only procedures billed by each provider during the specified timespan, the charges for the procedures, and the payments made by insurance payers and patients for those procedures.

When generating the report by payments, the report filters results based on the posting date of the payments. However, the report displays the posting date of the procedures.

When you generate the report for productivity by charges and sort at the superbill level, the report includes the service date of the procedure and the date the procedure was first filed with the insurance payer.

Remember that procedure groups are not attached to an account effective period. Therefore, if you change the procedure group associated with a procedure, the subtotals on the report will change for prior dates.

Filters


Provider

Service site

Financial center


Ref: 6002.19 263

Productivity by charges or payments

Timespan

Sort by service site or provider

Superbill Level Detail option

Procedure Level Detail option

Show summary only option

Summary on all service sites by provider or all providers by service site

Patients

Procedures

Productivity by Payments at Superbill Level Detail

264 Ref: 6002.19

Productivity by Payments at Procedure Level Detail

Ref: 6002.19 265

Productivity by Payments Summary

266 Ref: 6002.19

Productivity by Charges at Superbill Level Detail

Ref: 6002.19 267

Productivity by Charges at Procedure Level Detail

268 Ref: 6002.19

Productivity by Charges Summary

Ref: 6002.19 269

Performance Management Report

The Performance Management Report enables you to analyze providers' performance for a specified time span. The report includes information on the number of appointments scheduled, cancelled, and completed; the procedure units performed; RVUs performed; and accounts receivables for the time span. Accounts receivable includes charges, payments, adjustments, and refunds made during the specified time span. These may or may not be associated with the patient visits and the procedures performed during the same time span. Thus, the report provides information about what actually took place during the time span.

The Performance Management report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

If you attempt to compare this report to the Visit Productivity report, be aware that the Visit Productivity report includes no-show appointments and the Performance Management report does not.

The charges on the Performance Management report can be balanced to the charges on the Daily Charges Trial Balance report when the Daily Charges Trial Balance report is run by date of service.

Filters

Service dates

Payments types to be included as refund types

Providers

Service sites

Financial centers

RVU schedule

Service and deposit dates or charge and payment posting dates

270 Ref: 6002.19

Page 1

Ref: 6002.19 271

Last Page with Totals

272 Ref: 6002.19

Practice Financials by Service Site

The Practice Financials by Service Site report breaks down charges, adjustments, and payments by rendering provider and service site. The report also includes the net effect to accounts receivable (AR) for the period. The net effect to AR is the charges minus payments and adjustments. (Note that this is not the total AR.)

This report can be run by posting date or by the service date of the charges. The content of the report will be different even if run for the same date range.

The Practice Financials by Service Site report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

You can balance the charges on the Daily Charges Trial Balance report to the charges on the Practice Financials by Service Site report when the Daily Charges Trial Balance is run by posting date (batch) and all other filtering criteria is the same for both reports.

You can balance the Practice Financials by Service Site report to the Financial Summary report, the Deposit by Provider report, and the Receipts Analysis report if the reports are generated using the same filtering criteria.

The charges on the Practice Financials by Service Site report can be balanced with the charges on the Procedure Productivity Including Patient Liability report when the Procedure Productivity Including Patient Liability report is run by posting date and all other filtering criteria is the same for both reports.

Filters

Effective date

Service sites

Include\exclude inactive providers

Include\exclude account transactions

Posting date or superbill service end date

Show only rows with amounts option

Financial center


Providers

Ref: 6002.19 273

Page 1

274 Ref: 6002.19


Ref: 6002.19 275

Procedure Productivity Including Patient Liability

This report lists the procedures billed by each provider during the specified time span, the charges for the procedures, and the payments made by insurance payers and patients for those procedures. The breakdown of services on this report is dependent on the procedure groups defined for your practice

The Procedure Productivity Including Patient Liability report can be generated by the posting date or the service date of the charges, and the content of the report will be different even if run for the same date or date range. Note that the report includes all payments for the included charges regardless of when the payment was received. This report cannot be used to identify payments received within a specified time span.

The report can be generated for all service sites by provider and for all providers by service site. When generated for all service sites by provider, the report includes all the service sites and total transactions for each provider. Each provider’s transactions are on a separate page. When generated for all providers by service site, the report includes all the providers and total transactions for each service site. Each service site’s transactions are on a separate page.

The Procedure Productivity Including Patient Liability report is intended for analysis, not for balancing. However, when the Procedure Productivity Including Patient Liability report is run by posting date, the total charges on the report will balance to the charges on the Financial Summary report if all other filtering criteria are the same for both reports. The charges on the Procedure Productivity Including Patient Liability report can also be balanced with the charges on the Practice Financials by Service Site report when the Procedure Productivity Including Patient Liability report is run by posting date and all other filtering criteria is the same for both reports.



Filters

Date range

Provider

Financial center


Service site

Service date

Posting date

Sort by service site or provider

276 Ref: 6002.19

Deposit date

Posting date for charges or payments

Group by procedure code or insurance payer

Show summary only option

Summary by provider or service site

Detail

Ref: 6002.19 277

Summary

278 Ref: 6002.19

<<Revised>> Procedure Productivity Summary

The Procedure Productivity Summary report lists the procedures billed by each provider during the specified time span. The report includes charges, payments, and adjustments from both patients and insurance payers, and it includes remaining accounts receivable balances. The breakdown of services on this report is dependent on the procedure groups defined for your practice. (There are no pre-defined procedure groups.)

The Procedure Productivity Summary report can be generated by the posting date or the service date of the charges, and the content of the report will be different even if run for the same date or date range. Note that the report includes all payments for the included charges regardless of when the payment was received. This report cannot be used to identify payments received within a specified time span.

The report may be generated for a single service site, multiple service sites, or all services sites, but the report does not group on service site.

This is a financial, not a clinical, report. Data is extracted from billing activities, such as payments and superbills, not from patient visit notes. Therefore, procedures entered in the Services Ordered or Services Performed tabs of Full Note Composer that do not result in a superbill for billing purposes are not included on this report.

The Procedure Productivity Summary report is intended for analysis, not for balancing. However, the charges on the Procedure Productivity Summary report can be balanced to the charges on the Daily Charges Trial Balance report when the Daily Charges Trial Balance report is run by posting date (batch), and the Procedure Productivity Summary report is run by posting date and for charges only.



Filters


Provider

Service date or posting date

Service site

Financial center

Group by procedure or provider

Time span

Procedure group

Ref: 6002.19 279

CPT code range

Grouped by Provider, CPT Excluded

280 Ref: 6002.19

Grouped by CPT, CPT Included

Ref: 6002.19 281

Production Summary

The Production Summary report provides information about your productivity for contractual amounts allowed. It shows the total allowed amounts of all superbills that fall within the time frame and all other filtering criteria. It is grouped by eligibility fund and then sub-grouped by fund type. You may choose to display totals only or a monthly view, similar to the Financial Summary report.

The Production Summary cannot be used for balancing. The totals on this report will not balance with any other report.

Filters

Time span



Provider

Financial center

Service site

Insurance plan

Fund type

Eligibility fund

Region

User group

Procedure

Procedure groups

282 Ref: 6002.19

Ref: 6002.19 283

Receipts Analysis

Use the Receipts Analysis report to track the types of payments received by the practice. The report totals receipts for the predefined and user-defined payment types. You can define a time period for review and a comparison time period. Thus, you can compare receipts for any time period to any comparison time period. For example, you may want to compare June of this year to June of last year, or the first quarter of this year to the first quarter of last year.

You can generate the Receipts Analysis report by deposit date and posting date, and the content of the report will be different even if run for the same date or date range.

The Receipts Analysis report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

You can balance the Receipts Analysis report to the payments on the Financial Summary report if the Receipts Analysis report is run by posting date, includes all payment types, and all other filtering criteria are the same for both reports.

Because the Receipts Analysis report does not include payment types for adjustments, it cannot be balanced with the Adjustments Detail report or Adjustments Summary report.

The Receipts Analysis report cannot be balanced to the Performance Management report because the Performance Management report can only be run by service date, and receipts (payments) are not associated with a service date.

Filters


Time span


Providers

Payment type or credit type results option

Financial center

284 Ref: 6002.19

Ref: 6002.19 285

Referring Physician Analysis

The Referring Physician Analysis report captures charges, payments, and adjustments based on the referring physician identified on the superbill. Charges, payments, and adjustments associated with superbills that do not have a referring physician are not included in this report. The report includes the patient name, patient date of birth, superbill ID, total charge, total paid amount, and total adjustment amount. It also includes subtotals for each referring physician.

The report is organized by either rendering or billing provider identified on the superbill. The report can be generated in detail or summary form (referring physician subtotals, without individual superbill detail).

This report is not used for balancing.

Filters


Provider


Timespan

Service sites

Financial center

Summary only option

Referring providers

Group by service site option

286 Ref: 6002.19

Detail

Ref: 6002.19 287

Summary

288 Ref: 6002.19

Reimbursement Analysis

The Reimbursement Analysis report enables you to review how you are being reimbursed, and how effective collection efforts are on old charges. This report is useful for analysis, but it cannot be used for balancing because of the various and complex ways in which it may be filtered when generating.

You may generate a detailed or a summary report. You may also generate the detailed report as a printable report or export it to Microsoft Excel for further manipulation and analysis. When exported to Excel, the report groupings and totals are removed.

The charge date determines the procedures included in the report results. If the Charge Date field is left empty, then the report will only return results for today’s date. You may use either the posting or the service date for the charge date.

The transaction posting date determines, by posting date only, the dollar amount that was distributed and adjusted against the resulted procedures during the specified posting dates. If the Transaction Posting Date field is left empty, then only distributions and adjustment posted today are included in the results.

The charge date and the transaction posting date together determine the results included in the report, so you must be careful to select date ranges that are reasonable. For example, if the Charge Date was set to posting dates of 01/01/13-01/31/13 and the Transaction Posting Date was set to 05/01/13-05/31/13, then all procedures that were posted in January would display on the report; but only distributions and adjustments posted on those charges in May would be accounted for in the Receipts and Adjustments columns of the generated report. This type of date range selection can be useful in assessing collection efforts for old charges.

You may also filter the results by financial center, service site, and provider. The provider may be the billing or the rendering provider. Only procedures that match all three of these criteria will be included in the report results.

You may also filter the report by insurance payer.

If desired, you may group the report results by financial center, service site, or provider. Whichever grouping option is selected, the subgrouping is by insurance payer. When no grouping option is selected, then the results are grouped by insurance payer. The grouping option is disregarded when exporting the report to Excel.

By default, the report does not include any procedure with a $0 total charge amount since no payment is expected or no payment should be posted for these procedures. You may choose to include these procedures, if desired.

Filters

Charge Date

Transaction Posting Date

Provider

Ref: 6002.19 289

Posting or Service Date Option

Billing or Rendering Provider Option

Financial Center

Service Site

Insurance Payer

Group by Financial Center, Provider, or Service Site Summary Option

Printed Report or Export to Excel Option

Include $0 Procedures

Detail

290 Ref: 6002.19

Summary

Ref: 6002.19 291

RVU Productivity Report

The RVU Productivity report enables you to calculate RVU values for procedures in a meaningful way in order to determine the appropriate physician payment distribution within your practice’s conventions. The report displays CPT code, description, RVU, billed amount, and paid amount. The RVU Productivity report identifies:

Procedures performed by the provider during the specified period for a service site.

Total number of procedures performed for a given period.

RVU related to each procedure code.

Total billed amount, paid amount, and RVU amount, and the average charge per RVU related to the procedure code.

The report may be generated for single or multiple providers, service site or financial center and grouped by service site and billing/rendering provider. Separate pages are produced for the RVU summary for each provider for a service site. All the codes are listed under the procedure code group. The data for this report is from superbills and payment entry.

The RVU Productivity report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

You can balance the charges on the Daily Charges Trial Balance report to the charges on the RVU Productivity report when the reports are run for the same time span and with the same filtering criteria.

Filters


Provider

Service or posting date

Time span

Service sites

Financial centers

292 Ref: 6002.19

Ref: 6002.19 293

RVU Report

The RVU report produces a page for each service site and provider. It lists the procedures performed and billed, the quantity, the work RVU, the amount billed, the amount paid, the outstanding amount, and the total work RVU.

The RVU Report does not include any payment amounts that are unapplied. It only includes payment amounts that have been applied to either charges on a superbill or a payer credit. Unapplied payment amounts do not identify the provider, financial center, and service site, and so unapplied payment amounts cannot be included in any financial report that identifies, categorizes, or filters financial information by these items. It is recommended that you apply all payments for a given posting date to charges or payer credits before attempting to balance that posting date.

You can balance the charges on the Daily Charges Trial Balance report to the charges on the RVU Report when the reports are run for the same time span and with the same filtering criteria. Do not filter the Daily Charges Trial Balance report by batch or by charge date since the RVU Report cannot be filtered by these items.

Filters


Provider


Time span

RVU schedule

Service sites

Financial centers

Report by work RVU or total RVU

294 Ref: 6002.19

Ref: 6002.19 295

Service Detail

The Service Detail report lists all patients for whom any procedure has been provided during the specified time span. The report includes patient and account information, procedure information, provider information, and claim information.

This is a financial, not a clinical, report. The information for this report is pulled from the superbill, not from the patient visit note.

Filters

Billing Provider


Time span

Format for print or export

Patient

Procedure

Procedure Code Range

Primary insurance

Current insurance

Order by patient, primary insurance, current insurance, or date of service (DOS) start date

296 Ref: 6002.19

Ref: 6002.19 297

Superbill Charge Analysis

The Superbill Charge Analysis report gives a full disposition of each charge on a patient’s superbill. This enables you to analyze the revenue from insurance payers and patients, adjustments for insurance payers and patients, and balances due from insurance payers and patients. The report only includes charges for current insurance payers and plans. So if a patient has a primary and a secondary insurance plan, and the primary payer has paid so that the charge is now on the secondary plan, then the report will only include the amount for the secondary plan.

The report contains both detail and summary sections. The detail section of the report contains an entry for each superbill matching the selection criteria. The entry identifies the patient, superbill, and insurance payer, and the charges, diagnoses, and procedures on the superbill. It also identifies all payments and adjustments and outstanding balances for the superbill.

The summary section of the report is the same regardless of sorting criteria. It contains totals by:

Provider

Service site

Insurance payer and plan



Filtering by Diagnosis Code


Filters


Providers

Service sites

Financial centers

Insurance payers

Insurance plans

Diagnosis

298 Ref: 6002.19

Procedure

Procedure group

Account type

Modifier


Time span

Group by provider or insurance payer

Show only superbills with no insurance option

Show unpaid, paid, or both

Page 1

Ref: 6002.19 299


300 Ref: 6002.19

Superbill Status Review

The Superbill Status Review report lists superbill statuses, the number of superbills in each status, and the total balance, insurance balance, and patient responsibility balance for each status. You can use this report to identify superbills that need to be reviewed and worked. For example, if you have a large number of superbills with a status of Hold or Insurance Action, you should review those superbills, determine what needs to be done to complete the claims process for them.

You can also use this report to identify claims processing and payment entry problems that need to be reviewed and resolved. For example, if the number of superbills associated with the Preliminary superbill status is greater than your average daily workload, then claims are not being processed in a timely manner.

Filters

Superbill status

Patient account type

Plan account type


Provider

Service or posting date option

Date span

Financial center

Service site

Ref: 6002.19 301

302 Ref: 6002.19

Tax Report

The Tax Report lists all taxable charge items and the number of units, the total taxable amount, and the total tax amount for each item. The report also gives subtotals by grouping and grand totals.

You may group the results by provider, financial center, or service site. The report may be filtered by posting date range, billing or rendering provider, service site, financial center, procedure group, and procedure. If you do not select a grouping option, then the report is grouped by only by procedure group.

You must have the tax calculation functionality configured in order to report on taxable items.

The Tax Report cannot be balanced to any other financial reports since other financial reports do not filter on taxable items.

Filters

Posting date timespan

Provider

Service site

Financial center

Procedure group

Procedure

Ref: 6002.19 303

304 Ref: 6002.19

Visit Productivity

The Visit Productivity report enables you to identify days or periods with high appointment no-shows or cancellations. You can use this information to improve your scheduling. This report is useful only if your office is consistent in changing an appointment’s status to Discharged when a patient visit is complete, and to No-Show or Cancelled when appropriate.

The Visit Productivity report contains information about patient appointments by provider. It includes, by provider and date:

The number and percentage of appointments discharged.

The number and percentage of appointments that were cancelled.

The number and percentage of appointments that were no-shows.

The number of unique patients seen by the specified provider on the specified date.

The report includes totals by provider for the selected date range, and totals for all providers for the date range.

It is important to understand that the purpose of the Visit Productivity report is monitor and assess how scheduled appointments are resolved. Therefore, this report contains information from appointments, not from patient visit notes. Information from visit notes is used only to determine the resolution of appointments. This means that if a visit note is created for a patient who does not have an appointment, then that visit is not included in the report. Also, if a patient visit note is created for a patient who does have an appointment, but the visit note is not associated with that appointment, then the Discharged number on the Visit Productivity report may be higher than the Total Visits number.

If you want to use the Visit Productivity report to identify the number of appointments associated with a provider (physician, nurse practitioner, etc.), then you must ensure that the provider for whom you want to track information is the provider entered on the appointment. You can, if needed, have another provider identified as the billing and/or rendering provider on the patient visit note.

If you attempt to compare this report to the Performance Management report, be aware that the Visit Productivity report includes no show appointments and the Performance Management report does not.

<<Revised>> Filters

Time span

Providers


Financial center

Service site

Ref: 6002.19 305

306 Ref: 6002.19

Work RVU Detail

The Work RVU Detail report enables you to review procedure work RVU information in a detailed fashion. The report may be grouped by up to three levels. The grouping levels are provider, service site, financial center, service date, and posting date. The report includes the selected grouping level information, patient, procedure code, modifier codes, procedure short description, charge amount, procedure units, work RVU for the procedure, and the total work RVU for the procedure units.

Filters

Provider


Financial center

Service site

Posting date

Service date

RVU schedule

First, second, and third level groupings

Ref: 6002.19 307

308 Ref: 6002.19

Scheduling Reports

Appointment Report

Demographic by Schedule

External Patients Rounds List

Patient Recall Summary

Waiting List Report

Ref: 6002.19 309

Appointment Report

The Appointment report lists all primary and associated resource appointments. It includes primary appointment, associated resource appointments, patient, provider, date/time of appointment, reason and appointment status. Use this report to:

Verify a patient’s upcoming appointments.

Analyze the appointment types and status for calendar or provider.

Identify patients with excessive cancelled or no-show appointments.

The Appointment report can be viewed from the View Report window and the Appointment window. When generated from the Appointment window, the report includes only the selected appointment and any associated primary or resource appointments.

<<Revised>> Filters

Patient

Calendar

Provider

Appointment date


Appointment type

Appointment status

Include/exclude events

Sort by patient, calendar, provider, or date

Include/exclude account and payer information

Time span

310 Ref: 6002.19

Ref: 6002.19 311

Demographic by Schedule

The Demographics by Schedule report lists demographic and account information for all patients with appointments on a specified calendar. Each patient’s information prints on a separate page so that patients can be given the report to review and correct when they check in for an appointment. The report can include the patient’s:

Demographic information, including address and phone numbers

Responsible party and insurance information by account

Contact information

Current medications

Account and patient balance

Filters

Appointment date

Appointment type

Calendar

Patient

Include/exclude demographics

Include/exclude all accounts

Include/exclude contacts

Include/exclude active medications

312 Ref: 6002.19

Ref: 6002.19 313

External Patients Rounds List

The External Patients Rounds List enables you to print a rounding list of current external patients. The report only includes active entries that do not include a discharge date. The list is categorized by service site. The patient list includes the patient’s name, ID, age, admit date, and medical record number. Patient entries also include the patient’s location within the site, the diagnosis, and any notes.

Filters

Provider

Patient

Service site

Admit date

314 Ref: 6002.19

Ref: 6002.19 315

Patient Recall Summary

Use the Patient Recall Summary to identify patients who are due for follow up appointments within a specified timeframe and patients who have not returned for follow up appointments within a specified timeframe. The information on the report is determined by a return visit entered on the Plan tab in Full Note Composer.

This report may be generated to include both complete and incomplete patient visit notes for the patient’s prior visit or to include only complete patient visit notes for the prior visit. The report may also be generated to include patients who are due for a follow up appointment, or only those patients with a scheduled follow up appointment.

The report includes the date of the patient’s last visit, the patient's name and ID, the provider's name, the follow up date, and the follow up appointment date, if scheduled.

Filters

Time span

Provider

Include/exclude complete note

Include/exclude appointment scheduled


316 Ref: 6002.19

Ref: 6002.19 317

Waiting List Report

The Waiting List report lists all entries on the selected waiting lists. You may select the primary and secondary sort order for displaying information on the report.

Filters

Waiting list

Provider

Date entered

Primary sort: waiting list or provider

Secondary sort: priority, patient name or date entered

318 Ref: 6002.19

System Reports

System reports document the items in your database, and make it easier for you maintain these items.

Amount Allowed Schedule

Fee Schedule

HL7 Partner

Patient Export List

Procedure Codes and Groups

Responsible Party

Responsible Party List

RVU Schedule

Security Report

User Group Report

Ref: 6002.19 319

Amount Allowed Schedule

The Amount Allowed Schedule report lists all the amount allowed schedules defined in the database. For each amount allowed schedule, it will include all the data included in the Amount Allowed Schedule window. Amount allowed schedules are listed in ascending order by name. When an amount allowed schedule has multiple periods, the data for each period is included and the effective periods are listed with the current period first and all other periods in reverse chronological order. Each amount allowed schedule and effective date begins on a new page.

When viewing the report on screen, you can select an amount allowed schedule or RVU schedule link to access the Amount Allowed Schedule window or RVU Schedule where you can modify that schedule.

You can generate this report for one or more specific procedure codes. You can also group the report results by procedure code. This displays the procedure code, and then any amount allowed schedules in which it appears.

Filters


Effective date


Effective for insurance plan

Procedure

Group by amount allowed schedule or procedure

320 Ref: 6002.19

Ref: 6002.19 321

Fee Schedule

The Fee Schedule report lists all fee schedules defined in the database. For each fee schedule, it will include all the data included in the Fee Schedule window. Fee schedules are listed in ascending order by name. When a fee schedule has multiple periods, the data for each period is included and the effective periods are listed with the current period first and all other periods in reverse chronological order. Each fee schedule and effective date begins on a new page.

When viewing the report on screen, you can select a fee schedule link to access the Fee Schedule window where you can modify that fee schedule.

You can generate this report for one or more specific procedure codes. You can also group the report results by procedure code. This displays the procedure code, and then any fee schedules in which it appears.

Filters

Fee schedule

Effective date


Insurance plan

Procedure

Group by fee schedule or procedure

322 Ref: 6002.19

Ref: 6002.19 323

HL7 Partner

Use this report to print out a list of all HL7® partners. It is recommended that you print this report before upgrading, migrating, adding or modifying an HL7 partner. You will then have a record for your setup should anything need to be reestablished.

Filters

HL-7 partners

Include/exclude inactive partners

324 Ref: 6002.19

Patient Export List

The Patient Export List enables you to create a list of patients and their information which you can then export to Excel. Patient information includes the medical record number, ID, first and last names, date of birth, address, phone number, gender, Social Security Number, primary provider, patient status, and patient condition. Once exported, you can manipulate the data as desired. You may filter patients by ZIP code, date of birth, gender, and primary provider. You may choose to include or exclude inactive and deceased patients.

While the Patient Export List can be printed, it is not intended to be a printed report. Therefore, the report view will print in a spreadsheet format, spanning multiple pages. Example not included.

The Patient Export may also be generated as printed address labels. The labels include only patient name, address, city, state, and ZIP code.

The label version of the report is designed for 1" high by 2 5/8" wide mailing labels, with 30 labels on a standard letter-size page. (This corresponds to Avery Label’s U.S. letter 8810 format.) Names and addresses do not wrap; rather they are truncated at 34 characters to ensure that all information fits on the label.





<<Revised>> Filters

ZIP code

Date of birth

Gender

Primary provider


Include/exclude deceased

Appointment provider

Appointment date

Patient status


Patient condition

Ref: 6002.19 325

Procedure Codes and Groups

The Procedure Codes and Groups report identifies the procedure group associated with each procedure code listed.

Filters

Range of codes

Procedure group

Include only ungrouped odes

326 Ref: 6002.19

Ref: 6002.19 327

Responsible Party

This report gives general demographic, collections, and statement information for a responsible party. You can use this to give a summary to the responsible party or to review and update information.

Filters

Responsible party

328 Ref: 6002.19

Ref: 6002.19 329

Responsible Party List

There are two formats for the Responsible Party List report. The first format includes the responsible parties, their addresses, and phone numbers, and the patients for which the responsible party is responsible. The output of this format is intended for printing only.

The second report enables you to create a simple list of responsible parties, with their addresses and phone numbers. The output of this format can be exported to Excel or another spreadsheet so that you can use the data for mailing lists, merge documents, or other such uses.





Note: The primary care provider criterion is the provider in your office who is the primary provider for the patient as identified in the Patient Demographics record. This new filtering criteria enables you to generate a list of responsible parties for patients under the care of a particular provider.

Filters

Person, corporation, or both

ZIP code

Primary care provider


Include/exclude patients



Include/exclude responsible parties excluded from automated accounts receivable

330 Ref: 6002.19

Ref: 6002.19 331

RVU Schedule

The RVU Schedule report lists all the RVU schedules defined in the database. For each RVU schedule, it will include all the data included in the RVU Schedule window. RVU schedules are listed in ascending order by name. When an RVU schedule has multiple periods, the data for each period is included and the effective periods are listed with the current period first and all other periods in reverse chronological order. Each RVU schedule and effective date begins on a new page.

Filters

RVU schedule


332 Ref: 6002.19

Ref: 6002.19 333

Security Report

The Security report contains the security settings for users and user groups. The report can be generated by users and users groups, or by security item and security group.

When generated by users and user groups, the Security report lists each user or user group with:

The user groups that the user or user group is a member of. (A user group may be a member of another user group.)

The security groups to which the user or user group has access.

The security items within each security group, and the specific access the user or user group has for that item.

When generated by security item and security groups, the Security report lists each security group with:

The security items within that security group.

The users and user groups who have access to that security item, and the specific access that they have.

Filters

Report by user/user group or security/security group

User/user group

334 Ref: 6002.19

User and User Group

Ref: 6002.19 335

Security and Security Group

336 Ref: 6002.19

User Group Report

The User Group report generates information about user groups are defined. The report can be filtered by user groups, and can include inactive user groups.

The User Group report lists each user group with:

The users and user groups that are a member of the user group. (A user group may be a member of another user group.)

The security groups to which the user group has access.

The level of message security for each user group.

Filters

User group

Include/exclude inactive user groups

Ref: 6002.19 337

UDS Reports

The application’s UDS (Uniform Data System) reports are part of the optional FQHC functionality. The UDS reports provide information for monitoring your practice’s operations and performance. You can use the information from these reports to complete forms and reports required by the U.S. Department of Health and Human Services (HHS) or the Health Resources and Services Administration (HRSA) from participants in FQHC programs.

The UDS reports are designed to meet the UDS reporting requirements of the Bureau of Primary Health Care. More information on those requirements is available from http://bphc.hrsa.gov/healthcenterdatastatistics/index.html

Even if you are not participating in FQHC programs, you may find some of these reports useful. Be aware, however, that if you not using the optional FQHC functionality, you will not have the data needed for some reports. Please also be aware that the reports are supported only if you have purchased the FQHC functionality.

To be included in any UDS report, the patient must have had at least one face-to-face visit during the reporting period. Some reports have additional requirements or restrictions. Additional requirements are included in the individual report descriptions. All information included in the UDS reports is pulled from visit notes. No information is pulled from superbills.

The UDS reports do not generate printed report documents. Rather, they generate a Microsoft Excel™ spreadsheet file when you select the View button. You can then manipulate the data in the report as needed. For example, you can format the columns, define a pivot table, or filter the data.

No examples of these reports are included.

Audit of UDS 3A Patients by Age and Gender

Audit of UDS 3B Patients by Language

Audit of UDS 3B Patients by Race and Ethnicity

Audit of UDS 4 01-06 Patients by Percent of Poverty

Audit of UDS 4 17-23 Patients by Homeless Status

Audit of UDS 4 25-25 Patients by Veteran Status

UDS 3A Patients by Age and Gender

UDS 3B Patients by Language

UDS 3B Patients by Race and Ethnicity

UDS 4 01-06 Patients by Percent of Poverty

UDS 4 07-12 Patients by Account Type

UDS 4 17-23 Patients by Homeless Status

http://bphc.hrsa.gov/healthcenterdatastatistics/index.html

338 Ref: 6002.19

UDS 4 24-24 Patients by Service Site

UDS 4 25-25 Patients by Veteran Status

UDS 5 Patients and Visits by Provider

UDS 6A Patients and Visits by CPT

UDS 6A Patients and Visits by Diagnosis

UDS 6B C Patients by Childhood Immunizations

UDS 6B D Patients by Pap Tests

UDS 6B E Patients by BMI – Child

UDS 6B F Patients by BMI – Adult

UDS 6B G1 Patients by Tobacco Use

UDS 6B G2 Patients by Tobacco Cessation

UDS 6B H Patients by Asthma Therapy

UDS 6B I Patients by CAD

UDS 6B J Patients by IVD

UDS 6B K Patients by Colorectal Cancer Screening

UDS 7B Patients by Hypertension

UDS 7C Patients by Diabetes

UDS 90 Patient Related Revenue

UDS GP Patients Served by ZIP Code

Ref: 6002.19 339

Audit of UDS 3A Patients by Age and Gender

This report is similar to the UDS 3A Patients by Age and Gender, but the results include the patient ID so that patient records can be accessed and updated.

Filters

Reporting period begin date

Reporting period end date

Report age as of date

Exclude providers

Exclude clinical note types


Exclude patient condition

340 Ref: 6002.19

Audit of UDS 3B Patients by Language

This report is similar to the UDS 3B Patients by Language report, but the results include the patient ID so that patient records can be accessed and updated.

Filters



Exclude providers




Ref: 6002.19 341

Audit of UDS 3B Patients by Race and Ethnicity

This report is similar to the UDS 3B: Patients by Race and Ethnicity report, but the results include the patient ID so that patient records can be accessed and updated.

Filters



Ethnicity group

Exclude providers




342 Ref: 6002.19

Audit of UDS 4 01-06 Patients by Percent of Poverty

You must be using the optional FQHC functionality to have the data needed to generate this report.

This report is similar to the UDS 4 01-06 Patients by Percent of Poverty report, but the results include the patient ID so that patient records can be accessed and updated.

Filters




Exclude providers




Ref: 6002.19 343

Audit of UDS 4 17-23 Patients by Homeless Status


This report is similar to the UDS 4 17-23 Patients by Homeless Status report, but the results include the patient ID so that patient records can be accessed and updated.

Filters




Exclude providers




344 Ref: 6002.19

Audit of UDS 4 25-25 Patients by Veteran Status


This report is similar to the UDS 4 25-25 Patients by Veteran Status report, but the results include the patient ID so that patient records can be accessed and updated.

Filters




Exclude providers




Ref: 6002.19 345

UDS 3A Patients by Age and Gender

The UDS 3A Patients by Age and Gender report identifies the number of patients served by age category, gender, race, and ethnicity.

When generating this report, you can define the start and end dates for the reporting period.

You can also define the date on which patients’ ages are determined. For example, you can report on patients’ age as of January 1, June 30, December 31, or any other date needed. The application determines the patient’s age by subtracting the patient’s date of birth from the Report Age As Of Date. The Report Age As Of Date must be between the Reporting Period Begin Date and End Date in order for the report results to be valid.

Filters




Exclude providers




346 Ref: 6002.19

UDS 3B Patients by Language

The UDS 3B Patients by Language report lists each language identified in your database, and the number of patients who prefer that language by gender, race, and ethnicity.

Filters



Exclude providers




Ref: 6002.19 347

UDS 3B Patients by Race and Ethnicity

The UDS 3B: Patients by Race and Ethnicity report list each race identified in your database, the number of patients who are and are not in the ethnic group selected. If you do not select an ethnic group, the report uses the “Hispanic or Latino” ethnic group since this is the group of interest for UDS reporting. The report also identifies the number of patients whose records either do not include ethnicity information or the ethnicity is identified as “Not Provided”.

Filters



Ethnicity group

Exclude providers




348 Ref: 6002.19

UDS 4 01-06 Patients by Percent of Poverty


The UDS 4 01-06 Patients by Percent of Poverty report lists each percentage of poverty identified in your database, and the number of patients by age, gender, race, and ethnicity, who have that percentage of poverty.



Filters




Exclude providers




Ref: 6002.19 349

UDS 4 07-12 Patients by Account Type

The UDS4 07-12 Patients by Account Type report lists each account type identified in your database, and the number of patients by age, gender, race, and ethnicity, who have an account of that type.



Filters




Exclude providers




350 Ref: 6002.19

UDS 4 17-23 Patients by Homeless Status




Filters




Exclude providers




Ref: 6002.19 351

UDS 4 24-24 Patients by Service Site

The UDS 4 24 -24 Patients by Service Site report lists each service site identified in your database, and the number of patients by age, gender, race, and ethnicity, who have an account of that type.



Filters




Exclude providers




352 Ref: 6002.19

UDS 4 25-25 Patients by Veteran Status


The UDS 4 25-25 Patients by Veteran Status report lists each veteran status identified in your database, and the number of patients by age, gender, race, and ethnicity, who have that veteran status.



Filters




Exclude providers




Ref: 6002.19 353

UDS 5 Patients and Visits by Provider

The USD 5 Patients and Visits by Provider report list each provider and that provider’s number of face-to-face patient visits and number of unique patients.



Filters




Exclude providers




354 Ref: 6002.19

UDS 6A Patients and Visits by CPT

The UDS 6A Patients and Visits by CPT report lists each procedure performed by CPT code and short description. For each procedure, it identifies the number of visit in which the procedure was performed and the number of unique patients to whom it was provided by patient gender, age, race, and ethnicity.

Filters



Exclude providers




Ref: 6002.19 355

UDS 6A Patients and Visits by Diagnosis

The UDS 6A Patients and Visits by Diagnosis report lists each diagnosis by ICD9 code and short description. For each diagnosis, it identifies the number of visit in which the diagnosis was charted and the number of unique patients for whom it was charted by patient gender, age, race, and ethnicity.

Filters



Exclude providers




356 Ref: 6002.19

UDS 6B C Patients by Childhood Immunizations

The UDS 6 B C Patients by Childhood Immunizations report lists each vaccination administered in the reporting period. For each vaccination, the report identifies:

The visit date on which the vaccine was charted.

The patient’s birthdate.

The patient’s ID number. This enables you to identify patients if needed.

The patient’s gender, age, race, and ethnicity.

The type of vaccine.

The date on which the vaccine was administered.

The name of person who administered the vaccine.

You can define the start and end dates for the report period, and the earliest and latest dates of birth for patients to be included in the report. You can also define the Compare Date for Age, which is the date on which patients’ ages are determined. For example, you can report on patients’ age as of January 1, June 30, December 31, or any other date needed. The application determines the patient’s age by subtracting the patient’s date of birth from the Compare Date for Age. The Compare Date for Age must be between the earliest date of birth and the end date of the reporting period in order for the report results to be valid.

Filters



Earliest date of birth

Latest date of birth

Compare date for age

Exclude providers




Ref: 6002.19 357

UDS 6B D Patients by Pap Tests

The UDS 6B D Patients by Pap Tests report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code and procedure code from the visit note and the test status.

A qualifying visit is a face-to-face visit for a female patient between the ages of 24 and 64. The pap test must have been ordered during or within three years prior of the qualifying visit, and the test results must be entered for the visit to be included.

You can define the start and end dates for the report period, and the earliest and latest dates of birth for patients to be included in the report. You can also define the date on which patients’ ages are determined. For example, you can report on patients’ age as of January 1, June 30, December 31, or any other date needed. The application determines the patient’s age by subtracting the patient’s date of birth from the Report Age As Of Date. The Report Age As Of Date must be between the earliest date of birth and the end date of the reporting period in order for the report results to be valid.

Filters






Exclude providers




358 Ref: 6002.19

UDS 6B E Patients by BMI – Child

The UDS 6B E Patients by BMI – Child report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code, procedure code, education forms for exercise and nutrition, and BMI from the visit.


Filters






Exclude providers




Ref: 6002.19 359

UDS 6B F Patients by BMI – Adult

The UDS 6B F Patients by BMI – Adult report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code, procedure code, education forms for exercise and nutrition, and BMI from the visit.


Filters






Exclude providers




360 Ref: 6002.19

UDS 6B G1 Patients by Tobacco Use

The UDS 6B G1 Patients by Tobacco Use report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code and procedure code from the visit.


Filters




Exclude providers




Ref: 6002.19 361

UDS 6B G2 Patients by Tobacco Cessation

The UDS 6B G2 Patients by Tobacco Cessation report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code, procedure code, and education forms for tobacco cessation.


Filters






Exclude providers




362 Ref: 6002.19

UDS 6B H Patients by Asthma Therapy

The UDS 6B H Patients by Asthma Therapy report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code and prescription for asthma therapy.


Filters






Exclude providers




Ref: 6002.19 363

UDS 6B I Patients by CAD

The UDS 6B I Patients by CAD report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code, procedure code, history, test result, and drug.


Filters






Exclude providers




364 Ref: 6002.19

UDS 6B J Patients by IVD

The UDS 6B J Patients by IVD report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code, procedure code, history, test result, and drug.


Filters






Exclude providers




Ref: 6002.19 365

UDS 6B K Patients by Colorectal Cancer Screening

The UDS 6B K Patients by Colorectal Cancer Screening report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the exclusions; the qualifying diagnosis code and procedure code for 1, 5 and 10 years; and the screening results.


Filters






Exclude providers




366 Ref: 6002.19

UDS 7B Patients by Hypertension

The UDS 7B Patients by Hypertension report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code and the systolic and diastolic readings from the visit note. If the visit note includes multiple blood pressure readings, only the last systolic and diastolic readings are included.


Filters






Exclude providers




Ref: 6002.19 367

UDS 7C Patients by Diabetes

The UDS 7C Patients by Diabetes report lists each qualifying visit by date. For each visit, it includes the patient’s birthdate, external ID, gender, age, race, and ethnicity. It also includes the qualifying diagnosis code and the HbA1c result from the visit note.

To qualify for reporting, the patient must have an active diagnosis with a qualifying code, and must have had at least two visits during the reporting period.


Filters






Exclude providers




368 Ref: 6002.19

UDS 90 Patient Related Revenue

The Patient Related Revenue report lists charges, amounts allowed, receipts, adjustments, and units for each procedure code. Codes are grouped by account type, procedure group, and procedure code.

Filters

Adjustment

Service Site

Patient Account Type

Include Ungrouped Procedures

Show Individual Procedures in Procedure Groups

Subgroup by Account Type

Ref: 6002.19 369

UDS GP Patients Served by ZIP Code

The UDS Patients Served by ZIP Code report identifies all the ZIP codes for which you have patients. For each ZIP code, it identifies the number of patient by gender, race, and ethnicity.

If a patient had more than one address during the reporting period, then the ZIP code for the current address is used.

You may define the minimum number of patients per ZIP code in order for the ZIP code to be included in the report.

Filters

Minimum count per ZIP code



Exclude providers




370 Ref: 6002.19

Complete Patient Charts

Complete Chart

Ref: 6002.19 371

Complete Chart

Complete chart print definitions based on the Complete Chart report are available from the Reports window by using the Print Complete Patient Charts button. This enables you to print charts for a group of patients. This is a convenient way of printing charts for an insurance payer or audit. This will create an instance of a patient record disclosure for each patient.

When printing charts in this manner, it is important to understand that the generated document will include information from all of a patient’s visits. You cannot select a specific visit or visit range. The filtering criteria for this report determine the patients for whom charts are generated. Filtering criteria do not limit the visits included.

The complete chart definition that you select determines the content from each visit note that is included in the document generated for a patient. But, all of the patient’s visits are included even if the complete chart print definition you select is usually used for a single visit.

Example not included. The content of this report depends on the header and content options selected in the complete chart print definition, and whether that print definition is defined to include attachments as files in a zipped file.

When the complete chart print definition is defined to include attachments as files in a

zipped file, then attachments of the file types identified are included as files when you generate a zipped file. The complete chart .rtf file will refer to the attachment files with the statement “This file has been saved to the accompanying zip file as filename”.

When the complete chart print definition is defined to include attachments as files in a zipped file but you generate a printed document instead of zipped file, then the generated document attempts to print the attachments. As with prior releases, attachments may not be included or may not be included correctly depending on the type of file.

When the complete chart print definition is not defined to include attachments as files, then the generated printed document or the .rtf file in the generated zip file will handle the attachments as in prior releases. Attachments may not be included or may not be included correctly depending on the type of file. If you generated the complete chart as a zipped file, it will include only the .rtf complete chart file. It will not include files for attachments.

Note: You must have security access to Full Note Composer in order to use this report function.

Filters

Visit date range

Provider

Name range

Insurance payer or plan

372 Ref: 6002.19

Age

Gender

Diagnoses

Procedures performed or ordered

Ref: 6002.19 373

Context Sensitive Reports

Context sensitive reports are not printed from the Reports window. They are printed from other locations within the application, and their availability and content is dependent upon the context from which they generated.

Lab Requisition

Patient ID Label

Patient Information Label

Patient Mailing Label

Patient Medication Summary

Responsible Party Account

Specimen Label

Visit Receipt

374 Ref: 6002.19

Lab Requisition

The Lab Requisition report prints a lab test requisition form when an order for a lab test is placed. Requisitions are defined by the laboratory, so each requisition may be slightly different.

This report cannot be generated from the Reports window.

Filters

Not applicable

Ref: 6002.19 375

LabCorp

376 Ref: 6002.19

Quest

Ref: 6002.19 377

Patient ID Label

The Patient ID Label report prints a label containing the patient’s name, a barcode of a patient’s external ID, and the external ID.

A Print icon can be added to the Patient toolbar for a user, which enables the user to print patient labels from the Patient, Patient Demographics, Full Note Composer, One Page Summary, and Review Past Notes windows.

The Patient Information Label is not available from the Reports window.

Filters

Not applicable

378 Ref: 6002.19

Patient Information Label

The Patient Information Label includes the patient name, address, date of birth, gender, medical record number, primary insurance, and, when appropriate, visit date. The label is formatted for a one-up label form and is generated for a single patient at a time.



Filters

Not applicable

Ref: 6002.19 379

Patient Mailing Label

The Patient Mailing Label includes the patient's name and address. The label is formatted for a one-up label form and is generated for a single patient at a time.



Filters

Not applicable

380 Ref: 6002.19

Patient Medication Summary

The Patient Medication Summary report lists:

Current Medications: These are active medications prescribed prior to this visit, and

medications prescribed in this visit.

Prescriptions Discontinued Today: These are previously prescribed medications which were active until discontinued by the provider during this visit.

Next Appointment: Date and time of the patient’s next appointment if scheduled.

The Patient Medication Summary report is available only from within a patient visit note. You can print it from the Education Form slider or from the Checkout window. The report is not available from the Report window.

Filters

Not applicable

Ref: 6002.19 381

382 Ref: 6002.19

Responsible Party Account

The Responsible Party Account report contains summary information for the responsible party and information for each patient account for which the responsible party is responsible. The summary information includes the responsible party name and address, collection status and status level, collection balance, payment due amount and date, and last payment made amount and date.

Patient account information is listed by patient name, and then by account name. The patient balance and total balance is shown for each account. You can access the Patient Demographics window by selecting the patient name.

This report is available from the Account Responsible Party Filter window and the Responsible Party window. This report is not available from the Reports window.

Filter

Not applicable

Ref: 6002.19 383

384 Ref: 6002.19

Specimen Label

The Generic Specimen Label report prints a label containing the patient’s name, a barcode of a patient’s external ID, the patients external ID, and the lab requisition number. The specimen label report may be printed once a lab test has been ordered.

Specimen labels are defined by the laboratory, so each label may be slightly different. For LabCorp, the specimen label may be printed at the bottom of the lab requisition.

This report cannot be generated from the Reports window.

Filters

Not applicable

Ref: 6002.19 385

Visit Receipt

A visit receipt can be generated from the Appointment window when a payment is entered.

The receipt includes practice and service site information, visit charges and payments, insurance and patient due amounts for the visit, and the responsible party’s total outstanding balance.

The receipt cannot be generated from the Reports window.

Filters

None

386 Ref: 6002.19