Market Analysis

This report includes: Each Provider, Date Range, New Patients, Existing Patients, Visits, Charges, Receipts

Filters on this report include:

  • Service from Date
  • Service to Date
  • Filter Payment Applied Date
  • Select Branch: All or specific branch in the practice
  • Select Provider: All or specific provider

 

Patient by Procedure Report

This report allows you to see the last time you billed a specific procedure to a patient.

This report includes: Patient, Procedure, Age of Patient, Date of Service the procedure was billed.

Filters Include:

  • From Date
  • To Date
  • Select Branch: All or specific branch in the practice
  • Select Provider: All or specific provider

 

Patient Statement

This is where you can run your bulk statements.

These statements are more basic then the statements in the ledger.

This will show date of service and procedures that have balances.

Filters on this report include:

  • Date Range: Today, Last 30 Days, Last 60 Days, Last 90 Days or Custom (where you can select the Date Range)
  • Select Patient: All or a specific patient

The statement will include: Patient Name, Date of Service, Procedure and Balance.

You can print or export statements.

 

Claim Submission History Report

This report will let you know when your claims were submitted.

This report can be used for timely filing issues.

This report includes: Date of Service, Claim #, Patient’s Name, Carrier, Type of Insurance, Submission Date, Submission Type

Filters in this report include:

  • Date: From and To
  • Patient: All or specific patient

 

Billing Day Sheet Report

This report will let you know what claims where generated for a day, week, or month.

This report shows what you are billed for the day, total number of claims and total number of patients.

This report includes: Claim Number, Patient Name, Provider, Date of Service, Procedures, Charges and Total

Filters for this report include:

  • Date: From and To
  • Branch: All or specific branch within a practice
  • Provider: All or specific provider
  • Payer: All, Self-Pay or Insurance (All or specific carrier)

 

Appointment-Claim Generation Report

This report compares your appointment book with the claims that have been generated for the day.

A great report to ensure that everyone you saw that day has a claim.

This report includes: Patient’s Name, Claim Status and Arrived Date

Filters include:

  • Date: From and To
  • Select Branch: All or specific branch with in the practice
  • Select Provider: All or specific provider

 

Sale Tax Report

This report tracks your quarterly tax collection.

The report includes: Category, Date of Service, Claim Procedure, Charge Amount and Tax Amount

Filters include:

  • Date: From and To (Defaults to a calendar quarter)
  • Category: All or specific category
  • Report Type: Summary or detailed