The Details tab will give you patient-level information that corresponds to the parameters set. Pressing the three horizontal dots in the top-right corner of each panel will expose options to schedule the report to run at a preset cadenc...
The Reimbursement tab allows you to set several different parameters for the report, including: Provider - Select one, several, or all Office - Select one, several, or all Claim Type - Select Professional, Institutional, or both Payment Pro...
The Reimbursement Analysis Report allows you to see a high-level view of: Average payments per visit Average charges per visit Average payment per patient Average charge per patient There are several parameters that you can set to dig int...
The Provider-level balance (PLB) report provides clear visibility into outstanding receivables by individual provider, enabling more accurate financial oversight and accountability. By breaking balances down at the provider level, billing and fi...
The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper. Offices use this report to identify their office's most-used procedures and...
The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper. Offices use this report to identify their office's most-used procedures and...
The Payment Waterfall Report provides a detailed view of how payments are collected over time following charge generation. It helps assess cash-flow timing, monitor payment behavior, and identify reimbursement trends by month and quarter. Filt...
An option has been added to Advanced Reports that allows you to generate a report based on an appointment’s payment profile. This feature enables you to pull reports for appointments categorized by payment type, including cash, insurance, out‑of‑n...
The Patient Follow-Up Report is a valuable tool designed to help practices monitor and manage outstanding patient balances and pending actions. This report consolidates key patient account information, enabling staff to prioritize follow-...