Reports

The report facility allows the physician to get important information in a summarized manner, subject to user defined constraints, on the screen. The physician can either just view this report on the screen or print it to keep records.

After the physician logs in, the Practice Home Page is displayed. To view and print the reports, click on "Reports" option. The Reports Page" is displayed.

Screen 1 - List of Reports



On the above screen click on any report from the list to view it or print it.

Balance Payment Report

The purpose of this report is to identify the patients who have not made their balance payments. It gives the names and the balance amount owed by all the patients who owe more than the specified amount for (at least) the specified days.

Screen 2 - Selection Criteria for Balance Payment Report



In the above screen, enter the following selection criteria to generate the report :-

• Folder - Select the type of patient as - Health, Auto, or Workman from the drop-down list box. 
• Minimum and Maximum amount owed by a patient. 
• Minimum and Maximum days this amount is owed. 
• Select the Date from which the amount is owed from the drop-down list box. It can be from the date of Service or date of Billing. 
• Select the Responsible party for paying the balance - i.e. Insurance, Patient, or Collection Agency, or the field can be left blank to signify everyone. 
• Name of the Insurance company.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 3 - Balance Payment Report



The report displays,

• Last Name and First Name of the Patient,
• Balance Amount of that Patient.

Click on [Print] button to print the report, or you can click on [Print Details] to print the service details of that patient on a separate page. [Cancel] button will take one back to the Reports Page.

In the lower section, select the appropriate check boxes for,

• Sending an Email,
• Print Balance Payment Letter,
• Print Service Details in the Letter - Yes / No,
• Letter

Click the [Submit] button to either send the email, print the letter, or print service details in the letter.

Checkup Reminder Report

The Checkup Reminder Report enables the physician to get the names, telephone numbers and reminder dates for all his patients who have taken an appointment with him for checkup between the specified Start and End Dates.

Screen 4 - Selection Criteria for Checkup Reminder Report



In the above screen, enter the following selection criteria to generate the report :-

• Start and End Dates of the checkup reminder.
• Select Office from the drop-down list box. It is the office of the physician where the appointment is fixed.
• Select Physician from the drop-down list box. It is the physician with whom the appointment is fixed.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 5 - Checkup Reminder Report



The report displays,

• Last Name, First Name and Phone Number of the Patient,
• Appointment Date and Time for the patient.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

In the lower section, select the appropriate check boxes for,

• Sending an Email,
• Print Checkup Reminder Letter,
• Letter

Click the [Submit] button to either send the email, or print the letter.

Encounter Statement Report

The purpose of this report is to know in brief, between the specified dates, the patients that will be seen by the physician along with their balances.

Screen 6 - Selection Criteria for Encounter Statement Report



In the above screen, enter the following selection criteria to generate the report :-

• Start and End Dates on which the patient has scheduled an appointment with the physician.
• Select Office from the drop-down list box. It is the office of the physician where the appointment is scheduled.
• Select Physician from the drop-down list box. It is the physician with whom the appointment is scheduled.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 7 - Encounter Statement Report



The report displays,

• Last Name, First Name and Phone Number of the Patient,
• Insurance Company Name and Total Balance to be received from the patient.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

New Patient Activity Report

The purpose of this report is to provide the physician, data on how fast his/her practice is growing, as evident from the number of new patients being seen by the physician during the specified period. It provides the names of all the patients along with their associated total charges and balance payment between the specified dates the patient first seen by the physician.

Screen 8 - Selection Criteria for New Patient Activity Report



In the above screen, enter the following selection criteria to generate the report :-

• Start and End Dates of first seen by the physician.
• Select the Office from the drop-down list box. It is the office where the patient was first seen by the physician.

Click on [Go] button to view the report. [Cancel] button will take back to the Reports Page.

Screen 9 - New Patient Activity Report



The report displays,

• Date on which the patient was first seen,
• Last Name and First Name of the Patient,
• Total Charges and Total Balance to be received from the patient.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Ready to Bill Report

The purpose of this report is to display the names of the patients who are marked for billing in [Service Details] option. In [Service Details] option, the "Bill" Indicator is marked as "P" or "S" indicating the payment to be received from Primary Insurance Company or Secondary Insurance Company. The patients with such indicator is said to be marked for billing. Thus, this report displays the names of these patients. The report displays the names of patients and the name of the insurance company to whom the bill is to be sent.

Screen 10 - Selection Criteria for Ready to Bill Report



In the above screen, enter the following selection criteria to generate the report :-

• Insurance Company Name.
• Select the Office from the drop-down list box. It is the office from where the patients have been marked for billing.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 11 - Ready to Bill Report



The report displays,

• Last Name and First Name of the Patient,
• Name of the Insurance Company to whom the bill is to be sent.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Referring Physician Report

This reports enables the physician to get the names of all his patients referred by the specified physician between the specified start and end dates.

Screen 12 - Selection Criteria for Referring Physician Report



In the above screen, enter the following selection criteria to generate the report :-

• Last Name and First Name of the Referring Physician.
• Start and End Dates.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 13 - Referring Physician Report



The report displays,

• Last Name and First Name of the Patient,
• Total Charges of the services provided by the Referring Physician,
• Of the total charges, Payment to be done by the Patient, Primary Insurance Company and the Secondary Insurance Company,
• Adjustment Done and the Balance Amount.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Salient Remarks Search Report

The physician enters some remarks about his patient in the [Patient Profile] option. The remarks are pertaining to the diagnosis done of the patient. This reports enables the physician to get the names of patients and final diagnosis for all your patients with the specified Diagnosis.

Screen 14 - Selection Criteria for Salient Remarks Search Report



In the above screen, enter the following selection criteria to generate the report :-

• Salient Remarks.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 15 - Salient Remarks Search Report



The report displays,

• Last Name and First Name of the Patient,
• Salient Remarks for that patient.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Office Activity Reports

Service Activity Report

This reports enables the physician to get the details of service provided to all his patients between the specified start and end dates. The report gives the financial details like service charges, payments done by the patient, primary and secondary insurance company, adjustment, if any and the balance to be received.

Screen 16 - Selection Criteria for Service Activity Report



In the above screen, enter the following selection criteria to generate the report :-

• Service Start and End Dates,
• CPT (Procedure) Code
• Select the physician from the drop-down list box. This is the physician for whom the details of services provided are to be viewed.
• Select the office from the drop-down list box. This is the office of the physician where the services are provided to the patients.

Click on [Go] button to view the report. [Cancel] button will take back to the Reports Page.

Screen 17 - Service Activity Report



On the above report screen, click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Money Received Report

The purpose of this report is to get the details of payment received from the patients or the primary / secondary insurance company between the specified start and end dates. The report gives the details like patient name, payments done by the patient, primary insurance company and secondary insurance company.

Screen 18 - Selection Criteria for Money Received Report



In the above screen, enter the following selection criteria to generate the report :-

• Start and End Dates,
• Select the physician from the drop-down list box. This is the physician for whom the money received details are to be viewed.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 19 - Money Received Report



The report displays,

• Last Name and First Name of the Patient,
• Payment to be received from the Patient, Primary Insurance Company or Secondary Insurance Company.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Money Refunded Report

Sometimes, the physician receives more money against the actual bill amount. In such a case, he has to return the extra money back to the patient or the primary or secondary insurance company. This report displays the name of the patient and the amount to be refunded to the patient or the primary or secondary insurance company.

Screen 20 - Selection Criteria for Money Refunded Report



In the above screen, enter the following selection criteria to generate the report :-

• Start and End Dates,
• Select the physician from the drop-down list box. This is the physician who has to refund the money.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 21 - Money Refunded Report



The report displays,

• Last Name and First Name of the Patient,
• Payment to be refunded to the Patient / Primary Insurance Company or Secondary Insurance Company.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Money Adjusted Report

The purpose of this report is to display the names of the patients against whom the adjustment of money is done. Sometimes, the patient or the primary or secondary insurance companies may pay the partial amount of the actual bill amount. The amount left is ignored and is not paid. The physicians in such case, write off the partial amount (if the amount is small) and make the balance zero for that patient. This report displays the names of such patients along with the adjustment amount.

Screen 22 - Selection Criteria for Money Adjusted Report



In the above screen, enter the following selection criteria to generate the report :-

• Start and End Dates,
• Select the physician from the drop-down list box. This is the physician who has done the adjustment of bill amount.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 23 - Money Adjusted Report



The report displays,

• Last Name and First Name of the Patient,
• Adjusted amount against the patient.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Money Billed to Insurance Report

The purpose of this report is to let the physician know the amount billed either to all the primary insurance companies or secondary insurance companies between the specified dates. The report gives the details like patient name, and the service bill amount to be received from the patient.

Screen 24 - Selection Criteria for Money Billed to Insurance Report



In the above screen, enter the following selection criteria to generate the report :-

• Select the insurance company type from drop-down box. It can be Primary or Secondary Insurance Company.
• Select the physician from the drop-down list box. (More details for this point).
• Start and End Dates.
• Select the Type of Billing from the drop-down list box. It can be Form or Electronic type of billing.

Click on [Go] button to view the report. [Cancel] button will take back to the Reports Page.

Screen 25 - Money Billed to Insurance Report



The report displays,

• Last Name and First Name of the Patient,
• Amount.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Productivity Report

This report gives the details of work done by the office staff / secretary of the physician within a specific period. It displays the service details entries done in the [Service Details] option by the secretary of the physician.

Screen 26 - Selection Criteria for Productivity Report



In the above screen, enter the following selection criteria to generate the report :-

• Start and End Dates,
• Select the office from the drop-down list box. This is the office whose staff 's work done report is to be generated.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 27 - Productivity Report



The report displays the service details of the patients.

Click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Insurance Related Reports

Procedure Report

The purpose of the Procedure Report is to provide information to the physician on the revenue generated by a CPT (Procedure) code between the specified periods. This can be useful in deciding if any equipment associated with the concerned CPT code should be bought or leased. Another advantage of this report is that, the physician now has data on the average payment provided by the insurance companies for the concerned CPT. Also, by specifying the optional Insurance Company name, the physician can also get this data for each of the Insurance Company he/she is dealing with.

Screen 28 - Selection Criteria for Procedure Report



In the above screen, enter the following selection criteria to generate the report :-

• CPT Code.
• Select the Facility from the drop-down list box.
• Service Start and End Dates.
• Insurance Company Name.
• Select the physician from the drop-down list box. This is the physician for whom the details of services provided are to be viewed.

Click on [Go] button to view the report. [Cancel] button will take back to the Reports Page.

Screen 29 - Procedure Report

 

On the report once you view the details, click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Insurance Group Activity Report

The Insurance Group Activity report enables the physician to know the financial activity (charges, payments and balances) between the specified dates of services by different groups of insurance companies. 

For example, the user may split all the insurance companies into 10 groups, e.g., Medicare, Publicaid, PPOs, HMOs, Commercial etc. This report would then tell the physician how the financial activity is spread across these ten insurance groups between the specified dates of service. 

Thus in this report, service date is made use of and it displays - Insurance Group Number and Name, Charges, Amount Paid by the Insurance Companies (both primary and secondary if applicable) and the Patient and the Balance Owed by the Patient.

Screen 30 - Selection Criteria for Insurance Group Activity Report



In the above screen, enter the following selection criteria to generate the report :-

• Service Start and End Dates.
• Select the Office from the drop-down list box. (More explanation for this field).

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 31 - Insurance Group Activity Report



On the report once you view the details, click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page. Click on [View Graph] to view the graphical representation of the report. It shows the charges to be paid by the patient, insurance companies and the adjustment against it for different Insurance Carriers, like Commercial, Federal, etc.

On the graph you can see two buttons. Click on [Print] button to print the graph. [Cancel] button will take one back to the Reports Page. 

Insurance Summary Report

The purpose of this report is to get the Patient Name, Charges, Amount Paid by the Insurance Companies and the Patient and the Balance Owed by the patient for the specified Insurance Company. This report displays the primary insurance company details for all the patients.

Screen 32 - Selection Criteria for Insurance Summary Report



In the above screen, enter the following selection criteria to generate the report :-

• Insurance Company Name and its Type
• Service Start and End Dates.

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 33 - Insurance Summary Report



On the report once you view the details, click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page. 

Primary Insurance Detail Report

The Primary Insurance Details report is exactly like the Insurance Summary report except that in Primary Insurance Details report, the individual service details for each patient are separately displayed while they are shown together in the Insurance Summary report.

Screen 34 - Selection Criteria for Primary Insurance Detail Report



In the above screen, enter the following selection criteria to generate the report :-

• Insurance Company Name and its Type,
• Service Start and End Dates,
• CPT Code

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 35 - Primary Insurance Detail Report



On the report once you view the details, click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.

Board Certification Report

The purpose of the Board Certification Report is to display the names of the patients, their age, the referring physician and the date of service on which the specified procedure was performed. The report is also bounded by the specified dates of service.

Screen 36 - Selection Criteria for Board Certification Report



In the above screen, enter the following selection criteria to generate the report :-

• Service Start and End Dates.
• CPT Code or CPT Group Code.
• Select the physician from the drop-down list box. (More explanation on this field)

Click on [Go] button to execute the report. [Cancel] button will take back to the Reports Page.

Screen 37 - Board Certification Report

On the report once you view the details, click on [Print] button to print the report. [Cancel] button will take one back to the Reports Page.