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Click the report below for a detailed description and sample printout

Operations Report
One page summary of collection amounts/efficiencies, A/R, charges, etc. This month, Year To Date and same information for last year.
Aged A/R Report By Paycode
Half-page report with these headings: >Paycode   >Current  >0-30 days  >31-60 days  >61-90 days   >90 days.  At the bottom are totals for each of these aging periods.   One line is printed for payor type, Medicare, Medicaid, Auto Insurance, etc
 
CHARGES

Charges By HCPCS Code
One Page -- Number of charges, total amount, percent this month and YEAR TO DATE.

Charges By Invoice
For the current month, you can select a single date, a range, or all days, and whether to only print a summary (total charges).  The report is one line per posted charge with column headings Payor, Date, Qty, Price, Total, and at the bottom of the report is a total of all charges.

Charges By Paycode
Charges posted to Medicare, Medicaid, Auto insurance, etc. are listed with percent and total for this month and YEAR TO DATE as well as the same numbers for last year.

PAYMENTS
&
PENDING

Payments By Date
For the current month to date, payments and writeoffs that have been posted-- Column headings -- >Payment Date  >Service Date  >Invoice   >Paycode  >Amount.  At the bottom is listed the total payments that have been posted

Payments By Invoice
You can select the beginning and ending date, and whether or not to print only the summary.  Assume you are printing everything, then the column headings are: >Invoice  >Date  >Paycode  >Type    >Amount, where Paycode is payor type (Medicare, Insurance, etc.), Type is the writeoff category.  The summary report is simply payment total amount by payor type.  This report is useful in balancing posted payments with bank deposits, as described in more in the detailed section for this report.

Payments By Paycode
One page report listing payments by payor type >This Month >Percent >Year to Date  >Percent.   Totals, writeoffs, and income from accounts on collections also.

Payments By Vehicle
Same as Payments By Date (above), but you can select   payments by vehicle

Payments By Paycode/Vehicle
Almost the same as the previous report, but you can select the report by vehicle.

Payment Pending By Insurance Company
The report is alphabetized by Insurance company, with each claim listed plus pertinent information on each claim.  This enables you to inquire about all claims, when making a phone inquiry.  Another report Invoice Payment Pending is a similar report, but list one line per claim by date of services, and thus is a summary of Insurance pending by service date, but neither  groups claims by insurance company not lists detailed information. Both reports can be used to follow up on insurance claims.

TRANSPORTS

Calls By Vehicle
Enter Vehicle number and the report is the same as Calls By Date

Calls By Date
one line for each call made this month with charges, payments, balance due, and summary at bottom of report

From Report
One Line per facility where transports originated (From) with number of transports and percent this month and Year To date.

To Report
One Line per facility where transports terminated (To) with number of transports and percent this month and Year To date.

From/To Detail Report
For each transport location (To and From) the charges, payments, and number of transports are categorized and listed for each payor type, with a summary at the bottom of the report

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