Run Billing Reports - Custom Report Module

The custom reporting module encompasses the Encounter Report, Insurance Payment Report, Patient Payment Report, Aging Report, Patient Report, Cash-Basis Aging Report, and Activity Report. With this tool, you can:

  • Create flexible reports based on the reporting period, report type, and date type.
  • Filter, sort, and group fields are most important to you.
  • Set favorite and default views for future use.
  • Run high-level reports for management or line item reports for revenue cycle specialists.
You can re-generate a report for the same date range at any time. However, please keep in mind that the newly generated report will display the latest data and incorporate all data updates after the previous snapshot was created. Only five (5) previous snapshots will be stored in the Report Queue for each report type (Patient Report, Patient Payment Report, Insurance Payment Report, Encounter Report, and Aging Report). Any remaining snapshots will be deleted from the queue.

Encounter Report

Use this report to generate an extensive breakdown of encounter-specific data, including claim tracking, unsettled encounters, payments, and more for a particular report period.

Starting Wednesday, April 24th, 2024, we are improving the reports job, starting with the Encounter Report, so that reports no longer get stuck in the queue. With this upgrade, we are also introducing a new validation on the UI for reports that have been generated but cannot be opened due to exceeding the MGB size limit. 

Running the Report

Select Encounter Report from the Report Type drop-down.

Select the Encounter Date Type from the following options:

  • Service Date
  • Batch Date
  • Initial Billed Date
  • Created Date

Select the Report Period or enter custom dates in the Date From and Date To fields.

Click Run Report to generate the Encounter Report. This report will filter the encounters based on the date type and range selected. 

The Encounter Report will be added to the queue in the Pending state.

Once ready, the status will change from In Progress to Completed , and the View Report link will be available. Click View Report to open the report.

Understanding the Report

Encounter data is contained under 7 different tabs.

  • All - Displays all columns contained in the 6 other tabs.
  • Encounters - Displays encounter data based on the search criteria.
  • Claim Tracking - Displays claim details for the filtered encounters.
  • Unsettled Encounters - Displays unsettled encounters for the report period.
  • Line Items - Contains the line item details of the filtered encounters.
  • Payments - Contains payment information associated with the encounters.
  • Miscellaneous -  Miscellaneous line items or charges will be listed here.
  • Users - Displays details of the users that created the encounters.

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Export to CSV and PDF

Click on the CSV icon to export the report in the CSV format.

CSV.png

Click on the PDF icon to export the report in a PDF format.

PDF.png

Click Export by Group to export the PDF report based on the groupings in the report.

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The Encounter Report fetches data from the data warehouse. This does not affect your data or impact your totals, but the frequency of data updates will change to every 2 hours. The date and time of the latest data update is indicated under the **Data Synced Until** field. 

Data Synced Until - This field indicates the date and time of the latest data update

EXPORT_by_group.png

Insurance Payment Report 

This report consists of insurance payment details at a line item level. Use this report to get a total picture of insurance payments collected or posted in a specific period of time.

Running the Report

Select Insurance Payment Report from the Report Type drop-down.

Select the Date Type from the following options:

  • Payment Date
  • Posted Date
  • Service Date

Select the Report Period or enter custom dates in the Date From and Date To fields.

Click Run Report to generate the Insurance Payment Report. This report will filter the encounters based on the date type and range selected. 

The Insurance Payment Report will be added to the queue in the Pending state.

Once ready, the status will change to Completed from In Progress, and the View Report link will be available. Click View Report to open the report.

Understanding the Report

This report consists of line item level details for all insurance payments that match the search criteria.

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The Posted Amount column displays the amount posted to the respective line item. The Payment Amount column indicates the total payment amount for the payment and this amount is displayed specifically for the initial line item of the encounter while all other line items will show a zero amount. The total amount displayed at the bottom and when the report has been exported to Excel calculates the correct total without doubling or tripling the payment amounts. The Display Payment Amount column shows the total payment amount on every line item.

Use Include Unposted Payments to also display unposted insurance payments that match the search criteria.

Screenshot 2023-08-22 at 2.22.31 PM.png

Keep in mind that this report contains only payments that are linked to an encounter. 

Export to CSV and PDF

Click on the CSV icon to export the report in the CSV format.

CSV.png

Click on the PDF icon to export the report in PDF format.

PDF.png

Click Export by Group to export the PDF report based on the groupings in the report.

EXPORT by group.png

The Insurance Payment Report fetches data from the data warehouse. This does not affect your data or impact your totals, but the frequency of data updates will change to every 2 hours. The date and time of the latest data update is indicated under the **Data Synced Until** field. 

Data Synced Until - This field indicates the date and time of the latest data update

EXPORT by group.png

Patient Payment Report

This report consists of patient payment details at a line item level. Use this report to get a total picture of patient payments collected or posted in a specific period of time. 

Running the Report

Select Patient Payment Report from the Report Type drop-down.

Select the Payment Date Type from the following options:

  • Payment Date
  • Posted Date
  • Service Date

Select the Report Period or enter custom dates in the Date From and Date To fields.

Click Run Report to generate the Patient Payment Report. This report will filter the encounters based on the date type and range selected. 

The Patient Payment Report will be added to the queue in the In Progress state.

Once ready, the status will change to Completed from In Progress, and the View Report link will be available. Click View Report to open the report.

Understanding the Report

This report consists of line item level details of all patient payments that match the search criteria.

Use the Include Unposted Payments to display unposted patient payments that match the search criteria.

Screen_Shot_2023-01-23_at_2.52.52_PM.png

Keep in mind that this report contains only payments that are linked to an encounter. 

Export to CSV and PDF

Click on the CSV icon to export the report in the CSV format.

Screen_Shot_2023-01-23_at_2.52.52_PM_copy.png

Click on the PDF icon to export the report in PDF format.

Screen_Shot_2023-01-23_at_2.52.52_PM_copy_2.png

Click Export by Group to export the PDF report based on the groupings in the report.

Screen_Shot_2023-01-23_at_2.52.52_PM.png

Patient Report

This report consists of patient details. Use this report to access patient specific details like demographics, cases, prior authorizations, etc. in a specific period of time.

Running the Report

Select Patient Payment Report from the Report Type drop-down.

Select the Patient Date Type from the following options:

  • Created Date
  • Date of Birth

Select the Report Period or enter custom dates in the Date From and Date To fields.

Click Run Report to generate the Patient Payment Report. This report will filter the encounters based on the date type and range selected. 

The Patient Report will be added to the queue in the Pending state.

Once ready, the status will change to Completed from In Progress, and the View Report link will be available. Click View Report to open the report.

 

Understanding the Report

Patient demographic, cases, and prior authorization details are contained under 5 different tabs.

  • Patients - Displays patient demographic details associated with the filtered patients.
  • Cases - Displays active case details for the filtered patients.
  • Prior Authorizations - Displays prior authorizations linked to the cases.
  • Relations - Displays relations associated with the filtered patient cases.
  • Users - Displays details of the users who created the filtered patients.

Screen_Shot_2023-01-23_at_2.52.30_PM.png

Export to CSV and PDF

Click on the CSV icon to export the report in the CSV format.

Screen_Shot_2023-01-23_at_2.52.30_PM.png

Click on the PDF icon to export the report in PDF format.

Screen_Shot_2023-01-23_at_2.52.30_PM.png

Click Export by Group to export the PDF report based on the groupings in the report.

Screen_Shot_2023-01-23_at_2.52.30_PM.png

 

Aging Report

Click here to learn about the Aging Report.

Cash-Basis Aging Report

Click here to learn about the Cash-Basis Aging Report.

Activity Report

Click here to learn about the Activity Report.

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