We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Billing Transaction Analysis: Patient Credit Account

Version 14.19

When to Use this Report

Use this report to view credits that were credited and debited from patient credit accounts for a specified period. For example, if you wish to look at all collected and debited credits that were entered into the system for a period of a day, select the date range to be a one day (1), choose your reference (2), and click the Refresh Grid button (3).
Users will be able to see what money has been entered into OP and debited out of the accounts with this report. If there is more credit than debit, you will know that the application of the credit did not occur (or did not occur within the selected time frame). 

This will show users all credited and debited credit transactions for the time period that the user requested (indicated by the blocked area of the grid in the image above).

About Billing Analysis: Patient Credit Account

Path: Reports menu > Billing Transaction Analysis > Patient Credit Account tab

This report displays accounts credited in and debited out of the patient credit accounts.


Note: More columns are available in the data grid than shown in the map below. The map only describes the columns displayed in the map. To see the total list of columns, select the column selection icon in the upper-left area of the grid ().

Billing Analysis: Patient Credit Account Map

Number

Section
Description
1
Analyze tab
The Analyze tab shows transactions for particular categories based on set search criteria. It creates a financial report with each transaction having its own entry.
2
Transaction Maintenance tab
The Transaction Maintenance tab shows transactions where the logged-in user is either the Rendering, Billing, Supervising, or Service Provider. Transactions can be updated with the name of the rendering provider (REND_ADDR_ID) of the charge that was paid in this tab. Only transactions with a null value will be update from this tab (where REND_ADDR_ID=null or 0).
3
Reference dates (range)
The Reference Dates set the start and end date for the displayed report’s date range. Reports that meet the criteria and fall within the selected date range will appear in the standard reports grid.
4
Report Reference Criteria

The Report Reference Criteria settings narrow the information displayed in the grid after selecting a reference date criteria. The selections include:

  • Charge/payment: This report pulls based on the charge date (usually the date of service) and payments and adjustments according to their payment date (which can be backdated at the time of posting). The Charge/Payment help to displays CPT activity reports.
  • Posting (entry): This report accesses charges, payments, and transactions that have a posting date within the time frame selected. The Posting (Entry) selection displays when a transaction was attached to the patient account.
  • Daysheet: When the payment is locked in and archived on the daysheet, the data will display based on the daysheet date.  
  • Daysheet ID: This grid displays data based on the OP assigned Daysheet ID that was created during the selected date range.
5
Refresh Grid button
The Refresh Grid button will display the latest data in the grid based upon the Reference Dates and Report Reference Criteria filter selections.
6
Report Template Recorder
Once a grid is customized, you can save the report layout as a template using the Report Template Recorder. You can Save/Restore column selections and data filtering for the visible tab.
7
Print/Export functions
The Print Grid and Export buttons are used to print the grid (using the Print Grid button) or Exporting the data to Excel (using the Export button).
8
Daysheet ID
The Daysheet ID column displays the daysheet identifier for the indicated transaction.
9
Date Daysheet Processed
The Date Daysheet Processed column displays the date that the daysheet was created.
10
Date of Service
The Date of Service column lists the date of service for the indicated transaction.
11
Posted Date
The Posted Date indicates when the transaction was posted.
12
Entered by Staff
The Entered by Staff column identifies the staff member that entered the transaction.
13
Patient ID
The Patient ID column displays the patient identifier for the indicated transaction.
14
Patient Credit Collected
The Patient Credit Collected column displays the credit that was collected toward the patient account.
15
Patient Credit Deducted
The Patient Credit Deducted column displays the credit that was debited against the patient account.
16
Insurance Credit Collected
The Insurance Credit Collected column displays the credit that was collected toward the patient's insurance payer account.
17
Insurance Credit Deducted
The Insurance Credit Deducted column displays the credit that was debited against the patient's insurance payer account.
18
Location
The Location column displays the location identifier for the credit payment. This is useful for practices that have multiple locations.
19
Rendering Provider
The Rendering Provider column lists the name of the provider for the transaction.
Version 14.10

When to Use this Report

Use this report to view credits that were credited and debited from patient credit accounts for a specified period. For example, if you wish to look at all collected and debited credits that were entered into the system for a period of a day, select the date range to be a one day (1), choose your reference (2), and click the Refresh Grid button (3).
Users will be able to see what money has been entered into OP and debited out of the accounts with this report. If there is more credit than debit, you will know that the application of the credit did not occur (or did not occur within the selected time frame). 

This will show users all credited and debited credit transactions for the time period that the user requested (indicated by the blocked area of the grid in the image above).

About Billing Analysis: Patient Credit Account

Path: Reports menu > Billing Transaction Analysis > Patient Credit Account tab

This report displays accounts credited in and debited out of the patient credit accounts.


Note: More columns are available in the data grid than shown in the map below. The map only describes the columns displayed in the map. To see the total list of columns, select the column selection icon in the upper-left area of the grid ().

Billing Analysis: Patient Credit Account Map

Number

Section
Description
1
Analyze tab
The Analyze tab shows transactions for particular categories based on set search criteria. It creates a financial report with each transaction having its own entry.
2
Transaction Maintenance tab
The Transaction Maintenance tab shows transactions where the logged-in user is either the Rendering, Billing, Supervising, or Service Provider. Transactions can be updated with the name of the rendering provider (REND_ADDR_ID) of the charge that was paid in this tab. Only transactions with a null value will be update from this tab (where REND_ADDR_ID=null or 0).
3
Reference dates (range)
The Reference Dates set the start and end date for the displayed report’s date range. Reports that meet the criteria and fall within the selected date range will appear in the standard reports grid.
4
Report Reference Criteria

The Report Reference Criteria settings narrow the information displayed in the grid after selecting a reference date criteria. The selections include:

  • Charge/payment: This report pulls based on the charge date (usually the date of service) and payments and adjustments according to their payment date (which can be backdated at the time of posting). The Charge/Payment help to displays CPT activity reports.
  • Posting (entry): This report accesses charges, payments, and transactions that have a posting date within the time frame selected. The Posting (Entry) selection displays when a transaction was attached to the patient account.
  • Daysheet: When the payment is locked in and archived on the daysheet, the data will display based on the daysheet date.  
  • Daysheet ID: This grid displays data based on the OP assigned Daysheet ID that was created during the selected date range.
5
Refresh Grid button
The Refresh Grid button will display the latest data in the grid based upon the Reference Dates and Report Reference Criteria filter selections.
6
Report Template Recorder
Once a grid is customized, you can save the report layout as a template using the Report Template Recorder. You can Save/Restore column selections and data filtering for the visible tab.
7
Print/Export functions
The Print Grid and Export buttons are used to print the grid (using the Print Grid button) or Exporting the data to Excel (using the Export button).
8
Daysheet ID
The Daysheet ID column displays the daysheet identifier for the indicated transaction.
9
Date Daysheet Processed
The Date Daysheet Processed column displays the date that the daysheet was created.
10
Date of Service
The Date of Service column lists the date of service for the indicated transaction.
11
Posted Date
The Posted Date indicates when the transaction was posted.
12
Entered by Staff
The Entered by Staff column identifies the staff member that entered the transaction.
13
Patient ID
The Patient ID column displays the patient identifier for the indicated transaction.
14
Patient Credit Collected
The Patient Credit Collected column displays the credit that was collected toward the patient account.
15
Patient Credit Deducted
The Patient Credit Deducted column displays the credit that was debited against the patient account.
16
Insurance Credit Collected
The Insurance Credit Collected column displays the credit that was collected toward the patient's insurance payer account.
17
Insurance Credit Deducted
The Insurance Credit Deducted column displays the credit that was debited against the patient's insurance payer account.
18
Location
The Location column displays the location identifier for the credit payment. This is useful for practices that have multiple locations.
19
Rendering Provider
The Rendering Provider column lists the name of the provider for the transaction.