-
Last Updated: 05/08/2024 in How To Overview Reports
The article explains the three types of reports in Office Practicum: predefined reports and easily accessible/modified reports generated through OP Reports.
-
Use the Daysheet Log when a user wishes to view pertinent financial totals from each Daysheet processed.
-
Use this report to view a summary of charges and payments collected for a specified time frame of posted or daysheeted transactions.
-
Use this report to review a posted EOB/ERA and balance funds posted, especially when there are complex elements such as recoups or take-backs.
-
Use this report to view a summary of appointments scheduled for a specified time frame on your practice’s schedule.
-
Use this report daily or weekly to view scheduled appointments for patients that do not have an associated superbill or billed charges for appointments scheduled for the practice.
-
Use this report to view your reimbursement values from your payers vs what your contracted allowable rates are.
-
Use this report to view the reimbursement values per visit to ensure that you are keeping track on your reimbursements for your practice.
-
Use this report to view payments and credits collected for a specified date range.
-
Use this report to view payments and credits collected for a specified period that can be used to match your deposits to your bank.
-
Use this report to view credits debited from patient credit accounts for a specified period.
-
Use this report to view credits that were credited and debited from patient credit accounts for a specified period.
-
Use this report to see voids from patient accounts for a specified period.
-
Use this report to view Practice Level Insurance Adjustments (PLA’s) for a specified period.
-
The Ins. Payer - Ins. A/R report displays the practice's Insurance Accounts Receivable by Insurance Payer.
-
The Ins. Payer - Pat. A/R report displays the practice's Patient Accounts Receivable by Insurance Payer.
-
This report displays all outstanding Accounts Receivable by aging bucket and by Insurance and Patient Totals/Insurance Balances.
-
This report displays Insurance Accounts Receivable by Rendering Provider.
-
This report displays Patient Accounts Receivable by Rendering Provider.
-
This report displays Insurance Accounts Receivable by Location.