Number

1

• Transactions for check number: Displays all transactions associated with a check number. Use this report to review EOBs/ERAs and balance funds received, especially when there are complex elements such as recoups/take-backs.
• Financial Summary: Displays charges, adjustments, and receipts for your chosen date range. Includes non-daysheeted transactions. Use this report to balance money entered into Office Practicum against deposits into your bank account.
• Charges per scheduled appointment: Displays the total charges for appointments on the schedule in three levels of details. Level 1 displays the totals for all appointments grouped by date. Level 2 breaks down the totals by the type of appointment. Level 3 breaks down the appointment type totals into data for individual patients. Use this report to review your practice productivity by comparing charges billed to the appointment type scheduled. You can also use this report as an unbilled charges report to make sure that visits billed are appropriate for the visits scheduled.
• Unbilled charges for scheduled appointments: Displays the scheduled appointments for patients that do not have an associated superbill or charge transactions for the appointment date.
• Reimbursement per visit: Displays all daysheeted transactions for a patient visit. The patient visit is defined as all transactions for a patient on a given date. The highest numbered CPT code represents the type of visit or reason for the visit.
• Scheduled appointments: Displays information for the scheduled appointments for a selected date range. The information includes location, verified, type of visit, appointment date, encounter template used, visit status, confirm status, and staff ID.
• Compare allowable to payment: Displays the estimated reimbursement/payer allowable for a change along with the actual amount of the payment from the insurance company. It should be noted that there is a year limit for the date range. If the start and end date exceed 365 days, the end date will be modified to be a year later than the start date.

2

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5

6

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9

Number

1

• Transactions for check number: Displays all transactions associated with a check number. Use this report to review EOBs/ERAs and balance funds received, especially when there are complex elements such as recoups/take-backs.
• Financial Summary: Displays charges, adjustments, and receipts for your chosen date range. Includes non-daysheet transactions. Use this report to balance money entered into Office Practicum against deposits into your bank account.
• Charges per scheduled appointment: Displays the total charges for appointments on the schedule in three levels of details. Level 1 displays the totals for all appointments grouped by date. Level 2 breaks down the totals by the type of appointment. Level 3 breaks down the appointment type totals into data for individual patients.Use this report to review your practice productivity by comparing charges billed to the appointment type scheduled. You can also use this report as an unbilled charges report to make sure that visits billed are appropriate for the visits scheduled.
• Unbilled charges for scheduled appointments: Displays the scheduled appointments for patients that do not have an associated superbill or charge transactions for the appointment date.
• Reimbursement per visit: Displays all daysheet transations for a patient visit. The patient visit is defined as all transactions for a patient on a given date. The highest numbered CPT code represents the type of visit or reason for the visit.
• Scheduled appointments: Displays information for the scheduled appointments for a selected date range. The information includes location, verified, type of visit, appointment date, encounter template used, visit status, confirm status, and staff ID.
• Compare allowable to payment: Displays the estimated reimbursement/payer allowable for a change along with the actual amount of the payment from the insurance company. It should be noted that there is a year limit for the date range. If the start and end date exceed 365 days, the end date will be modified to be a year later than the start date.

2

3

4

5

6

7

8

9