2 Learning Outcomes When you finish this chapter, you will be able to: 9-2When you finish this chapter, you will be able to:9.1 List the three types of reports available in Medisoft.9.2 Describe how to select data to be included in a Medisoft report.9.3 Distinguish between patient, procedure, and payment day sheets.9.4 Demonstrate how to create a practice analysis report.9.5 Demonstrate how to create a patient ledger report.9.6 Demonstrate how to create a standard patient list report.
3 Learning Outcomes (Continued) 9-3When you finish this chapter, you will be able to:9.7 Describe how to use Medisoft Reports to create a report.9.8 Explain how aging reports are used in a medical practice.9.9 Explain how to access Medisoft’s built-in custom reports.Demonstrate how to open a report for editing in Medisoft’s Report Designer.
4 Key Terms 9-4 aging report day sheet insurance aging report patient aging reportpatient day sheetpatient ledgerpayment day sheetpractice analysis reportprocedure day sheetselection boxes
5 9.1 Types of Reports in Medisoft 9-5Reports are an important tool in managing a medical officeInformation contained in reports is key to the administrative and financial areas of a practiceCommon types of reports include:Standard reportsCustom reportsMedisoft ReportsLearning Outcome: 9.1 List the three types of reports available in Medisoft.Pages:Standard reports include many of the basic reports used by a medical office, such as day sheets, practice analysis reports, and patient ledgers.Medisoft Reports, new in Version 16 of the software, include over a hundred reports not included in the Standard reports.Custom reports are created and modified using the Medisoft Report Designer program.
6 9.2 Selecting Data for a Report 9-6Once a selection is made in the Print Report Where? dialog box and the Start button is clicked, the Search dialog box is displayedLearning Outcome: 9.2 Describe how to select data to be included in a Medisoft report.Pages:
7 9.2 Selecting Data for a Report (Continued) 9-7Selection boxes determine what data is included in the reportSelection boxes highlighted in yellowLearning Outcome: 9.2 Describe how to select data to be included in a Medisoft report.Pages:The exact contents of the Search box vary from report to report, the way selections are made does not change.Some selection boxes use a drop-down list for entering data; others use a button with three dots.Beneath each selection box or set of boxes in the Search box, there is an option labeled Show all values of the field. If you are printing a report and want all values for the field included make sure the box is checked.
8 9.3 Day Sheets9-8A day sheet is a report that provides information on practice activities for a twenty-four-hour periodThese reports can be organized by:PatientProcedurePaymentLearning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets.Pages:Options to view or print the three types of day sheets are located on the Reports menu.
9 9.3 Day Sheets (Continued) 9-9A patient day sheet is a summary of the patient activity on a given dayExercise 9-1 page 309Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets.Pages:Patient Day SheetsProcedures performed for a particular patient or group of patients• Charges, receipts, adjustments, and balances for a particular patient or group of patients• A summary of a practice’s charges, payments, and adjustments
10 9.3 Day Sheets (Continued) 9-10A procedure daysheet lists all proceduresperformed on a particularday and gives the dates,patients, documentnumbers, places ofservice, debits, andcredits relating to themLearning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets.Pages:
11 9.3 Day Sheets (Continued) 9-11A payment day sheet lists all payments received on a particular day, organized by providerLearning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets.Pages:
12 9.4 Analysis Reports9-12Medisoft provides several analysis reports, including:Billing/Payment Status ReportPractice Analysis ReportMedisoft's practice analysis report analyzes the revenue of a practice for a specified period of time, usually a month or a yearCreated from the Analysis Reports list of the Reports menuLearning Outcome: 9.4 Demonstrate how to create a practice analysis report.Pages:Not all reports can be created in student exercises because data have not been sent to insurance carriers and patients.The billing/payment status report lists the status of all transactions that have responsible insurance carriers, showing who has paid and who has not been billed.
13 9.4 Analysis Reports (Continued) 9-13Practice Analysis ReportExercise 9-2 page 316Learning Outcome: 9.4 Demonstrate how to create a practice analysis report.Pages:The report can be used to generate medical practice financial statements. It can also be used for profit analysis.The summary at the end of the report breaks down the information into total charges, total payments and copayments, and total adjustments.
14 9.5 Patient Ledger Reports 9-14A patient ledger lists the financial activity in each patient’s account, including charges, payments, and adjustmentsCreated by clicking Patient Ledger on the Reports menuThen make a selection from the Print Report Where? dialog boxExercise 9-3 page 319Learning Outcome: 9.5 Demonstrate how to create a patient ledger report.Pages:A standard report.The information it provides is especially useful when there is a question about a patient’s account.
15 9.5 Patient Ledger Reports (Continued) 9-15Patient Ledger reportLearning Outcome: 9.5 Demonstrate how to create a patient ledger report.Pages:
16 9.6 Standard Patient Lists 9-16Medisoft offers reports for identifying patients by diagnosis or insurance carrier, including:Patient by Diagnosis reportPatient by Insurance Carrier reportAccessed via the Standard Patient Lists submenu on the Reports menuExercise 9-4 page 322Learning Outcome: 9.6 Demonstrate how to create a standard patient list report.Pages:The Patient by Diagnosis report lists diagnosis code, chart number, patient name, age, attending provider, facility, and date of last visit. The Patient by Insurance Carrier report lists patients sorted by provider or facility, and then by their insurance carrier.
17 9.7 Navigating in Medisoft Reports 9-17To start the Medisoft Reports feature, select Medisoft Reports on the Reports menuOr click the shortcut button on the toolbarThe MedisoftReports windowLearning Outcome: 9.7 Describe how to use Medisoft Reports to create a report.Pages:Does not replace existing reports, but instead provides access to over a hundred new reports.
18 9.7 Navigating in Medisoft Reports (Continued) 9-18The Medisoft Reports menu choices include File, View, and HelpThe MedisoftReports File menuThe MedisoftReports View menuThe MedisoftReports Help menuLearning Outcome: 9.7 Describe how to use Medisoft Reports to create a report.Pages:The File menu contains commands for creating a new folder, deleting a report, renaming a report, printing a report, previewing a report, importing a report from a file, exporting a report to a file, and closing the Medisoft Reports feature.Commands on the View menu include options for displaying the toolbar and status bar, and whether to display the Contents of All Folders list of reports in List view or in Detail view.The Help menu contains entries for viewing help contents, navigating to Medisoft’s website, viewing Medisoft Reports file location and path, and displaying the version of Medisoft Reports you are using.
19 9.8 Aging Reports9-19An aging report lists the amount of money owed to the practice, organized by the amount of time the money has been owedUsed to determine which accounts require follow-up to collect past due balancesCreated for patients and insurance carriersA patient aging report lists a patient's balance by age, date and amount of the last payment, and telephone numberLearning Outcome: 9.8 Explain how aging reports are used in a medical practice.Page: 326
20 9.8 Aging Reports (Continued) 9-20An insurance aging report shows how long a payer has taken to respond to each claimUsed to compare the response time with the terms of the contract the practice has with the payerExercise 9-5 page 326Learning Outcome: 9.8 Explain how aging reports are used in a medical practice.Pages: 326
21 9.9 Custom Reports9-21Medisoft has a number of additional built-in custom reports, including:Lists of addresses, billing codes, EDI receivers, patients, patient recalls, procedure codes, providers, and referring providersCMS-1500 and Medicare CMS-1500 formsPatient statements and walkout receiptsSuperbills (encounter forms)Learning Outcome: 9.9 Explain how to access Medisoft’s built-in custom reports.Pages:
22 9.9 Custom Reports (Continued) 9-22Custom reports are accessed via the Custom Report List option on the Reports menuThe Open Report dialog box is displayed and used to create the reportWhen a new custom report is created, it is added to the list of custom reports displayed on the screenExercise 9-6 page 328Exercise 9-7 page 328Learning Outcome: 9.9 Explain how to access Medisoft’s built-in custom reports.Pages:
23 9.10 Using Report Designer9-23The Report Designer is accessed by clicking Design Custom Reports and Bills on the Reports menuExercise 9-8Page 330The Report Designer menuLearning Outcome: 9.10 Demonstrate how to open a report for editing in Medisoft’s Report Designer.Pages:Allows users to modify existing reports or create new reports to add to the custom report list.A report can be created from scratch, or an existing report can be used as a starting point.