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© McGraw-Hill, 2009 Computers in the Medical Office Chapter 9: Printing Reports
© McGraw-Hill, 2009 Reports in the Medical Office Reports are an important tool in managing a medical practice Information contained in the reports is key to the administrative and financial areas of a practice
© McGraw-Hill, 2009 Reports in the Medical Office Common types of reports include Day Sheets Analysis Reports Aging Reports Patient Ledgers
© McGraw-Hill, 2009 Day Sheets Day sheet reports provide information about activity in a practice for a given day The reports can be organized by Patient Procedure Payment
© McGraw-Hill, 2009 Patient Day Sheets A Patient Day Sheet lists all transactions for a single day, listed in alphabetical order by a patient’s chart number
© McGraw-Hill, 2009 Procedure Day Sheets A Procedure Day Sheet lists all transactions for a single day, listed in numerical order by procedure code
© McGraw-Hill, 2009 Payment Day Sheets A Payment Day Sheet lists all payments made on a single day, listed by provider
© McGraw-Hill, 2009 Analysis Reports Medisoft provides several analysis reports, including: Billing/Payment Status Practice Analysis Report
© McGraw-Hill, 2009 Analysis Reports 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.
© McGraw-Hill, 2009 Analysis Reports The Practice Analysis Report analyzes the revenue of a practice over a specified period of time, such as a month
© McGraw-Hill, 2009 Aging Reports Aging reports list the amount of money owed to the practice, organized by the amount of time the payment is overdue Aging reports are created for patients and insurance carriers
© McGraw-Hill, 2009 Aging Reports A sample Patient Aging Applied Payment Report
© McGraw-Hill, 2009 Aging Reports A sample Insurance Aging Report
© McGraw-Hill, 2009 Ledger Reports Patient ledgers list the financial activity in a patient’s account, including charges, payments, and adjustments
© McGraw-Hill, 2009 Custom Reports Medisoft provides a selection of custom reports, which can be found by clicking Custom Reports on the Reports menu
© McGraw-Hill, 2009 Custom Reports Practices can create custom reports using Medisoft’s built-in Report Designer The Report Designer is accessed by selecting Design Custom Reports and Bills on the Reports menu
© McGraw-Hill, 2009 Custom Reports The Report Designer window
8 Posting Insurance Payments and Creating Patient Statements.
PRACTICE FINANCES Chapter 8 © 2012 THE MCGRAW-HILL COMPANIES, INC. ALL RIGHTS RESERVED.
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1 Patient Billing and Collections Chapter 15 © 2010 The McGraw-Hill Companies, Inc. All rights reserved.
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