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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
Posting Insurance Payments and Creating Patient Statements
Collections in the Medical Office
PRACTICE FINANCES Chapter 8 © 2012 THE MCGRAW-HILL COMPANIES, INC. ALL RIGHTS RESERVED.
9 Creating Reports.
© 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Chapter 7: Creating Claims Computers in the Medical Office.
BILLING, REIMBURSEMENT, AND COLLECTIONS
REIMBURSEMENT FOLLOW-UP AND COLLECTIONS Chapter 7.
CHAPTER © 2011 The McGraw-Hill Companies, Inc. All rights reserved. 2 The Use of Health Information Technology in Physician Practices.
Daily Financial Practices
© 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Chapter 10: Collections in the Medical Office Computers in.
© 2009 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill Career Education Computers in the Medical Office Chapter 1: The Medical Office.
CHAPTER © 2012 The McGraw-Hill Companies, Inc. All rights reserved. 13 Accounts Receivable Follow Up and Collections.
6 Lecture 1 Entering Charge Transactions and Patient Payments.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved. Step 7 in the Medical Billing Cycle: Prepare and Transmit Claims 1-16 Medical practices produce.
6.4 Entering Payments Made at the Time of an Office Visit
7 Creating Claims. Learning Outcomes When you finish this chapter, you will be able to: 7.1 Describe the role of claims in the billing process. 7.2 Discuss.
8 lecture 2 Posting Insurance Payments and Creating Patient Statements.
6 Lecture 2 Entering Charge Transactions and Patient Payments.
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