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Introduction to<=
br>
Medical Billing Reports
Presented
by…
Trudy
Hermes
Michelle
Sporleder
Sherri
Tetu
What Affects Your Reporting???<=
/span>
=
•Changing
and/or Deleting prior posted activity:
•Who shou=
ld
be handling this in my office?
•How shou=
ld
this be handled?
•If
something is deleted what should be done as a follow-up in my =
MB
program PRIOR to running reports?
•We will
cover these toward the end of our session.
What Affects Your Reporting???<=
/span>
•Service Date vs. Posting
Date
•Service
Date =3D Actual date of the patient visit to your office.
<=
/div>
•Posting
Date =3D Reflects the date the activity was entered into Medical
Billing. You control the posting
date through the Close Day process.
•
Reports Settings
![](3D"slide0004_image005.gif")
![](3D"slide0004_image006.gif")
![](3D"slide0004_image007.gif")
![](3D"slide0004_image008.gif")
![](3D"slide0004_image009.gif")
![](3D"slide0004_image010.gif")
A Whole Lot of Options
to Choose From
to Choose From
Each report has different configurable
options. It is imperative yo=
u have
at least one Medical Billing Report Guide at your office, and review it
often. Although these report=
s are
“predefined” they are flexible.
<=
span
style=3D'mso-special-format:bullet;color:#521B75;position:absolute;left:-4=
.23%'>•Y
=3D Account or Patient Last Name /
<=
span
style=3D'mso-special-format:bullet;color:#521B75;position:absolute;left:-4=
.23%'>•N
=3D Account Number
<=
span
style=3D'mso-special-format:bullet;color:#2D78BE;position:absolute;left:-3=
.98%'>•Print
Report – if you want a report to print =3D Y
Getting The Most From Your
Pre-Defined Reports
Pre-Defined Reports
•ALL =3D Separate report for each provider/acct/practice
•ID code =3D Prints a report for that sp=
ecific
provider, account type, or practice.
•Leaving it BLANK =3D Combines all
“providers”, “account types”, or
“practices” into one consolidated report.
Some of Your Options…
<=
span
style=3D'font-size:71%;color:#3333CC;mso-color-index:5'>•<=
span
style=3D'font-size:71%;color:#3333CC;mso-color-index:5'>A/R Aging=
(also
known as Account Receivable Aging)
Printing Daily Reports
![](3D"slide0008_image012.gif")
![](3D"slide0008_image014.gif")
![](3D"slide0008_image015.gif")
For
specific individual operator ID reports, fill in this window with an operator’s ID. For individual reports for all
operators, fill in this box with the word ALL.
Leaving box blank will give you a combined report for all operator IDs, but will not s=
ort by
operator.
![](3D"slide0008_image016.gif")
Same information=
as
operator ID window.
My daily reports don’t match!
•My daily receipts
don’t match my deposit slip…
•There
are times when your reports may not match what you have as a running
total.
•Run the
monthly/daily activity report to reconcile.
•The
following can be compared:
•Charges&=
#13;
•Payments=
•Debit
Adjustments
•Credit
Adjustments
Accounts Receivable Aging
•The
purpose of this report is to show the total account receivable balanc=
e,
and ages the balance.
•This
report does not include track-only charges since they are not
added to the A/R.
•This
information helps to determine what liability insurance compa=
nies
and patients have to your office.
•
Monthly/Daily Activity Report
•Prints an itemized date for the month =
of
total charges (TO not included), total receipts, total debits,
total credits, and service charges.
•Break down of payment and adjustment c=
ode =
types
for the MONTH.
•** Monthly/Daily A/R change for the mo=
nth and
Practice Analysis & A/R total receivables will reconcile.=
3;
•Specifying last activity date needs to be the same=
on
reports or will not
reconcile.
Practice Analysis
•Prints charges, receipts, & adjustment totals =
by
month for the curren=
t or
previous year. It also prints
service charges by month,
month-ending A/R balances, and a breakdown of payment and adjustments codes for the YEAR.
(CHGS
+ SERVICE) – RECEIPTS + (DEBITS – CREDITS) =3D CURRENT RECEIVABLES
•Collection Ratio is charges divided by receipts. (The previous month’s billed amount / the current month=
217;s
receipts.) i.e. If I =
billed out $50,000 last month and this month colle=
cted
$35,000, my collection ratio=
would
be 70%.
•Collection Period – [Total Accounts
Receivable/(Amount Billed=
/30)]
– The value is the average number of days it takes to =
=
get paid. <=
/span>
Delinquent Accounts /
Open Insurance Claims
Open Insurance Claims
•<=
span
style=3D'font-size:86%'>Can be ran under the Reports menu or under the Task/Collection menu
•<=
span
style=3D'font-size:86%'>Delinquent Accounts – Prints patient accounts
based on an overdue amo=
unt
and/or a past due period. Designed to help you follow up on overdue accounts=
that are the patient’s responsibility when a=
n insurance payment or adjustment is posted. The charge can also be changed to the patient’s =
responsibility by changing the status flags
manually.
Delinquent Accounts
•Date of last payment, this can be both patient or insurance payment – whoever made the last payment.
•Assign to internal collections vs. not assigning to internal collections
•
![](3D"slide0014_image018.gif")
![](3D"slide0014_image019.gif")
![](3D"slide0014_image020.gif")
![](3D"slide0014_image021.gif")
![](3D"slide0014_image022.gif")
![](3D"slide0014_image023.gif")
Open Insurance Claims Report
•Prints unpaid claims for each carrier. When sorted by provider and/or practice, MB uses the provider/practice associated with the charge.
•Report ages by Insurance Bill date.
•
![](3D"slide0015_image025.gif")
![](3D"slide0015_image026.gif")
Open Insurance Claims Report
•Print by Carrier; Y =3D print alphabet=
ically
by carrier code; N =3D print by billing date.
•Print partially paid claims; Y =3D par=
tially
paid; N =3D claims with no insurance payment; A =3D all =
=
open
claims.
•Show claim detail; Y =3D all charges f=
or
each claim.
•Assign to internal collections vs. not
assigning to internal collections.
Billing
Status Codes
•Catches errors where there is an insurance attached to a claim, but the claim was never billed due to =
account types not matching.
•Catches “I” status codes missed when working transmission reports
•Catches charges on hold with “H” or
“X” status.
•Catches unbilled secondary insurances.
=
•
![](3D"slide0022_image028.gif")
* Recommend running report daily to weekly.
=
* Recommend running report print to file, at least
=
the firs=
t of
couple of times.
Monthend Batch Reports
•Maintenance > Configuration > Definitions > Batch Report Groups > Add New Batch Report Code
<=
/span>
•MUST BE
ENTITLED MONT=
HEND
•To add reports to MONTHEND batch: Reports > Medical Billing > Batch Reports > Add New Re=
port
to Batch.
=
•To edit a MONTHEND batch: Reports > Medical Billing > Batch Reports > Change Report in B=
atch; select the report and click on “Update
Parameters.”
MBWin Utilities: Month End
Check
Database
•Detects, repairs, and reports on datab=
ase
errors and inconsistencies to include ledger and/or charge
balances and missing payment, adjustment and carrier
codes.
<=
span
style=3D'mso-special-format:bullet;color:#521B75;position:absolute;left:-4=
.23%'>• Check Database Error Report
<=
span
style=3D'mso-special-format:bullet;color:#2D78BE;position:absolute;left:-4=
.23%'>•Yes
MBWin Utilities: Month End
•Usage:&#=
13;
•Recalculates
account, provider, practice and account type aging
totals
•Output:&=
#13;
• Produces Recalculate Accounting To=
tals
report
•Backup
Required?
•Yes
=
•
MBWin Utilities: CTGUI
•Used to
verify file integrity
•Can iden=
tify
index problems
•Command =
line
use available
•\ppart:&=
gt;CTCHECK
filename
•Example:
ctcheck archrg99
•Output
displayed in command prompt window for CTCHECK. CTGUI writes to a
file named phutil.log in the ppart folder.
•
MBWin Utilities: CTGUI
•Operatio=
ns
used to repair data damage
•Fix
operation is always performed after Rebuild
•Accounts
beginning with ‘AR’ should never be fixed –
Rebuild only
•Backup of
file to be repaired is required.
•
' + ENDSHOW_MESG + '
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