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Medical Billing =
Advanced Reports
Advanced Reports
Presented by…..
Trudy Hermes
Michelle Sporleder
Sherri Tetu
What Affects your=
Reporting???
=
•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???
•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.
•
![](3D"slide0002_image004.gif")
Maintenance > Configurations
>
Medical Billing > Settings
Medical Billing > Settings
![](3D"slide0002_image005.gif")
<=
span
style=3D'mso-special-format:lastCR;display:none'>
![3Dimage001](3D"slide0002_image007.gif")
![](3D"slide0002_image008.gif")
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SOME OF YOUR OPTIONS
Analys=
is
of Services
•Designed
to help the clinic see which procedures were performed most often=
and
the re-imbursement for those procedures.
•**
The numbers on this report will not be equal to the Practice Summ=
ary,
Practice Analysis, or the Monthly/Daily Activity report.&=
#13;
•This
report includes charges and payments that are directly linked to
procedure codes
•
Analys=
is
of Services
•<=
span
style=3D'font-size:86%'>The following are NOT CALCULATED into the totals <=
/span>of this report:
<=
span
style=3D'font-size:83%'>•Unapplied payments
<=
span
style=3D'font-size:83%'>•Unapplied adjustments
<=
span
style=3D'font-size:83%'>•Service charges
<=
span
style=3D'font-size:83%'>•Finance charges
•N =3D the payment will be included regardless of w=
hen the payment was posted to the charge as long as the charge was posted during the date range you have speci=
fied.
•Y =3D the payment will be included as long as it w=
as
posted during the date ra=
nge
you have specified regardless of when the charge was posted.
Provid=
er
Summary
•Prints month to date and year to date provider
totals.
<=
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•Report does not include Track Only (TO) charges.
•** Year to date (YTD) totals are affected by the month =
you enter as the fiscal year end. For example if you =
enter June (06) (06 meaning the month, not the yea=
r) as the fiscal year end, the YTD will reset to zero=
during June’s month end close.
•* Calculates by Posting Date.
•* All charges added into the A/R are included in the report.
•
Provid=
er
Recap
•<=
span
style=3D'font-size:86%'>Provider Recap report provides an overview of provider activity and financial/statistical data.&=
#13;
•Section 1 - prints totals for charges,
receipts, patient and insurance payments, and credit and =
debit
adjustments.
For
each, it totals values for month-to-date (MTD), MTD for the previous year, year-to-date (YTD), YTD for the
previous year, monthly aver=
age,
MTD % of practice, YTD % of practice,
percent change compared to previous year MTD, and percent change compared to previous year YTD. =
Provid=
er
Recap
•Section 2 - Section 2 - prints the same
data as Section 1, but with subtotals by procedure sort =
code.
•Section 3 - prints the same data as
Section 1, but with subtotals by account type code. Note that =
report
totals will differ if you change account types.
•Section 4 - prints aged totals for the
provider, broken down by patient, insurance, and total account
portions.
•Section 5 - prints totals for each pay=
ment
code and each adjustment code MTD and YTD.
<=
span
style=3D'visibility:hidden'>•
Carrier
Analysis Report
•The
Carrier Analysis report summarizes how many patient are assigned =
to
specific carriers and the percentage of patients who have the =
carrier
as their primary carrier.
•The
financial totals print for the primary carrier only for the sele=
cted
period and year to date totals.
•This
report is not be confused with the Carrier Analysis of Service
Reports.
•
Expec=
ted
Payment Analysis
•Compares expected insurance payments to actual insurance payments for each charge with a payment =
from its primary account insurance plan. This repo=
rt is valuable when re-negotiating carrier contracts.=
•** The report includes payments from PRIMARY plans only.
•* You must have a fee schedule set up to use this report.
•* Changing values in the fee schedule tables will affect the report’s accuracy.
•
Querie=
s
•Use
the query reports feature to create your own library of custom
reports. Query reports can
print information from up to 12 fields, and can sort, total, and count=
on
each of these fields.
•Query
Screen =3D Indicates what fields should print on the report and the
action, if any they should take.
•
•
Querie=
s
<=
span
style=3D'mso-special-format:bullet;color:#521B75;position:absolute;left:-4=
.23%'>•NAMES
<=
span
style=3D'mso-special-format:bullet;color:#521B75;position:absolute;left:-4=
.23%'>•EQ,
NE, LT, GT, LE, GE
•Specify information for report, between
four and eight
data items.
•OR =3D if either data comparison on th=
e same
line is satisfied, the data will print.
•AND =3D the data comparison on the pre=
vious
line AND the data comparison on the current line must be
satisfied, if they aren’t the data will not print.
Querie=
s;
Main Screen
![](3D"slide0019_image013.gif")
A list of patients who received=
a flu
shot in 2006
Queri=
es;
Conditions Screen
![](3D"slide0020_image015.gif")
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 when running CTCHECK. CTG=
UI
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 being repaired is required
•
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tes![](3D"buttons.gif")
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