Billing Reports

Report Category: Accounting/ Accounting - Locked

Report Name

LOB

Description

A/R Aging

Both

This report provides a list of aging accounts receivable with open balances for a specific date range. Can include account summary notes that fall onto the aging report.

A/R Reconciliation

Both

This report provides an accounts receivable revenue reconciliation for a specific date range.

Accounting Notes

Both

This report provides users with the ability to print account summary notes that are entered in Accounts | Account Summary | Notes (or the alternate Accounts | Payments | Notes path).

Billing

Both

This report provides a list of billing amounts for each payor.

Billing Batch

HC

This report provides a list of billing batches.

Check Master

Both

This report provides a list of the remittances within the specified deposit date range selected for the report.

Payments/Adjustments

Both

This report provides a list of payments and adjustments for a specific deposit date range.

Revenue

Both

This report provides a listing of revenue earned for a specific date range.

Unbilled RAP

HC

This report will assist you in easily locating RAP items on episodic payors that have not yet been billed. The report will additionally contain dollar amounts of unbilled revenue associated with each line item.

Unbilled EOE

HC

This report will assist you in easily locating EOE items for episodic payors that have not yet been billed. The report will additionally contain dollar amounts of unbilled revenue associated with each line item.

Report Category: Billing

Report Name

LOB

Description

Batch Error

Both

To identify and fix any warnings/errors within the batch.

Billing

Both

This report provides a list of billing amounts for each payor.

Billing Batch

HC

This report provides a list individual patient claims in billing batches.

Charge Entry by Entry Date

HC

This report provides a list of dates you entered charges.

Charge Entry by Visit Date

HC

This report provides a list of visit dates for which you entered charges.

Days to Bill

Both

This report provides agencies with a way to view information pertaining to the entire billing cycle. This report details different stages and timeframes for each step of the billing process, from the moment patient charges are verified (and waiting to be batched) to the point that batches are posted. This report also summarizes the most common billing batch errors to help agencies increase efficiency for billing processes.

Held Claims

HOS

This report provides a list of hospice claims being held.

Payments/Adjustments

Both

This report provides a list of payments and adjustments for a specific deposit date range.

Patient Statements

Both

This report provides users with the ability to print patient statements for different timeframes and payors, which allows them to more easily reconcile the amount and due date for patient balances. Data in the Patient Statements report includes charges, payments, adjustments, and the aged ending balance of the account.

Patient Invoice

Both

Use this report to generate and print patient invoices.

Payor Invoice

Both

Use this report to generate and print payor invoices.

PPS Revenue

HC

This report provides a listing of RAPs for a specific date range.

Pre-Billing Charges Review

HC

Use this report to preview your billing charges for your agency.

Revenue

Both

This report provides a listing of revenue earned for a specific date range.

Revenue Summary

HC

The Revenue Summary report includes data for both episodic and non-episodic payors. Use the Revenue Summary report to determine the amount of unbilled, billed, and deferred revenue for a payor, office, and/or agency.

This report also includes information on unbilled and billed visit counts and episodes. Any visit with a service that is marked as billable in the Service Master is eligible to pull to the report.

UB92

Both

Use the UB92 Report to print out the UB92 claim forms.

UB04 Pre-Printed Form

Both

Use the UB04 Pre-Printed Form to print billing claims on the standard, pre-printed UB04 claim form. (.PDF file)

UB04

Both

Use the UB04 Form to print billing claims in the standard, UB04 format.

Unbilled RAP

HC

This report was designed to assist you in easily locating RAP items on episodic payors that have not yet been billed and contain dollar amounts of unbilled revenue associated with each line item.

Unbilled EOE

HC

This report was designed to assist you in easily locating EOE items for episodic payors that have not yet been billed and contain dollar amounts of unbilled revenue associated with each line item.

1500

HC

Use the 1500 Form to print billing claims in the standard Health Care Financing Administration (HCFA) 1500 format. (.PDF file)

1500 v0805

Both

Use the 1500 v0805 Form to print billing claims in the standard, Health Care Financing Administration (HCFA) v0805 format of the 1500. (.PDF file)

1500 v0805 Pre-Printed Form

 Both

Use the 1500 v0805 Pre-Printed Form to print billing claims in the standard, Health Care Financing Administration (HCFA) pre-printed v0805 format of the 1500. (.PDF file)

1500 v0212

Both

Use the 1500 v0212 Form to print billing claims in the standard, Health Care Financing Administration (HCFA) v0212 format of the 1500. (.PDF file)

1500 v0212 Pre-Printed Form

Both

Use the 1500 v0212 Pre-Printed Form to print billing claims in the standard, Health Care Financing Administration (HCFA) pre-printed v0212 format of the 1500. (.PDF file)

Report Category : Patient

Report Name

LOB

Description

Average Daily Census

Both

This report provides the average daily census for the selected date range.

Encounter

Both

This report provides a listing of encounters by patient.

Master Listing

Both

This report provides a listing of all patients by office.

Payor Source

Both

The Payor Source report provides a listing of patients by payor source.

Unduplicated Census

Both

This report provides a listing of unduplicated patients during the selected date range.