Advanced Reports

Patient Visits Reports

Patient Visits – Sample – Shows patient name, date, procedure, units, charges, and applied amount. Grouped and subtotaled by patient group and facility. Includes the patient visit count.

Patient Visits Not Authorized – Sample – Shows patient name, procedure, units, charges, and applied amounts. Grouped by patient group, patient, and claim. Includes number of visits, claim ID, authorization number and detail information for services not authorized.

Patient Visits by Primary Payer – Sample – The standard patient visits report grouped by primary payer.

Patient Visits by Procedure – Sample – Shows the patient visits by procedure.

Patient Visits with From and To Dates – Sample – Shows the ‘To’ date.

Patient Visits – Sample – Added subtotals for the number of visits.

Patient Visits by Referring Provider – Sample – Shows the number of visits and the last time the patient was seen grouped by referring provider.

Patient Visits by Billing Provider – Sample – The standard patient visits report grouped by billing provider (Box 33).

Patient List Reports

Patient List – Sample – Shows the patient name, phone, last date of service, ID number, account number, status, and balance. Grouped by patient group.

Patient List by Secondary Payer – Sample – Standard patient list grouped by the secondary payer if entered.

Patient Balances – Sample – Standard patient list report that only shows patients with a balance.  Hides patients without a balance.

Patient List by Plan Name – Sample – Standard patient list report but grouped by Insured Plan Name field.

Patient ID List – Sample – Shows the patient name and the ID numbers including the patient account number, insured ID, insured group, other ID, other group, and SSN.

Patient Address List – Sample – Shows the patient name, address, phone number, and gender.

Patients Last Seen Between X and Dates – Sample – Patient list showing patients last seen during a date range. When you click the Print or Preview button, the program will prompt you for the start and end dates.

Patient List by Payer – Sample – Standard Patient List but grouped by Payer Name instead of Patient Group.

Patient List – Sample – Added the patient gender and date of birth. Increased the width of the Insured’s ID Number field to account for longer ID numbers. Fixed the Patient Count field to be correct if any of the patients have no claims.

Patient List Detail – Sample – Shows the patient address and payer information. Updated 2/8/05 to fix multiple records printing if selecting report criteria.

Patients Not Seen for X Number of Months – Sample – Shows a list of patients not seen within the last X months. The patient must have at least one service line so the report can calculate the last visit. If a patient does not have any service lines entered, they will not appear on the list.

Authorization Reports

Authorizations – Sample – Fixes the issue of a blank report when running from the Authorization Library screen.

Authorizations by Expiration – Sample – Added a user defined value to only show authorizations that are due to expire within a certain number of user defined days. Also sorts by Authorization End Date then by Patient.

Authorizations – Current Only – Sample – Shows the current authorizations only.

Authorizations – Current by Payer – Sample – Shows the current authorizations grouped by payer.

Authorizations – Expired or Over Units – Sample – Shows the authorizations that have expired or are over the allowable units.

Payment Reports

Other Adjustments – Sample – Shows patient name, adjustment date, amount, and the claim ID. Grouped and subtotaled by the adjustment code.

Payments By Date – Sample – Shows patient name, claim ID, payment date, patient payment, insurance payment, secondary payment, contract adjustment and other adjustment. Grouped and subtotaled by patient group and payment date. IMPORTANT: A payment date must be entered for the payment to show on the report.

Payments By Reference – Sample – Shows the patient name, service date, payment type, payment date, and amount. When the report is run, it will ask for the reference to show. Enter the reference number or use the * character as a wild card. Example, AB* will show all payments will a reference starting with AB.

Patient Payments by Reason Code – Sample – Patient payments grouped and totaled by reason code.

Payments by Reference by Rendering Provider – Sample – Payments by Reference report grouped and subtotaled by rendering provider.

Payments by Date by Billing Provider – Sample – Payments by Date report grouped and subtotaled by billing provider.

Patient Payments by Date – Sample – Shows patient payments only includes the ref 1 and 2 fields plus the reason code and payment notes.

Payments and Adjustments by Reason Code – Sample – Shows payments and adjustments by reason code. Prompts you for a reason code to filter by.

Services without Insurance Payment – Sample – Basic 5 report converted to Advanced

Other Reports

Claim Notes – Sample – Shows the patient name, and the claim notes for each claim. Also shows the first claim date, total charge, and balance due.

Daily Summary – Sample – Shows all transactions for a date period. Includes the patient name, transaction date, code, charges, payments, and descriptions. Grouped by patient group, provider, day, and type. Subtotals by provider, day and patient group.

Deposit Slip – Sample – Shows the patient name, payment amount, and reference number. Grouped by transaction date, reference 1, and patient name.

Patient Ledger – Sample – Shows the patient and billing contact details, transaction date, code, description, rendering provider, and amount. Includes balance of all transactions.

Patient Notes – Sample – Shows the patient name, ID number, account number, phone number and notes.

Procedure Code Summary – Sample – Shows the procedure, units, charges, all payments and totals by procedure code and gives a grand total. When the report is opened, you can enter a single procedure code or use the * character as a wild card. Example, if you enter 9*, it will show all procedures starting with a 9.

Production Summary – Sample – Shows the production of the rendering providers. Totals the charges, contract adjustments, other adjustments, and payments by each rendering provider. Shows a percent of total for each provider.

Recurring Claims – Sample – Shows recurring claims by patient. Columns include name, service date, procedure codes, units, and charges.

Referring Provider Patient Count – Sample – Shows the name of the referring provider, the number of patients referred, the claim count, total charges and applied amount. Can double click to drill down and see detail data.

Patient Ledger with No Payments – Same as the patient ledger but excludes payments.

Diagnosis Code Summary – Lists the primary diagnosis code in order of usage.

Duplicate Dates of Service – Sample – Will show duplicate service dates (same date, same procedure code, same patient).

Procedure Code Summary by Rendering Provider – Sample – Procedure Code Summary report grouped by rendering provider.

Patient Notes – Sample – Updated patient notes report. Suppresses patient records that do not contain notes.

Generic CMN Report – Sample – Prints a generic CMN.

Physician Library List Report – Standard Physician Library List report but includes the address.  This report will not show up in the report list.  It is accessed from the physician library screen by clicking the ‘Library List Report’ button.

Production Summary by Ordering Physician – Sample – Uses the Ordering Physician for a production report.

Transaction Totals by Month – Sample – Shows totals by month for charges, payments, and adjustments.

Transaction Totals by Patient – Sample – Shows patient charge totals for payment totals broken down by payment/adjustment type.

Transaction List – Sample – Shows a list of transactions (charges and payments) grouped by patient.

Daily Summary – Sample

Followups for the Month – Sample – Shows the follow-ups for a certain month. The program will ask which month to print.

Mailing Labels – Insured – Sample – Mailing labels showing the Insured’s name and address information. Uses standard single sheet mailing labels 3 across and 10 down.

Mailing Labels – Patient – Sample – Mailing labels showing the Patient’s name and address information. Uses standard single sheet mailing labels 3 across and 10 down.

Mailing Labels – Patient Birthday – Sample – Monthly birthday mailing labels showing the Patient’s name and address information. The program will ask for the month of the birthday.  Uses standard single sheet mailing labels 3 across and 10 down.

Mailing Labels – Physician – Sample – Mailing labels showing the Physician’s name and address information. Uses standard single sheet mailing labels 3 across and 10 down.

Updated CMNs – Will print the NPI in the Supplier and Physician areas correctly. Enter the NPI number into the Physician Library into the NPI number field. The old CMNs will print data even if no facility is selected on the Charges screen.

Income Statement– Sample

Delivery Ticket – Sample – Delivery ticket to show items and descriptions of items on the claims regardless if a Facility or a Payer were selected for that patient’s claims.  The Balance After Insurance is either the Patient Amount due or if it’s $0.00, the program will calculate it by taking the line item Charges and subtracting the Allowed Amount.

Contract Adjustments – Sample – Same as the ‘Other Adjustments’ report but only shows contract adjustments. Grouped and subtotaled by Payer and Procedure code.

Referring Provider Patient Count – Sample – Shows the number of patients referred by each referring physician. Also shows the claim count. Double click the physician name to get the patient visit detail.

Insurance Follow-up Report – Sample – Includes insurance information and insured’s details for following up with unpaid claims.

Carrier Mailing Labels – Sample – Prints insurance company addresses on a sheet of labels. Uses the standard 3 across, 10 down label sheets.

Standard Follow-up Report without Claim Notes – Sample – Standard EZClaim follow-up report without the claim notes.  This is a special report used to show claim follow-ups.  It does not appear in the normal report list.  To run the report, click the Follow-Up Report Preview button on the Charges screen (next to the follow-up date and reference).

Ohio MACSIS Submission Report – Advanced 6 or 7 – Sample – Submission report from Ohio EZClaim 2.3. Users that have upgraded to version 5.0 but still want to use the older submission report should download and install this report.

Custom Reports

Arbus Business Solutions provides custom report design to satisfy any report request.

• Custom reports designed to your specifications

• Practice Analysis Tools