Reports are Comprehensive & Integrated
  • Many defacto reports are available on screen by sorting and grouping in the grids available throughout the program. These can also in many cases be printed.
  • There are many reports distributed throughout the program that cab be printed. For example checks and cash for deposit or total payments for the day sorted by type.
  • The Reports Screen has many specific business reports. These include
    • Anual tax summary for either a Schedule C or Form 1180 tax return
    • Selected Receivables by CPT Code.
    • Monthly Receivables by clinician, insurance organization,place of service and cpt code.
    • Monthly payments by clinician, insurance organization,place of service and cpt code.
    • Payment totals by insurance organization and by patients for a selected period.
    • related to the businessof customer balances, insurance payments etc.
    • Outstanding balances from patients and insurance organizations.
    • Summary of Discharged patients and involuntary terminations.
  • A complete list of Reports and where to create them in the Program is available under the Help menu.
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