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Computers in the Medical Office. Chapter 9: Printing Reports. Reports in the Medical Office. Reports are an important tool in managing a medical practice Information contained in the reports is key to the administrative and financial areas of a practice. Reports in the Medical Office.

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Presentation Transcript
computers in the medical office

Computers in the Medical Office

Chapter 9:

Printing Reports

reports in the medical office
Reports in the Medical Office
  • Reports are an important tool in managing a medical practice
  • Information contained in the reports is key to the administrative and financial areas of a practice
reports in the medical office3
Reports in the Medical Office
  • Common types of reports include
    • Day Sheets
    • Analysis Reports
    • Aging Reports
    • Patient Ledgers
day sheets
Day Sheets
  • Day sheet reports provide information about activity in a practice for a given day
  • The reports can be organized by
    • Patient
    • Procedure
    • Payment
patient day sheets
Patient Day Sheets
  • A Patient Day Sheet lists all transactions for a single day, listed in alphabetical order by a patient’s chart number
procedure day sheets
Procedure Day Sheets
  • A Procedure Day Sheet lists all transactions for a single day, listed in numerical order by procedure code
payment day sheets
Payment Day Sheets
  • A Payment Day Sheet lists all payments made on a single day, listed by provider
analysis reports
Analysis Reports
  • Medisoft provides several analysis reports, including:
    • Billing/Payment Status
    • Practice Analysis Report
analysis reports9
Analysis Reports
  • The Billing/Payment Status report lists the status of all transactions that have responsible insurance carriers, showing who has paid and who has not been billed.
analysis reports10
Analysis Reports
  • The Practice Analysis Report analyzes the revenue of a practice over a specified period of time, such as a month
aging reports
Aging Reports
  • Aging reports list the amount of money owed to the practice, organized by the amount of time the payment is overdue
  • Aging reports are created for patients and insurance carriers
aging reports12
Aging Reports
  • A sample PatientAging AppliedPayment Report
aging reports13
Aging Reports
  • A sample Insurance Aging Report
ledger reports
Ledger Reports
  • Patient ledgers list the financial activity in a patient’s account, including charges, payments, and adjustments
custom reports
Custom Reports
  • Medisoft provides a selection of custom reports, which can be found by clicking Custom Reports on the Reports menu
custom reports16
Custom Reports
  • Practices can create custom reports using Medisoft’s built-in Report Designer
  • The Report Designer is accessed by selecting Design Custom Reports and Bills on the Reports menu
custom reports17
Custom Reports
  • The Report Designer window