MedSuite for Managers

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One of the sub-menus in the MedSuite main menu is the Reporting menu which provides access to the reporting functions of MedSuite which include A/R Aging and Delinquency Reports, Payment and Reimbursement Reports, Production and Revenue Reports, and Data Cubes.

 

The functions available on the Reporting Menu include:

 

Menu

Description of Function

Account Listings

Invokes the form that requests the Account Listings task

Account Ledgers

Invokes the form that requests the Account Ledgers task

Accounts Receivable

Invokes the form that requests the Account Receivables report task

Balance Sheet

Invokes the form that requests the Balance Sheet report task

Claims Analysis Report

Invokes the form that requests the Claims Analysis Report task

Delinquency Report

Invokes the form that requests the Delinquency Report task

Deposit Summary Report

Invokes the form that requests the Deposit Summary Report task

Followup Report

Invokes the form that requests the Followup Report task

Finance Charges

Invokes the form that requests the Finance Charges Report task

Insurance Eligibility Check

Invokes the form that requests the Insurance Eligibility Report task

Mail Merge Document Listing

Invokes the form that requests the Mail Merge Document Listing task

O/R Utilization Report

Invokes the form that requests the O/R Utilization Report task

Over-Payment Report

Invokes the form that requests the Over-Payment Report task

Payment Exception Report

Invokes the form that requests the Payment Exception Report task

Payment Review Report

Invokes the form that requests the Payment Review Report task

Payment Summary Report

Invokes the form that requests the Payment Summary Report task

Production Reports

Invokes the form that requests the Production Reports task

Revenue Reports

Invokes the form that requests the Revenue Reports task

Report Card

Invokes the form that requests the Report Card task

Small Balance Write-Off

Invokes the form that requests the Small Balance Write-Off task

Summary Report

Invokes the form that requests the Summary Report task

Visit Detail Report

Invokes the form that requests the Visit Detail Report task

Data Cubes

Invokes the form that requests the Data Cubes task

Company Accounts Receivable Audit Report

Invokes the form that requests the Company Aging Report task

Company Billing Cube

Invokes the form that requests the Company Billing Cube task

User Productivity Report

Invokes the form that requests the User Productivity Report task

Annotation Production Report

Invokes the form that requests the Annotation Production task

 

Almost all MedSuite reports support the ability to save and retrieve Report Templates.  Report Templates can be created, updated, and selected by pressing the Template button on the applicable report.

 

Report Templates

 

Almost all reports in MedSuite support report "templates".  Report Templates allow you to save the screen settings on a report under a name of your choosing and then at a later date retrieve the Template so that the same settings can be applied to a subsequent report.  The Report Templates screen is only accessable by pressing the Templates button on a Medsuite Report.

 

Saved Report Templates

 

Name

Name assigned to the Template by the user

Date Entered

Date that the Template was created

User Name

The name of the user who created the Template

Task Name

Task Name from the applicable report screen

Output

Indicates if report output is sent to a Report or to a Cube

 

 

Buttons

 

Show All Users

Indicates if Templates created by all Users should be displayed (default) or if only those Templates created by the current user should be displayed.

New

Creates a new Template using the screen options passed into the Report Template from the calling report.

Update

Updates an exisitng Template with the screen options passed into the Report Template from the calling report.

Delete

Deletes a Report Template.

Select

Selects a Report Template passing the saved screen options back to the calling report.

Cancel

Cancels and closes the Report Templates screen.