Over-Payment Report

The Over-Payment Report produces a report of the "over-paid" accounts or claims. For over-paid claims, the report only considers the claim amount and payments and adjustments posted against the claim and reports claims "balances" that are negative. Self payments and adjustments are not considered. For over-paid accounts, the report lists Visits with a credit (negative) balance. The report will list the accounts or claims that meet the criteria entered by the user.

The Over-Payment Report request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.

Due to the complexity of the queries to produce this report, the range between the Min Days and Max Days is limited to 90.

Task Name

Task Name displayed in the Task Viewer

Type

Delinquency Type to examine:

•	Self - to list over-paid accounts with self pay balances only

•	Claims - to list over-paid insurance claims

Min Days

Minimum days from the last payment posting date for inclusion on the report

Max Days

Maximum days from the last payment posting date for inclusion on the report

Claim Level

The insurance level to qualify for inclusion on the report when running for Claims. Allowable values are:

•	(Blank) All Levels

•

Level 1

•

Level 2

•

Level 3

Sort By Amount

Indicates if additional sorting will be performed based on the amount outstanding for the type of report:

Claims

•

No Sort

•	Amount Billed

•	Claim Balance

Self

•

No Sort

•	Account Balance

Cube Data

Indicates if report results should be output to a data cube

Generate Standard Report

Indicates if report results should be output to a formatted report

Run Now

Indicates in the report should be run immediately

Schedule

Indicates that the report should be scheduled to run at a future time

Schedule Button

Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)

The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.

Right-Arrow Button	Click on item to be selected in the left-hand list and press the right-arrow button.
Drag-and-Drop	Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
Double-Click	Double-click on the item to be selected in the left-hand list.

Left-Arrow Button	Click on item to be de-selected in the right-hand list and press the left-arrow button.
Drag-and-Drop	Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
Double-Click	Double-click on the item to be de-selected in the right-hand list.

Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.

By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.