Report Card

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The Report Card generates trend information of collections over time.  It reports each service month selected and when payments and adjustments were received for that month of service.  The report fields include charges, expected, payments, contractual adjustments, discretionary adjustments, bad debt adjustments, total adjustments, and the open balance.  Percentages are calculated for each of the columns on the report.  The report also calculates Gross, Expected, and Net Percentages of Collections.  The report allow you to include discretionary adjustments as "contractual" adjustments or not.  This is quite relevant in the case of Billing Services where the "discretionary" adjustment is not at the Billing Service's discretion; it is at the discretion of their client, the practice.

 

Gross Pct of Collection

 

(Payments + Contractual Adjustments + (optionally)Discretionary Adjustments) / Charges

 

Expected Pct of Collection

 

 Payments / (Allowed Amount from Fee Schedule  - (optionally)Discretionary Adjustments)

 

Net Pct of Collection

 

 Payments / (Charges - Contractual Adjustments - (optionally)Discretionary Adjustments)

 

 

You may defined Adjustment Types as Contractual, Discretionary or Bad Debt in Adjustment Types Setup.

 

General Tab

 

Task Name

Task Name displayed in the Task Viewer

Format

Indicates the format for the report:

•Detail - Reports charges for the month breaking down the payments and adjustments to show them in the month in which they were received. (i.e. Jan charges and then Feb, March, April when the payments were received on those charges.)

 

•Summary - Reports totals for each month of charges showing the total payments and adjustments against those charges on one line.

Charge Date Type

Charge Date to examine:

•Service
•Posted
•Closeout
•Entered
•Accounting
•Accounting - Previous
•Accounting - Current

Charge From Date

Beginning date of the (posted or service) date range

Charge Thru Date

Ending date of the (posted or service) date range

Payment Date Type

Payment Date to examine:

•Remit
•Posted
•Closeout
•Entered
•Accounting
•Accounting - Previous
•Accounting - Current

Payment Date From

Beginning date of the (entered, posted, or remit) date range

Payment Date Thru

Beginning date of the (entered, posted, or remit) date range

Treat Discretionary Adjustments Like Contractual Adjustments

Indicates if report results should be shown with Discretionary Adjustments counted like Contractual Adjustments.

Show Expected Columns

De selecting this option will cause the report to suppress the two “expected” columns, the 4th column on the report and the Exp column in the Collection Percentages area of the report

 

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)

 

 

 

Sorting Tab

 

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.

 

Selecting Sort Options:

 

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.

 

 

De-Selecting Sort Options:

 

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.

 

 

 

 

Selection Tab

 

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.