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Revenue Reports cover a wide spectrum of visit, charge, and payment-based revenue data. The report can sort and break on virtually any field available in MedSuite. Therefore, the variety of reports that can be produced from this single report program is astounding. This report can print in two different formats:
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Procedure Counts, Case Counts, Charges, Payments, and Adjustments and percentages for each.
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Case and Encounter Counts, Bast, Time and Total Units, Charges, Charges per Billed Unit, Insurance Paid and Adjusted, Self Paid and Adjusted, Paid Units and Amount Paid per Paid Unit.
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When selecting the Units Format, there are several issue that the user must be aware of:
| • | This report prints a "paid units" column...that is units on charges where the paid amount non-zero. This has the effect of removing the units from unpaid charges from the paid per unit calculation which would have the effect of lowering the paid per unit if we include all units, not just paid units. |
| • | CRNA Units can be included or excluded. Including CRNA Units will have the effect of halving the Pd/Unit. For example, assume that the billed rate is $70 and when the practice split bills, the $70 is split $40 and $30 for MD and CRNA. If we have a 10 unit case, the MD get 10 units @ $40 and the CRNA gets 10 units @ $30. If we don't exclude the CRNA units, we will have 20 units but a total billed of only $700. This will "water-down" the paid per unit. |
| • | Flat Fees may be included or excluded. Including Flat Fees will have the effect of increasing the billed charges without a corresponding increase in the billed units or paid units. This will increase the paid per unit. |
| • | The Units Format of this report is run selecting the charges and payments "For the Selected Date Range". All things being equal, this should not present a problem. However,by definition, the payments selected may or may not be for the charges selected. As a result, increases in billed amounts, changes in payor contracts, etc. could have an unexpected effect on the paid per unit. |
The Revenue Reports request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.
General Tab
Task Name
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Task Name displayed in the Task Viewer
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Format
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Report format to be printed:
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Date Break
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Indicate if the lowest level sort of the report should be date oriented:
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For Selected Date Ranges
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Charge Selection and Payment Selection is based on date range only. The payments selected do not necessarily have anything to do with the charges selected.
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Payments for Selected Charges
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Charges are selected based on the charge date type (posted or service) and charge date range selected. Payments are selected based on the payment date type (entered, posted, or remit) and date range selected. In addition, the charge that the payment is applied against must be one of the charges selected for the report.
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Charge for Selected Payments
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Payments are selected based on the payment date type (entered, posted, or service) and payment date range selected. In addition, the charge that the payment is applied against that fall within the charge date type (service or posted) and charge date range date selected for the report.
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Charge Date Type
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Charge Date to examine:
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Charge From Date
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Beginning date of the (posted or service) date range
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Charge Thru Date
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Ending date of the (posted or service) date range
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Payment Date Type
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Payment Date to examine:
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Payment Date From
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Beginning date of the (entered, posted, or remit) date range
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Payment Date Thru
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Beginning date of the (entered, posted, or remit) date range
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CRNA Units
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Indicates if report results should include or exclude CRNA unit values.
Allowable values are:
When report is run to EXCLUDE CRNA UNITS, it will exclude them if the Medical Direction is not a 0 or a Z so that the units don't get counted for both the MD and the CRNA. If the Medical Direction is a 0 or a Z, the CRNA units will always be included in the totals since there is no separate MD charge on those cases.
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Flat Fees
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Indicates if report results should include or exclude flat fees.
Allowable values are:
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Cube Data
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Indicates if report results should be output to a data cube
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Generate Standard Report
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Indicates if report results should be output to a formatted report
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Run Now
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Indicates in the report should be run immediately
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Schedule
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Indicates that the report should be scheduled to run at a future time
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Schedule Button
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Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)
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TIP: When running the Revenue Report in Dollar format, the Charges Amount column on the report represents Net Charges
(Charges – Reversals). The Net Amount column on the report represents Net Charges – Payments – Adjustments for that
row on the report. When running the Revenue Report in Unit format remember that the totals for Cases, Base and Time are
based on Anesthesia charges only.
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
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Click on item to be selected in the left-hand list and press the right-arrow button.
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Drag-and-Drop
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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.
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Double-Click
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Double-click on the item to be selected in the left-hand list.
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De-Selecting Sort Options:
Left-Arrow Button
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Click on item to be de-selected in the right-hand list and press the left-arrow button.
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Drag-and-Drop
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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.
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Double-Click
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Double-click on the item to be de-selected in the right-hand list.
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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.
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