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The Summary Report generates totals of charges from charge type, and payments and adjustments by payment and adjustment type.
The Summary Report 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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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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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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Report Pmt/Adj Type
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Report payments and adjustments in the report detail by the payment and adjustment types in the Setup Tables.
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Report Pmt/Adj Type and Pmt/Adj Source Plan
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Report payments and adjustments in the report detail by the payment and adjustment types concatenated with the plan description from the claim that the payments and adjustments were applied against.
This option is quite useful when you are frequently using "generic" descriptions for payment and adjustment codes such as "Insurance Payment", "Insurance Adjustment", or "Commercial Payment".
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TIP: When running the Summary Report the Charges column on the report represents Net Charges (Charges – Reversals).
The Net column on the report represents Net Charges – Payments – Adjustments for that row on the report.
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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