Computers in the Medical Office

1. Computers in the Medical Office Chapter 9: Printing Reports

2. Reports in the Medical Office • Reports are an important tool in managing a medical practice • Information contained in the reports is key to the administrative and financial areas of a practice

3. Reports in the Medical Office • Common types of reports include • Day Sheets • Analysis Reports • Aging Reports • Patient Ledgers

4. Day Sheets • Day sheet reports provide information about activity in a practice for a given day • The reports can be organized by • Patient • Procedure • Payment

5. Patient Day Sheets • A Patient Day Sheet lists all transactions for a single day, listed in alphabetical order by a patient’s chart number

6. Procedure Day Sheets • A Procedure Day Sheet lists all transactions for a single day, listed in numerical order by procedure code

7. Payment Day Sheets • A Payment Day Sheet lists all payments made on a single day, listed by provider

8. Analysis Reports • Medisoft provides several analysis reports, including: • Billing/Payment Status • Practice Analysis Report

9. Analysis Reports • The Billing/Payment Status report lists the status of all transactions that have responsible insurance carriers, showing who has paid and who has not been billed.

10. Analysis Reports • The Practice Analysis Report analyzes the revenue of a practice over a specified period of time, such as a month

11. Aging Reports • Aging reports list the amount of money owed to the practice, organized by the amount of time the payment is overdue • Aging reports are created for patients and insurance carriers

12. Aging Reports • A sample PatientAging AppliedPayment Report

13. Aging Reports • A sample Insurance Aging Report

14. Ledger Reports • Patient ledgers list the financial activity in a patient’s account, including charges, payments, and adjustments

15. Custom Reports • Medisoft provides a selection of custom reports, which can be found by clicking Custom Reports on the Reports menu

16. Custom Reports • Practices can create custom reports using Medisoft’s built-in Report Designer • The Report Designer is accessed by selecting Design Custom Reports and Bills on the Reports menu

17. Custom Reports • The Report Designer window