Mastering Medisoft Reports: Learn Types, Selection, and Creation Tips

1. 9 Creating Reports

2. Learning Outcomes 9-2 When you finish this chapter, you will be able to: 9.1 List the three types of reports available in Medisoft. 9.2 Describe how to select data to be included in a Medisoft report. 9.3 Distinguish between patient, procedure, and payment day sheets. 9.4 Demonstrate how to create a practice analysis report. 9.5 Demonstrate how to create a patient ledger report. 9.6 Demonstrate how to create a standard patient list report.

3. Learning Outcomes (Continued) 9-3 When you finish this chapter, you will be able to: 9.7 Describe how to use Medisoft Reports to create a report. 9.8 Explain how aging reports are used in a medical practice. 9.9 Explain how to access Medisoft’s built-in custom reports. 9.10 Demonstrate how to open a report for editing in Medisoft’s Report Designer.

4. Key Terms 9-4 • aging report • day sheet • insurance aging report • patient aging report • patient day sheet • patient ledger • payment day sheet • practice analysis report • procedure day sheet • selection boxes

5. 9.1 Types of Reports in Medisoft 9-5 • Reports are an important tool in managing a medical office • Information contained in reports is key to the administrative and financial areas of a practice • Common types of reports include: • Standard reports • Custom reports • Medisoft Reports

6. 9.2 Selecting Data for a Report 9-6 • Once a selection is made in the Print Report Where? dialog box and the Start button is clicked, the Search dialog box is displayed

7. 9.2 Selecting Data for a Report(Continued) 9-7 • Selection boxes determine what data is included in the report Selection boxes highlighted in yellow

8. 9.3 Day Sheets 9-8 • A day sheet is a report that provides information on practice activities for a twenty-four-hour period • These reports can be organized by: • Patient • Procedure • Payment

9. 9.3 Day Sheets (Continued) 9-9 • A patient day sheet is a summary of the patient activity on a given day

10. 9.3 Day Sheets (Continued) 9-10 • A procedure day sheet lists all procedures performed on a particular day and gives the dates, patients, document numbers, places of service, debits, and credits relating to them

11. 9.3 Day Sheets (Continued) 9-11 • A payment day sheet lists all payments received on a particular day, organized by provider

12. 9.4 Analysis Reports 9-12 • Medisoft provides several analysis reports, including: • Billing/Payment Status Report • Practice Analysis Report • Medisoft's practice analysis report analyzes the revenue of a practice for a specified period of time, usually a month or a year • Created from the Analysis Reports list of the Reports menu

13. 9.4 Analysis Reports (Continued) 9-13 • Practice Analysis Report

14. 9.5 Patient Ledger Reports 9-14 • A patient ledger lists the financial activity in each patient’s account, including charges, payments, and adjustments • Created by clicking Patient Ledger on the Reports menu • Then make a selection from the Print Report Where? dialog box

15. 9.5 Patient Ledger Reports (Continued) 9-15 • Patient Ledger report

16. 9.6 Standard Patient Lists 9-16 • Medisoft offers reports for identifying patients by diagnosis or insurance carrier, including: • Patient by Diagnosis report • Patient by Insurance Carrier report • Accessed via the Standard Patient Lists submenu on the Reports menu

17. 9.7 Navigating in Medisoft Reports 9-17 • To start the Medisoft Reports feature, select Medisoft Reports on the Reports menu • Or click the shortcut button on the toolbar The Medisoft Reports window

18. 9.7 Navigating in Medisoft Reports(Continued) 9-18 • The Medisoft Reports menu choices include File, View, and Help The Medisoft Reports File menu The Medisoft Reports View menu The Medisoft Reports Help menu

19. 9.8 Aging Reports 9-19 • An aging report lists the amount of money owed to the practice, organized by the amount of time the money has been owed • Used to determine which accounts require follow-up to collect past due balances • Created for patients and insurance carriers • A patient aging report lists a patient's balance by age, date and amount of the last payment, and telephone number

20. 9.8 Aging Reports (Continued) 9-20 • An insurance aging report shows how long a payer has taken to respond to each claim • Used to compare the response time with the terms of the contract the practice has with the payer

21. 9.9 Custom Reports 9-21 • Medisoft has a number of additional built-in custom reports, including: • Lists of addresses, billing codes, EDI receivers, patients, patient recalls, procedure codes, providers, and referring providers • CMS-1500 and Medicare CMS-1500 forms • Patient statements and walkout receipts • Superbills (encounter forms)

22. 9.9 Custom Reports (Continued) 9-22 • Custom reports are accessed via the Custom Report List option on the Reports menu • The Open Report dialog box is displayed and used to create the report • When a new custom report is created, it is added to the list of custom reports displayed on the screen

23. 9.10 Using Report Designer 9-23 • The Report Designer is accessed by clicking Design Custom Reports and Bills on the Reports menu The Report Designer menu