Transcript patient day sheet

CHAPTER
9
Creating Reports
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
9-2
Learning Outcomes
When you finish this chapter, you will be able to:
9.1
9.2
9.3
9.4
9.5
9.6
List the three types of reports available in
Medisoft.
Describe how to select data to be included in a
Medisoft report.
Distinguish between patient, procedure, and
payment day sheets.
Demonstrate how to create a practice analysis
report.
Demonstrate how to create a patient ledger report.
Demonstrate how to create a standard patient list
report.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
Learning Outcomes (Continued)
9-3
When you finish this chapter, you will be able to:
9.7
9.8
9.9
9.10
Describe how to use Medisoft Reports to create a
report.
Explain how aging reports are used in a medical
practice.
Explain how to access Medisoft’s built-in custom
reports.
Demonstrate how to open a report for editing in
Medisoft’s Report Designer.
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
Key Terms
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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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
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9-6
9.2 Selecting Data for a Report
• Once a selection is made in the Print Report
Where? dialog box and the Start button is
clicked, the Search dialog box is displayed
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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
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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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
9.3 Day Sheets (Continued)
9-9
• A patient day sheet is a summary of the patient
activity on a given day
• Exercise 9-1 page 309
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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
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9-11
9.3 Day Sheets (Continued)
• A payment day sheet lists all payments
received on a particular day, organized by
provider
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9-12
9.4 Analysis Reports
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
9.4 Analysis Reports (Continued)
9-13
• Practice Analysis Report
• Exercise 9-2 page 316
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9-14
9.5 Patient Ledger Reports
• 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
• Exercise 9-3 page 319
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
9.5 Patient Ledger Reports (Continued)
9-15
• Patient Ledger report
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9-16
9.6 Standard Patient Lists
• 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
• Exercise 9-4 page 322
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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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
9-19
9.8 Aging Reports
• 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
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
9-20
9.8 Aging Reports (Continued)
• 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
• Exercise 9-5 page 326
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
9-21
9.9 Custom Reports
• 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)
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.
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
• Exercise 9-6 page 328
• Exercise 9-7 page 328
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9.10 Using Report Designer
9-23
• The Report Designer is accessed by clicking
Design Custom Reports and Bills on the Reports
menu
• Exercise 9-8
Page 330
The Report
Designer menu
© 2011 The McGraw-Hill Companies, Inc. All rights reserved.