Chapter 9: Printing Reports Computers in the Medical Office © McGraw-Hill, 2009
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Transcript Chapter 9: Printing Reports Computers in the Medical Office © McGraw-Hill, 2009
Computers in the Medical Office
Chapter 9:
Printing Reports
© McGraw-Hill, 2009
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
© McGraw-Hill, 2009
Reports in the Medical Office
Common types of reports include
Day Sheets
Analysis Reports
Aging Reports
Patient Ledgers
© McGraw-Hill, 2009
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
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Patient Day Sheets
A Patient Day
Sheet lists all
transactions for
a single day,
listed in
alphabetical
order by a
patient’s chart
number
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Procedure Day Sheets
A Procedure Day
Sheet lists all
transactions for a
single day, listed
in numerical order
by procedure
code
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Payment Day Sheets
A Payment Day
Sheet lists all
payments made
on a single day,
listed by provider
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Analysis Reports
Medisoft provides several analysis
reports, including:
Billing/Payment Status
Practice Analysis Report
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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.
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Analysis Reports
The Practice Analysis Report analyzes the
revenue of a practice over a specified period
of time, such as a month
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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
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Aging Reports
A sample Patient
Aging Applied
Payment Report
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Aging Reports
A sample
Insurance
Aging
Report
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Ledger Reports
Patient ledgers list the financial activity in a
patient’s account, including charges,
payments, and adjustments
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Custom Reports
Medisoft provides a selection of custom
reports, which can be found by clicking
Custom Reports on the Reports menu
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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
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Custom Reports
The Report Designer window
© McGraw-Hill, 2009