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