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Topic
Level
Presenter(s):
Stacy Stenger
PM Corporate Trainer
Keep your Finger on the Pulse:
Monitoring the Activity in your NextGen® PM System
Practice Management 300
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Safe Harbor Provisions/Legal Disclaimer
This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statements
concerning future prospects, events, developments, the Company’s future performance, management’s expectations, intentions,
estimates, beliefs, projections and plans, business outlook and product availability. These forward-looking statements do not
represent a commitment, promise or legal obligation to deliver any material, code or functionality. The development,
release and timing of any features or functionality described for our products remains at our sole discretion. Future
products developed beyond what is contemplated by existing maintenance agreements, will be priced separately. This
roadmap does not constitute an offer to sell any product or technology. We believe that these forward-looking statements
are reasonable and are based on reasonable assumptions and forecasts, however, undue reliance should not be placed on such
statements that speak only as of the date hereof. Moreover, these forward-looking statements are subject to a number of risks and
uncertainties, some of which are outlined below. As a result, actual results may vary materially from those anticipated by the
forward-looking statements. Among the important factors that could cause actual results to differ materially from those indicated by
such forward-looking statements are: the volume and timing of systems sales and installations; the possibility that products will not
achieve or sustain market acceptance; the impact of incentive payments under The American Recovery and Reinvestment Act on
sales and the ability of the Company to meet continued certification requirements; the development by competitors of new or
superior technologies; the timing, cost and success or failure of new product and service introductions, development and product
upgrade releases; undetected errors or bugs in software; changing economic, political or regulatory influences in the health-care
industry or applicable to our business; changes in product-pricing policies; availability of third-party products and components;
competitive pressures including product offerings, pricing and promotional activities; the Company's ability or inability to attract
and retain qualified personnel; uncertainties concerning threatened, pending and new litigation against the Company; general
economic conditions; and the risk factors detailed from time to time in the Company’s periodic reports and registration statements
filed with the Securities and Exchange Commission.
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Objectives
Learn how to monitor all the critical functions in your organization to ensure you complete them in a timely manner.
This session is designed to teach practice managers and administrators how to review the major activities in the NextGen Practice Management system, including:
› Appointments › Check-in and check-out › Charge capture › Billing & claims processes › Monitoring A/R
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Appointments
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Appointments
› Appointment utilization & productivity
› Tracking and managing No-shows
› Reports & tools:
Monthly tab of the PM Appt Book
Multi Resource report
Statistical Analysis of Appointments
Appointment Listing Report
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Appt Book > Monthly Tab
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Multi Resource Report
Reports > Scheduling > Multi Resource
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Tracking No-Shows & Cancellations
Reports > Scheduling > Statistical Analysis of Appointments
› Columns for:
Nbr Sched, Nbr Kept, Nbr Canc, Nbr NS, Nbr Exp
“Per” columns calculate No Show %, Canc %, etc.
› Each report row represents an appt date (“roll-up” report,
summarizes appt data)
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Tracking No-Shows & Cancellations
Considerations:
› The “No Show” Status does not revert until the nightly
Scheduling Update process
› “Nbr Pnd”, “Per Pnd” columns refer to “Pending”
Appointment Status
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Managing No-Shows
How far in advance are appointments being made at your
practice?
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Appointment Creation Lag Time
Reports > Scheduling > Appointments Listing
› Includes columns for “Appt Date” and “Orig Create Date”
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Appointment Creation Lag Time
Export to MS Excel, using “DATEDIF” formula to calculate
the number of days between the Original Create Date of
the appointment and the Appt Date:
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Appointment Creation Lag Time
Use the “AVG” formula to obtain the average number of
days for each grouped Event:
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Appointment Creation Lag Time
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Check-in &
Checkout
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Check-in & Checkout
› Check-in & Checkout Autoflow sequences
› Copay collection
› Check-in / Checkout “eTime”
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Check-in & Checkout Autoflow Sequences
› Include screens for:
Patient Balance
Transaction Entry
RTS Eligibility
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› RTS Eligibility
submission can be
performed at Check-in
› Most beneficial if
batch eligibility is not
being done prior
› Also ideal for those
practices with high
rate of same-
day/walk-in
appointments
(Urgent Care)
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Copays Not Collected at Check-in
Reports > Daily > Encounters
› Columns for Enc Copay Amount & Pt Pay Amount on DOS
› Filter report to determine patients who did not pay their
copay at the time of their appointment (Pay Amt on DOS =
$0.00)
› Group by Created By column to determine which users are
not collecting copays at time of service
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Copays Not Collected at Check-in
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Check-in & Checkout eTime
Reports > Daily > Encounters
› (Also available on Appointments Listing report)
› Columns for Check-in Date, Checkout Date, eTime
› eTime = elapsed time, in hours, between Check-in &
Checkout
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Check-in & Checkout eTime
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Charge Capture
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Charge Capture
› How to detect potential lost revenue
› Charge Entry lag time
› Reports & tools:
Appts Kept with No Charges
Unbilled Encounters with no Charges
Charge Entry lag time report
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Possible Missing Charges
Option #1:
Reports > Scheduling >
Kept Appointments w/ no Charges
› Should be run at least once
weekly; ideally every day
› Run for “All to date” to catch
everything!
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Possible Missing Charges
Option #2:
Reports > Accounts Receivable > Unbilled Encounters
› Should be run at least once weekly; ideally every day
› Run for all to date to catch everything!
› Filter for no charges (Charge Count = 0)
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Possible Missing Charges
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Reports > Daily > Charges
› Used to calculate the number
of days between DOS and
charge entry date
Charge Entry Lag Time
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Billing & Claims
Processes
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Billing & Claims Processes
› Tracking Unbilled & Rebill Encounters
› Encounter Lookup vs. Encounters reports
› Claim creation “lag time”
› Claims
Frequency and number of claims produced
“Dirty” claims that did not process
Payment “lag time”
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Encounter Lookup
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Reports > Accounts Receivable > Unbilled Encounters
› Report version of the Encounter Lookup window
› Used to track outstanding Unbilled & Rebill Encounters
Unbilled & Rebill Encounters
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Unbilled & Rebill Encounters
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Reports > Daily > Encounters
› Utilize the “Create Date” and “First Bill Date” columns to
determine the amount of time between Encounter
creation and when it was first billed
› Exclude Self Pay Fin Classes
Claim Creation Lag time
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Claims
› Tracking frequency and number of claims
› “Dirty” claims (why they occur & how to avoid them)
› Reports & tools:
Claims Lookup & Claims Requests report
Claim Acknowledgment & Claim Status import files
Payment lag report
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Claims Lookup
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Reports > General > Claim Requests
› Used to track claim productivity, status, pending claims
› Create Date vs. Process Date
› Request Status: Pending vs. Archived
› Acknowledgement, Status Cat Code & Status Code
From Claim Status file (277)
Can import & take action before the EOB is received
Claim Requests Report
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Claim Requests Report
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Processed Claims Report
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Compare Processed Claims to Clearinghouse
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Compare Processed Claims to Clearinghouse
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Pending “Dirty” Claims Report
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Claim Status & Claim Acknowledgment
“999” file (“997” 4010)
File-level
acknowledgement from
Payer (EDI file in the
correct format, etc.)
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Claim Status & Claim Acknowledgment
“277” file
Claim-level status from
Payer (description of
how claim is to be
processed)
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Claim Status & Claim Acknowledgment
Encounter Claim Requests window
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Claim Status & Claim Acknowledgment
Reports > General > Claim Requests
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Claim Status & Claim Acknowledgment
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Reports > Daily > By Line Item > Payments
› Filter for Third Party payments only
› Include columns for “First Bill Date” (date the Encounter
was first billed) and “Tran Date” (or “Post Date” or
“Process Date”, if desired)
› Can be used to determine the number of days between
the Encounter being billed and payment received from
the Payer
Payment Lag Report
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Payment Lag Report
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Accounts Receivable
Evaluation
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Accounts Receivable Evaluation
› Overall A/R review
› Calculating & evaluating days in A/R
› A/R by Event, Year, Month
› Aging Analysis reports
› Patient A/R, Payer A/R
› Credits:
Patient & Insurance credits
Unapplied credits
› Patient Statements
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What is it, why do we care about it?
› Variety of reporting options available
Accounts Receivable
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Aging Reports
› Aging Analysis (2)
› Receivable Analysis (3)
› Insurance Aging Analysis (2)
› Insurance Detail
› Insurance Summary
› Monthly > Change in A/R
› Service Item Summary
Tools for Evaluating A/R
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Calculating Days in A/R
Reports > Monthly > Change in Accounts Receivable
› Utilized to calculate total Charges & Ending A/R
› Divide Total Charges by 365 = average daily charge
› Divide Ending A/R by average daily Charge amount =
days in A/R
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Calculating Days in A/R
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Calculating Days in A/R
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A/R by Event
Reports > Monthly > Change in Accounts Receivable
› “Event” column returns change in A/R for each
appointment Event
› Sort/Group By Event column to tie revenue to
appointment activity
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Service Item Summary
Reports > Monthly > Service Item Summary
› Returns Charges and their associated Payments,
Adjustments & Refunds
› Also includes columns for “Event”, “Year”, “Month”, and
“Mo/Yr”
› Month, Year, Mo/Yr based on Charge Process Date
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A/R By Year, Mo/Yr
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A/R By Month
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› Evaluating and aging patient balances
› Insurance Aging Analysis report:
“Pat Amt” column (i.e. Pat Amt > $0.00)
“COB” column (i.e. COB = P)
Patient A/R
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› Insurance Aging Analysis: Pat Amt Greater than $0.00
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› Insurance Aging Analysis: COB Equals P
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Accounts Receivable > Collections > Ins Aging Analysis
› Evaluating and aging Payer (or Financial Class)
balances
› COB “Not equals” P
Payer / Fin Class A/R
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Payer Balances > 45 Days
Accounts Receivable > Collections > Ins Aging Analysis
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Aging by Fin Class, COB
Accounts Receivable > Collections > Ins Aging Analysis
› COB Not Equals P
› Sorted / Grouped by Financial Class, then COB
› Displays aged payer balances by Fin Class, with an
additional grouping by their COB responsibility
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Aging by Fin Class, COB
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Accounts Receivable > Receivable Analysis > By Age
› Sorted/Grouped by Fin Class
› Include columns each aging category (0-30, 31-60, etc.)
and “Total” column for total balance by Fin Class
› Use the graphing feature to graph the percent of each
Fin Class’ A/R to the total A/R
Total A/R by Financial Class
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Reports > Accounts Receivable Analysis > By Age
› Sorted by Fin Class
› Include columns each aging category (0-30, 31-60, etc.)
and “Total” column for total balance by Fin Class
› Export to MS Excel to calculate the percent of each aged
category to the Total A/R
Percent of Aged Categories to Total A/R
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Percent of Aged Categories to Total A/R
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Percent of Aged Categories to Total A/R
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Insurance Credit Balances
Accounts Receivable > Collections > Ins Aging Analysis
› COB Not Equals P
› Line Item Amount < $0.00
› Displays insurance line item credits
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Insurance Credit Balances
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Patient Credit Balances
Reports > Accounts Receivable > Insurance Aging Analysis
› COB Equals P
› Pat Amt < $0.00
› Include patient balances only (including line item credits)
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Unapplied Credits
› Unapplied credits do not net out balances
(line item credits do; unapplieds don’t)
› Therefore, unapplied credits need to be applied prior to
sending Statements
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Patient Balances w/ Unapplied Credits
Reports > Accounts Receivable > Collections >
Account Summary
› “Pat Amt” Greater than $0.00
› “Unapplied Amt” Less than $0.00
› Returns all Accounts (Guar) who both owe a balance
and have an unapplied credit
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Patient Balances w/ Unapplied Credits
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Reports > General > Statements
› Similar to the Statement Run Report (received after each
Statement batch is generated)
› Filter 1 Create Date = date Statements were generated
› Totals for # of Stmts generated, Pat Amts & Ins Amts
› Compare these totals to the total Patient & Insurance
A/R
Statements Report
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Reports > General > Statements
Statements Report
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› Count “Acct ID” or “Guar Name” columns to obtain a total
count of Statements generated
› Sum “Pat Amt” column to obtain the total dollar value of
Statements sent
› Compare Statement “Pat Amt” to Total Patient A/R (using
Insurance Aging Analysis report, Pat Amt > $0.00)
Statement Totals to Total Patient A/R
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Statement Totals to Total Patient A/R
Total Statement Pat
Amt = $9,312.00
Total Patient A/R =
$42,857.00
$9,312.00 / $42,857.00
= 21%
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Statement Totals to Total Patient A/R
Total Statement Pat
Amt = $9,312.00
Total number of
Statements sent = 60
$9,312.00 / 60
= $155.20
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Index of Featured
Reports
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Appointment Utilization
Reports > Scheduling > Statistical Analysis of Appointments
Columns: Res Name, Appt Dt, Slots Avail, Slots Booked, Util Pct
Filter 1: Appt Date = Next Month (or other desired date range)
Deleted = Exclude
Linked Appt = Only
Sorting: Res Name = Ascending & Group By (or other desired Grouping, such
as Event)
Appt Dt = Ascending (optional)
Totals: Total Lines Only = Checked
Count Records = Unchecked
Optional: Can filter by specific Event(s), Resource(s), Location(s), etc.
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Multi Resource “Logjam”
Reports > Scheduling > Multi Resource
Form Criteria: Appointment Date = [desired appointment date]* *report can only be generated for 1 day at a time
Resources: Select the desired Resource(s), or leave blank for all Resources
Locations: Select the desired Locations, or leave blank for all Locations
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Tracking No-Shows & Cancellations
Reports > Scheduling > Statistical Analysis of Appointments
Columns: Event, Appt Dt, Nbr Sched, Nbr Canc, Per Canc, Nbr NS, Per NS
Filter 1: Appt Date = Current Year (or other desired date range)
Deleted = Exclude
Linked Appt = Only
Sorting: Event = Ascending & Group By (or other desired Sorting/Grouping)
Totals: Total Lines Only = Checked
Count Records = Unchecked
Optional: Can filter by specific Resource(s), Location(s), Event(s), etc.
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Appointment Creation Lag time
Reports > Scheduling > Appointment Listing
Columns: Event, Orig Crt Dt, Appt Dt
Filter 1: Appt Date = Current Year (or other desired date range)
Deleted = Exclude
Linked Appt = Only
Sorting: Event = Ascending & Group By (or other desired Sorting/Grouping)
Totals: Count Records = Unchecked
Optional: Can filter by specific Resource(s), Location(s), Event(s), etc.
Filter 1, Appt Statuses = No Show
*Export to MS Excel, using “DATEDIF” and “AVG” formulas to
calculate the average number of days between the Original Create
Date & the Appt Date
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Copays not collected at time of service
Reports > Daily > Encounters
Columns: Created By, Enc Dt, Pat Name, Encounter, Co Amt (if using), Enc
Copay Amt (if using), Pat Pay Amt on DOS, Payer Name
Filter 1: Enc Date = Current Month (or other desired date range)
Enc Status = Billed, Rebill, Unbilled
Filter 2: Co Amt / Enc Copay Amt (whichever is being used) Not Equals $0.00
Pat Pay Amt on DOS Equals $0.00
Sorting: Created By = Ascending & Group By (if desired)
Enc Dt = Ascending
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Check-in & Checkout Elapsed Time
Reports > Daily > Encounters
Columns: Encounter, Enc Dt, Pat Name, Chkin Dt, Chkout Dt, ETime
Filter 1: Enc Date = Current Month (or other desired date range)
Enc Status = Bad Debt, Billed, History, Rebill, Unbilled
Filter 2: Chkin Dt Not Equals <blank>
Chkout Dt Not Equals <blank>
Sorting: ETime = Descending (to view elapsed time in order of longest time)
Optional: Can filter “Etime” column (Filter 2) for certain time frames in minutes
(i.e. Greater than 60, Between 60 and 120, etc.)
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Kept Appointments w/ No Charges
Reports > Scheduling > Kept Appointments w/no Charges
Columns: Encounter, Appt Dt, Pat Name, Chkin Dt
Filter 1: Appt Dt = All to Date
Sorting: Encounter = Ascending & Group By (or other desired Grouping)
*<Unknown> grouping at top represents Kept appts with no linked
Encounter
Optional: Can filter and/or Group By specific Location(s), Resource(s), etc.
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Unbilled Encounters w/ No Charges
Reports > Accounts Receivable > Unbilled Encounters
Columns: Enc Dt, Encounter, Pat Name, Enc Age, Payer Name
Filter 1: Enc Date = All to Date
Enc Status = Unbilled
Filter 2: Chg Count Equals 0
Sorting: Enc Dt = Ascending
Optional: Can filter and/or Group By specific Location(s), Resource(s), etc.
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Charge Entry Lag time
Reports > Daily > Charges
Columns: E/I, Name, Chg Amt, Dt of Svc, Crt Dt
Filter 1: Create Date = Last 90 Days (or other desired date range)
Charge Type = Encounter
Void Charges = Exclude
Filter 2: Chg Amt Greater than $0.00
Sorting: E/I = Ascending
Seq# = Ascending
Optional: Can filter and/or Group By specific Location(s), Rendering, Primary
Payers, etc.
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Unbilled & Rebill Encounters
Reports > Accounts Receivable > Unbilled Encounters
Columns: Status, Encounter, Enc Dt, Hold Dt (if using), Enc Age, Rendering, Loc
Name, Chg Amt, Chg Count, Bal Amt
Filter 1: Enc Date = All to Date
Enc Status = Rebill, Unbilled
Sorting: Status = Ascending & Group By
Enc Dt = Ascending
Optional: Can filter and/or Group By specific Location(s), Rendering, Primary
Payers, etc.
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Claim Creation Lag time
Reports > Daily > Encounters
Columns: Encounter, Chg Amt, Crt Dt, First Bill Date, Payer Name
Filter 1: Enc Date = Last Month (or other desired date range)
Enc Status = Billed, Rebill
Sorting: Encounter = Ascending
Totals: Count Records = Unchecked
Fin
Classes:
Exclude all Self Pay Fin Classes
Optional: *Export to MS Excel, using “DATEDIF” and “AVG” formulas to
calculate the average number of days between the Enc Create Date &
the First Bill Date
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Processed Claims
Reports > General > Claim Requests
Columns: Payer Name, Encounter, Pat Name, Billed Amt, Created By, Proc Date
Filter 1: Processed Date = Last 90 Days (or other desired date range)
Request Status = Archived
Payer Seq = Primary, Secondary, Tertiary
Media Type = Paper, Electronic
Sorting: Payer Name = Ascending & Group By
Totals: Encounter = Count
Optional: Can filter by specific Payers, Rendering Phys, etc.
Can filter and/or Group By Created By for user productivity
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Pending “Dirty” Claims
Reports > General > Claim Requests
Columns: Payer Name, Encounter, Pat Name, Billed Amt, Created By
Filter 1: Create Date = Last 90 Days (or other desired date range)
Request Status = Pending
Payer Seq = Primary, Secondary, Tertiary
Media Type = Electronic
Sorting: Payer Name = Ascending & Group By
Totals: Encounter = Count
Optional: Can filter by specific Payers, etc.
Can filter and/or Group By Created By to determine who created the
“dirty” claim
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Payment Lag time
Reports > Daily > By Line Item Payments
Columns: Payer Name, E/I/A/B, Billed Amt, Alwd Amt, Pay Amt, First Bill Dt, Tran
Dt (or Post Date or Proc Dt)
Filter 1: Tran Date = Last Month (or other desired date and/or range)
Transaction Type = Encounter
Unapplied Tran = Exclude
Filter 2: Source Equals “Third Party” (to include only Payer payments)
Sorting: Payer = Ascending & Group By
Totals: Count Records = Unchecked
Optional: *Export to MS Excel, using “DATEDIF” and “AVG” formulas to
calculate the average number of days between the First Bill Date &
the Tran Date (or Post Date or Process Date, if using)
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Calculating # of Days in A/R
Reports > Monthly > Change in Accounts Receivable
Columns: Chg Amt, Ending A/R
Filter 1: Process Date = Fiscal Last Year (or other desired date range)
Sorting: Remove all Sorting & Grouping options
Totals: Total Lines Only = Checked
Count Records = Unchecked
Optional: *Divide total Charge Amount by 365 = average daily charges
*Divide Ending A/R amount by average daily charges = days in A/R
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A/R by Event
Reports > Monthly > Change in Accounts Receivable
Columns: Chg Amt, Beg A/R, Chg Amt, Adj Amt, Pay Amt, Ref Amt, Ending A/R
Filter 1: Process Date = Last Month (or other desired date range)
Sorting: Event = Ascending & Group By
Totals: Count Records = Unchecked
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A/R by Year, Month/Year
Reports > Monthly > Service Item Summary
Columns: Year, Mo/Yr, Chg Amt, Count, Adj Amt, Chg-Adj Amt, Pay Amt, Ref
Amt, Bal Amt
Filter 1: Chg Process Date = Last Month (or other desired date range)
Sorting: Year = Ascending & Group By
Mo/Yr = Ascending
Totals: Count Records = Unchecked
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A/R by Month
Reports > Monthly > Service Item Summary
Columns: Month, Chg Amt, Count, Adj Amt, Chg-Adj Amt, Pay Amt, Ref Amt, Bal
Amt
Filter 1: Chg Process Date = Last Month (or other desired date range)
Sorting: Month = Ascending & Group By
Totals: Total Lines Only = Checked
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Patient A/R (Pat Amt > $0.00)
Reports > Accounts Receivable > Collections
> Insurance Aging Analysis
Columns: Pat Name, E/I/A/B, Dt of Svc, Sv It, Chg Amt, Pat Resp Dt, Pat Amt,
COB, Ins1 Amt, Ins2 Amt, Ins3 Amt
Filter 1: Process Date = Today
Aging Dates = Date of Patient Resp (or other desired aging date)
Charge Type = Encounter
Unapplied Tran = Exclude
Filter 2: Pat Amt Greater than $0.00
Sorting: Pat Name = Ascending & Group By
Totals: Count records = Unchecked
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Patient A/R (COB = P)
Reports > Accounts Receivable > Collections
> Insurance Aging Analysis
Columns: Pat Name, E/I/A/B, Dt of Svc, Sv It, Chg Amt, Pat Resp Dt, Pat Amt
Filter 1: Process Date = Today
Aging Dates = Date of Patient Resp (or other desired aging date)
Charge Type = Encounter
Unapplied Tran = Exclude
Filter 2: Pat Amt Greater than $0.00
COB Equals P
Sorting: Pat Name = Ascending & Group By
Totals: Count records = Unchecked
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Payer Balances > 45 Days
Reports > Accounts Receivable > Collections
> Insurance Aging Analysis
Columns: Payer Name, E/I/A/B, Dt of Svc, Pat Name, Policy # (optional), Chg
Amt, COB, Ins1 Amt, Ins2 Amt, Ins3 Amt, Pat Amt
Filter 1: Process Date = Today
Aging Dates = Last Bill Date (or other desired aging date)
Charge Type = Encounter
Unapplied Tran = Exclude
Aging Days 45 to 9999
Filter 2: COB Not Equals P
Sorting: Payer Name = Ascending & Group By
Totals: Count records = Unchecked
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Aging by Financial Class, COB
Reports > Accounts Receivable > Collections
> Insurance Aging Analysis
Columns: Fin Class, COB, Payer Name, Ins1 Amt, Ins2 Amt, Ins3 Amt, 0-30, 31-
60, 61-90, 91-120, 121-150, 151-180, 181-up, Ln Itm Amt
Filter 1: Process Date = Today
Aging Dates = Last Bill Date (or other desired aging date)
Charge Type = Encounter
Unapplied Tran = Exclude
Filter 2: COB Not Equals P
Sorting: Fin Class = Ascending & Group By
COB = Ascending & Group By
Totals: Total lines only = Checked
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Total A/R by Financial Class
Reports > Accounts Receivable > Receivable Analysis
> By Age
Columns: Fin Class, 0-30, 31-60, 61-90, 91-120, 121-150, 151-180, 181-up,
Total
Filter 1: Process Date = Today
Aging Dates = Last Bill Date (or other desired aging date)
Unapplied Tran = Exclude
Charge Status = Billed, Rebill, Unbilled
Sorting: Fin Class = Ascending & Group By
Totals: Count Records = Unchecked
Optional: *Use “Graph Report” feature to create graph of each Fin Class’ A/R
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Percent of Aged Categories to Total A/R
Reports > Accounts Receivable > Receivable Analysis
> By Age
Columns: Sect Name, Fin Class, 0-30, 31-60, 61-90, 91-120, 121-150, 151-180,
181-up, Total
Filter 1: Process Date = Today
Aging Dates = Last Bill Date (or other desired aging date)
Unapplied Tran = Exclude
Charge Status = Billed, Rebill, Unbilled
Sorting: Sect Name = Ascending & Group By
Fin Class = Ascending
Totals: Count Records = Unchecked
Optional: *Export to MS Excel, divide each Aging Category total by the total A/R
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Insurance Credit Balances
Reports > Accounts Receivable > Collections
> Insurance Aging Analysis
Columns: Payer Name, Pat Name, E/I/A/B, Policy # & Group # (optional), Dt of
Svc, Ins1 Amt, Ins2 Amt, Ins3 Amt, Pat Amt, Ln Itm Amt
Filter 1: Process Date = Today
Aging Dates = Date of Service (or other desired aging date)
Charge Type = Encounter
Unapplied Tran = Exclude
Filter 2: COB Not Equals P
Ln Itm Amt Less than $0.00
Sorting: Payer name = Ascending & Group By
Totals: Count records = Unchecked
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Patient Credit Balances
Reports > Accounts Receivable > Collections
> Insurance Aging Analysis
Columns: Pat Name, E/I/A/B, Dt of Svc, Sv It, Pat Amt
Filter 1: Process Date = Today
Aging Dates = Date of Service (or other desired aging date)
Charge Type = Encounter
Unapplied Tran = Exclude
Filter 2: Pat Amt Less than $0.00
COB Equals P
Sorting: Payer name = Ascending & Group By
Totals: Count records = Unchecked
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Patient Balances w/ Unapplied Credits
Reports > Accounts Receivable > Collections
> Account Summary
Columns: Guar Name, Acct ID, Pat Amt, Unappld Amt
Filter 2: Pat Amt Greater than $0.00
Unappld Amt Less than $0.00
Sorting: Guar Name = Ascending
Totals: Count records = Unchecked
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Statement Productivity
Reports > General > Statements
Columns: Acct ID, Guar Name, Pat Amt, Ins Amt, Crt Dt, Exported/Printed, Next
Stmt Date, Stmt Counter
Filter 1: Create Date = Last 90 Days (or other desired date range)
Sorting: Pat Amt = Descending (optional)
Totals: Count records = Checked
Acct Id = Count
Pat Amt = Sum
Ins Amt = Sum
Optional: *Divide total Pat Amt by Total Patient A/R = % of Stmts to total A/R
*Divide total Pat Amt by # of Stmts sent = average Stmt amount
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For more information, please visit the
“Hands-On Room”
All presentations are available on the mobile app:
ONE UGM 2015
- Stacy Stenger
Thank you!!
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Session Survey
Please take a moment to complete a brief survey regarding this session.
1. Open your ONE UGM Mobile App (please note: you must have already logged
in and accepted the “Terms of Use” to access this feature)
2. Click the Navigation Button at the top left of the screen
3. Select “Sessions”
4. Search for and select this session (“Keeping Your Finger on the Pulse”)
5. From the sessions details screen, select “Survey” at the bottom right of the
screen
6. Remember to hit “Save” at the bottom of the survey once you have answered
the questions
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Any Questions?