ebo version 7 release notes - hanover...

© eClinicalWorks, 2015. All rights reserved

Documentation. Pursuant to this Agreement, Customer may receive copies of or access to certain written technical support or explanatory documents regarding eClinicalWorks’s software; eClinicalWorks’s services; and/or eClinicalWorks’s internal policies and procedures (collectively, “Documentation”). Customer acknowledges and agrees that all such Documentation is and will remain the sole property of eClinicalWorks and that eClinicalWorks shall retain all intellectual property rights in all Documentation, including but not limited to patents, copyrights, or trademarks. Customer agrees that it will treat Documentation as highly confidential information and that Customer will not share Documentation with any third party, post any Documentation on the internet, or otherwise externally publish any Documentation. Customer may disclose Documentation to its employees or independent contractors for the purposes of utilizing eClinicalWorks’s software or services, provided that Customer (i) obtains reasonable assurances prior to making any such disclosure that Documentation will not be used in violation of this Agreement and (ii) such disclosure will not result in Documentation becoming generally accessible to the public at large. Notwithstanding any other provision in this Agreement to the contrary, Customer agrees that it will never negligently, willfully, or knowingly allow any person or entity that competes with eClinicalWorks to access Documentation. Customer agrees to promptly inform eClinicalWorks in writing of any violation of this provision by Customer or one of Customer’s employees or agents of which it becomes aware. Upon termination of this Agreement, Customer agrees to return all Documentation and all copies of Documentation to eClinicalWorks and, if such return is not feasible, to destroy all Documentation and all copies of Documentation. Customer agrees that its obligations under this provision will survive termination of this Agreement. Customer agrees to certify its compliance with this provision in writing within seven (7) days of any request from eClinicalWorks.

eBO RELEASE NOTES

eBO Version 7 - September 2015

CONTENTS

List of New Features ______________________________________________________________5List of Enhancements _____________________________________________________________6

ABOUT THIS GUIDE __________________________________________________7Important Notes About eBO Version 7 _______________________________________________7Product Documentation ___________________________________________________________7

Webinars ___________________________________________________________________________ 8eClinicalWorks Newsletter _____________________________________________________________ 8

Getting Support__________________________________________________________________8Conventions_____________________________________________________________________8

OVERVIEW ______________________________________________________ 10New eBO Portal Dashboard _______________________________________________________10

Dashboard Header __________________________________________________________________ 11Dashboard Footer___________________________________________________________________ 12Report Tiles________________________________________________________________________ 13

Daily __________________________________________________________________________ 13Month-End _____________________________________________________________________ 14Financial _______________________________________________________________________ 15Administrative___________________________________________________________________ 16

New Inherent Prompt (Financial Canned Reports) _________________________________________ 17Streamlined Reports _________________________________________________________________ 18

Structure and Organization _______________________________________________________19Example of eBO Reporting Structure____________________________________________________ 19

CANNED REPORTS _________________________________________________ 221 - Daily Reports ________________________________________________________________22

11 - Front Office ____________________________________________________________________ 2211.02 - Co-Pay Report_____________________________________________________________ 2211.05 - Bank Deposit Ticket ________________________________________________________ 23

12 - Back Office_____________________________________________________________________ 24123 - Step 3 - Claim Based Reports _____________________________________________________ 24

123.06 - Claim Submission Report ___________________________________________________ 2413 - Admin ________________________________________________________________________ 25

13.11 - Case Manager Report ______________________________________________________ 2513.12 - Delinquent Patients ________________________________________________________ 2713.13 - Insurance Eligibility Report __________________________________________________ 29

© Copyright eClinicalWorks, September 2015 - eBO Version 7 Release Notes 2

CONTENTS

13.14 - Interface Detail Report______________________________________________________ 3013.15 - Patient Statement Exception Report ___________________________________________ 31

2 - Month End Reports ___________________________________________________________3322 - Administrative Reports ___________________________________________________________ 33

22.15 - Payment Lag Report________________________________________________________ 33

3 - Financial Reports _____________________________________________________________3431 - Aging _________________________________________________________________________ 34

31.07 - Aging Summary Snapshot (Ins vs Patient Balance)________________________________ 3531.09 - Insurance Claim Aging Detail _________________________________________________ 3631.10 - CPT Aging Balance _________________________________________________________ 37

32 - Dashboards ____________________________________________________________________ 3832.04 - Claim Dashboard __________________________________________________________ 3932.05 - Claim Dashboard Without Groups_____________________________________________ 40

33 - Dashboards Without Prompts Page - Removed________________________________________ 4134 - Day Sheets_____________________________________________________________________ 41

34.12 - Daily Charges _____________________________________________________________ 4134.13 - Day Sheet Charges _________________________________________________________ 43

35 - Exception Reports - Removed______________________________________________________ 4436 - Financial Analysis - Claim Level ____________________________________________________ 44

36.15 - Patient Payments __________________________________________________________ 4536.16 - Self Charges ______________________________________________________________ 4636.17 - Insurance Capitation Analysis ________________________________________________ 4736.18 - Charges Summary/Tax ID____________________________________________________ 4836.19 - Patient Account Summary ___________________________________________________ 49

37 - Financial Analysis - CPT Level ______________________________________________________ 5137.09 - Fee Schedule Allowable vs Claim Payments _____________________________________ 5137.10 - Financial Analysis with Diagnosis Info__________________________________________ 52372 - Group Reports - Removed ____________________________________________________ 53374 - Financial Analysis By Primary Insurance _________________________________________ 53

38 - RVU Reporting__________________________________________________________________ 5338.04 - Total RVU Report __________________________________________________________ 53

39 - Collections _____________________________________________________________________ 54Retired Reports from Folder 3 - Financial Reports _________________________________________ 54

4 - Administrative Reports ________________________________________________________554.19 - Visit Status and Visit Type Info ___________________________________________________ 554.20 - Same Day Visit Loss Report ______________________________________________________ 574.21 - Security Info __________________________________________________________________ 5941 - Population Reports ______________________________________________________________ 5942 - Dashboards ____________________________________________________________________ 5943 - Dictionary _____________________________________________________________________ 6044 - Exception Reports _______________________________________________________________ 60


CONTENTS

44.05 - Insurance in more than one Insurance Group ___________________________________ 6045 - Jelly Bean Reports _______________________________________________________________ 6046 - Rules Engine Reports ____________________________________________________________ 61Retired Reports from Folder 4 - Administrative Reports_____________________________________ 61

5 - Clinical Reports ______________________________________________________________61Retired Reports from Folder 5 - Clinical Reports___________________________________________ 61

6 - Commonly Used Reports - Removed _____________________________________________61Retired Reports from Folder 6 - Commonly Used Reports ___________________________________ 61

7 - RESERVED (NOT DISPLAYED)____________________________________________________628 - APL Reports - Removed________________________________________________________629 - Enterprise Directory Reports ___________________________________________________62Statements ____________________________________________________________________62Community Health Center - Removed_______________________________________________62UDS - Removed _________________________________________________________________63Custom Reports_________________________________________________________________63

eBO METADATA __________________________________________________ 64Financial Reporting ______________________________________________________________64

APPENDIX A: eBO KNOWN ISSUES AND FIXES _____________________________ 67

APPENDIX B: NOTICES ______________________________________________ 81Trademarks ____________________________________________________________________81Copyright ______________________________________________________________________81


©Copyright eClinicalWorks, September 2015 - eBO Version 7 Release Notes 5

Contents

List of New Features

New eBO Portal Dashboard _____________________________________________________________________ 10

11.02 - Co-Pay Report __________________________________________________________________________ 22

11.05 - Bank Deposit Ticket _____________________________________________________________________ 23

123.06 - Claim Submission Report ________________________________________________________________ 24

13.11 - Case Manager Report ____________________________________________________________________ 25

13.12 - Delinquent Patients _____________________________________________________________________ 27

13.13 - Insurance Eligibility Report________________________________________________________________ 29

13.14 - Interface Detail Report ___________________________________________________________________ 30

13.15 - Patient Statement Exception Report ________________________________________________________ 31

22.15 - Payment Lag Report _____________________________________________________________________ 33

31.07 - Aging Summary Snapshot (Ins vs Patient Balance) _____________________________________________ 35

31.09 - Insurance Claim Aging Detail ______________________________________________________________ 36

31.10 - CPT Aging Balance_______________________________________________________________________ 37

32.04 - Claim Dashboard________________________________________________________________________ 39

32.05 - Claim Dashboard Without Groups __________________________________________________________ 40

34.12 - Daily Charges___________________________________________________________________________ 41

34.13 - Day Sheet Charges ______________________________________________________________________ 43

36.15 - Patient Payments _______________________________________________________________________ 45

36.16 - Self Charges____________________________________________________________________________ 46

36.17 - Insurance Capitation Analysis______________________________________________________________ 47

36.18 - Charges Summary/Tax ID _________________________________________________________________ 48

36.19 - Patient Account Summary ________________________________________________________________ 49

37.10 - Financial Analysis with Diagnosis Info _______________________________________________________ 52

4.19 - Visit Status and Visit Type Info______________________________________________________________ 55

4.20 - Same Day Visit Loss Report ________________________________________________________________ 57

4.21 - Security Info ____________________________________________________________________________ 59

44.05 - Insurance in more than one Insurance Group_________________________________________________ 60


Contents

List of Enhancements

37.09 - Fee Schedule Allowable vs Claim Payments ___________________________________________________ 51

38.04 - Total RVU Report________________________________________________________________________ 53

ABOUT THIS GUIDE

This document provides a list of product enhancements in the eClinicalWorks® (eCW) Enterprise Business Optimizer (eBO®) Version 7.

Refer to the following chapters to learn more about the new features and enhancements incorporated into eBO Version 7:

General Concepts

Canned Reports

Denial Management

eBO Metadata

Important Notes About eBO Version 7Some major and important changes have been made to the eBO application to improve its usability:

Adapting process-based approach to find, run and schedule reports more efficiently

Revamping the Metadata to enable reports to run more quickly

Making the eBO interface more user friendly with new look and feel

Incorporating many of the new features of IBM® Cognos® V10 into eBO

Version 7.0 incorporates these major changes to the usability of the system by:

Including a new eBO Portal Dashboard on the Home window, displaying tiles that contain the most commonly used reports for each folder

Reduction in the number of reports - redundant reports have been removed

Optimization of the metadata so reports run quicker

These and many more improvements are described in greater detail in this document.

Product DocumentationThe eClinicalWorks documentation supports the eClinicalWorks Electronic Medical Record (EMR), Practice Management (PM), and/or additional software features.

eClinicalWorks Documentation is available from:

my.eclinicalworks.com Customer Portal https://my.eclinicalworks.com


https://my.eclinicalworks.com

ABOUT THIS GUIDE GETTING SUPPORT

click the Documents and Videos tab from the Knowledge tab to display the documents available in PDF format

click the HelpHub link from the Helpdesk tab

eClinicalWorks application - from the Help menu, click the HelpHub link

Webinars

For more information, take advantage of the free unlimited eClinicalWorks webinars—interactive seminars conducted online. These courses are presented by product trainers who are experts with eClinicalWorks and all of its capabilities. To sign up for an eClinicalWorks webinar, go to:

my.eclinicalworks.com Customer Portal https://my.eclinicalworks.com.

To view and register for the webinars, from the Services tab, click the eCW Webinar option.

eClinicalWorks Newsletter

To receive important, timely, and informative product notifications, subscribe to the eClinicalWorks Newsletter e-mailing list.

To subscribe to the newsletter:

click the link available on the Customer Portal: https://my.eclinicalworks.com

OR

click the link available on the eClinicalWorks website: http://eclinicalworks.com/

OR

click the direct link: eClinicalWorks newsletter

Getting SupportFor support-related issues, open a Support Case on the eClinicalWorks Customer Portal at:


You may also call or e-mail eClinicalWorks Support:

Phone: (508) 475-0450

E-mail: [email protected]

ConventionsThis section list typographical conventions and describes the icons used to call out additional information and to indicate item keys, new features, and enhancements to the application.



http://eclinicalworks.com/

http://visitor.constantcontact.com/manage/optin/ea?v=0019HoID97QI3eGOPJ7ov8gtg%3D%3D

mailto: [email protected]

https://my.eclinicalworks.com/

ABOUT THIS GUIDE CONVENTIONS

Typographical conventions:

Icons are used to highlight new features and indicate enhanced features and item keys:

Bold Identifies options, keywords, and items in a description.

Italic Indicates variables, new terms and concepts, foreign words, or emphasis.

Monospace Identifies examples of specific data values, and messages from the system, or information that you should actually type.

Icon Description

Indicates an item key.

Identifies new features, suggested by clients, from the eCWIdeas website: http://ecwideas.eclinicalworks.com.

Identifies new features.

Indicates an enhanced feature.

Points out helpful tips or additional information.

Indicates feature meets a Meaningful Use requirement.

Note to Cloud/SaaS Users: When accessing the eClinicalWorks application via RDP (Remote Desktop Protocol) as a backup, be advised that Microsoft® Office® applications such as Excel® and Word® will not be supported.


http://ecwideas.eclinicalworks.comu

OVERVIEW

eClinicalWorks® (eCW) Enterprise Business Optimizer (eBO®) Version 7 comes with a new Web-based look and feel to make the job of running and creating reports less confusing and more efficient. Furthermore, redundant reports have been removed and the metadata has been optimized.

This chapter describes the new eBO Portal Dashboard that has been introduced in eBO Version 7. It also describes the structure of the eBO report interface and reviews the approach to completing the daily and month-end close processes. In the Canned Reports chapter, we introduce new reports that are added to the reporting structure, reports that have been removed or replaced by existing reports, and the enhancements made to the existing reports. The eBO Metadata chapter outlines the metadata updates that have been made to enable reports run more efficiently.

New eBO Portal Dashboard

The new eBO Portal Dashboard has been introduced with a modernized and user-friendly homepage. It includes four tiles with quick access to the most common Daily, Month-End, Financial, and Administrative Reports:

IMPORTANT!All eBO Version 7.0 features were designed for use with Microsoft® Internet Explorer™ Version 6 or higher.

New Feature


OVERVIEW NEW EBO PORTAL DASHBOARD

The new dashboard consists of the following quick-access toolbars:

Dashboard Header

Report Tiles

Dashboard Footer

Dashboard Header

The Header toolbar provides the following functions for easy navigation and user customization:

Classic View - switch back to the classic view of eBO:

To switch back to the portal view, click Portal View on the Dashboard Header:

Search Bar - search reports by name and/or description:

Note: The reports included within each tile are not customizable.



My Area Options - customize user preference, activities, schedules, inbox, and watch items:

Launch - drop-down list with options to launch Query Studio and Report Studio:

Dashboard Footer

The Footer provides a quick and easy way to access eBO and eCW quick links.

My Reports: quick-access option to My Folders in eBO

Forum: link to eCW Users Forum - http://www.ecwuser.com

Ideas: link to eCWIdeas - http://ecwideas.eclinicalworks.com

Videos: link to eClinicalWorks eBO Vimeo videos page - https://vimeo.com/channels/ecwebo/videos

Help: link to Customer Portal - https://my.eclinicalworks.com


http://www.ecwuser.com

http://ecwideas.eclinicalworks.com

https://vimeo.com/channels/ecwebo/videos



Report Tiles

The Report Tiles provides recommended reports for users in four distinct categories:

Daily

Month-End

Financial

Administrative

These lists are not customizable.

Daily

The Daily tile stores a list of recommended daily reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 1 -Daily Reports in eBO:

11.02 - Co-Pay Report

11.04 - Day Sheet - Payments by User

122.01 - Encounters Without Claims

122.03 - Unposted Payments Report

13.01 - Daily Scorecard

13.07 - Visit Counts Dashboard

13.09 - User Productivity Report:

Note: The eBO package must be named as eCWEBO for the shortcut links to function properly.



Month-End

The Month-end tile stores a list of recommended month-end reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 2 - Month End Reports in eBO:

21.01 - Step 1 - Claim Status Dashboard

21.02 - Step 2 - Encounters Without Claims

21.03 - Step 3 - Payments Without Claims

21.04 - Step 4 - Unposted Payments Report

21.05 - Step 5 - Unposted Refunds

21.06 - Step 6 - Claims with Incorrect Balance

21.07 - Step 7 - Incorrect Calculation Balance by Voided Claims

21.08 - Step 8 - Beginning and Ending AR

21.09 - Step 9 - Aging Summary Analysis Report

22.09 - Days in AR Trending:



Financial

The Financial tile stores a list of recommended financial reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 3 - Financial Reports in eBO:

31.01 - Aging Summary Analysis Report

31.05 - Historical Aging Summary Analysis Report

31.06 - Aging Summary Analysis Report (Transfer Date)

36.14 - Financial Analysis at Claim Level (With Everything)

37.08 - Financial Analysis at CPT Level (With Everything)

375.01 - Denial Dashboard

38.01 - Work RVU Report:



Administrative

The Administrative tile stores a list of recommended administrative reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 4 - Administrative Reports in eBO:

13.07 - Visit Counts Dashboard

22.01 - Encounter Dashboard

22.02 - Provider Dashboard

4.06 - Productivity

45.01 - Jelly Bean Dashboard Report

46.01 - Rule Engine Summary:



New Inherent Prompt (Financial Canned Reports)

A new inherent prompt Date Range has been introduced in many of the financial canned reports. This prompt provides a selection of pre-set options:

Date Range Begin Date End Date

Today Today Today

Yesterday Yesterday Yesterday

Last Week (Today) – (7 Days) Yesterday

Last Calendar Month First day of last month Last day of last month

This Month First day of current month Today

Last Month (Today) – (One Month) Yesterday

This Year January 1st of current year Today

Last Calendar Year January 1st of last year December 31st of the Last Year

Last Year (Today) – (One Year) Yesterday

Custom Date Use Calendar Settings



Example of a financial canned report with inherent prompt Date Range selected as Custom Date:

Example of a financial canned report with inherent prompt Date Range selected as Last Month:

Streamlined Reports

Previously, several reports were able to run from more than one location. In Version 7 all redundant reports have been removed. So When a user clicks any of the reports that have been retired, a message prompt displays with the report name that can be run to retrieve the same information:

Note: The calendar option will only appear when Custom Date is chosen.

Note: This feature can also help when scheduling reports. For example, a schedule can be created for front office staff to automatically run the report for today's payments captured by using the static prompt.


OVERVIEW STRUCTURE AND ORGANIZATION

Click the hyperlink text that starts with This report has been removed due to... to use the replacement report.

Structure and OrganizationMany of the improvements relating to the organization of the eBO reporting structure introduced in Version 6.0 have been retained. As before, the reports are organized by the timing of their use and their content. The daily and monthly reporting categories are organized in a step-by-step manner that is recommended as a best practice. For example, you will see the Daily Reports and Month End Reports folders as well as the other folders.

The report numbering standard makes monthly and daily report processing sequential and easier to apply with more effective results. The numbering convention identifies report categories, subjects, and individual reports. All new reports created for Version 7 follow this established numbering convention.

The reporting categories include:

1 - Daily Reports

2 - Month End Reports

3 - Financial Reports

4 - Administrative Reports

5 - Clinical Reports

6 - Commonly Used Reports

The 6 - Commonly Used Reports have not been changed in Verison 7.

The 8 - APL Reports, Community Health Center, and UDS categories have been removed from Version 7.

The 9 - Enterprise Directory Reports have been removed from Version 7 except for the Enterprise Directory clients.

Example of eBO Reporting Structure

The numbering convention applies to all of the central reporting categories.

Using 3 - Financial Reports as an example, the numbering scheme works as shown below:

Note: Selection number seven (7) does not appear on this list, as it is currently held in reserve. A reporting category will be added here in a future release.



Select 3-Financial Reports to display the menu for that category.

All selections in category 3 are prefixed by numbers beginning with 3. These selections can include reports or subfolders:

Subfolders are numbered sequentially (e.g., 31, 32, etc.)

Reports added directly to the folder 3 will be prefixed with 3, followed by “decimal point” and the report number, (e.g., 3.01, 3.02, etc.).



For example, select 31-Aging Reports to display the menu for that category.

All folders in subcategory 31 are prefixed by numbers in the 300s. The first is 311, the second, 312.

Reports in the folder are prefixed with 31, as in the example below, followed by "decimal point" and the report number, (31.01):

The same numbering conventions apply to all standard canned reports.

Note: 311 - Reports in the Report Views folder have been retired due to redundancy.


CANNED REPORTS

This chapter describes the additions and enhancements to canned reports in greater detail. Each report is introduced in the order they appear in the eClinicalWorks® (eCW) Enterprise Business Optimizer (eBO®) reporting structure.

1 - Daily ReportsAs with the previous version, eClinicalWorks has arranged the reports in the new Daily Reports folder sequentially, and grouped them by role in the practice to simplify the daily reporting process and create an easier month-end.

11 - Front Office

Front Office reporting provides a single location to run the most common front office report. Users can save this page or folder as their home page in order to be routed to this location every time they log on to the eBO system.

The objective of daily front office reporting is to reconcile money collected at the front office, and make it easier for the front office staff to finish their day. The outcome for the practice will be savings of time and money.

11.02 - Co-Pay Report

The 11.02 - Co-Pay Report has been enhanced to support multiple co-pays and the ability to omit specified visit statuses:

Note: This chapter only outlines the reports that have been added, enhanced or removed in Version 7. At the end of each main folder is a list of all of the reports that have been retired and also includes the replacement report, if any.

Enhanced Feature


CANNED REPORTS 1 - DAILY REPORTS

11.05 - Bank Deposit Ticket

The 11.05 - Bank Deposit Ticket is a new report in Version 7 that enables the users to run a report providing the check and cash amounts, as well as totals for each bank deposit.

To run the report:

1. Click 11 - Front Office to open the list of reports.

The list displays, showing the reports currently available in this folder.

2. Click 11.05 - Bank Deposit Ticket.

A prompt page displays.

3. Select the Date Range for the report.

4. Click OK to run the report.

The report displays the following details:

Check number

Deposit amount

New Feature



Total for the selected date range:

12 - Back Office

The Back Office category consists of four subfolders, each designated as a step to be run sequentially. Running these reports in the order they are presented will ensure an efficient and effective daily reporting cycle. The Back Office Reports provide more detailed reports for the back office and billing staff.

123 - Step 3 - Claim Based Reports

The objective of the Claim-Based Reports is to reconcile transactions (charges, payments, adjustments, and refunds) at the claim level. The goal is to bring unposted payments, refunds, and payments without claims to zero... or as close as possible. Again, running these reports as part of the daily cycle will help to ensure an accurate month-end close.

One new report 123.06 – Claim Submission Report has been added in this section.

123.06 - Claim Submission Report

The 123.06 - Claim Submission Report generates a list of all submitted claims with the claim number, facility name, appointment provider, rendering provider, submission date, submission time, method of submission and the charges. Charges can be filtered by:

Service date

Submission date

Claim date

To run the report:

1. Click 12 - Back Office to open the list of reports.

The list displays, showing the reports currently available in this step:

2. Click 123.06 – Claim Submission Report.

A prompt page displays:

New Feature



3. Select the appropriate filters for this report.

4. Click OK to generate the report:

The report displays all associated claim submission information for the specified data range.

13 - Admin

13 - Admin reports are introduced in Version 6.0 to analyze office productivity. This section contains a suite of nine new reports covering provider and user productivity information, as well as patient wait times and appointment reports.

13.11 - Case Manager Report

The 13.11 - Case Manager report provides information about the patients and their respective cases. The report can be filtered by:

New Feature



Appointment Date

Case Status

Bill to Patient

Case Type

Insurance Name

To run the report:

1. Click 13.11 – Case Manager Report.


2. Select the appropriate filters:

Appointment Date Range

Case Status (open or closed)

Case Type (leave blank for all)

Bill to Patient - Yes, No, or all

Insurance Name - leave blank for all




The report output shows all relevant Case Manager information based on the filters that were selected.

13.12 - Delinquent Patients

The 13.12 - Delinquent Patients report displays a list of patients who have a patient balance and no appointments for up to 12 months from today's date. The report displays the patient’s last appointment date, patient account number, name, phone number, claim number, and balance.

To run the report:

1. Click 13.12 – Delinquent Patients.


2. Click the Patients With No Appointments in Next...Months drop-down list to select the number of months:

New Feature



3. Click the Next button.

The next prompt page will verify the number of months that were selected.

4. Click OK to generate the report.

The report displays all patients with balances that do not have an appointment for selected number of months:



13.13 - Insurance Eligibility Report

The 13.13 - Insurance Eligibility report displays a list of patients with appointments for the current day, all insurances, and the insurance eligibility results.

To run the report:

1. Click 13.13 – Insurance Eligibility Report.


2. Select the appropriate filters.

3. Click Finish to generate the report.

The report displays patient appointments, insurance eligibility status, and insurance name:

New Feature



13.14 - Interface Detail Report

The 13.14- Interface Detail report displays a list of lab orders interfacing with lab companies. The report can be filtered by:

Order date

Collection date

Transmit date

Result date

Reviewed date

To run the report:

1. Click 13.14 – Interface Detail Report.


New Feature





The report displays all labs sent through the interface for the selected date range:

13.15 - Patient Statement Exception Report

The 13.15- Patient Statement Exception report displays a list of all patient statements and balances generated for a specified date range.

New Feature



To run the report:

1. Click 13.15- Patient Statement Exception Report.



The Report By drop-down list enable the ability to run the report based on:

Statements Generated

Do Not Send Statements

Patients Missing Statements



CANNED REPORTS 2 - MONTH END REPORTS

2 - Month End ReportsThe month-end process within eBO, consisting of nine reports (eBO folder 21 – Process Reports), is the recommended workflow to view your financial information, ensure transactions are posted correctly, and correctly perform a hard close of your monthly claim activity. A hard close is an essential part of securing your financial data. However, you will not be able to perform a hard close if payments or other transactions are not fully posted for the hard close period. The reports in this group are designed to help you identify problem transactions so that you can effectively close the books.

The Month End reports section continues to follow the organized structure that was set up previously – a process-based approach incorporating nine steps/reports. Running the reports in sequence (one to nine) greatly enhances the monthly closing process and ensures a more efficient and accurate result.

Through experience and feedback, it became apparent that many clients would skip the earlier steps and go straight to the last few reports. This inevitably resulted in errors occurring during the month-end close process because exceptions were not discovered, preventing the process from being properly completed.

22 - Administrative Reports

Reports in the 22 - Administrative Reports folder enable a user to run a set of dashboard reports sequentially to complete the month-end close process and to get a better insight into the overall health of the practice.

22.15 - Payment Lag Report

The 22.08 - Days in AR report displays the payment lag and payment lag percentage information in aging buckets.

To run the report:

1. Click 22 - Administrative Reports to open the list of reports.

2. Click 22.15 - Payment Lag Report.


New Feature


CANNED REPORTS 3 - FINANCIAL REPORTS



The report displays the payment lag and balance by facility within aging buckets:

3 - Financial ReportsSeveral reports in this section have been enhanced, and new reports 31.07 - Aging Summary Snapshot, 31.09 - Insurance Claim Aging Detail, and 31.10 - CPT Aging Balance have been introduced.

31 - Aging

The Aging Reports are a group of Accounts Receivable reports displaying outstanding balances in 30-day intervals. These reports can be run by using a number of filter and grouping options. Since they are aging reports, there is no date range needs to be specified.



31.07 - Aging Summary Snapshot (Ins vs Patient Balance)

The 31.07 - Aging Summary Snapshot (Ins vs Patient Balance) report displays the comparison between patient and insurance balances in the form of pie graph, batr graph, and table broken down into aging buckets.

To run the report:

1. Click 31 - Aging to open the list of reports.

2. Click 31.07 – Aging Summary Snapshot (Ins vs Patient Balance).

All prompts for this report have been pre-defined:


The output report displays:

A pie graph displaying the insurance balance and the patient balance.

A bar graph displaying the aging buckets for the balance totals.

A table at the bottom displaying insurance balance, patient balance and total balance in aging buckets.

New Feature



31.09 - Insurance Claim Aging Detail

The 31.09 - Insurance Claim Aging Detail is a new comprehensive report to display the insurance claim charges and aging balance. The report displays patient information, claim and service dates, Current Procedural Terminology (CPT®)* Codes on the claim, charges, and balance.

To run the report:

1. Click 31 - Aging to open the list of reports.

2. Click 31.09 – Insurance Claim Aging Detail.




New Feature

*. CPT copyright 2014 American Medical Association. All rights reserved.



The output report displays all Insurance claims aging financial information within the buckets that were selected.

31.10 - CPT Aging Balance

The 31.10 - CPT Aging Balance report displays the aging balance for each CPT* Code. The charges can be filtered by:

Claim date

Service date

Transfer date for a date range

To run the report:

1. Click 31.10 – CPT Aging Balance.


New Feature






The output report displays aging buckets for each CPT* Code based on the selected date range.

32 - Dashboards

eBO Dashboards are executive-level reports for monitoring key performance indicators (KPI) for business- and clinical-based analysis.




32.04 - Claim Dashboard

The 32.04 - Claim Dashboard report displays claim charges, payments, adjustments, refunds, or claim counts in dashboard view.

To run the report:

1. Click 32 - Dashboards to open the list of reports.

2. Click 32.04 – Claim Dashboard.


3. Select the filters, as necessary.


The report displays four dashboard graphs:

Transaction Type By Insurance Group

Transaction Type By Provider

Transaction Type By Facility

Charges By Day:

New Feature



32.05 - Claim Dashboard Without Groups

The 32.05 - Claim Dashboard displays claim charges, payments, adjustments, refunds, or claim counts in dashboard view - without groups.

To run the report:

1. Click 32.05 – Claim Dashboard Without Groups.



New Feature




The report displays charges by insurance name, facility name, and day:

33 - Dashboards Without Prompts Page - Removed

Reports in folder 33 - Dashboards Without Prompts have been removed due to redundancy.

34 - Day Sheets

Day Sheet reports are typically run by an office manager to reconcile payments, charges, and other financial elements on a daily basis.

34.12 - Daily Charges

The 34.12 - Daily Charges displays total daily charges by facility, appointment provider, or rendering provider.

To run the report:

1. Click 34 - Day Sheets to open the list of reports.

2. Click 34.12 – Daily Charges.


New Feature




Date Range - select the pre-defined time frame to use static options like Today, Yesterday, Last Month, This Month, etc., or select the Custom Date option and use the calendars to select start and end dates:


The report displays daily charges and total by facility:



34.13 - Day Sheet Charges

The 34.13 - Day Sheet Charges displays total daily charges by facility, claim creation users, appointment providers, and rendering providers.

To run the report:

1. Click 34 - Day Sheets to open the list of reports.

2. Click 34.13 – Day Sheet Charges.



a. Select Date Range either using the Pre-set Date or select the Custom Date option.

b. Select Report Type:

New Feature



m

c. Select specific users or leave blank for all.

d. Click the Exclude Staff radio button to exclude staff members.

e. Select the Filter Charges and Rendering Provider options.


The report displays charges by user for the selected date range:

35 - Exception Reports - Removed

Reports in folder 35 - Exception Reports have been removed due to redundancy.

36 - Financial Analysis - Claim Level

The Financial Analysis Reports in eBO have two levels of reporting criteria: Claim Level and CPT* Level. These two distinct reporting options enable users more flexibility when running financial reports.

Claim-level reporting focuses on the general financial aspects such as payments, refunds, and writeoffs, while CPT-level reporting lists the same financial details broken down by individual CPT Codes or CPT Groups.




36.15 - Patient Payments

The 36.15 - Patient Payments report displays all of the payments made by a patient.

To run the report:

1. Click 36.15 – Patient Payments.


2. Select the filters as necessary.

For the Patient filter, either type in a specific patient name or type a '%' sign in the search field to view all patients, and then select the patient.


The report displays the payment number, payment type, check number, service date, and payment amount:

New Feature



36.16 - Self Charges

The 36.16 - Self Charges report displays a list of self-pay charges including claim number, claim date, encounter number, patient name, and charge. This report can be filtered by claim date or service date.

To run the report:

1. Click 36.16 – Self Charges.




The report displays financial information for self-pay patients:

New Feature



36.17 - Insurance Capitation Analysis

The 36.17 - Insurance Capitation Analysis report displays insurance capitation payment for healthcare service providers in the practice.

To run the report:

1. Click 36.17 – Insurance Capitation Analysis.




New Feature



36.18 - Charges Summary/Tax ID

The 36.18 - Charges Summary/Tax ID report displays the Tax ID number and the summary of all charges for a rendering provider.

To run the report:

1. Click 36.18 - Charges Summary/Tax ID.



Search and select specific providers or leave the Resource Provider filter blank to select all providers.


The report displays the provider, Tax ID number, charges, and payments:

New Feature



36.19 - Patient Account Summary

The 36.19 - Patient Account Summary report displays the patient transaction details and description for the selected date range.

To run the report:

1. Click 36.19 – Patient Account Summary.


New Feature





The report displays all financial information associated with the patient:



37 - Financial Analysis - CPT Level

The Financial Analysis Reports in eBO have two levels of reporting criteria: Claim Level and CPT* Level. These two distinct reporting options enable users more flexibility when running financial reports.

CPT-level reporting focuses on general financial aspects such as payments, refunds, and write-offs broken down by individual CPT Codes or CPT Groups, while claim-level reporting lists the same financial details at the claim level.

37.09 - Fee Schedule Allowable vs Claim Payments

The 37.09 - Fee Schedule Allowable vs Claim Payments report is an enhancement to the 36.10 - Allowed vs Claim Payment report. The enhanced report displays the allowed unit fee from the fee schedule and the payments for each claim at the CPT level.

To run the report:

1. Click 37.09 - Fee Schedule Allowable vs Claim Payments.


2. Select filters as necessary.



Enhanced Feature



37.10 - Financial Analysis with Diagnosis Info

The 37.10 - Financial Analysis with Diagnosis Info report displays all details on a claim, such as CPT* Code, diagnosis code, modifiers and all transactions for a selected date range. It also displays transaction details and description for a patient for a selected service date range.

To run the report:

1. Click 37.10 - Financial Analysis with Diagnosis Info.


New Feature






The report displays financial and diagnosis information:

372 - Group Reports - Removed

The 372 - Group Reports have been removed due to redundancy.

374 - Financial Analysis By Primary Insurance

The 374 - Financial Analysis By Primary Insurance reports have been removed due to redundancy.

38 - RVU Reporting

Use RVU Reporting to list providers grouped by provider type, displaying claim identifiers, CPT* Codes and descriptions, Work and Total RVU figures, billed fees for a selected RVU year, and by claim type (HCFA, UB, and Dental).

38.04 - Total RVU Report

The 38.04 - Total RVU Report has been enhanced with the addition of a new column: Transitioned Non Facility Total:


Enhanced Feature



39 - Collections

There are no changes made to the 39 - Collections reports.

Retired Reports from Folder 3 - Financial Reports

The following table lists the reports that have been replaced with the new reports:

Reports Replaced With

311.01, 02, 03, 04, 05, 06311.08, 09

31.01 - Aging Summary Analysis

311.07 31.08 - Patient Balance Aging Detail

311.08, 09 31.01 - Aging Summary Analysis

32.02 32.05 - Claim Dashboard Without Groups

32.03 32.07 - Balance Dashboard Without Groups

321.01, 02, 03, 04, 05 32.04 - Claim Dashboard

322.01, 02, 03, 04, 05 32.05 - Claim Dashboard Without Groups

331.01 32.05 - Claim Dashboard Without Groups

331.02 32.06 - Claim Dashboard With Groups

331.03, 04, 05 32.05 - Claim Dashboard Without Groups

332.01 32.04 - Claim Dashboard

332.02 32.07 - Balance Dashboard Without Groups

332.03, 04, 05 32.04 - Claim Dashboard

34.01, 02, 03 34.12 - Daily Charges

34.04 121.03 - Day Sheet - Adjustment by User

34.05, 06, 07 34.13 - Day Sheet Charges

34.08, 09, 11 11.01 - Day Sheet - Payments by User

34.10 121.04 - Day Sheet - Refund by User

35.01 21.03 - Payments Without Claims

35.02 21.04 - Unposted Payments

35.03 21.05 - Unposted Refunds

35.04 21.02 - Encounters Without CLaims

35.05 122.05 - Payments Without Claims by Provider


CANNED REPORTS 4 - ADMINISTRATIVE REPORTS

4 - Administrative ReportsThe administrative reports enable users to run a set of population, dictionary, exception, and dashboard reports that can help the user gain better insight into the overall health of the practice. This section includes several new reports and enhancements to existing reports.

4.19 - Visit Status and Visit Type Info

35.06 122.06 - Unposted Transactions at CPT Level

35.07 22.14 - Payment Reconciliation Report

35.07 22.14 - Payment Reconciliation Report

36.01 36.02 - Day Sheet Summary (MTD/YTD)

36.03 36.14 - FInancial Analysis at Claim Level (With Everything)

36.05 22.07 - Year to Year Report

36.07 21.08 - Beginning and Ending A/R

36.10 37.09 - Fee Schedule Allowable vs Claim Payments

36.12 22.09 - Days in AR Trending

362.01, 02, 03, 04363.01, 02, 03, 04364.01, 02, 03, 04, 05, 06, 07, 08 364.09, 10, 11, 12, 13

36.14 - Financial Analysis at Claim Level (With Everything)

364.14 36.15 - Patient Payments

364.15, 16 36.14 - Financial Analysis at Claim Level (With Everything)

364.17 36.16 - Self-Pay Charges

364.18, 19, 20 36.14 - Financial Analysis at Claim Level (With Everything)

37.04372.01, 02, 03, 04, 05

38.08 Financial Analysis at CPT Level (With Everything)

373.01, 02, 03 37.08 Financial Analysis at CPT Level (With Everything)

37.03 37.08 Financial Analysis at CPT Level (With Everything)

New Feature




The 4.19 - Visit Status and Visit Type Info report displays the visit count, appointment date, appointment provider and facility name for all the visit status/visit types in a selected date range.

To run the report:

1. Click 4 - Administrative Reports to open the list of report.

2. Click 4.19 - Visit Status and Visit Type Info.




The report displays showing all associated visit type information for the facility and provider:



4.20 - Same Day Visit Loss Report

The 4.20 - Same Day Visit Loss report calculates cancellations and reschedules that occurred on the day of the visit. This information is important because it represents a loss that happened on the day of the visit and may be difficult to fill.

To run the report:


2. Click 4.20 - Same Day Visit Loss Report.


New Feature




For all filters that display a '+' or '-', select specific values, or leave blank to select all.




4.21 - Security Info

The 4.21 - Security Info report displays security settings that have been assigned to eCW users. The report will detect whether the security has been set up as role- or user-based security.

To run the report:


2. Click 4.21 - Security Info.


3. Select Users or Security Attributes as necessary.


The report displays the user name, user login, and security attributes assigned to each user:

41 - Population Reports

There are no changes made to the 41 - Population Reports.

42 - Dashboards

There are no changes made to the 42 - Dashboards.

New Feature



43 - Dictionary

There are no changes made to the 43 - Dictionary.

44 - Exception Reports

The 44 - Exception reports help identify issues in eCW that may be causing discrepancies in financial reporting. Access the Exception reports from the 44 - Exception Reports hyperlink from the eCW eBO window.

44.05 - Insurance in more than one Insurance Group

At times, the reporting numbers can be inaccurate due to insurances that belong to more than one insurance group. The 44.05 - Insurance in more than one Insurance Group report displays a list of insurances that are present in more than one group.

To run the report, click 44.05 - Insurance in more than one Insurance Group.

There are no prompts for this report. Once the report link is clicked, the report is automatically generated displaying all insurance companies that belong to more than one insurance group:

45 - Jelly Bean Reports

There are no changes made to the 45 - Jelly Bean Reports.

New Feature


CANNED REPORTS 5 - CLINICAL REPORTS

46 - Rules Engine Reports

There are no changes made to the 46 - Rules Engine Reports.

Retired Reports from Folder 4 - Administrative Reports


5 - Clinical ReportsIn the Clinical Reports folder, users can find reports that cover the broad topics of labs, diagnosis, and immunizations. These clinical reports are created based on the user-selected measures on the prompt page and are not based on clinical measures.

Retired Reports from Folder 5 - Clinical Reports


6 - Commonly Used Reports - RemovedReports in folder 6 - Commonly Used Reports have been removed due to redundancy.

Retired Reports from Folder 6 - Commonly Used Reports



42.01, 02, 03 42.04 - Visit Count Dashboard


51.02, 03, 04, 05 51.01 - Analysis by Diagnosis


6.01 31.01 - Aging Summary Analysis


CANNED REPORTS 7 - RESERVED (NOT DISPLAYED)

7 - RESERVED (NOT DISPLAYED)No change in Version 7.

8 - APL Reports - RemovedThe folder 8 - APL Reports has been removed in Version 7.

9 - Enterprise Directory ReportsThe folder 9 - Enterprise Directory Reports has been removed from the main eCWEBO package for all non-Enterprise Directory clients.

StatementsThe Statements folder has been reduced to three reports:

Guarantor Statement Report

Patient Statement Report

Payer Invoice Report

Community Health Center - RemovedThe folder Community Health Center has been removed from Version 7.

6.02 31.09 - Insurance Claim Aging Detail

6.03 31.08 - Patient Balance Aging Report - Detail

6.04 31.01 - Aging summary Analysis

6.05 36.14 - Financial Analysis at Claim Level (With Everything)

6.06 36.08 - Patient Transaction Report (Claim Level with CPTs)



CANNED REPORTS UDS - REMOVED

UDS - RemovedThe folder UDS has been removed in Version 7.

Custom ReportsThere are no changes made to the Custom Reports.


eBO METADATA

eClinicalWorks® (eCW) Enterprise Business Optimizer (eBO®) Version 7 comes with metadata changes that will enable reports to run quicker. Within the Claim and CPT Level Transaction namespaces, you will now find separate Query Subjects for all items: Appointment Provider, Claim Patient Information, Facility, Insurance Group, Primary Insurance, Rendering Provider, etc. Rendering Provider has been added to the Aging namespace and several new data items have been added to the Data Dictionary.

For information about the complete list of metadata used in eBO, refer to the eBO Metadata Dictionary, found on the Customer Portal at https://my.eclinicalworks.com

For information about using the Query Studio in eBO, refer to the eBO Metadata and Query Studio Users Guide, found on the Customer Portal at https://my.eclinicalworks.com

Financial ReportingThe following enhancements have been made to the Financial Reporting metadata:

The Aging namespace now includes the AR Rendering Providers sub-namespace:

The Transactions sub-namespace has been added to both Claim-Level and CPT-Level namespaces.

Path to Claim-Level namespace: Financial Reporting > Claim Level > Transactions Claim Level > New query subjects.

Path to CPT-Level namespace: Financial Reporting > CPT Level > CPT Transactions > New query subjects:




EBO METADATA FINANCIAL REPORTING

The Data Dictionary namespace now includes Current Procedural Terminology (CPT®)* Groups, ICD Groups, ICD Group Codes, Lab/DI and Patient Contacts:



EBO METADATA FINANCIAL REPORTING


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Appendix A: eBO Known Issues and Fixes

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Copyright eClinicalWorks, September 2015 - eBO Version 7 Release Notes

PPENDIX A: eBO KNOWN ISSUES AND FIXES

Report Issue Enhanced Fix

1.01 - Daysheet Payment y User

Logic to Unposted Payments updated to account for refresh issues in eCW.

Yes

Facility filter parsed to Exception Reports (Payments Posted to Claims, Payments Without Claims, Unposted Payments).

Yes

1.02 - Co-Pay Report The report did not consider insurance expiry date. Yes

Report updated to consider multiple co-pay feature in eClinicalWorks®.

Yes

Drill-through issues - resource provider and patient name were reversed.

Yes

1.03 - Payment by User ith Security

The Insurance Only and Print Only options to run report did not display date range.

Yes

Report updated to retrieve all custom payment types. Yes

Filter on Payments Posted to Claims based on payment facility.

Yes

1.04 - Day Sheet - ayments by User with atch ID


Yes

Batch ID was not parsed to Unposted Payments report. Yes

1.05 - Bank Deposit Ticket Report moved from APL folder - reports on all cash and check payments to be used as deposit ticket.


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21.01 - Day Sheet ayments By User with atch ID

Logic of unposted amount updated for system refresh issues.

Yes


Yes

Batch ID was not parsed to Unposted Payments report. Yes

21.02 - Day Sheet Charges y User

Provider prompt updated to specify that the filter is on the rendering provider.

Yes

21.03 - Day Sheet djustments by User

The prompt page needs to be filtered as Filter Adjustments by and the count of Adjustments is incorrect.

Yes Bug144Fixe

21.05 - Day Sheet ontractual and Insurance ithheld

The Facility ID in the report displays the Facility ID from the payments and not the facility from the claim.

Yes

Report defaulted to run Unassociated. Yes

21.07 - Provider Payments y Posting Date

Report was pulling in payments on deleted encounters. Yes

All Reports option replaced with Summary and Detail. Yes

22.01 - Encounters Without laims

Unbilled Fee Logic was incorrect and has been updated. Yes

23.01 - Day Sheet Claim ased Payment Report

Associated Transaction type removed as this is a daysheet and should run Unassociated by default.

Yes

Report Issue Enhanced Fi


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23.02 - Day Sheet Claim ased Charge Report

Transaction types of Associated or Unassociated removed. Not considered in a charge only report.

Yes

23.03 - Day Sheet Claim ased Adjustment Report

Corrected number issues and removed pre-set options (Last Year, etc.) as they did not work.

Yes

23.04 - Day Sheet Claim ased Refund Report

Corrected number issues and removed pre-set options (Last Year, etc.) as they did not work.

Yes

23.05 - Day Sheet Claim ased Payment Report

Removed pre-set options as they did not work. Yes

24.02 - Charge Transaction og

Summary and Detail did not match in Microsoft® SQL Server® DB.

Yes

24.03 - Adjustment ransaction Log

Deleted adjustments were showing an unknown patient name.

Yes

24.04 - Contractual djustments Transaction og

Summary and Detail did not match and Current Procedural Terminology (CPT®)*-level report was blank.

Yes

3.03 - Unposted Payments osting Trend Analysis

Total payments were not being displayed properly. Yes

3.02/22.11 - Monthly corecard

Logic updated for clients who have a different financial start date (configured in Report Console). Logic has been updated to always run for previous calendar month. Grace period removed.

Yes

3.04 - Available Slots eports_MSSQL

MSSQL version either producing errors or not displaying data.

Yes 148

3.04 - Available Slots - both racle® MySQL® and MSSQL ersion

Filter for Visit Type was not working. Yes 136



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3.05 - Idle Time roductivity Dashboard

Filter on query working hours by provider to display only the current active schedule by filtering display index = 1.

Yes

3.07 - Visit Counts Enhancements to select gender of unknown, out of office visits, transgender.

Yes

3.08/22.10 - Payments roductivity Report

Number issues. Yes

3.11 - Case Manager New report.

1.08 - Beginning & Ending R

Bug ID 13906 resolved (when run service date/unassociated, or the beginning A/R included associated refunds). Also, the unposted amount at the bottom has updated logic for eCW refresh issues.

Yes 139

2.05 - Provider Lag ashboard

The report was failing in MSSQL databases. Yes 144

2.07 - Year to Year Report Logic for Service Date/Unassociated was missing. Yes

2.09 - Days in AR Trending Second prompt was displaying in beta package; results were blank in beta package.

Yes

2.12 - Provider Lock ashboard

Report used to filter on user ID 122. Yes

1.01 - Aging Summary nalysis

Report will now avoid duplication even if run by insurance group or facility group (and client system has duplication in setup).

Yes

1.02 - Aging Summary nalysis - Rollup to Primary surance

Outstanding balances were not showing against the primary insurance.

Yes

Filter for primary insurance was filtering on the Assigned-to insurance.

Yes



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1.05 - Historical Aging ummary Analysis Report

Claims that have been voided and recreated had no transfer log and were showing against the primary insurance. Also, if provider billing facility was blank, payments weren’t considered, therefore claims that were paid were displayed with balances.

Yes

If provider billing facility was blank, payments weren’t considered, causing a false balance.

Yes

1.06 - Aging Summary nalysis (Transfer Date)

Error when filtering for an insurance group. Yes -1411

1.07 - Aging Summary napshot (Insurance vs atient Balance)

New report.

1.08 - Patient Balance ging Report - Detail

Moved report. This was report 311.07.

1.09 - Insurance Claim ging Detail

Moved report. This was report 816.02.

21 folder Retired dashboards.



4.01, 34.02, 34.03 - Daily harges

These three reports have been retired and combined into one report 34.12.

4.05, 34.06, 34.07 - aysheet Charges

These three reports have been retired and combined into one report 34.13.

4.08 - Daysheet Payments y User

Report removed due to redundancy. Use report 11.01.



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4.09 - Day Sheet Payment etail (Credit Card Groups)


4.11 - Day Sheet Payment etail by Payment Types


4.12 - Daily Charges New report combining 34.01, 34.02, 34.03.

4.13 - Day Sheet Charges New report combining 34.05, 34.06, 34.07.

5.01 - Payments Without laims


5.02 - Unposted Payments Report removed due to redundancy. Use report 21.03.

5.03 - Unposted Refunds Report removed due to redundancy. Use report 21.03.

5.04 - Encounters Without laims


5.05 - Payments Without laims by Provider


5.06 - Unposted ransactions at CPT Level


5.07 - Payment econciliation Report


6.01 - Charges/Payments/laim Rendering Provider

TD/YTD)


6.02 - Daysheet Summary TD/YTD)

When running by service date/unassociated the numbers were incorrect.

Yes

Renamed report to Financial Analysis at Claim Level MTD/YTD (Without Groups).

Yes



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Added filter and group by options for Insurance Class, Resource Providers and Departments.

Yes

6.03 - Financial Analysis at laim Level (Claim Insurance ithout IG)

Drill-through on billed charges was not matching main report.

Yes

6.04 - Financial Analysis at laim Level (Without Facility roup and Without surance Group)

Drill-through on self-pay charges included the original and voided claims where there is insurance.

Yes 144

6.05 - Financial Analysis at laim Level (Provider with ear to Year)


6.06 - Insurance Crosstab nalysis (MTD/YTD)

When running by Service Date/Unassociated the numbers were incorrect.

Yes

Report renamed to Financial Analysis at Claim Level MTD/YTD With Groups.

Yes

Added filter and group by options for Department, Insurance Class, and Resource Provider.

Yes

6.07 - Beginning & Ending R

Report moved due to redundancy. Use report 21.08.

6.09 - Financial Analysis at laim Level (With Sliding ee)

Rendering Provider filter did not work. The results were displayed for all.

Yes

6.10 - Allowable vs Claim ayments

Report removed due to redundancy. Use the report 37.09.

6.12 - Days in AR Trending Report removed due to redundancy. Use the report 22.09.



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Yes New to eBO folders - moved from APL.

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6.13 - Report with Fiscal ear

Calendar Year option removed. Use report 36.14. Yes

The combination of service date/unassociated retrieves incorrect numbers, all other combinations are correct.

No

6.14 - Financial Analysis at laim Level (With verything)

Appointment Provider filter was not working. Yes

Drill-through was blank when two or more Group By options were selected.

Yes

Facility filter was not working. Yes

Group by options for Additional Provider 1 and 2 were reversed (if selected additional provider 1, the report gave additional provider 2 results).

Yes

Refund drill-through was blank. Yes

Added filter and group by options for primary insurance, primary insurance group, referring provider.

Yes

6.15 - Patient Payments Was report 812.04.

6.16 - Self Charges Was report 812.05.

6.17 - Insurance Capitation nalysis

Was report 816.05.

6.18 - Charges Summary ax ID

Was report 818.06.



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61.01 - Adjustments at laim Level

Added adjustment code to filter and group by option. Yes

62 Folder Reports removed due to redundancy. Use report 36.14.



65.06 - Financial Analysis at laim Level (Without Group) olled upto Primary surance

Reports removed due to redundancy. Use report 36.14.

7.02 - Financial Analysis at laim Level (No Group and o Resource provider) MTD/TD

Number issues when run with service date. Yes

7.03 - Financial Analysis at PT Level (Referring rovider)

Filter for referring provider was not including referring providers.

Yes

7.06 - Rendering Provider formation with CPT Codes


Yes

7.07 - Patient Transaction eport

Report displayed the service date of the claim rather than the claim date.

No Yes

7.08 - Financial Analysis at PT Level (With Everything)

The selections for contractual adjustment and insurance withheld were reversed.

Yes 143

Second prompt page was displaying on some drill-throughs.

Yes



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Yes

3L

3

3

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New prompt page not added in 02112015 beta package so getting second prompt page on main report and drill throughs.

3Croin

- Bug 38

New prompt page not added in 02112015 beta package so getting second prompt page on main report and drill throughs.

3 - Bug 96

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Added filter and group by options for Primary Insurance, Primary Insurance Group, Pay To Provider, Additional Provider 1, Additional Provider 2, Department, Guarantor, Referring Provider.

Yes

7.09 - Fee Schedule llowable Vs Claim ayments

This report is the enhancement of report 36.10.

71.02 - Charges at CPT evel


Yes



74.01 - Financial Analysis at PT Level (With Group) olled up to Primary surance

Issues resolved: Patient Payments weren’t rolling up to primary insurance, when filtering by insurance group patient payments were dropping off the report there were two filters saying patient, but one was actually Procedure Code Groups.

Yes

74.02 - Financial Analysis at PT Level (Without Groups) lled up to primary surance.

Charges were reporting as self-pay when they had insurance, but were currently assigned to patient. Drill- throughs were failing, but resolved.

Yes 135

75.01 - Denial Dashboard Report showed no data when grouped by payment rejection groups.

Yes 144



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8.01 - Work RVU report Summary and Detail option added back to report. Also added Supervising Provider and Referring Provider as filter and group by options.

Yes

8.03 - RVU Report by CPT Claim date option has been added. Yes

8.04 - Total RVU report Added transitioned non-facility total RVU to report.

9.02 - Collection Report - laim-based

Finance charge claims in collection were not being pulled into report.

Yes

61.02 - Billed Charges at laim Level

Removed transaction type filter on prompt page as it doesn’t affect report results.

Yes Yes

65.02 - Claim Charges by rimary Insurance

Charges were reporting as self-pay when they had insurance, but were currently assigned to patient.

Yes 135

65.04 - Claim Refund by rimary Insurance

Filter for Insurance was not functioning. Yes

65.05 - Financial Analysis at laim Level (With Group) olled-up to Primary surance

Report removed due to redundancy. Use the report 36.14.

Yes

2.01, 42.02, 42.03 - Visit ashboards

These reports have been retired. Use this report 42.04.

2.04 - Visit Count ashboard

This report is the combination of 42.01, 42.02, 42.03.

3.08 - Fee Schedule with PT Groups

Enhancement - Charge Code added to results. Yes

4.05 - Insurances in more an one Insurance Group

This report was previously named as 813.07.

.01 - Immunization Record The Given By filter did not filter incorrectly. Yes



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.03 - Patient Immunization ecord

The Given By filter did not filter incorrectly. Yes

2.01 - Analysis of Diagnosis When run with Tabular Data, line 1 was Progress Notes with no diagnosis. This has been removed.

Yes

.01 - Aging Summary nalysis

Report has been removed due to redundancy. Use the report 31.01.

.02 - Insurance Claim Aging Report has been removed due to redundancy. Use the report 31.03.

.03 - Patient Balance Aging eport Detail

Report has been removed due to redundancy. Use the report 31.01 or 31.08.

.04 - Patient Balance Aging eport Summary


.05 - Financial Analysis at laim Lvel (Without Facility roup and Without surance Group)


.06 - Patient Transaction eport (Claim Level with PTs)


tatements - Payer Invoice This report was not pulling company name. Yes

hat’s New in ClinicalWorks® (eCW) nterprise Business ptimizer (eBO®) Version 7:

31.05 - Historical Aging Summary Analysis Report

Historical Aging Summary provides users the flexibility of running an A/R aging report for the specified time period.

Yes



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Yes

Yes

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31.06 - Aging Summary Analysis Report (Transfer date)

This report displays aging buckets as of the transfer date. Yes

31.07 - Aging Summary Snapshot (Ins vs Patient Balance)

This report compares patient and insurance balances in the form of pie graph, bar graph, and table broken down into aging buckets.

37.01 - Financial Analysis at CPT Level (No Group and No Resource)

This is the master CPT-level report with no group and no resource provider.

Yes

37.01 - Financial Analysis at CPT Level (No Group and No Resource) with Diagnosis Info

This is the master CPT-level report with no group and no resource provider.

Yes

37.08 - Financial Analysis at CPT Level (With Everything) With Collection

This report provides an enhanced financial analysis at the CPT level, with all filter and grouping options. The report avoids duplication due to the group setup.

Yes

37.09 - Fee Schedule Allowable vs Claim Payments

This report displays the allowed unit fee from the fee schedule and the payments for each claim at the CPT level.

Yes

Claim Submission Report

New report has been added based on claim batch submissions.

Claims with ICDs

CPT Aging Aging report by CPT Code - In progress.

Delinquent Patients Report of patients who have balances and do not have upcoming appointments.



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Yes

Yes

Yes

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Financial Analysis with Diagnosis Info

A Financial Analysis at Claim Level report that displays claim diagnosis information.

Interface Eligibility Report

Interface Details Report

Patient Account Summary

A report showing a patient’s claims, payments, etc.,which mimics the eCW Account Summary window.

Payment Lag Report A report showing how long it has taken to receive payment - in progress.

Security Info A report showing users, roles, and security attributes.




APPENDIX B: NOTICES

TrademarkseClinicalWorks®

eBO®

eClinicalWorks, eBO are registered trademarks of eClinicalWorks, LLC.

All other trademarks or service marks contained herein are the property of their respective owners.

IBM® Cognos®

IBM, and Cognos are registered trademarks of IBM Corporation in the United States, other countries, or both.

Microsoft®

Office®

Excel®

Word®

SQL Server®

Microsoft® Internet Explorer™

Microsoft, Office, Excel, Word, SQL Server, and Internet Explorer are registered trademarks of Microsoft Corporation in the United States and/or other countries.

Oracle® MySQL®

Oracle and MySQL are registered trademarks of Oracle Corporation.

CopyrightCPT Copyright Notice

CPT copyright 2014 American Medical Association. All rights reserved.

Fee schedules, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of CPT, and the AMA is not recommending their use. The AMA does not directly or indirectly practice medicine or dispense medical services. The AMA assumes no liability for data contained or not contained herein.