9 Creating Reports

Learning Outcomes When you finish this chapter, you will be able to: 9-2 When you finish this chapter, you will be able to: 9.1 List the three types of reports available in Medisoft. 9.2 Describe how to select data to be included in a Medisoft report. 9.3 Distinguish between patient, procedure, and payment day sheets. 9.4 Demonstrate how to create a practice analysis report. 9.5 Demonstrate how to create a patient ledger report. 9.6 Demonstrate how to create a standard patient list report.

Learning Outcomes (Continued) 9-3 When you finish this chapter, you will be able to: 9.7 Describe how to use Medisoft Reports to create a report. 9.8 Explain how aging reports are used in a medical practice. 9.9 Explain how to access Medisoft’s built-in custom reports. 9.10 Demonstrate how to open a report for editing in Medisoft’s Report Designer.

Key Terms 9-4 aging report day sheet insurance aging report patient aging report patient day sheet patient ledger payment day sheet practice analysis report procedure day sheet selection boxes

9.1 Types of Reports in Medisoft 9-5 Reports are an important tool in managing a medical office Information contained in reports is key to the administrative and financial areas of a practice Common types of reports include: Standard reports Custom reports Medisoft Reports Learning Outcome: 9.1 List the three types of reports available in Medisoft. Pages: 300-302 Standard reports include many of the basic reports used by a medical office, such as day sheets, practice analysis reports, and patient ledgers. Medisoft Reports, new in Version 16 of the software, include over a hundred reports not included in the Standard reports. Custom reports are created and modified using the Medisoft Report Designer program.

9.2 Selecting Data for a Report 9-6 Once a selection is made in the Print Report Where? dialog box and the Start button is clicked, the Search dialog box is displayed Learning Outcome: 9.2 Describe how to select data to be included in a Medisoft report. Pages: 302-307

9.2 Selecting Data for a Report (Continued) 9-7 Selection boxes determine what data is included in the report Selection boxes highlighted in yellow Learning Outcome: 9.2 Describe how to select data to be included in a Medisoft report. Pages: 302-307 The exact contents of the Search box vary from report to report, the way selections are made does not change. Some selection boxes use a drop-down list for entering data; others use a button with three dots. Beneath each selection box or set of boxes in the Search box, there is an option labeled Show all values of the field. If you are printing a report and want all values for the field included make sure the box is checked.

9.3 Day Sheets 9-8 A day sheet is a report that provides information on practice activities for a twenty-four-hour period These reports can be organized by: Patient Procedure Payment Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets. Pages: 307-313 Options to view or print the three types of day sheets are located on the Reports menu.

9.3 Day Sheets (Continued) 9-9 A patient day sheet is a summary of the patient activity on a given day Exercise 9-1 page 309 Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets. Pages: 307-313 Patient Day Sheets Procedures performed for a particular patient or group of patients • Charges, receipts, adjustments, and balances for a particular patient or group of patients • A summary of a practice’s charges, payments, and adjustments

9.3 Day Sheets (Continued) 9-10 A procedure day sheet lists all procedures performed on a particular day and gives the dates, patients, document numbers, places of service, debits, and credits relating to them Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets. Pages: 307-313

9.3 Day Sheets (Continued) 9-11 A payment day sheet lists all payments received on a particular day, organized by provider Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets. Pages: 307-313

9.4 Analysis Reports 9-12 Medisoft provides several analysis reports, including: Billing/Payment Status Report Practice Analysis Report Medisoft's practice analysis report analyzes the revenue of a practice for a specified period of time, usually a month or a year Created from the Analysis Reports list of the Reports menu Learning Outcome: 9.4 Demonstrate how to create a practice analysis report. Pages: 313-317 Not all reports can be created in student exercises because data have not been sent to insurance carriers and patients. The billing/payment status report lists the status of all transactions that have responsible insurance carriers, showing who has paid and who has not been billed.

9.4 Analysis Reports (Continued) 9-13 Practice Analysis Report Exercise 9-2 page 316 Learning Outcome: 9.4 Demonstrate how to create a practice analysis report. Pages: 313-317 The report can be used to generate medical practice financial statements. It can also be used for profit analysis. The summary at the end of the report breaks down the information into total charges, total payments and copayments, and total adjustments.

9.5 Patient Ledger Reports 9-14 A patient ledger lists the financial activity in each patient’s account, including charges, payments, and adjustments Created by clicking Patient Ledger on the Reports menu Then make a selection from the Print Report Where? dialog box Exercise 9-3 page 319 Learning Outcome: 9.5 Demonstrate how to create a patient ledger report. Pages: 318-321 A standard report. The information it provides is especially useful when there is a question about a patient’s account.

9.5 Patient Ledger Reports (Continued) 9-15 Patient Ledger report Learning Outcome: 9.5 Demonstrate how to create a patient ledger report. Pages: 318-321

9.6 Standard Patient Lists 9-16 Medisoft offers reports for identifying patients by diagnosis or insurance carrier, including: Patient by Diagnosis report Patient by Insurance Carrier report Accessed via the Standard Patient Lists submenu on the Reports menu Exercise 9-4 page 322 Learning Outcome: 9.6 Demonstrate how to create a standard patient list report. Pages: 321-322 The Patient by Diagnosis report lists diagnosis code, chart number, patient name, age, attending provider, facility, and date of last visit. The Patient by Insurance Carrier report lists patients sorted by provider or facility, and then by their insurance carrier.

9.7 Navigating in Medisoft Reports 9-17 To start the Medisoft Reports feature, select Medisoft Reports on the Reports menu Or click the shortcut button on the toolbar The Medisoft Reports window Learning Outcome: 9.7 Describe how to use Medisoft Reports to create a report. Pages: 322-325 Does not replace existing reports, but instead provides access to over a hundred new reports.

9.7 Navigating in Medisoft Reports (Continued) 9-18 The Medisoft Reports menu choices include File, View, and Help The Medisoft Reports File menu The Medisoft Reports View menu The Medisoft Reports Help menu Learning Outcome: 9.7 Describe how to use Medisoft Reports to create a report. Pages: 322-325 The File menu contains commands for creating a new folder, deleting a report, renaming a report, printing a report, previewing a report, importing a report from a file, exporting a report to a file, and closing the Medisoft Reports feature. Commands on the View menu include options for displaying the toolbar and status bar, and whether to display the Contents of All Folders list of reports in List view or in Detail view. The Help menu contains entries for viewing help contents, navigating to Medisoft’s website, viewing Medisoft Reports file location and path, and displaying the version of Medisoft Reports you are using.  

9.8 Aging Reports 9-19 An aging report lists the amount of money owed to the practice, organized by the amount of time the money has been owed Used to determine which accounts require follow-up to collect past due balances Created for patients and insurance carriers A patient aging report lists a patient's balance by age, date and amount of the last payment, and telephone number Learning Outcome: 9.8 Explain how aging reports are used in a medical practice. Page: 326

9.8 Aging Reports (Continued) 9-20 An insurance aging report shows how long a payer has taken to respond to each claim Used to compare the response time with the terms of the contract the practice has with the payer Exercise 9-5 page 326 Learning Outcome: 9.8 Explain how aging reports are used in a medical practice. Pages: 326

9.9 Custom Reports 9-21 Medisoft has a number of additional built-in custom reports, including: Lists of addresses, billing codes, EDI receivers, patients, patient recalls, procedure codes, providers, and referring providers CMS-1500 and Medicare CMS-1500 forms Patient statements and walkout receipts Superbills (encounter forms) Learning Outcome: 9.9 Explain how to access Medisoft’s built-in custom reports. Pages: 327-329

9.9 Custom Reports (Continued) 9-22 Custom reports are accessed via the Custom Report List option on the Reports menu The Open Report dialog box is displayed and used to create the report When a new custom report is created, it is added to the list of custom reports displayed on the screen Exercise 9-6 page 328 Exercise 9-7 page 328 Learning Outcome: 9.9 Explain how to access Medisoft’s built-in custom reports. Pages: 327-329

9.10 Using Report Designer 9-23 The Report Designer is accessed by clicking Design Custom Reports and Bills on the Reports menu Exercise 9-8 Page 330 The Report Designer menu Learning Outcome: 9.10 Demonstrate how to open a report for editing in Medisoft’s Report Designer. Pages: 329-333 Allows users to modify existing reports or create new reports to add to the custom report list. A report can be created from scratch, or an existing report can be used as a starting point.