© McGraw-Hill, 2009 Computers in the Medical Office Chapter 9: Printing Reports

© McGraw-Hill, 2009 Reports in the Medical Office  Reports are an important tool in managing a medical practice  Information contained in the reports is key to the administrative and financial areas of a practice

© McGraw-Hill, 2009 Reports in the Medical Office  Common types of reports include  Day Sheets  Analysis Reports  Aging Reports  Patient Ledgers

© McGraw-Hill, 2009 Day Sheets  Day sheet reports provide information about activity in a practice for a given day  The reports can be organized by  Patient  Procedure  Payment

© McGraw-Hill, 2009 Patient Day Sheets  A Patient Day Sheet lists all transactions for a single day, listed in alphabetical order by a patient’s chart number

© McGraw-Hill, 2009 Procedure Day Sheets  A Procedure Day Sheet lists all transactions for a single day, listed in numerical order by procedure code

© McGraw-Hill, 2009 Payment Day Sheets  A Payment Day Sheet lists all payments made on a single day, listed by provider

© McGraw-Hill, 2009 Analysis Reports  Medisoft provides several analysis reports, including:  Billing/Payment Status  Practice Analysis Report

© McGraw-Hill, 2009 Analysis Reports  The Billing/Payment Status report lists the status of all transactions that have responsible insurance carriers, showing who has paid and who has not been billed.

© McGraw-Hill, 2009 Analysis Reports  The Practice Analysis Report analyzes the revenue of a practice over a specified period of time, such as a month

© McGraw-Hill, 2009 Aging Reports  Aging reports list the amount of money owed to the practice, organized by the amount of time the payment is overdue  Aging reports are created for patients and insurance carriers

© McGraw-Hill, 2009 Aging Reports  A sample Patient Aging Applied Payment Report

© McGraw-Hill, 2009 Aging Reports  A sample Insurance Aging Report

© McGraw-Hill, 2009 Ledger Reports  Patient ledgers list the financial activity in a patient’s account, including charges, payments, and adjustments

© McGraw-Hill, 2009 Custom Reports  Medisoft provides a selection of custom reports, which can be found by clicking Custom Reports on the Reports menu

© McGraw-Hill, 2009 Custom Reports  Practices can create custom reports using Medisoft’s built-in Report Designer  The Report Designer is accessed by selecting Design Custom Reports and Bills on the Reports menu

© McGraw-Hill, 2009 Custom Reports  The Report Designer window