Medical Manager Unit 7 ICBS 170

Medical Manager  Types of reports –Guarantor reports  Patient personal information  Extended information  Insurance information –Financial activity reports  Item by item summaries on patients, insurance companies, and accounts receivable  Can analyze insurance plan payments  Request insurance plan payment review

Medical Manager –Support reports  Procedure and diagnosis codes  Insurance plans  Service facilities  Doctors  Insured parties  Referring doctors  Ailment history –Daily report  Days activity in detailed and summary formats  Includes the Daily Close function

Medical Manager –Special reports  Referring doctor analysis  Patient and dependent name and number cross references  Special notices –Referring doctor thank you notes –New patient introductory letters –Patient birthday greetings

Medical Manager  Current Period Report –Shows changes in a guarantor’s financial status during the present period. –Begins with this period’s beginning balance –Includes:  All charges, itemized  Adjustments  Payments  Write offs  Refunds –Shows ending balance –Only shows details for current period

Medical Manager  System Summary Report –Quick look at the practice’s accounts receivable and practice totals for the period to date and year to date –Can be printed for the practice as a whole or by a specific doctor –Shows  Total charges  Receipts  Adjustments  Accounts receivable  Net accounts receivable  Total # of procedures performed  Percentage of net charges that have been collected

Medical Manager  Patient Billing –Patient Statement  List of outstanding charges on patient’s account  Can be sent as many times as desired  Can bill in batches or all patients at one time  Two types –Open item statement  Generates an up to date list of each outstanding charge  All outstanding charges from the beginning of the account through the billing date  The remaining balance

Medical Manager –Current Period Activity Statement  Balance forward statement  Begins with balance forward amount, amount due from previous period  Lists current period’s charges, payments and adjustments in detail  Both types of reports show the amount due from insurance companies and amount due from patient

Medical Manager  Account Aging –Establishes how long an account has been unpaid  General Ledger Transfer/Distribution Report –Summarizes how accounts and departments were affected financially by each Daily Close –Trial Distribution report may be used at any time during the billing period to see a summary of General Ledger activities.