1. 9
Creating Reports

2. 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.

3. 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.
Demonstrate how to open a report for editing in Medisoft’s Report Designer.

4. 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

5. 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:
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.

6. 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:

7. 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:
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.

8. 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:
Options to view or print the three types of day sheets are located on the Reports menu.

9. 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:
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

10. 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:

11. 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:

12. 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:
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.

13. 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:
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.

14. 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:
A standard report.
The information it provides is especially useful when there is a question about a patient’s account.

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

16. 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:
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.

17. 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:
Does not replace existing reports, but instead provides access to over a hundred new reports.

18. 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:
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.

19. 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

20. 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

21. 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:

22. 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:

23. 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:
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.