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 Explain why accounts receivable reports are critical to a practice’s financial success.
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 Demonstrate how to create a patient aging report.
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 accounts receivable (AR) aging report day sheet
insurance aging report
patient aging report
patient day sheet
patient ledger
payment day sheet
practice analysis report
procedure day sheet
Teaching Notes:
Have students define all key terms as an assignment. Then, in class, ask each student to define one key term aloud.
Optional assignment: Have students do an Internet search of one key term and write a short paragraph describing what they learned about that term from looking at a few websites.

5. 9.1 Creating 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
Medisoft Reports
Custom Reports
Learning Outcome: 9.1 List the three types of reports available in Medisoft.
Pages:
Teaching Notes:
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 includes over a hundred reports not included in the Standard reports.
Custom Reports are created and modified using the Medisoft Report Designer program.

6. 9.1 Creating Reports in Medisoft (continued)
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: 9.1 List the three types of reports available in Medisoft.
Pages:
Teaching Notes:
Explain to the students that Medisoft allows the biller to be able to customize reports through the Medisoft Report Designer program.

7. 9.1 Creating Reports in Medisoft (continued)
9-7
Selection boxes determine what data is included in the report.
Selection
boxes highlighted
In yellow
Learning Outcome: 9.1 List the three types of reports available in Medisoft.
Pages:
Teaching Notes:
The exact contents of the Search box vary from report to report, but 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. 9.2 The Importance Of Accounts Receivable Reports
9-8
Accounts Receivable (AR) – monies that are coming into the practice
Day Sheet – a report that provides information on practice activities for a 24-hour period
Aging Report – a report that lists the amount of money owed to the practice, organized by the amount of time the money has been owed
Patient Aging Report – a report that lists a patient’s balance by age, date, and amount of the last payment
Learning Outcome: 9.2 Explain why accounts receivable reports are critical to a practice’s financial success.
Pages:
Teaching Notes:
Explain how Medisoft offers a practice a variety of reports and tracking mechanisms that enable the practice to minimize the time between the date of the service and when the practice receives payment in order to keep money flowing through the practice.

9. 9.2 The Importance Of Accounts Receivable Reports (continued)
9-9
Insurance Aging Report – a report that lists how long a payer has taken a respond to insurance claims
Other Monthly reports include:
Outstanding copayments
Appointments without charges
Unbilled charges (not placed on an insurance claim or billed to the patient)
Learning Outcome: 9.2 Explain why accounts receivable reports are critical to a practice’s financial success.
Pages:
Teaching Notes:
Explain that an aging report lists the amount of money owed to the practice, organized by the amount of time the money has been owed. Medical practices use aging reports to determine which accounts require follow-up to collect past-due balances.

10. 9.3 Creating Day Sheets Reports menu with Day Sheets submenu displayed
9-10
Reports menu with Day Sheets submenu displayed
Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets.
Pages:
Teaching Notes:
Options to view or print the three types of day sheets are located on the Reports menu.

11. 9.3 Creating Day Sheets (continued)
9-11
A patient day sheet is a summary of the patient activity on a given day.
Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets.
Pages:
Teaching Notes:
Patient Day Sheets include:
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.

12. 9.3 Creating Day Sheets (continued)
9-12
A procedure day sheet lists all procedures performed on a particular day in numerical order.
Learning Outcome: 9.3 Distinguish between patient, procedure, and payment day sheets.
Pages:
Teaching Note:
Have the students complete Exercise 9-1.

13. 9.3 Creating Day Sheets (continued)
9-13
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:
Teaching Notes:
Explain that a payment day sheet will be generated only for data that meet the selection criteria. If any box is left blank, all values for that box are included in the report.

14. 9.4 Creating Analysis Reports
9-14
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:
Teaching Notes:
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.

15. 9.4 Creating Analysis Reports (continued)
9-15
Practice Analysis Report
Learning Outcome: 9.4 Demonstrate how to create a practice analysis report.
Pages:
Teaching Notes:
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.
Have the students complete Exercise 9-2.

16. 9.5 Creating Patient Account Ledger Reports
9-16
A patient ledger lists the financial activity in each patient’s account, including charges, payments, and adjustments.
To create:
Click Patient Ledger on the Reports menu.
Make a selection from the Print Report Where? dialog box.
Learning Outcome: 9.5 Demonstrate how to create a patient ledger report.
Pages:
Teaching Notes:
A patient ledger report is a standard report.
The information it provides is especially useful when there is a question about a patient’s account.

17. 9.5 Creating Patient Account Ledger Reports (continued)
9-17
Patient Account Ledger Report (last page)
Lookup Dialog
Box for Chart
Number Selection
Boxes
Learning Outcome: 9.5 Demonstrate how to create a patient ledger report.
Pages:
Teaching Notes:
Have the students complete Exercise 9-3.

18. 9.6 Creating Standard Patient List Reports
9-18
Medisoft offers reports for identifying patients by diagnosis or insurance carrier, including:
Patient by Diagnosis report
Patient by Insurance Carrier report
These are accessed via the Standard Patient Lists submenu on the Reports menu.
Learning Outcome: 9.6 Demonstrate how to create a standard patient list report.
Pages:
Teaching Notes:
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.
Have the students complete Exercise 9-4.

19. 9.7 Navigating in Medisoft Reports
9-19
To start the Medisoft Reports feature, select Medisoft Reports on the Reports menu.
Or you can 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:
Teaching Notes:
The Medisoft Reports application does not replace existing reports but instead provides access to over a hundred new reports.

20. 9.7 Navigating in Medisoft Reports (continued)
9-20
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:
Teaching Notes:
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.

21. 9.8 Creating Aging Reports
9-21
Standard Aging reports are contained on the Reports Menu under the Aging Report submenu.
Learning Outcome: 9.8 Demonstrate how to create a patient aging report.
Page: 366
Teaching Notes:
Have the students complete Exercise 9-5.

22. 9.8 Creating Aging Reports
9-22
Additional aging reports are contained in the Aging Power Pack folder in Medisoft Reports.
Learning Outcome: 9.8 Demonstrate how to create a patient aging report.
Page: 366
Teaching Notes:
Have the students complete Exercise 9-5.

23. 9.9 Creating Custom Reports
9-23
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.
The 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:
Teaching Notes:
Review some of the built-in custom reports in Medisoft and explain to the students how they assist the practice.

24. 9.9 Creating Custom Reports (continued)
9-24
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.
Learning Outcome: 9.9 Explain how to access Medisoft’s built-in custom reports.
Pages:
Teaching Notes:
Have the students complete Exercises 9-6 and 9-7.

25. 9.10 Using Report Designer
9-25
The Report Designer is accessed by clicking Design Custom Reports and Bills on the Reports menu.
Learning Outcome: 9.10 Demonstrate how to open a report for editing in Medisoft’s Report Designer.
Pages:
Teaching Notes:
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.
Have the students complete Exercise 9-8.

26. 9.10 Using Report Designer (continued)
9-26
The Report Designer Window
Learning Outcome: 9.10 Demonstrate how to open a report for editing in Medisoft’s Report Designer.
Pages:
Teaching Notes:
Have the students complete Applying Your Skills 10 and 11.