1. Copyright © 2009 Waiting Room Solutions Billing Training: Activity Reports

2. Copyright © 2009 Waiting Room Solutions Saved Reports Run in the Background and After Hours

3. Copyright © 2009 Waiting Room Solutions Activity Report Types 1. Date of Service: Shows Charges for Date of Service 2. Date Posted: Shows Posting for Specified Dates 3. Date Billed: Shows Billings from Date of Submission

4. Copyright © 2009 Waiting Room Solutions Activity Report: Date of Service Used to Show Charges for Date Range Based Upon: Provider Location CPT Code Insurance Company

5. Copyright © 2009 Waiting Room Solutions Activity Report: Date of Service Used to Show Charges for Date Range Based Upon: Provider Location CPT Code Insurance Company

6. Copyright © 2009 Waiting Room Solutions Activity Report Date of Service Answers the Following Types of Questions: 1. How much were the billable charges for each provider this month? 2. How much did one location bill relative to another location? 3. What are our billable charges ordered by CPT code? 4. How much do we bill to one insurance company versus the others?

7. Copyright © 2009 Waiting Room Solutions True Charges Example CPT CodeAmount ChargedCopayment AdjustmentAmount PaidTrue ChargesAmount OwedOwed By 99214100-10090insurer 100 patient Total110-100100

8. Copyright © 2009 Waiting Room Solutions True Charges Example CPT CodeChargePaidCopayTrue Charge OwedOwed By 992141000-1090Insurer 100 Patient Total1100-10100

9. Copyright © 2009 Waiting Room Solutions Activity Report DOS by Provider Shows What Was Charged by Provider by DOS

10. Copyright © 2009 Waiting Room Solutions Activity Report DOS by Location Shows What Was Charged by Location by DOS

11. Copyright © 2009 Waiting Room Solutions Activity Report DOS by CPT Shows What Was Charged for Each CPT by DOS

12. Copyright © 2009 Waiting Room Solutions Activity Report DOS by Insurer Shows What Was Charged to Each Insurer by DOS

13. Copyright © 2009 Waiting Room Solutions Activity Report: Date Billed Similar to Date of Service but Uses Bill Date rather than Date of Service as Reference Provider Location CPT Code Location

14. Copyright © 2009 Waiting Room Solutions Activity Report: Date Posted Used to Show Payments Posted for Specified Date Range Based Upon: Provider Location CPT Code Insurer Also shows: Payments, Adjustments, Amount Owed

15. Copyright © 2009 Waiting Room Solutions Activity Report Date Posted Answers the Following Types of Questions: 1. How much was posted for each provider this month? 2. How much did one location get paid relative to another location? 3. How much did we get paid as a practice based upon CPT codes? 4. How much did we get paid from each insurance company? 5. How much did we adjust off of the charges this month and in what category of adjustment? 6. Based upon the postings this month, how much is still owed from the line items posted?

16. Copyright © 2009 Waiting Room Solutions Creating the Activity Report: Date of Service

17. Copyright © 2009 Waiting Room Solutions Creating the Activity Report: Date Billed

18. Copyright © 2009 Waiting Room Solutions Creating the Activity Report: Date Posted

19. Copyright © 2009 Waiting Room Solutions Activity Reports and Multiple Screens or Multiple Tabs

20. Copyright © 2009 Waiting Room Solutions Reports are An Opportunity for Business Process Improvement Don’t Focus on the Tool Alone

21. Copyright © 2009 Waiting Room Solutions Viewing the Activity Report

22. Copyright © 2009 Waiting Room Solutions Creating a Run Once Activity Report Usually Unique Data for Specific Purpose

23. Copyright © 2009 Waiting Room Solutions Posting Report by Date of Service A Tool for Billing Companies

24. Copyright © 2009 Waiting Room Solutions Ad-Hoc Activity Reports

25. Copyright © 2009 Waiting Room Solutions 013007NA

26. Copyright © 2008 Waiting Room Solutions Aetna (Category) Submitter ID 60054 Aetna (Package 1) El Paso TX Aetna (Package 2) Lexington KY Aetna (Package 3) Allentown PA Aetna (Package 4) San Diego CA