Migration Reports

For agencies transitioning from RescueNet Dispatch and Billing to ZOLL Billing, many of the reports you previously relied on are now accessible through Insights.

Aging reports

  • Aging by Current Payer (Trip Date): Displays aging accounts, grouped by payer policy type such as Medicare, Auto, etc.

  • Aging Detail Report (Patient by Aging Date): Displays aging accounts, grouped by customers, sorted in alphabetical order.

  • Payor Aging Current Payor Period: Displays aging, grouped by payer policy type and claim number, sorted in alphabetical order.

Adjustments

  • Charge Adjustment Summary for Period: Displays a list of HCPC codes, descriptions, quantities, and totals.

Charges

  • Charge Detail Report (Post Date): Displays charges - including trip date, account number, customer name, charge description, quantity, price per unit, and total charge amount, by post date.

  • Aging by Current Payer (Trip Date): Displays charges - including trip date, account number, customer name, charge description, quantity, price per unit, and total charge amount, by trip date.

Credits

  • Credit Adjustments Summary Period: Displays a list of payers including credit adjustments and dollar amounts within the period.

  • Credit as Detail by Credit Payer: Displays each credit with detail and amount, grouped by payer for whom the credit was posted.

  • Credit as Type Detail by Payer (Deposit Date): Displays each credit based on deposit date with detail and amount, grouped by payer for whom the credit was posted.

  • Credit Summary for Period: Displays a list of payer types, credit descriptions, and dollar amounts within the period.

Deposits

  • Adjustment Deposit Detail Report (Deposit Date): Displays the credits posted by each user including the trip date (date of service), account number, customer name, deposit date, credit description, and amount.

  • Deposit Detail Report (Deposit Date): Displays a count of credits and total amounts grouped by deposit date.

Summaries

  • Closing Balance Summary for Period: Displays the closing balance summary for the period including the previous balance forward, charges, credits, charge adjustments, miscellaneous adjustments, and total balance forward.

  • Payer Adjustments Summary for Period: Displays the payer, number of transports, charges, contractual allowances, net charges, write-offs, revenue adjustments, refunds, payments, and total balance all subtotaled by policy type.

  • Payer Summary for Period: Displays the payer, number of transports, gross charges, contractual allowances, net charges, write-offs, revenue adjustments, refund payments, and balance all subtotaled by policy type and sorted in alphabetical order.

  • Receivables Summary by Month: Displays deposit month, payments, refunds, net monthly payments, total charges, total net payments, and payment percentage of total charges.

  • Transaction Between Dates: Display prior transactions, charges, contractuals, write-offs, payments and refunds between set dates.