Patient Reports

The Patient Addresses report lists all addresses on file for the patient including residential, guarantor, and subscriber.

To run the report:

1. On the navigation bar, click Analyticsand then click Reports.

2. Scroll down the list and click Patient Addresses.

3. Current Payer: Click to select the payer you want in the report.

4. Claim Status: Select one or more statuses or select all.

5. Click View Report.

This report contains the following columns of information:

Patient: Account number First, middle, and last name DOB Phone number and type Primary policy name and type Current policy type Residential addresses Billing information - city, state, zip, and country Claim numbers

Guarantor: First, middle, and last name DOB Relationship to patient Phone number and type Addresses

One of the best way to digest the information in the report is to export the report to a .csv file. From there you can view/manage the data. If you are not good with Excel, we have some great videos that will get you started.

What's in it?

The Patient Payer Aging Detail report displays patient payer claims that have an outstanding balance.

The report groups the claims in aging buckets of:

• 0-30
• 31-60
• 61-90
• 90-120
• 121-180
• 181+ days

Recommended use

Use this report daily to catch older claims in need of immediate attention. When you identify those claims, make sure you use the Patient Billing page to make decisions to either write-off the balance, send the account to a collections or a state debt relief program, suspend patient billing, or continue sending patient statements.

What's in it?

Repeat Customers shows a list of customers that used your service more than once and the level of service for each claim. The report lists the customers with the highest number of claims first, followed by the lowest.

Recommended use

Use daily.

Possible use for this type of information:

• If you have a repeat customer program, use the information in this report to target potential enrollees.
• Identify customers that may need assistance from agencies or support organizations.

The Patient Billing page gives you a ton of information that you can use to build your own reports. The data found under each tab can be downloaded to a CSV file.

Active

The Active tab shows current accounts where at least one claim in the account has the patient as the current payer. It includes the patient name, account number, date the last statement was sent, amount paid by the patient, and patient responsibility.

Final Statement Pending

The "Final statement pending" tab shows a list of patients who are down to the wire - they only have one more invoice scheduled. After downloading to a CSV file, hand the report to a follow-up specialist to use as a resource to contact the patient.

Final Statement Sent

Patients under the "Final statement sent" tab have received their last statement and the statement interval days have passed. We are no longer sending patient statements to these accounts and all the patient billing claims are currently suspended. It is time to make a determination of what to do next. If needed, download this data to a CSV file for review. After you determine next steps, return to the "Final statement sent" tab to take action – send the patient another statement, move this account to a collection agency or state debt collections, or write the amount off as bad debt. Work this tab on a daily basis– you want it to be empty!

Other Suspensions

Once the final statement is sent, the entire account is suspended. Accounts in suspension need to be worked!  If a new claim opens for this account, the claim will be sent to the patient’s insurance but once it hits the patient, statements will not go out! The claim will be suspended and automatically land under the "Final statement sent" tab on the Patient Billing page.