Profit Center Reports
The All Adjustment Details profit center report shows adjustments for claims in that accounting period.
To run the report:
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On the navigation bar, click Analyticsand then click Reports.
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Scroll down the list and click All Adjustment Details.
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Accounting Period Start Date: Click this field and select the accounting period date
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Profit Centers: Click this field to select one or more profit centers to include in the report.
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Display Inactive Zones: If you want to include inactive profit center zones, select True.
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Display HCPCS: If you want to include HCPCS, select True.
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Click View Report.
This report contains the following columns of information:
Accounting period | Deposit date |
Adjustment type | HCPCS code, adjustment amount, and charge amount, |
Adjustment code(s) | Payer |
Claim adjustment amount | Policy |
Claim charge amount | Posted by and posted date |
Claim number | Profit center |
Date of service | Transaction number |
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.
Select your accounting period start date and then your profit center to see charges by profit center. To run the report:
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On the navigation bar, click Analyticsand then click Reports.
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Scroll down the list and click All Charge Details.
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Accounting Period Start Date: Click this field and select the accounting period date
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Profit Centers: Click this field to select one or more profit centers to include in the report.
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Display Inactive Zones: If you want to include inactive profit center zones, select True.
-
Display HCPCS: If you want to include HCPCS, select True.
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Click View Report.
This report contains the following columns of information:
Account and claim number | HCPCS code, quantity, and charge amount |
Accounting period | Patient name |
Billed date and billed by | Payer |
Claim charge amount | Policy |
Date of service | Profit center |
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.
The 'All payment details' profit center report contains payment activity by claims from the line item level down to the charge level.
To run the report:
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On the navigation bar, click Analyticsand then click Reports.
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Scroll down the list and click 'All Payment Details.'
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Accounting Period Start Date: Click this field and select the accounting period date
-
Profit Centers: Click this field to select one or more profit centers to include in the report.
-
Display Inactive Zones: If you want to include inactive profit center zones, select True.
-
Display HCPCS: If you want to include HCPCS, select True.
-
Click View Report.
This report contains the following columns of information:
Accounting period | Policy |
Claim number | Posted by and posted date |
Date of service | *Posted ID |
Claim charge amount | Profit center |
Claim payment amount | Transaction number |
Deposit date | Transaction total |
HCPCS code, quantity, and payment amount | Transaction type |
Level of service |
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.