CHAPTER

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9Creating Reports

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Learning Outcomes

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.

9-2

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Learning Outcomes (continued)

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.

9.10 Demonstrate how to open a report for editing in Medisoft’s Report Designer.

9-3

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Key Terms

• 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

9-4

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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

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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.

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9.1 Creating Reports in Medisoft(continued)

9-7

Selection boxes determine what data is included in the report.

Selection boxes highlightedIn yellow

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9.2 The Importance Of Accounts Receivable Reports

• 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

9-8

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9.2 The Importance Of Accounts Receivable Reports (continued)

• 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)

9-9

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9.3 Creating Day Sheets 9-10

Reports menu with Day Sheets submenu displayed

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9.3 Creating Day Sheets (continued) 9-11

A patient day sheet is a summary of the patient activity on a given day.

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9.3 Creating Day Sheets (continued) 9-12

A procedure day sheet lists all procedures performed on a particular day in numerical order.

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9.3 Creating Day Sheets (continued) 9-13

A payment day sheet lists all payments received on a particular day, organized by provider.

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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

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9.4 Creating Analysis Reports (continued) 9-15

Practice Analysis Report

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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.

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9.5 Creating Patient Account Ledger Reports (continued)

9-17

• Patient Account Ledger Report (last page)

• Lookup Dialog Box for Chart Number Selection Boxes

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9.6 Creating Standard Patient List Reports9-18

• 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.

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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 MedisoftReports window

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9.7 Navigating in Medisoft Reports(continued)

9-20

The Medisoft Reports menu choices include File, View, and Help.

The MedisoftReports File menu

The MedisoftReports View menu

The MedisoftReports Help menu

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9.8 Creating Aging Reports 9-21

Standard Aging reports are contained on the Reports Menu under the Aging Report submenu.

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9.8 Creating Aging Reports 9-22

Additional aging reports are contained in the Aging Power Pack folder in Medisoft Reports.

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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).

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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.

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9.10 Using Report Designer 9-25

The Report Designer is accessed by clicking Design Custom Reports and Bills on the Reports menu.

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9.10 Using Report Designer (continued) 9-26

The Report Designer Window