CHAPTER 9 Creating Reports 2011 The Mc GrawHill

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CHAPTER 9 Creating Reports © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

CHAPTER 9 Creating Reports © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -2 Learning Outcomes When you finish this chapter, you will be able to:

9 -2 Learning Outcomes When you finish this chapter, you will be able to: 9. 1 9. 2 9. 3 9. 4 9. 5 9. 6 List the three types of reports available in Medisoft. Describe how to select data to be included in a Medisoft report. Distinguish between patient, procedure, and payment day sheets. Demonstrate how to create a practice analysis report. Demonstrate how to create a patient ledger report. Demonstrate how to create a standard patient list report. © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

Learning Outcomes (Continued) 9 -3 When you finish this chapter, you will be able

Learning Outcomes (Continued) 9 -3 When you finish this chapter, you will be able to: 9. 7 9. 8 9. 9 9. 10 Describe how to use Medisoft Reports to create a report. Explain how aging reports are used in a medical practice. Explain how to access Medisoft’s built-in custom reports. Demonstrate how to open a report for editing in Medisoft’s Report Designer. © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

Key Terms • • • 9 -4 aging report day sheet insurance aging report

Key Terms • • • 9 -4 aging report day sheet insurance aging report patient day sheet patient ledger payment day sheet practice analysis report procedure day sheet selection boxes © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 1 Types of Reports in Medisoft 9 -5 • Reports are an important

9. 1 Types of 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 – Custom reports – Medisoft Reports © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -6 9. 2 Selecting Data for a Report • Once a selection is

9 -6 9. 2 Selecting Data for a Report • Once a selection is made in the Print Report Where? dialog box and the Start button is clicked, the Search dialog box is displayed © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 2 Selecting Data for a Report (Continued) 9 -7 • Selection boxes determine

9. 2 Selecting Data for a Report (Continued) 9 -7 • Selection boxes determine what data is included in the report Selection boxes highlighted in yellow © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 3 Day Sheets 9 -8 • A day sheet is a report that

9. 3 Day Sheets 9 -8 • A day sheet is a report that provides information on practice activities for a twenty-four-hour period • These reports can be organized by: – Patient – Procedure – Payment © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 3 Day Sheets (Continued) 9 -9 • A patient day sheet is a

9. 3 Day Sheets (Continued) 9 -9 • A patient day sheet is a summary of the patient activity on a given day © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 3 Day Sheets (Continued) 9 -10 • A procedure day sheet lists all

9. 3 Day Sheets (Continued) 9 -10 • A procedure day sheet lists all procedures performed on a particular day and gives the dates, patients, document numbers, places of service, debits, and credits relating to them © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -11 9. 3 Day Sheets (Continued) • A payment day sheet lists all

9 -11 9. 3 Day Sheets (Continued) • A payment day sheet lists all payments received on a particular day, organized by provider © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -12 9. 4 Analysis Reports • Medisoft provides several analysis reports, including: –

9 -12 9. 4 Analysis Reports • 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 © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 4 Analysis Reports (Continued) 9 -13 • Practice Analysis Report © 2011 The

9. 4 Analysis Reports (Continued) 9 -13 • Practice Analysis Report © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -14 9. 5 Patient Ledger Reports • A patient ledger lists the financial

9 -14 9. 5 Patient Ledger Reports • A patient ledger lists the financial activity in each patient’s account, including charges, payments, and adjustments – Created by clicking Patient Ledger on the Reports menu – Then make a selection from the Print Report Where? dialog box © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 5 Patient Ledger Reports (Continued) 9 -15 • Patient Ledger report © 2011

9. 5 Patient Ledger Reports (Continued) 9 -15 • Patient Ledger report © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -16 9. 6 Standard Patient Lists • Medisoft offers reports for identifying patients

9 -16 9. 6 Standard Patient Lists • Medisoft offers reports for identifying patients by diagnosis or insurance carrier, including: – Patient by Diagnosis report – Patient by Insurance Carrier report • Accessed via the Standard Patient Lists submenu on the Reports menu © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 7 Navigating in Medisoft Reports 9 -17 • To start the Medisoft Reports

9. 7 Navigating in Medisoft Reports 9 -17 • To start the Medisoft Reports feature, select Medisoft Reports on the Reports menu – Or click the shortcut button on the toolbar The Medisoft Reports window © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 7 Navigating in Medisoft Reports (Continued) 9 -18 • The Medisoft Reports menu

9. 7 Navigating in Medisoft Reports (Continued) 9 -18 • The Medisoft Reports menu choices include File, View, and Help The Medisoft Reports File menu The Medisoft Reports View menu The Medisoft Reports Help menu © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -19 9. 8 Aging Reports • An aging report lists the amount of

9 -19 9. 8 Aging Reports • An aging report lists the amount of money owed to the practice, organized by the amount of time the money has been owed – Used to determine which accounts require follow-up to collect past due balances – Created for patients and insurance carriers • A patient aging report lists a patient's balance by age, date and amount of the last payment, and telephone number © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -20 9. 8 Aging Reports (Continued) • An insurance aging report shows how

9 -20 9. 8 Aging Reports (Continued) • An insurance aging report shows how long a payer has taken to respond to each claim – Used to compare the response time with the terms of the contract the practice has with the payer © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9 -21 9. 9 Custom Reports • Medisoft has a number of additional built-in

9 -21 9. 9 Custom Reports • Medisoft has a number of additional built-in custom reports, including: – Lists of addresses, billing codes, EDI receivers, patient recalls, procedure codes, providers, and referring providers – CMS-1500 and Medicare CMS-1500 forms – Patient statements and walkout receipts – Superbills (encounter forms) © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 9 Custom Reports (Continued) 9 -22 • Custom reports are accessed via the

9. 9 Custom Reports (Continued) 9 -22 • 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 © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

9. 10 Using Report Designer 9 -23 • The Report Designer is accessed by

9. 10 Using Report Designer 9 -23 • The Report Designer is accessed by clicking Design Custom Reports and Bills on the Reports menu The Report Designer menu © 2011 The Mc. Graw-Hill Companies, Inc. All rights reserved.

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