Step 12 - Generate Reports

Training Video

http://youtu.be/DBAlOJNVooI

Several categories of reports can be generated at any time in Reports –F7.  Each category has many specific reports.  See the following tree of what reports are offered.

 


Six Suggest Reports
Below are descriptions of the six recommended reports.
 
 
1.  Daily/Monthly Charges & Payments

This report lists the total charges (insurance, patients, on hold, at collection, etc) and debits for a particular practice, provider, facility, or payer during the date range you select.  This is the best report to run to get a month’s end totals.  You can run this report daily and make sure the amounts match up with what you have billed for the day, and then total these amounts at the end of the month/module and run this report again to see if totals match.

 

Daily/Monthly Patient Payments and Adjustments

This report lists patient payments and account adjustments for the date range you select.  You can search for patient payments including co-pays, excluding co-pays, or showing only co-payments.  A search can be done by a particular location, provider, or payer.  The summary lists payments and adjustments by provider, location, facility, and user.

 

Daily/Monthly Insurance Payments and Adjustments

This report lists the payments from payers and adjustments made on a payer’s behalf during the date range you select.  You can search by a particular location, provider or payer.  The summary lists payments and adjustments by provider, location, facility, check, payer, and user.


2.  Claims Billed/Entered Report

This report lists all claims billed with the dates of service, date entered, amount, account number, and patient.  Run the report by billed to primary or secondary insurance, or entered into the practice, or by charge date of service.

 

3.  All Patients Seen – Charge Details

This detailed report lists by insurance company the patient(s) and their insured, dates of birth, phone numbers, account number, the CPT code(s), DOS, charges, insurance paid, patient paid, adjustments, and balance.  This report can be used to complete your EOB Breakdown and should match your EOB Breakdown.

 

4.  Patient Listing

This report lists all the patients entered in ClaimGear , including account numbers, full names, phone numbers, date of births, last seen dates, patient balances (if any), and insurance balances (if any).  To view all patients, immediately click the Run Report button (intentionally leaving all the filters blank).  This report is useful to quickly view all patients entered, any duplicate patient accounts, patient name spelling, date of birth, and date of service.  Note: Generating this report is the simplest way to likely identify the problem for a “Claim Not Found” error, it lists 4 of the 5 possible issues (see details on page 77).    


5.  Activity Summary

This report gives a summary of all charges and debits, insurance payments and adjustments, patient payments and adjustments, and the change in A/R for the date range you specify.  Charges are based on date of service, and payments are based on the date of receipt.  This is the best report to use for A/R; if all information is entered correctly, this report matches with bank statements.  You can run this for just one practice, provider, location, or for all.

 

6.  A/R Aging Summary

This report lists outstanding charges due to insurance by aging bracket (e.g. 0-30 days past due).  You can run the report for just one practice, provider, location, or for all of them.  You can also choose to view the report for a specific payer or payer type.  Aging is calculated using the “From Date of Service” for charges in the date range you select.  This report also displays the aged balances by payer type.

  

Running a Report
To run a report:

 1.     Double click the report you want to generate.  For this example, the Daily Monthly Charges & Payments.

 2.     A smaller window opens asking for more information, which varies depending on the report.  For this example, change the date    
        range to “All.”

 3.     After you have selected the filters needed, click the Run Report button.

 

 

Print Reports
You can choose to print the report by clicking the Print Report button, or close the report after viewing it by clicking the Close Report button.

 

 

 Verify the EOB Breakdown in the Workbook with the "All Patients Seen -- Charge Details" Report

In the workbookis an EOB Breakdown per section.  The purpose of this table is to manually log all insurance and patient payments. 

In ClaimGear, you can print the Claim Report “All Patients Seen – Charge Details,” which shows the patient account postings.     

When comparing both of these, the EOB breakdown you completed and the ClaimGear report “All Patients Seen – Charge Details,” the totals should match perfectly.  If there is a discrepancy, it indicates one of your methods contains an error and you will need to research the problem and fix the error accordingly.

The Claim Report “All Patients Seen – Charge Details” is your electronic verification that you posted all payments correctly. 

It can be generated by going to Reports –F7, Claim Reports, All Patients Seen – Charge Details.


The report displays and contains information per patient (all claims combined), the CPT, DOS, Charges, Insurance Paid, Patient Paid, Adjustments, and Balance.  It totals per patient.

 

 

Cross-Reference the Report with your Written EOB Breakdown Answers
Example of how to cross-reference your data; the Totals of the five columns indicated on the report should match your written totals on the EOB Breakdown.