Creating Reports

CHAPTER

© 2011 The McGraw-Hill Companies, Inc. All rights reserved.

9Creating Reports


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 Describe how to select data to be included in a Medisoft report.

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


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 Explain how aging reports are used in a medical practice.

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


Key Terms

• aging report• day sheet• insurance aging report• patient aging report• patient day sheet• patient ledger• payment day sheet• practice analysis report• procedure day sheet• selection boxes

9-4


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


9.2 Selecting Data for a Report 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


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


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


9.3 Day Sheets (Continued) 9-9

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

• Exercise 9-1 page 309



• 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



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


9.4 Analysis Reports 9-12

• 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


9.4 Analysis Reports (Continued) 9-13

• Practice Analysis Report• Exercise 9-2 page 316


9.5 Patient Ledger Reports 9-14

• 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



9.5 Patient Ledger Reports (Continued) 9-15

• Patient Ledger report


9.6 Standard Patient Lists 9-16

• 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



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 MedisoftReports window


9.7 Navigating in Medisoft Reports(Continued)

9-18

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

The MedisoftReports File menu

The MedisoftReports View menu

The MedisoftReports Help menu


9.8 Aging Reports 9-19

• 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


9.8 Aging Reports (Continued) 9-20

• 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



9.9 Custom Reports 9-21

• 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

– CMS-1500 and Medicare CMS-1500 forms– Patient statements and walkout receipts– Superbills (encounter forms)


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

• Exercise 9-6 page 328• Exercise 9-7 page 328


9.10 Using Report Designer 9-23

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

• Exercise 9-8

Page 330

The Report Designer menu

Documents

Creating Reports