Standard Report List & Reporting Options
Reporting is the lifeblood of your office. Intelligent presentation of information helps an office more efficiently act on outstanding A/R and other issues.
- Over 100 reports come standard with your system, including many ways to target outstanding balances and sort customized searches.
- All reports can be viewed on the screen, printed or exported to MS Excel for further analysis.
- Configure system to view aging by date of service or date of entry, depending on your needs.
- Collections or other MS Word letters can be created that automatically import patient-specific data.
- AdvancedMD Collections, (separate module) automates the process of "working" the collections oriented reports increasing collection staff productivity by allowing them to create patient and payer task lists and automated reminders.
- Download full sets of data in MS Access any time for backup purposes, or for more sophisticated analysis on your own.
Appointment Reminder Cards
Appointment Reminder Cards can be printed and sent to patients to remind them of a future appointment. The Reminder Cards can be printed on 4x6 cards or on standard 81/2 x 11 paper.
Appointment Confirmation
The Appointment Confirmation report lists all appointments within a date range. It also allows
you to auto-confirm all of the appointments that are displayed.
The Appointment Status List report provides a listing of all appointments scheduled within a
column for a specified date range, and the visit status of each appointment.
The valid visit status codes are:
Seen indicates the appointment was checked out at the end of the appointment in the appointment scheduler
Cancelled indicated when the appointment has been cancelled
No Show indicated when the patient failed to keep their appointment
Deleted occurs if the appointment is marked for deletion
No Action indicates the appointment was scheduled but never marked as Checked In or Checked Out.
The Appointment Type Totals report provides a summary of appointment types that were scheduled in each specific column for a specified date range. A total of all appointments scheduled will print at the end of the report.
Cancelled or No Show Appointments
The Cancelled/No Show Appointments report provides a summary of appointment that were cancelled or no shows.
Chart Pull
The Chart Pull report provides a summary of the time, chart number, patient name, and phone number associated with chart pulls.
Column Appointment
The Column Appointment report provides a listing of all appointments scheduled in a particular column for a specified date. The information includes:
1. time of appointment
2. patient
3. patients age
4. home phone number
5. chart number
6. provider
7. appointment type
8. column name
9. Any comments created during the creation of the appointment.
Column Appointments with Block / Hold Times
The Column Appointments w/ Block and Hold Times report provides a listing of all appointments scheduled for a particular column on a specified date. The information given includes the time of appointment, patient, DOB, home phone #, office phone #, column, provider, appointment type, and any comments created during the creation of the appointment. This report will also list all block and hold times created for date selected.
Dismissed Visits
The Dismissed Visits report provides a summary of closed visits that no charges were posted to.
Master Appointment
The Master Appointment report provides a listing of all appointments made for a specified date. The
information given includes the time of appointment, patient, chart #, patients age, home phone #,
provider, appointment type, and any comments created during the creation of the appointment.
The Missed Visits report tracks all the patients that have not had any transactions posted
to them. This report can be used to monitor and ensure all charges are posted to every visit
seen for each day. The report should be compared to the appointment status report for verification.
The Recall Visits report provides a listing of all the patients that have had a recall
created for them by a specified date range. This list provides the patient, complete address,
recall date, appointment type, home phone #, and office phone #.
The Recall Visit Labels allows you to print a listing of all patients that recalls were created
for within the specified date range. The labels will print in 3 columns and are aligned to print
on Avery 5160 labels.
The Provider Appointment report provides a listing of all appointments scheduled for a particular provider for a specified date. The information given includes the time of appointment, patient, patient’s age, home phone #, chart #, appointment type, column name, and any comments created during the creation of the appointment.
Audit
Audit Report - Usage Log
The AdvancedMD Practice Usage Log provides a way for you to determine when users are logging in to the
system. The Usage Log records the date and time that each user logs in and logs out, along with the
user's IP address.
The Usage Log Report will list the following fields:
1. User name
2. IP Address
3. Login Date/Time
4. Date/time of last action
5. Session duration
6. Grand Total
The AdvancedMD Audit Productivity report provides a way to view the productivity by user
and date. The report will show any additions/modifications for the following information.
1. Patient
2. Responsible Party
3. Insurance Coverage
4. Extra Insurance
5. Charge
6. Payment Detail
7. Payment Plan
8. Payment
9. Recall Visit
10. Write Off Detail
11. Write Off
12. Appointment
Carrier
Carrier A/R Detail
The Carrier A/R Detail report tracks the accounts receivable activity for each carrier in your practice. It
can be used to monitor outstanding balances for each carrier, and the specific patient accounts
associated to those carriers. All detail needed to contact the insurance company is included on the report.
This report lists carrier A/R in Current, 30, 60, 90, and 120+ day aging categories with options
to filter for specific days past due. The report can be run by billing date or by date of service.
The Carrier A/R Summary report tracks the accounts receivable activity for each carrier in your
practice. It can be used to monitor the outstanding balances for each carrier. This report lists
carrier A/R in unapplied, current, 30, 60, 90, and 120+ day aging categories with options to filter
for specific days past due. A grand total for all carriers is provided summarizing the total out
based on the criteria selected.
The Carrier Production Summary report tracks the accounts receivable activity in your practice. It
can be used to monitor the effectiveness of each carrier to your accounts receivable and your practice in general.
The carrier production summary prints the month to date, year to date and total revenue for each
carriers charges, payments and write offs. It also lists the number of units charged to each carrier.
The Unbilled Carriers report lists both held insurance charges as well as charges that have
not been billed to insurance. It allows you to obtain a listing of all patients with unbilled
charges to insurance carriers that were set to be billed to the insurance.
Print all charge slips for a particular day. The system will print a charge slip for every
patient scheduled in the appointment scheduler for the day selected.
The Collection Actions report allows an office to analyze their collection efforts,
based on the actions taken by collectors.
The Collection Actions report will list the following fields:
1. Collector
2. Action
3. Count
4. Total Counts
The Diagnosis Production report lists in either summary or detail all the particular diagnosis
codes attached to patients accounts in your practice. The report lists the ICD9 code, description,
and if in summary will display the total number of patients within your practice that were assigned
the ICD9 code, within the date range specified. If you run this report in detail it will list the
actual patient names and chart numbers, in addition to the total usage for the specific codes.
Once the electronic claims batch has been generated and sent, the user may select the
option to view the submission report usually within 24 hours after the claims were processed.
The Claims Acknowledgement Report lists all claims that were passed onto the insurance carriers.
The Exclusion Claims Report lists any claims that the Clearinghouse has rejected
for errors. It will describe the error and the necessary corrections for resubmission.
Sometimes, an individual carrier will return a report through the clearinghouse. These
reports can be difficult to read because each payer has their own unique format.
Financial Class
Financial Class A/R Summary
The Financial Class A/R Summary report monitors the accounts receivable activity for each financial
class in your practice. It lists A/R by financial class in Unapplied, Current, 30, 60, 90, and 120+
day aging categories with options to specify specific aging dates. A practice total for all financial
classes is provided on the report.
The Financial Class Production Summary report lets you evaluate the patient revenue from each financial class.
This information can be very helpful for determining profitability in your practice.
For each financial class, the total of all Charges, Payments, and Write-Offs are printed for both
month-to-date and year-to-date periods. Total revenue for reported financial classes is given at
the end of the report.
Financial Class Patient Listing
The Financial Class Patient Listing report shows you each patient that is assigned to a Financial Class. The report will total the number of patients assigned to each class. This information can be very useful in categorizing your patients by carriers.
Financial Totals
Analysis of Services
The Analysis of Services report is one of the most powerful analysis tools available. This report
evaluates the services performed in your practice and helps you make decisions regarding profitability
of procedures. The information obtained on this report can be very broad or very specific depending on
how the request is structured.
The report can be requested for one or more dates, provider, procedure, diagnosis, carrier
and financial class; which you may group by these means as well. The report can be based on the
date of service or entry, and in either summary or detail fashion.
The Batch Totals report lists batches (all or of a particular status), the batch number, the
creator of the batch, the date of the batch, the status, and charges, payments and write offs
associated with the batch.
The End of Day Totals report provides an overview of charges, payments, and write-offs posted
within the selected date range.
The End of Day Totals Report will list the following fields:
1. Report name
2. Office name
3. Date range selected
4. Date(s)
5. Charges
6. Payments
7. Write-offs
8. Patient payments
9. Insurance payments
10. Grand totals
Payment Reason Codes
The Payment Reason Codes allows you to analyze the reason claims were either denied, rejected or
paid. The Payment Reason Codes report will produce the report by provider, procedure and carrier.
This information is valuable in insuring claims are being processed correctly and error free.
The Insurance Allowable Discrepancy report is a great report in ensuring you are being reimbursed
the correct amount by each insurance company. Anytime a payment is posted and the allowed amount is
different then the allowable fee schedule the patient will appear on this report allowing claims to
easily be followed up on.
The report can be grouped by provider, carrier or procedure code. It can be run in either summary
showing you totals by the selected grouping or in detail. Detail will provide you the information
to contact the carrier to get the claim corrected.
The Reimbursement Analysis report is one of the most powerful analysis tools available. This
report evaluates the payments received by procedure in your practice and helps you make decisions
regarding profitability of procedures. This is also a great tool in comparing what is being reimbursed
by different carriers.
The information obtained on this report can be very broad or very specific depending on how the
request is structured.
The report can be requested for one or more dates, provider, procedure, diagnosis, carrier
and financial class; which you may group by these means as well. The report can be based on
the date of service or entry, and in either summary or detail fashion.
Responsible Party A/R
The Responsible Party A/R Detail report tracks the accounts receivable activity for each
responsible party in your practice. It can be used to monitor outstanding balances for each
responsible party, and the specific patient accounts associated to those carriers. All detail
needed to contact the insurance company is included on the report.
This report lists carrier A/R in Current, 30, 60, 90, and 120+ day aging categories with
options to filter for specific days past due. The report can be run by billing date or by date of service.
Total A/R
The Total A/R report will provide the amounts outstanding for both insurance and patients on one report. This will show overall were the practice is at in all A/R. The report can be run in both summary or detail.
Unapplied Transactions
The Unapplied Transactions report monitors unapplied payments and credit balances for patients in your practice. This report tracks unapplied dollars within patient and insurance portions.
Void Listing
The Void Listing report tracks all transactions that were voided out in the system. The report
can be run by patient, provider and user for specific date ranges. This is a very useful management tool.
The Inventory Past Orders report is useful in providing offices with details on orders that have been placed
in the past. This is a great reference when ordering new supplies for the office.
Managed Care
Managed Care Analysis of Visits
The Managed Care Analysis of Visits is a powerful report in analyzing different services for
patients. The report can be grouped by Financial Class & Carrier and can be run in both detail
and summary. With so many options you will be able to pull requested information quickly for the
providers. The following criteria can be selected for running the reports.
1. Financial class
2. Patient
3. Date of Birth
4. Sex of the Patient
5. Service Date
6. Carrier Code
7. Diagnosis Code
8. Procedure Code
9. Zip Code
10. Primary Physician
11. Referring Physician
Example: If the provider wanted a report showing all the female patients treated for diabetes that
was in there twenties. You could provide that in a number of minutes to the Dr.
Managed Care Profile
The Managed Care Profile allows the practice to view patients belonging to carriers. This is a valuable
report if offices are looking to stop providing services to a specific carrier in determining the overall
effect this will have on the business based on the patients that have the carrier.
The report can be grouped by Finical Class, Patients, age of patient, Carriers and Zip codes.
Managed Care Start Date
The Managed Care Start Date shows when patients started with there insurance group. The report can be grouped by Carrier, Financial Class and patients.
Marketing
Marketing Referral List
The Marketing Referral List report allows an office to analyze their marketing efforts, based
on the sources or statuses assigned to a patient's marketing referral. The office can get a count
of all patients that have come from a selected source by running a summary report. The office can
also get a list of patients that need further actions, based on their current status, by running a detail report.
The Marketing Referral List will list the following fields when run in detail mode:
1. Referral Source
2. Referral Status
3. Patient
4. Chart Number
5. Creation Date
6. Patient Count
And will list the following fields when run in summary mode:
7. Referral Source
8. Referral Status
9. Patient Count
Marketing Referral Production
The Marketing Referral Production report allows an office to analyze their marketing fforts, based
on the charges added to a patient with a marketing referral.
The Marketing Referral Report will list the following fields:
1. Source
2. Description
3. Status
4. Total Charges
5. Total Payments
6. Total Write-offs
Master Files
Carriers
The Carrier Maintenance Report will list in carrier code sequence all records created in the Carrier Master File. The report will display the Code, Carrier Name, Address, PO Box, City, State, Zip Code and Phone Number.
Referring Providers
The Referring Provider Maintenance Report will list in referring provider code sequence all records created in the Referring Provider Master File. The report will display the Code, Referring Doc. Name, Address, PO Box, City, State, Zip Code and Office Phone Number.
Zip Codes
The Zip Code Maintenance Report will list in zip code sequence all records created in the zip code Master File. The report will display the Code, City, State, and Area Code.
Patient Listing
Demographic Listing
The Patient Demographic Report will list chart order particular Patient Demographic Information. This
report can be used for various information gathering. The report will display Chart number,
Patient Name, Address, City, State, Zip Code, Phone numbers, both work and home, Provider,
Birth date, Social Security number, and Gender.
The User Template Listing report lets you see which document templates have been used with patients. The document templates allow offices to track information that is unique to there office.
Procedure Codes
Procedure Code A/R Summary
This report provides a summary of procedure code usage in your practice and analysis of your A/R.
The Procedure Code A/R Summary lists each procedure code in current, 30, 60, 90, and 120+ day aging
categories. Totals for all reported procedures are printed at the end of the report.
Procedure Code Production
This report provides a summary of procedure code usage in your practice. It can be used to
analyze the number of procedures performed and the profitability of each procedure.
The Procedure Production Summary prints two lines for each procedure. The first line contains
month-to-date totals, and the second line, year-to-date totals. For each procedure, the number
of units, amount charged, payment amount received and write-off amounts, is listed. Totals for
all reported procedures are printed at the end of the report.
Fee Schedule Listing
The Fee Schedule report allows you to view the fee schedules setup within the system for
both allowable and standard fees.
Master Provider Production Summary
The Master Provider Production Summary report measures the productivity of each master provider in your practice. A total of all charges, payments, and write-offs are given for both month-to-date and year-to-date periods.
A summary of all providers is printed at the end of the report.
The Group Production Summary report measures the productivity of each group in your
practice. A total of all charges, payments, and write-offs are given for all groups.
The Master Group Production Summary report measures the productivity of each group
in your practice. A total of all charges, payments, and write-offs are given for both
month-to-date and year-to-date periods.
The Provider A/R Summary report tracks the accounts receivable activity for each provider. It
can be used to monitor and compare the productivity and profitability of the providers in your
practice. This report lists provider A/R in current, 30, 60, 90, and 120+ day aging categories. A
practice total for all providers is given at the end of the report.
The Master Provider A/R Summary report tracks the accounts receivable activity for
each master provider. It can be used to monitor and compare the productivity and
profitability of the providers in your practice. This report lists provider A/R in
current, 30, 60, 90, and 120+ day aging categories. A practice total for all providers
is given at the end of the report.
The Group A/R Summary report tracks the accounts receivable activity for
each group associated to your practice. It can be used to monitor and compare the
productivity and profitability of the providers in your practice. This report lists
groups A/R in current, 30, 60, 90, and 120+ day aging categories. A practice total for
all groups is given at the end of the report.
The Master Group A/R Summary report tracks the accounts receivable activity for the
entire practice. It can be used to monitor and compare the productivity and profitability
of your practice. This report will categorize the A/R in current, 30, 60, 90, and 120+ day
aging categories. A practice total is given at the end of the report.
Referring Provider A/R Summary
This report also provides a summary of referral source revenue in your practice. It
can be used to evaluate the effectiveness of referrals on your accounts receivable.
The Referring Provider A/R Summary prints the current aging categories for outstanding
revenue for referrals charges. A practice total for all referrals is given at the end of the report.
Referring Provider Production Summary
This report provides a summary of referral source revenue in your practice. It can be used
to evaluate the effectiveness of referrals on your accounts receivable and your practice in general.
The Referring Provider Production Summary prints the month-to-date, year-to-date, and total
revenue for a referrals charges, payments and write-offs. It also lists the number of patient
referrals for each source. A total of all referral sources will print at the end of the report.