Report Types and Report Names - Part 1

This article presents all of the reports in the Reports Reporting Suite, separated by report type, and includes a brief description and the data source and/or purpose of each report. Report Types and Report Names - Part 2 and Part 3 continue this article.

It is important to understand the source of the report when comparing two different reports with like values (e.g., applied payments from Payments Analysis Grid and Practice Month End Performance report). The Payments Analysis Grid source is payments-only, while the Practice Month End Performance report is transaction-based for all financial key performance indicators (KPIs). When comparing data from different sources, the values do not match.

Report Sources

Report Source	Description
Charge-based Reports	Reflect the data available in the on-screen ledgers. These are point-in-time reports, resulting in different values for the same time period when generated at different points in time. Use these reports to review service line information (for example, procedure code, date of service, charge amount, adjustments, etc.). Report Types: Charge and Production
Payment-based Reports	Reflect the payment-level details viewable in Payments pages. Payment reports are best suited for balancing to the bank account as they include all payments posted (for example, applied, unapplied, insurance, patient, capitation, etc.). Charge-based and transaction-based reports only reflect applied payments. These are point-in-time reports, resulting in different values for the same time period when generated at different points in time. Note: If the payments from the prior time period are not edited the amounts will not change. Report Type: Payment
Transaction-based Reports	Reflect all AR balance-changing events (for example, charge activity, apply/unapply payments, write-offs, etc.). For balancing purposes, it is important to understand transaction reports only report the activity of applying and unapplying payments from a claim. The amounts do not change when comparing reports for the same time period at two different points in time when reporting by the transaction's created date or ledger date if the month has been closed. Report Type: Transaction
Combination Reports	There are various types of combination reports available (for example, Monthly Financial Summary, Practice Month End Performance, and Goals). Reports are combined from different categories to help consolidate important data. Depending on the report, reporting data is as of the previous day or is monthly.
How do I know which report category the report is?	After selecting the Report Name in the reporting tool, the data source/report purpose shows if the report is a charge, payment, transaction, or combination report. If the source/purpose information does not include mention of any of these reports, it is a combination report.

= Also an Enterprise Report

Accounts Receivable

Report Type	Report Name	Description
Accounts Receivable	AR by Billing Provider – Summary	Description: View AR aging buckets by billing provider (e.g., 0-30, 31-60, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand open AR balances. Report data may take up to one hour to refresh.
Accounts Receivable	AR by Billing Provider and Patient – Summary	Description: View AR aging buckets by billing provider and patient (e.g., 0-30, 31-60, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand open AR balances. Report data may take up to one hour to refresh.
Accounts Receivable	AR by Patient – Summary	Description: View AR aging buckets by patient (e.g., 0-30, 31-60, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand open AR balances. Report data may take up to one hour to refresh.
Accounts Receivable	AR by Payer – Summary	Description: View AR aging buckets by payer (e.g., 0-30, 31-60, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand open AR balances. Report data may take up to one hour to refresh.
Accounts Receivable	AR by Rendering Provider – Summary	Description: View AR aging buckets by rendering provider (e.g., 0-30, 31-60, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand open AR balances. Report data may take up to one hour to refresh.
Accounts Receivable	AR by Rendering Provider and Patient – Summary	Description: View AR aging buckets by rendering provider and patient (e.g., 0-30, 31-60, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand open AR balances. Report data may take up to one hour to refresh.
Accounts Receivable	AR by Servicing Provider – Summary	Description: View AR aging buckets by servicing provider (e.g., 0-30, 31-60, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand open AR balances. Report data may take up to one hour to refresh.
Accounts Receivable	AR Roll Forward by Practice	Description: Review monthly transactions (e.g., charge, adjustment, payment) by practice along with the starting AR and ending AR for the month. The transactions are reported by ledger date in the closed month. Data source/Report purpose: Ledger transaction reports track AR balance-changing events. This report is available after the month is closed, providing a monthly snapshot of the data. After the month closes, the data does not change. The ending AR is always used as the starting AR for the following month. If your practice performs overlapping activity, the AR reported here may not match AR reports. The formula used to check if the AR is balanced is Starting AR + (Charges - Total Payment - Adjustments - Write-offs). Applied overpayments do not change the charge balance. Report data is updated monthly.
Accounts Receivable	AR Roll Forward by Provider	Description: Review monthly transactions (e.g., charge, adjustment, payment) by provider along with the starting AR and ending AR for the month. The transactions are reported by ledger date in the closed month. Data source/Report purpose: Ledger transaction reports track AR balance-changing events. This report is available after the month is closed, providing a monthly snapshot of the data. After the month closes, the data does not change. The ending AR is always used as the starting AR for the following month. If your practice performs overlapping activity, the AR reported here may not match AR reports. The formula used to check if the AR is balanced is Starting AR + (Charges - Total Payment - Adjustments - Write-offs). Applied overpayments do not change the charge balance. Report data is updated monthly.
Accounts Receivable	AR Service Line – Analysis Grid	Description: A comprehensive service line report with important AR data points (e.g., aging buckets, days in AR, expected amounts). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to analyze AR details and create worklists. Report data is as of 11:59 PM PT the previous day.
Accounts Receivable	Claims Work List – Analysis Grid	Description: Identifies all claims in the Claims Work List using a custom date span. Data source/Report purpose: The Claims Work List is recommended to manage claims in the AR cycle. Use this report to help manage claims in the worklist. Report data may take up to one hour to refresh.
Accounts Receivable	Claims Work List Activity – Analysis Grid	Description: Identifies all activity in the Claims Work List using a custom date span. Data source/Report purpose: The Claims Work List is recommended to manage claims in the AR cycle. Use this report to help manage activity in the worklist. Report data may take up to one hour to refresh.
Accounts Receivable	Exclude from AR	Description: Identify patients who are currently selected to be excluded from AR billing. Data source/Report purpose: When patients are excluded from AR billing, statements are not generated for the patient. These patients are typically in collections. Use this report to identify these patients, the associated guarantor, the current insurance, and the patient balance, along with notes/alerts entered in Chart Messages. Report data may take up to one hour to refresh.
Accounts Receivable	Statement – Analysis Grid	Description: Analyze generated statements (e.g., balance due, patient, batch state, electronic status, etc.). Data source/Report purpose: Statement reports are used to track statement batches and electronic status. Report data may take up to one hour to refresh.

Appointment

Report Type	Report Name	Description
Appointment	Appointment – Analysis Grid	Description: Analyze appointment details (e.g., appointment date, appointment status, etc.). Data source/Report purpose: Appointment details are generated based on appointment date and reflect details of that appointment. Report data may take up to one hour to refresh.
Appointment	Appointment Daily Summary – Analysis Grid	Description: View and print summary appointment data grouped by calendar resource and location name.  Data source/Report purpose: Appointment details are generated based on appointment date and reflect details of that appointment. Report data is real-time.
Appointment	Copay Deficit	Description: Review copay deficit by location.  Data source/Report purpose: Copay due is the amount entered in the patient's insurance information combined with appointments in the calendar month. Copay collected is the copay posted during check in/out. Copay Deficit = Copay Due - Copay Collected. Report data is updated monthly.
Appointment	Missing Charges – Analysis Grid	Description: Identify appointments that are missing charges. Data source/Report purpose: If a scheduled appointment does not have a linked claim, the appointment details show. Report data may take up to one hour to refresh.
Appointment	No Show and Cancellation	Description: Analyze no show and cancellation totals.  Data source/Report purpose: Based on appointments with a date of service in the selected time period. Columns include total appointments, no show, and cancellation. The amounts for each column drill down to the appointment details. Report data is updated monthly.
Appointment	Unbilled Appointments	Description: Review appointments with missing charges at month end close. Columns include total appointments, user hold, and missing charges.  Data source/Report purpose: Based on appointments with a date of service in the selected time period. This report is available after the month closes, providing a monthly snapshot of the data. After the month closes, the data does not change. Report data may take up to one hour to refresh.

Charge

Report Type	Report Name	Description
Charge	Charges – Analysis Grid	Description: Analyze service line charge ledger details (e.g., providers, procedure codes, charge amount, RVU, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of charge amounts posted. Report data may take up to one hour to refresh.
Charge	Charges by Billing Provider	Description: View and print charge ledger totals grouped by billing provider (e.g., procedure codes, charge amount, date of service, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of charge amounts posted. Report data may take up to one hour to refresh.
Charge	Charges by Location	Description: View and print charge ledger totals grouped by location (e.g., procedure codes, charge amount, date of service, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of charge amounts posted. Report data may take up to one hour to refresh.
Charge	Charges by Patient	Description: View and print charge ledger totals grouped by patient (e.g., procedure codes, charge amount, date of service, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of charge amounts posted. Report data may take up to one hour to refresh.
Charge	Charges by Referring Provider	Description: View and print charge ledger totals grouped by referring provider (e.g., procedure codes, charge amount, date of service, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of charge amounts posted. Report data may take up to one hour to refresh.
Charge	Charges by Rendering Provider	Description: View and print charge ledger totals grouped by rendering provider (e.g., procedure codes, charge amount, date of service, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of charge amounts posted. Report data may take up to one hour to refresh.
Charge	Charges by Servicing Provider	Description: View and print charge ledger totals grouped by servicing provider (e.g., procedure codes, charge amount, date of service, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of charge amounts posted. Report data may take up to one hour to refresh.

Clearinghouse

Report Type	Report Name	Description
Clearinghouse	Claim History - Analysis Grid	Description: Track details of claims created (e.g., provider, claim status, appeal, etc.). Data source/Report purpose: A claims-based report designed to provide claim details in the clearinghouse work flow. All claims, including user hold, resubmitted, and secondary claims are exported. The charge amount in this report is specific to the claim ID and may not match the charge amount in the ledger. Report data is updated daily at 11:59 PM PT.
Clearinghouse	Claim Service Line History - Analysis Grid	Description: Track service line details of claims created (e.g., code, modifiers, units, etc.). Data source/Report purpose: A claims-based report designed to provide details of claims in the clearinghouse work flow. All claims, including user hold, resubmitted, and secondary claims are exported. Report data is updated daily at 11:59 PM PT.

Clinical

Report Type	Report Name	Description
Clinical	Daily Office Procedures – Analysis Grid	Description: Review office procedures documented for patients in the selected reporting period. The time period is restricted to yesterday, today, and tomorrow.  Source Purpose: Exports each date of service with an office procedure documented in the selected reporting period. The Office Procedures filter identifies which patients have or have not had certain office procedures performed on them. Report data is real-time.
Clinical	Encounter Coding – Analysis Grid	Description: Review diagnosis codes and procedure codes entered in the encounter. Data source/Report purpose: Reports phone and office encounters, signed and unsigned encounters, and billed and unbilled codes. Report data may take up to one hour to refresh.
Clinical	Encounter Summary – Analysis Grid	Description: Review summary encounter data (e.g., Date of Service, Payer, Provider, Medicaid Patient). Data source/Report purpose: Designed to help count the number of Medicaid encounters for a specific reporting period. Report data may take up to one hour to refresh.
Clinical	Lost OB Billing – Analysis Grid	Description: Identify OB patients who have not been billed. Data source/Report purpose: This report is based on patients fulfilling the following requirements. No DOS in the last five weeks. Has ICD-9 code V22.0 or V22.1 or ICD-10 code Z34.80, Z34.81, Z34.82, or Z34.83. No CPT code 59400. Report data may take up to one hour to refresh.
Clinical	Office Procedures – Analysis Grid	Description: Review office procedures documented for patients in the selected reporting period. Data source/Report purpose: Exports each date of service with an office procedure documented in the selected reporting period. The Office Procedures filter identifies which patients have or have not had certain office procedures performed on them. Report data may take up to one hour to refresh.
Clinical	Pregnancy – Analysis Grid	Description: Review details for active and completed pregnancies. Data source/Report purpose: Identify and manage upcoming deliveries by final EDD or gestational age. Reports completed pregnancy details and pregnancy history. Report data may take up to one hour to refresh.
Clinical	Resident Encounter Multiple Tabs – Analysis Grid	Description: Identify residents of a location. Multiple locations appear on multiple tabs. Data source/Report purpose: Tracks patients assigned to a resident roster location in Patient Information on the Registration page. this report to confirm the insurance, last encounter, and last phone encounter of the patients at these locations. Report data is updated daily at 11:59 PM PT.
Clinical	Resident Encounter Single Tab – Analysis Grid	Description: Identify residents of a location. Multiple locations appear on a single tab. Data source/Report purpose: Tracks patients assigned to a resident roster location in Patient Information on the Registration page. Use this report to confirm the insurance, last encounter, and last phone encounter of the patients at these locations. Report data is updated daily at 11:59 PM PT.

 

See Also:
Glossary of Reporting Terms
Report Types and Report Names - Part 2
Report Types and Report Names - Part 3
Reports Article Index
Reports Reporting Suite
Reports Reporting Suite Data