During Phase 5 we will be discussing the Report Viewer (Video) and the Report Builder (If Applicable) (Video). In this phase, the trainee will discover that there are over 125+ standard reports that will assist you in examining your CollaborateMD data in almost any infinite combinations, display it in easy-to-understand formats and share the resulting insights with others. We will walk through the various ways on how to run a report, add reports to favorites, print or export reports, save a report, utilize the Report Snap & Share, and also examine the right-click capabilities within the Report Viewer.
We then will transition to the Report Builder (If Applicable) (Video) a powerful tool that gives your organization the flexibility it needs to customize reports through a drag and drop interface. Specify the metrics that you are tracking, and organize the data across locations, departments, providers, time frames, etc. You can examine your data in almost infinite combinations, display it in easy-to-understand formats, and share the insights with others. By always knowing where you stand, you can spot trends early and make the best decisions for your business.
Understand Refund/Reversal (If applicable)
Receive ERAs & Review Check (If Applicable)
View EOB (If Applicable)
Troubleshooting ERA Errors (If Applicable)
Understanding Deleting/undeleting transactions
Understanding debit/credit account
Understanding Adjustment Codes
Understanding refund/reversals
Configure Enhanced Patient Statements (If Applicable)
Configure Automated Statements (If Applicable)
Understand How to Assign for FDN & Collections (Patient > AR Control)
Understand Batch Print Statements
Understand Statement Tracker
Understanding Adding Collection Agency (Permission - Customer Set up)
- Statement Reports Available - Patient Statement Comments, Patient Statement Turned Off, Patient w/Statements Printed X Times, Statements Printed In Date Range, Audit Report (Audit Type - Statement Automation to track changes)
Report Overview (Video)
Understanding Reports Viewer
Understanding Report Descriptions
Understanding Running Reports
Understanding More Report Actions
Understanding Print or Export Report
Understanding Edit User Access to Report
Understanding Save a Report
Understanding Report Snap and Share
Report Builder (Video)
Understanding Report Builder
Understanding Field Descriptions
Understanding Build a New Report
Understanding Report Columns
Understanding Format Report Data
Understanding Categorize Report Data with Aggregations
Understanding Add Calculated Columns
Understanding Display Totals
Understanding Hidden Columns
Understanding Group Report Data
Understanding Filter Report Data
Understanding Manage Report Connections
Understanding Evaluate Report Data with Charts (Video)
Understanding Embed Report Co-displays (Video)
Understanding Find or Edit a Custom Report
Understanding Share Reports
Suggested reports to run on a daily basis:
You can right-click on a report and save it to your Favorites.
AR Management Reports:
- A/R Aging Summary
- Activity Summary
- Payer Mix by Charge Amount (Total charges and debits for each Payer Type)
- Payer Mix by Paid Amount (Total revenue for each Payer Type)
AR Reports:
- Charges at Collection
- Charges Due Insurance - by Aging Range (Outstanding Insurances)
- Charges Due Insurance - by Date Range (Outstanding Insurances)
- Charges Due Patient - by Date Range (Outstanding Patients)
- Electronic Remittance Advice Reports (if applicable)
- Adjustment Reasons
- Denials
- Unpaid Reasons
Claim Reports:
- Charge Overview by Date Range
- Claims On Hold Report
- Claims Waiting to be Printed by User (If you print claims)
- Claims Waiting to be Sent to the Clearinghouse
- Claims Rejected at the Clearinghouse
- Incomplete Claims Report
Daily/Monthly Reports:
- Claims Billed Report
- Claims Entered Report
- Daily Deposit Report (All payments posted)
- Daily/Monthly Charges and Debits
- Daily/Monthly Insurance Payments/Adjustments
- Daily/Monthly Patient Payments/Adjustments
Management Reports:
- User Audit Report
Patient Reports:
- Incomplete Patients Report
- Patients at Collection (Use to send to Collection Agency)
- Patient Listing by Balance
- Patients with Account Credits
- Patient Reports On Statements:
- Patient Statements Turned Off
- Patient with Statements Printed X Times
- Statements Printed in a Date Range
Although these reports are some of the reports suggested to run daily, there are several other reports to look through and run as often as you need. There are many other reports that may be beneficial to you in your office. You can reference the Reports Reference Guide for descriptions of each standard report available within CollaborateMD.
Action 1. Understand why Dashboard analytics are crucial to your business and determine who should access and monitor them.
Action 2. Determine Key Performance Indicators needed for Reports. CMD offers over 125+ standard reports. Most reports can be used as templates to create custom reports suited for your business. Be sure to communicate reporting needs to your Implementation Specialist prior to turnover.
Action 3. Stay on top of your CMD using Tasks and monitor users productivity
In order to successfully complete Phase 5 of your training and move into Phase 5, you must complete all of your assignments indicated above. During Phase 4 you will learn how to manage payments, payment plans and determine your patient collections workflow using statements.