Users can find two reports within the Visit List will be an area where you can manage the visits and charges. This report will pull module that will help with the managing of patient visits & charges.
GO TO: BILLING > ENTER CHARGES > VISIT LIST
Generating Visit List Report
The Visit Lists takes the appointments from the schedule and show lets you if the charges have been generated for that particular date of service. There will also be a billers report which will allow the biller to manage the charges.
Billing> Enter Charges > Visit List
In the visit list tab, there will be a drop-down labeled, “Select Report” that allows users to switch between the visit list view and billers report view.
To Run Visit List Report
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Optional: Select Patient Name
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Select Provider (will default if only one provider selected)
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Select Date Range (Can do up to a 30 day time range at a time)
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Optional: Select the check box so only unbilled visits show
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Click Run Report (Can also use Keyboard shortcut)
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Optional: Print List
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You can re-arrange the columns by clicking on the column header
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know if there is a completed note or charges associated with that date.
Select Visit List from drop down menu.
Select Date Range(Any range more than 30 days will generate in the Reports Tracking page).
Optional: Report can be filtered by patient and/or Provider.
Optional: Select the check box to show unbilled visits only.
Click RUN REPORT.
*The PRINT option will open this report in a PDF format.
Managing Visit List
Clicking the patient’s name will bring up their Demographic information
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.
If a note was signed for that date, you will be able to click on the DOS to view the note.
Billing Column will show one of 2 icons: + or $
+
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indicates the visit does not have a charge
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and when clicked on
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will
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A pop up screen of enter charges will appear
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Make Edits
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Click Save or Save and Approve
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bring up the enter charges page.
$ indicates the date of service does have a charge
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and clicking on it will allow you to view/edit the
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charges.
To Generate Generating Billers Report
The Billers report will show appointments that have charges attached within a given time frame.
Select Biller’s Report from Select Report
Optional: Select Patient
Select a provider
Insurance: Leave at all or choose a particular one
Select the drop down menu.
Select Date Range (Will default to past 30 days, can generate for 30 days at a time)Click Run . Anything greater than 30 days will generate in the Reports Tracking Page)
Optional: Select Patient, Provider, Insurance Company
Click RUN REPORT
*The PRINT option will open this report in a PDF format. The EXPORT TO EXCEL option will download the report as an .XLS file where users can further manage in an application such as Microsoft Excel or Google Sheets.
Managing Billers Report
Under the Visit Date, if there is a note associated with the charge you will be able to click on it to view the PDF note.
Clicking on the patient’s name will allow you view/edit the patient’s demographics.
Clicking on the down arrow will allow you to see the details
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Print: You can print the page with the details
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Export To Excel will allow you to select the visits you would like, export them to excel with the details.
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