The case classification Report allows you to generate a report containing all your case types, which patients fall under those case types, financial data per case and graphs.
The data presented in this report comes from the case type selected for a patient within their patient file, case tab, case type drop down.
If you would like your patients to be broke down further, you must create additional case types within Admin>List Manager>Case Type>Add. then attach the new case type to the proper patients.
To Run the Report
Under Reports
Case Classification
Select Filters:
You will check the boxes appropriate for what you would like to see.
Include Graphs (Increases report generation time) and Include Patients in the Case Classification report.
Select Date Range: Range of Days, Day, Week, Month, Quarter or Year.
Sample Report
You will see Each Case Classification available in your Database.
If you select to Include patients, you will see them listed under the correct case.
You will see the following columns:
- Total Charges
- Patient Payments
- Payer Payments
- Fee Adjustments
- Patient Write-offs
- Payer Write-offs
- Completed Appointments
Each column will show the total for that category and the % it makes up of the whole office.
Please note: The Patient Payments Column will reflect any "Credit Forwards" entered within the range selected. Deleted/Removed Payments are not shown in a separate column, the amount is just removed from the total shown.
Graphs at the End of Report:
You will see a series of Graphs at the bottom of the report that looks like the one below, if you selected to Include Graphs in the filters.
There are 7 graphs that will display. One for each column displayed in the report:
- Total Charges
- Patient Payments
- Payer Payments
- Fee Adjustments
- Patient Write offs
- Payer Write offs
- Completed Appointments
This gives you the ability to see where each case falls amongst the clinic.
To Download/Print a Report
All reports will display a toolbar at the top of the page when generated.
You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word.
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.
***This has the fastest response time***
Phone: 909-378-9514
Email:Support@coactionsoft.com
Business hours: Monday-Friday, 8:00am-6:00pm CST
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