The Provider Revenue Report lists payments and credits that are allocated to charges that have been posted for each provider.
You can view this report in one of four formats:
The Provider Revenue - Summary Report - Only displays totals per provider and grand totals.
The Provider Revenue - Allocations Report - Displays totals per provider and grand totals. For each provider, each allocation is listed with the corresponding charge and applied payment and/or credit adjustment.
The Provider Revenue - Credits Report - Displays totals per provider and grand totals. For each provider, each payment and/or credit adjustment is listed with the charge to which it was allocated.
The Provider Revenue - Charges Report - Displays totals per provider and grand totals. For each provider, each charge is listed with the payment and/or credit adjustment that was allocated to that charge.
|
|
Why: |
To have a record of revenue generated by each provider, to view the payments and adjustments that are being applied to charges, and to ensure correct allocation of payments and credits to procedures that have been performed |
|
When: |
Daily |
To generate the report
In DXOne Reporting, select Ledger, and then double-click Provider Revenue.
The Provider Revenue dialog box appears.
Set up the following options:
Date Range - To filter the report by allocation date, do one of the following:
To include transactions that have allocation dates within a range that you specify, select the Specific Range option. With this option selected, do one of the following:
Enter a date range (in a m/d/yyyy format) in the From and To boxes.
To select a date, do the following for From and To:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
To include transactions that have allocation dates within a range that is relative to the report date, select the Relative Date Range option. With this option selected, select one of the following relative date ranges from the list:
|
Current Day Current MTD Current Fiscal YTD Current Calendar YTD |
Previous Day Previous Week Previous Month Previous 3 Months Previous 6 Months Previous Fiscal Year Previous Calendar Year |
Next Day Next Week Next Month Next 3 Months Next 6 Months Next Fiscal Year Next Calendar Year |
Guarantor - To filter the report by guarantor, do one of the following:
To include all guarantors in the clinics that you are allowed to generate the report for, select the All checkbox for both From and To.
To include a specific range of guarantors, select the starting guarantor (alphabetically by last name) of the range for From and the ending guarantor of the range for To.
To include a specific guarantor, select the same guarantor for both From and To.
To include an open-ended range of guarantors, select a guarantor for either From or To, and then select the All checkbox for the other option.
To select a specific guarantor for From or To, do the following:
Click the corresponding search button 
.
The Select Guarantor dialog box appears.
Note: Only the guarantors in the clinics that you are allowed to generate the report for are available.
Do one of the following:
To get a list of all guarantors, do not enter any search criteria.
To search for guarantors by last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number, enter the first character or more of a guarantor's last name, birth date, status, chart number, Social Security Number, ID, and/or home phone number in the Name, Birthday, Status, Chart#, SS#, OtherId, and Home Phone # boxes, respectively.
Note: To clear any text that you have entered, click Clear Search.
Click Show Results to view a list of guarantors.
Note: To clear the list so you can search again, click Search.
In the list, select a guarantor.
Click OK.
Clinic - To filter the report by the clinics that are associated with transactions (based on either the collecting or rendering clinic), do one of the following:
To include all clinics that you are allowed to generate the report for, select the All checkbox.
To include specific clinics, do the following:
Click the search button .
The Select Clinics dialog box appears.
Note: Only the clinics that you are allowed to generate the report for are available.
If the list is long, to search for a clinic by ID and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a clinic's ID and/or title in the ID and Practice Title boxes, respectively.
Click Show Results to view a list of matching clinics.
Note: To return to viewing the list of all the clinics, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more clinics.
Note: To select multiple clinics, click a clinic, and then, while pressing the Ctrl key, click the other desired clinics. To select a range of adjacent clinics, click the first clinic of the desired range of clinics, and then, while pressing the Shift key, click the last clinic of the desired range of clinics.
Click Add.
Repeat steps b-d as needed to add other clinics.
Note: To remove a clinic that you added, select that clinic in the lower list, and then click Remove.
Click OK.
Also, select one of the following options:
Collecting Clinic - To include transactions according to the following criteria:
A credit (fully or partially applied) may appear on the report if its collecting clinic is one of the specified clinics for the report.
A charge may appear on the report if its rendering clinic is one of the specified clinics for the report and if a credit has been applied to the charge.
Rendering Clinic - To include transactions according to the following criteria:
A credit (fully or partially applied) may appear on the report if the rendering clinic of the charge that it's applied to is one of the specified clinics for the report.
A charge may appear on the report if its rendering clinic is one of the specified clinics for the report and if a credit has been applied to the charge.
Provider - To filter the report by the providers who are associated with transactions, do one of the following:
To include all providers, select the All checkbox.
To include specific providers, do the following:
Click the search button .
The Select Providers/Staff dialog box appears.
Note: Only the providers and staff that you are allowed to generate the report for are available.
If the list is long, to search for a provider by ID, first name, last name, and/or title, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a provider's ID, first name, last name, and/or title in the ID, First Name, Last Name, and Title boxes, respectively.
Click Show Results to view a list of matching providers.
Note: To return to viewing the list of all the providers and staff members, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more providers.
Note: To select multiple providers, click a provider, and then, while pressing the Ctrl key, click the other desired providers. To select a range of adjacent providers, click the first provider of the desired range of providers, and then, while pressing the Shift key, click the last provider of the desired range of providers.
Click Add.
Repeat steps b-d as needed to add other providers.
Note: To remove a provider that you added, select that provider in the lower list, and then click Remove.
Click OK.
Notes:
A credit (fully or partially applied) may appear on the report if the rendering provider of the charge that it's applied to is one of the specified providers for the report.
A charge may appear on the report if its rendering provider is one of the specified providers for the report and if a credit has been applied to the charge.
Billing Type - To filter the report by the billing types that are associated with accounts, do one of the following:
To include all billing types, select the All checkbox.
To include specific billing types, do the following:
Click the search button .
The Select Billing Type dialog box appears.
If the list is long, to search for a billing type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a billing type's ID and/or description in the ID and Description boxes, respectively.
Click Show Results to view a list of matching billing types.
Note: To return to viewing the list of all the billing types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more billing types.
Note: To select multiple billing types, click a billing type, and then, while pressing the Ctrl key, click the other desired billing types. To select a range of adjacent billing types, click the first billing type of the desired range of billing types, and then, while pressing the Shift key, click the last billing type of the desired range of billing types.
Click Add.
Repeat steps b-d as needed to add other billing types.
Note: To remove a billing type that you added, select that billing type in the lower list, and then click Remove.
Click OK.
Patient Tag - Do one of the following:
To not filter the report by a patient tag, clear the Run By Patient Tag checkbox.
To filter the report by the tags that are assigned to patients, select the Run By Patient Tag checkbox. With this checkbox selected, the options to filter the report by tag are available. Do one of the following:
To include transactions for patients with any patient tag, select the All checkbox.
To include transactions for patients with specific tags, do the following:
Click the search button .
The Patient Tag Selection dialog box appears.
If the list is long, to search for a patient tag, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a patient tag name in the Tag Name box.
Click Show Results to view a list of matching patient tags.
Note: To return to viewing the list of all the patient tags, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more patient tags.
Note: To select multiple patient tags, click a patient tag, and then, while pressing the Ctrl key, click the other desired patient tags. To select a range of adjacent patient tags, click the first patient tag of the desired range of patient tags, and then, while pressing the Shift key, click the last patient tag of the desired range of patient tags.
Click Add.
Repeat steps b-d as needed to add other patient tags.
Note: To remove a patient tag that you added, select that patient tag in the lower list, and then click Remove.
Click OK.
Payment - To filter the report by payment type, select one of the following options:
All - To include all payment types.
None - To not include payment types. Also, the report will display 0.00 for payment totals.
Selected - To include specific payment types. With this option selected, to specify the payment types, do the following:
Click the search button .
The Select Payment Types dialog box appears.
If the list is long, to search for a payment type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a payment type's ID and/or description in the ID and Description boxes, respectively.
Click Show Results to view a list of matching payment types.
Note: To return to viewing the list of all the payment types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more payment types.
Note: To select multiple payment types, click a payment type, and then, while pressing the Ctrl key, click the other desired payment types. To select a range of adjacent payment types, click the first payment type of the desired range of payment types, and then, while pressing the Shift key, click the last payment type of the desired range of payment types.
Click Add.
Repeat steps b-d as needed to add other payment types.
Note: To remove a payment type that you added, select that payment type in the lower list, and then click Remove.
Click OK.
Credit Adjustment - To filter the report by credit adjustment type, select one of the following options:
All - To include all credit adjustment types.
None - To not include credit adjustment types. Also, the report will display 0.00 for credit adjustment totals.
Selected - To include specific credit adjustment types. With this option selected, to specify the payment types, do the following:
Click the search button .
The Select Adjustment Types dialog box appears.
If the list is long, to search for a adjustment type by ID and/or description, do the following:
Click Search.
The options for searching appear in the upper list.
Enter the first character or more of a adjustment type's ID and/or description in the ID and Description boxes, respectively.
Note: The first character of a description must be a dash (-) to search for a credit adjustment.
Click Show Results to view a list of matching adjustment types.
Note: To return to viewing the list of all the adjustment types, click Search, click Clear Search to clear the search criteria that you entered, and then click Show Results.
In the upper list, select one or more adjustment types.
Note: To select multiple adjustment types, click a adjustment type, and then, while pressing the Ctrl key, click the other desired adjustment types. To select a range of adjacent adjustment types, click the first adjustment type of the desired range of adjustment types, and then, while pressing the Shift key, click the last adjustment type of the desired range of adjustment types.
Click Add.
Repeat steps b-d as needed to add other adjustment types.
Note: To remove a adjustment type that you added, select that adjustment type in the lower list, and then click Remove.
Click OK.
Include Allocation - Select one of the following options:
All - To include all allocations within the date range of the report.
For Previously Suspended Credits - To include allocations within the date range of the report only for credits that were once suspended.
For Credits Posted in Date Range - To include allocations within the date range of the report only for credits that have a date that falls within the date range of the report.
For Credits Not Posted in Date Range - To include allocations within the date range of the report only for credits that have a date that does not fall within the date range of the report.
Report Type - Select one of the following options:
Summary - To generate a report that includes totals. The report does not display transaction details.
Detail for Allocations - To generate a report that includes totals. For each allocation, the report displays the date and amount applied and then transaction details for the charge and then the credit.
Detail for Credits - To generate a report that includes totals. For each allocation, the report displays transaction details for the credit and then the charge.
Detail for Charges - To generate a report that includes totals. For each allocation, the report displays transaction details for the charge and then the credit.
Group By - Select one of the following options:
Provider - The report will be grouped and sorted by provider with the summary or detail information listed. The report will include provider totals.
Clinic/Provider - The report will be grouped and sorted by the summary or detail information for each rendering clinic or collecting clinic with transactions on the report.
Click Save as Default to save the current settings for the next time you run the report.
Click Clear Defaults to revert the dialog box options to the original defaults.
Click Schedule to schedule a report job.
Click OK to preview the report.
Provider Revenue - Summary Report
Important information this report provides
Provider Totals - The provider is listed with the corresponding insurance and non-insurance payments, credit adjustments, and total revenue, which is the sum of the payments and credits.
Grand Totals - The totals for all providers on the report.
Provider Revenue - Allocations Report
Important information this report provides
For each provider, each allocation is listed with the corresponding charge and payment or credit adjustment.
Allocation - The date that the allocation was posted and the amount that was allocated to a charge appear.
Charge - For the charge, the following details appear: entry date, procedure date, patient name, procedure description, amount, billing type, and clinic (where service was rendered).
Payment/Credit - For each payment or credit, the following details appear: entry date, procedure date, patient name, payment/credit adjustment description, amount, date the amount was allocated to the charge, amount allocated to the charge, billing type, and collecting/rendering clinic.
Note: It is essential that you understand the difference between Entry Date and Procedure Date.
Provider Totals - The insurance and non-insurance payments, credit adjustments, and total revenue (which is the sum of the payments and credits) for the provider.
Grand Totals - The totals for all providers on the report.
Provider Revenue - Credits Report
Important information this report provides
For each provider, each payment or credit adjustment is listed with the charge to which it was allocated.
Allocations - For each payment or credit, the following details appear: entry date, procedure date, patient name, payment/credit adjustment description, amount, amount allocated, billing type, and collecting/rendering clinic.
Charges - For each charge, the following details appear: entry date, procedure date, patient name, procedure description, amount, date an amount was allocated to the charge, amount allocated to the charge, billing type, and clinic (where service was rendered).
Note: It is essential that you understand the difference between Entry Date and Procedure Date.
Provider Totals - The insurance and non-insurance payments, credit adjustments, and total revenue (the sum of the payments and credits) for the provider.
Grand Totals - The totals for all providers on the report.
Provider Revenue - Charges Report
Important information this report provides
For each provider, each charge is listed with the payments and credit adjustments that are allocated to that charge.
Charges - For each charge, the following details appear: entry date, procedure date, patient name, procedure description, amount, billing type, and clinic (where service was rendered).
Allocations - For each payment or credit, the following details appear: entry date, procedure date, patient name, payment/credit adjustment description, amount, date the amount was allocated to the charge, amount allocated to the charge, billing type, and collecting/rendering clinic.
Note: It is essential that you understand the difference between Entry Date and Procedure Date.
Provider Totals - The insurance and non-insurance payments, credit adjustments, and total revenue (the sum of the payments and credits) for the provider.
Grand Totals - The totals for all providers on the report.
