The Suspended Credits Report lists payments and credit adjustments that have suspended amounts. The report includes the guarantor of the account; the date, description, and amount of the credit; the amount that has been suspended; the balance on Ledger; and the collecting clinic.
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Why: |
To track accounts with suspended credits (from payments and credit adjustments) |
When: |
Monthly |
To generate the report
In DXOne Reporting, select Ledger, and then double-click Suspended Credits.
The Suspended Credits dialog box appears.
Set up the following options:
Date Range - To filter the report by date, do one of the following:
To include credits with any date, select the All option.
To include credits that have dates (based on the Date Type) 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 credits that have dates (based on the Date Type) 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 |
Date Type - If applicable, select one of the following options:
Entry Date - To include a credit based on the date that it was created (entered into the database).
Procedure Date - To include a credit based on the date that was specified for it.
Notes:
Most of the time, a credit will have the same entry and procedure date. They will differ only if you backdate the credit.
The Date Type options are available only if the All option is not selected under Date Range.
Guarantor - To filter the report by the guarantors that are associated with accounts that have suspended amounts, 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 check box 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 collecting clinics that are associated with credits, 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.
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 credits for patients with any patient tag, select the All checkbox.
To include credits 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.
Group By - Select one of the following options:
Clinic - To group the report by clinic and then by guarantor.
Guarantor - To group the report by guarantor.
Sort By - Select one of the following options:
Date - To sort the list of credits for each guarantor on the report chronologically by the credit's entry date.
Name - To sort the list of credits for each guarantor on the report alphabetically by the guarantor's last name.
Clinic - To sort the list of credits for each guarantor on the report alphabetically by the collecting clinic's name.
Note: This option is available only if the Guarantor option is selected under Group By).
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.
Important information this report provides
For each collecting clinic on the report, the following information appears.
Account Details - For each guarantor on the report, the following account details appear:
Ledger Balance - The account balance.
Ledger Suspended - The total suspended amount on the account.
Report Total - The total amount of only the suspended credits on the account that appear on the report.
Credit Details - For each credit, the following details appear: entry date, procedure date, patient name, adjustment description, amount of the adjustment, amount that was suspended, and clinic.
Clinic Total - The total amount of the suspended credits for the clinic.
Grand Total - The total amount of the suspended credits for all clinics on the report.
