Finance / Late Charge Report

Two reports are available:

The Finance Charge Report - Lists the finance charges the practice has issued for a selected date or date range.

The Late Charge Report - Lists the late charges the practice has issued for a selected date or date range.

To generate the report

In DXOne Reporting, select Management, and then double-click Finance / Late Charge.

The Finance / Late Charge dialog box appears.

Set up the following options:

Date Range - To filter the report by date, do one of the following:

To include charges 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 charges 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:

Date Type - Select one of the following options:

Entry Date - To include a charge based on the date that it was created (entered into the database).

Procedure Date - To include a charge based on the date that was specified for it.

Note: Most of the time, a charge will have the same entry and procedure date. They will differ only if you backdate the charge.

Clinic - To filter the report by the clinics that are associated with charges, 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 not include a clinic that you added, select that clinic in the lower list, and then click Remove.

Click OK.

Provider/Staff - To filter the report by the providers that are associated with charges, do one of the following:

To include all providers that you are allowed to generate the report for, 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 and staff members.

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 not include a provider that you added, select that provider in the lower list, and then click Remove.

Click OK.

Billing Type - To filter the report by the billing types that are associated with patients who have charges entered in their records, 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 not include 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 charges for patients with any patient tag, select the All checkbox.

To include charges 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 not include 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:

No Group By - For no grouping. Only the grand totals appear on the report. The totals are not broken down by clinic or provider.

Clinic - To group the report by clinic. The totals are broken down by clinic, and the report displays grand totals.

Do one of the following:

To not group the report by provider within each clinic grouping, clear the Provider checkbox. The report displays a charge with its associated clinic.

To group the report by provider within each clinic grouping, select the Provider checkbox. For each provider, the report displays totals that are related to the outer clinic grouping. The report displays a charge with its associated provider.

Provider - To group the report by provider. Totals are broken down by provider, and the report displays grand totals.

Do one of the following:

To not group the report by clinic within each provider grouping, clear the Clinic checkbox. The report displays a charge with its associated provider.

To group the report by clinic within each provider grouping, select the Clinic checkbox. For each clinic, the report displays totals that are related to the outer provider grouping. The report displays a charge with its associated clinic.

Report Type - Select one of the following options:

Finance Charge - To generate a report that includes finance charges.

Late Charge - To generate a report that includes late charges.

Other Options - To sort the charges on the report by date, select the Sort By Date checkbox.

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.

Finance Charge Report

Important information this report provides

The report can be grouped and subtotaled by provider with a breakdown by clinic. Or, the report can be grouped and subtotaled by clinic with a breakdown by provider. The report contains the following information.

Guarantor Name - The guarantor to which a finance charge has been applied.

Note: Finance charges are applied to the guarantor of an account, not the patient.

Amount - The amount of the finance charge.

Total Charges - The total finance charges within the date range of the report.

Provider Totals - The finance charges are shown for the provider with a breakdown of the finance charges for each clinic the provider works in. Each clinic's finance charges for that provider are subtotaled. The finance charge totals for the provider appear below the clinic subtotals.

Clinic Totals - The finance charges are shown for the clinic with a breakdown of the finance charges by each provider at that clinic. Each provider's finance charges for that clinic are subtotaled. The finance charge totals for the clinic appear below the provider subtotals.

Late Charge Report

Important information this report provides

The report can be grouped and subtotaled by provider with a breakdown by clinic. Or, the report can be grouped and subtotaled by clinic with a breakdown by provider. The report contains the following information.

Guarantor Name - The guarantor to which a late charge has been applied.

Note: Late charges are applied to the guarantor of an account, not the patient.

Amount - The amount of the late charge.

Total Charges - The total late charges within the date range of the report.

Provider Totals - The late charges are shown for the provider with a breakdown of the late charges for each clinic the provider works in. Each clinic's late charges for that provider are subtotaled. The late charge totals for the provider appear below the clinic subtotals.

Clinic Totals - The late charges are shown for the clinic with a breakdown of the late charges by each provider at that clinic. Each provider's late charges for that clinic are subtotaled. The late charge totals for the clinic appear below the provider subtotals.