Check out the reports below that we recommend when you want to assess the health of your billing.
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Incomplete Documents
The Incomplete Documents Summary report shows you how many documents are outstanding for each therapist, and gives you insight to the average amount of time spent completing documentation.
Follow the steps below to locate this report:
- Navigate to the Insights tab.
- In the left column under the Reports section, select Legacy Admin Reports.
- Choose Incomplete Documents Summary from the list.
Why is this important? Assisted Billing begins when therapists sign off on their daily note and a claim is created for our team to submit. If therapists are not completing their notes, your cash flow will be impacted!
Payer Payments
The Payer Payments insight tracks remittances posted in a timeframe and should align closely with your banking statement. You can also compare revenue generated over time. For example, are your payments increasing as you are growing? Great! Are your payments declining? Look for the root problem causing the decline.
Follow the steps below to locate this report:
- Navigate to the Insights tab.
- In the left column under the Reports section, choose Billing.
- Find Payer Payments in the list.
- To the far right of the line, click the Edit Columns and Filters icon.
- Adjust the settings to reflect what you want to show - columns, date range, payer, etc.
- Click the Save Columns & Filters button.
- Choose Payer Payments from the list to view your report.
IMPORTANT: If you have any questions about your collections, work with your Account Manager to gain clarification and address any concerns.
Payer Receivables
Payer receivables consists of all billing that hasn't posted to your account. Use the Payer Receivables report to get insight into what's outstanding broken by payer, patient, and aging timeline.
Follow the steps below to locate this report:
- Navigate to the Insights tab.
- In the left column under the Reports section, choose Payer Receivables.
TIP: After running the report, click the column headers to sort. For example, if you would like to sort by patient, click the Patient column header to group alphabetically.
Claim Notes
Your Assisted Billing team places claim notes on each claim we work. You can view these notes either from the Notes section on a claim or using an Insights report.
Follow the steps below to build a customer claim notes report:
- Navigate to the Insights tab.
- In the bottom right of the screen, click the + Report button.
- Choose Claim Notes from the list of source reports.
- Choose items from the Columns list that you want to view in the report.
- Change the date range in the Options column, and specify if you want to see notes from the Not Paid section, or others. You can also filter by patient, payer, or note if needed.
- Click the Preview Report button in the lower left to view the report.
What kind of notes should you expect? Our team leaves notes listing results from calls to insurances, payment information, next steps, etc. If you have questions concerning your claim notes, reach out to us!
Claim Queues
The claim queue in the system Billing tab gives you a high level view of where your claims are. Our team manages this space for you on a daily basis. To check out the claim queue, make sure you are in the Billing tab and expand the Claims section in the left sidebar.
Each claim queue represents a different stage of a claims journey:
- Reviewing: Claims waiting to be reviewed and sent to the payer.
- Queued: Claims waiting to be sent to the clearinghouse. Fusion submits electronic claims in this queue to the clearinghouse every two minutes.
- Submitted: Claims sent from the clearinghouse waiting for an acceptance message from the payer.
- Accepted: Claims having received an acceptance message from the payer indicating they have received the claim.
- Rejected: Claims rejected by the clearinghouse or payer.
- Not Paid: Claims with a $0.00 payment on all line items have not been finalized. This includes claims processed toward deductible (so it is not always negative).
- Paid: Claims with at least $0.01 on one line item that have not been finalized.
- Completed: All claims that have completed every instance (primary, secondary, tertiary) as applicable and have been finalized.
IMPORTANT: You may see claim states assigned to claims in your claim list. These help our team manage your claims more efficiently. For example, a state of Pending Payer tells us we have reprocessed the claim and are waiting for a remit. After 30-45 days, we reach out to the payer again if we have not received a remit.