| PAPER BASED REPORTS | What it does |
|---|---|
| CLIENT - Client Facesheet | Shows all inportant info, Ins ID #, Auth #, Auth start and end date, Ins, address, PH |
| CLIENT - Non Availability | Will show if you are using this, if you have created this for your client. If you have set up the client that can't be seen at a certain time. |
| CLIENT - Client Team | Who has treated this client. |
| CLIENT - Auth non insurance | Regional Centers only |
| CLIENT - Auth Utilization Insurance | Lets you see all kiddos, activity, monthly hours, scheduled/rendered sessions, payor, auth start and end dates. |
| CLIENT - Signature Timesheet with Prov. Notes | DOS, time in, time out, Therapist, and signature along with any provider notes. |
| CLIENT - Schedule | Print out a month at a time for the patient’s appointments. |
| CLIENT - Client Responsibility Statement Detail | Has CC section for payment. |
| CLIENT - Client Responsible Statement Consolidated | Does not have CC section but has invoice number. 30 60 90 day balances. |
| CLIENT - Rendered Session Tracking Detail | Rendered session with signature, and activity notes. Time in and out and CPT codes. |
| EMPLOYEE - Staff Facesheet | Demographics of your employees, just like how it does for your clients |
| EMPLOYEE - Supervisor report by client | Lists the kids that are assigned to that provider |
| EMPLOYEE - Supervisor report by Employee | Lists client name, Auth ID, Auth start date, Auth status |
| EMPLOYEE - Staff Schedule | So they print out their schedule, by week, month however they want to pull it. |
| EMPLOYEE - Staff Schedule by week | Will show you by week. |
| SCHEDULER - Attendance Report by Month | This will show you how many hours were used for each activity for the month. |
| SCHEDULER - Activity Report | Shows if rendered, client, DOS, provider, how long the session was - Another way to see what was rendered, confirmed, canceled rather than the Schedule Billable CSV report. |
| BILLING - Detailed Billing Report Private | DOS, POS, Payor, Activity, Therapist, CPT code, Hours, Units, Charger amt and Batch number. |
| BILLING - DDS | Regionals are done on portal so nothing will show here |
| BILLING - Easter Seals | CA special requirements |
| BILLING - TAP | Specific payor for Medicaid - Las Vegas |
| BILLING - Payor Audit Report | Use Catalyst instead, these reports won't pull the needed info, will show signature from parent and treating provider |
| BILLING - Co-Pay Invoice | This will only pull the copay or deductible if its set up on the auth, you can pull this weekly so your clients can pay or you can wait until the EOB comes back from insurance and then bill the client. |
| BILLING - Private pay invoice with deposit | Cash - Pay invoice |
| BILLING - Client PR Paid Statement | Shows who paid and for what DOS and amount, it will show the posted date if you sent this to your Acct Manager to post. |
| BILLING - Patient Balance Detail | DOS, CPT code, Units, Charge, Billed amt, Ins payment, adjustments, client responsibility. |
| CSV REPORTS - Excel Format & Filter | |
| ALL REPORTS - Account Ledger Insurance Custom | Explains in detail everything about the client acct. |
| ALL REPORTS - Account Ledger Insurance w/balance | Explains in detail everything about the client acct along with balances. |
| ALL REPORTS - AR Comprehensive AOBD | Give AR for all - breaks it down by date of service for each kid - how many days out in the AR fields. |
| ALL REPORTS - AR Comprehensive | Gives it in bulk not a breakdown - 30, 60, 90 and 150 days by client. |
| ALL REPORTS - Deposits | For the clinic to match to their bank statements - Deposit ID, Client name, Date of Deposit, Check #, Check Date, Amount of Deposit, notes and any unapplied. Sent every Friday by your acct manager |
| ALL REPORTS - Deposit Ledger Review | Client name & DOB, Provider, DOS, CPT code, Units, Date billed, Payor, Subscriber ID, Billed amt, adj, Insurance paid, Secondary paid, Guarantor paid, copay, co-ins, Ded, Claim status, deposit date, check #, notes. |
| ALL REPORTS - Deposit Details - Insurance | What was applied to each DOS and each kid - Check Date, Date of Deposit, Check #, Payor, Note, Unapplied, DOS, client name and DOS. |
| ALL REPORTS - Ledger Total by Client | Total billed amt for each kid, what was paid written off, etc |
| ALL REPORTS - Ledger total by client location | Shows the location, whether Home, Office, Telehealth along with the billed amount, paid, etc. |
| ALL REPORTS - Ledger total by insurance | shows what was billed each month, year etc. by insurance. This shows the insurance % rate collected over time frame chosen. |
| ALL REPORTS - Ledger Total by Insurance billed | Shows the % rate collected by insurance and clients. |
| ALL REPORTS - Ledger Total by Month | Shows total billed out by month, paid, PR, etc. |
| ALL REPORTS - Placeholder Auths | Lets you know which accounts are on placeholders and not going to billing. Check this once a week |
| ALL REPORTS - AR report by date | Over all per client 30,60,90 to 150 days old |
| ALL REPORTS - AR Notes | This shows all notes that were entered, not just the latest one on the AR Ledger report |
| ALL REPORTS - AR Notes All | Status the claim is in from Payment Posting, AR notes. |
| ALL REPORTS - Auth Details Private | Every Auth whether expired or not for each kid |
| ALL REPORT - Auth Expire Report | Client name, insurance, auth start/end date & shows if placeholder box is checked. |
| All REPORTS - Expiring Authorizations | Run it a month ahead so you know which auths are coming due and can have time to prepare the TX plans. |
| ALL REPORTS - Billing Detail Private - Billed | After everything has been billed out send to clinic |
| ALL REPORTS - Billing Detail Private - Ready to Bill | This gets sent to the clinic to see what we will be billing out, for Clinic to ok - once we get it pre billed in the system. |
| ALL REPORTS - Billing Private All Status | Shows who rendered the session, CPT codes, Modifiers, Hours, POS, Charges, Units uses, Auth #, Status whether billed, unbillable, or ready to bill. |
| ALL REPORTS - Auth Utilization by Total Auth | gives the total number of authorized, scheduled and rendered hours for the whole auth. Also gives you the remaining to schedule if applicable |
| ALL REPORTS - Call Log Details | Client name, Log Type, Log Date, Log Note, created date and created by. For calls to clients, insurances, etc. |
| ALL REPORTS - Client Active UCI | Client name, guarantor demographics, insurance name, and subscriber ID # (UCI) |
| ALL REPORTS - Client Aging | How long they have been coming to clinic and status whether active or inactive. |
| ALL REPORTS - Client Responsibility | What the client's balance is |
| ALL REPORTS - Client Supervisor | Supervisor assigned |
| ALL REPORTS - Clients Active | Same as Client Active UCI but more details and all custom fields. |
| ALL REPORTS - Clients in Active | Same as Client Active UCI but more details and all custom fields. |
| ALL REPORTS - Client Team | Staff by Zone |
| ALL REPORTS - Schedule Billable | This is sent to the clinic by the acct manager to have statuses in confirmed updated to rendered by the clinic. This shows you what status the DOS is in. |
| ALL REPORTS - Schedule | Who created the visit, schedule date, rendered date, DOS. |
| ALL REPORTS - Schedule by Client | Gives the kiddo’s schedule |
| ALL REPORTS - Primary AR | Current aging notes, does not give you AR like the Acct Ledger Ins. w/balance report. |
| ALL REPORTS - Patient Responsibility | Shows each DOS, CPT, Rendered date, etc. |
| ALL REPORTS - Rate List | Lists out all your rates for each insurance that you have entered in by CPT code and dollar amount. |
| ALL REPORTS - Secondary Claim Details | This will show you all the information you need on your kiddos with secondary claims. |
| BILLING & FINANCIALS - | Everything to do with billing and AR |
| CLIENT - 3 reports for easy finding | Auth details, auth details private, clients active |
| EMPLOYEE & HR - 7 reports for easy finding | Employee details, employee access, user last login |
| PAYROLL - 7 reports for easy finding | Payroll & Timesheets |
| SCHEDULE - 10 reports for easy finding | Schedules for clients and staff, Auths expiring or expired |
| Schedule billable | DOS that need to be rendered |
| SCHEDULE - | shows everything on the schedule |
WebABA
Report Descriptions - Paper & Excel formats
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