Copyright © 2009 Waiting Room Solutions Billing Training: Activity Reports.

Copyright © 2009 Waiting Room Solutions

Billing Training: Activity ReportsBilling Training: Activity Reports


Saved Reports Run in the Background and After Hours


Activity Report Types

1. Date of Service: Shows Charges for Date of Service2. Date Posted: Shows Posting for Specified Dates3. Date Billed: Shows Billings from Date of Submission


Activity Report: Date of ServiceUsed to Show Charges for Date Range Based Upon:

ProviderLocation

CPT CodeInsurance Company


Activity Report Date of Service Answers the Following Types of Questions:

1. How much were the billable charges for each provider this month?2. How much did one location bill relative to another location?3. What are our billable charges ordered by CPT code?4. How much do we bill to one insurance company versus the others?


True Charges ExampleTrue Charges Example

CPT Code Amount Charged Copayment Adjustment Amount Paid True Charges Amount Owed Owed By

99214 100 -10 0 90 insurer

10 0 10 patient

Total 110 -10 0 100 100


True Charges ExampleTrue Charges ExampleCPT Code Charge Paid Copay True

ChargeOwed Owed

By

99214 100 0 -10 90 Insurer

10 0 10 Patient

Total 110 0 -10 100 100


Activity Report DOS by ProviderActivity Report DOS by ProviderShows What Was Charged by Provider by Shows What Was Charged by Provider by

DOSDOS


Activity Report DOS by LocationActivity Report DOS by LocationShows What Was Charged by Location by Shows What Was Charged by Location by

DOSDOS


Activity Report DOS by CPTActivity Report DOS by CPTShows What Was Charged for Each CPT Shows What Was Charged for Each CPT

by DOSby DOS


Activity Report DOS by InsurerActivity Report DOS by Insurer

Shows What Was Charged to Each Insurer Shows What Was Charged to Each Insurer by DOSby DOS


Activity Report: Date BilledSimilar to Date of Service but Uses Bill Date rather than

Date of Service as Reference

ProviderLocation

CPT CodeLocation


Activity Report: Date PostedUsed to Show Payments Posted for Specified Date

Range Based Upon:

ProviderLocation

CPT CodeInsurer

Also shows: Payments, Adjustments, Amount Owed


Activity Report Date Posted Answers the Following Types of Questions:

1. How much was posted for each provider this month?2. How much did one location get paid relative to another location?3. How much did we get paid as a practice based upon CPT codes?4. How much did we get paid from each insurance company?5. How much did we adjust off of the charges this month and in what category of adjustment?6. Based upon the postings this month, how much is still owed from the line items posted?


Creating the Activity Report:Creating the Activity Report:

Date of ServiceDate of Service



Date BilledDate Billed



Date PostedDate Posted


Activity Reports and Multiple Screens Activity Reports and Multiple Screens or Multiple Tabsor Multiple Tabs


Reports are An Opportunity for Reports are An Opportunity for Business Process ImprovementBusiness Process ImprovementDon’t Focus on the Tool AloneDon’t Focus on the Tool Alone


Viewing the Activity ReportViewing the Activity Report


Creating a Run Once Activity ReportCreating a Run Once Activity ReportUsually Unique Data for Specific Usually Unique Data for Specific

PurposePurpose


Posting Report by Date of ServicePosting Report by Date of Service

A Tool for Billing CompaniesA Tool for Billing Companies


Ad-Hoc Activity ReportsAd-Hoc Activity Reports

Copyright © 2009 Waiting Room Solutions Billing Training: Activity Reports.

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Transcript of Copyright © 2009 Waiting Room Solutions Billing Training: Activity Reports.