Collection Analysis by Ins Carrier

With the Collection Analysis by Ins Carrier function, you can generate a report to analyze how long it takes to remove charges from the accounts receivable total, by posting either payments or adjustments against the charges.

Data Field Information

Prompt	Response	Len
From Plan Code	Type the code you want to start with or leave the text box blank to start with the first code in the table.	3
Through Plan Code	Type the code you want to end with or leave the text box blank to end with the last code in the table.	3
From Insurance Company	Type the code you want to start with or leave the text box blank to start with the first code in the table.	5
Through Insurance Company	Type the code you want to end with or leave the text box blank to end with the last code in the table.	5
Print by Service Date	Type the month you want the report start with in the format of MM-YYYY.	1
From Date	Type the date you want the report to start with or click the calendar icon to select a date.	10
Through Date	Type the date you want the report to end with or click the calendar icon to select a date.	10
Begin with Code	Type the code you want to start with, click the magnifying glass to search the table or leave the text box blank to start with the first code in the table.	10
End with Code	Type the code you want to end with, click the magnifying glass to search the table or leave the text box blank to start with the first code in the table.	10
Summary Only	If you only want to print a summary, select this check box.	1

Sample Report
If Summary Only is not selected, the report will be sorted by insurance carrier and list: the selected procedure codes and total charges posted for each procedure code for the time period selected, the total payments (first line) and adjustments posted (second line) each month towards those charges, and then a grand total of all payments and adjustments posted for each procedure code for the entire time period selected. Totals for the insurance carrier will print at the bottom of each month showing the total payments and adjustments posted during that month, along with the percentage of charges removed from the accounts receivable. A grand total of all payments and adjustments posted for the entire time period selected will print in the far-right column. The summary page and recap page will print after the detail page(s).

When Summary Only is selected, the report will include the same information as the detailed format except the detail by procedure code will be omitted.

Summary Page
The summary page prints the grand total of charges for every insurance carrier selected, a monthly breakdown of the payments (first line) and adjustments posted (second line) towards those charges, along with the percentage of both posted, and then the grand total of all payments and adjustments posted for the entire time period selected at the far-right. This summary lets you see how long it is taking to completely clear the charges from the accounts receivable.

Recap Page
The recap page will print at the end of the report and provides a recap of the individual totals for each insurance carrier along with the grand totals provided on the summary page.