Sorted Collection Analysis by Performing Dr and Billing Group

With the Sorted Collection Analysis by Performing Dr and Billing Group 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 Req Len
Begin with Doctor Type the code you want to start with or leave the text box blank to start with the first code in the table.   6
End with Doctor Type the code you want to end with or leave the text box blank to end with the last code in the table.   6
Begin with Billing Group Type the code you want to start with or leave the text box blank to start with the first code in the table.   6
End with Billing Group Type the code you want to end with or leave the text box blank to end with the last code in the table.   6
Print by Service Date Type the date you want the report to start with or click the calendar icon to select a date.   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 first be sorted by performing doctor and then by billing group 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 billing group 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 billing group for the entire time period selected will print in the far-right column. After the figures for the last billing group have printed, grand totals for the performing doctor will print. 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 performing doctor and billing group selected, a monthly breakdown of the payments (first line) and adjustments posted (second line) towards those charges and then a grand total of all payments and adjustments posted for the entire time period selected at the far-right. Totals will print at the bottom of each month showing the total payments and adjustments posted during that month, along with the percentage of both posted. 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 performing doctor and billing group along with the grand totals provided on the summary page.