Sorted Diagnosis Analysis by Transaction Location and Billing Group

With the Sorted Diagnosis Analysis by Transaction Location and Billing Group function, you can print a report that provides a detailed analysis of diagnoses sorted by the location on the charge transaction and then by billing group. The data generated is based on the diagnosis stored for each procedure when it was originally posted.

If you receive a 'The report is already running. Do you wish to restart it?' message, that means this function had been previously accessed but for some reason the report did not finish or a report is currently in the process of calculating.

Selecting Diagnosis Codes:
There are four methods available for selecting diagnosis codes:

Select a previously defined list from the Diagnosis List drop-down list box and click Select List
Type a range of diagnosis codes in the Diagnosis Range fields and click Select Range
Type an individual diagnosis code in the Diagnosis Code field and click Select Code
Click Select All Codes to include all codes in the diagnosis code table.

You can use one of these methods or a combination of them to select the codes. The selected codes display in the Selected Diagnosis Codes box.

If you need to delete a code in the selected list, type the code in the individual Diagnosis Code field and click Delete in the lower-right corner of the screen.

If you frequently run this report using the same diagnosis codes each time, you can save them as a Diagnosis List. This allows you to use the pre-defined list in the future instead of entering each code individually. After you have selected the codes you want to include in the list, type a Name and Description for the list in the lower portion of the screen and click Save List. You can also select the option to either merge the selected codes with an existing list or replace an existing list.

Data Field Information

Prompt	Response	Len
Begin with Diagnosis	Type the code you want to begin with or leave the field blank to start with the first code in the table.	10
End with Diagnosis	Type the code you want to end with or leave the field blank to end with the last code in the table.	10
Begin with Billing Group	Type the code you want to begin with or leave the field blank to start with the first code in the table.	10
End with Billing Group	Type the code you want to end with or leave the field blank to end with the last code in the table.	10
Accounting Date to Begin	Type the accounting date you want the report to start with or click the calendar icon to select a date.	10
Accounting Date to End	Type the accounting date you want the report to end with or click the calendar icon to select a date.	10
Print Detail of Patients	If you want to include the individual detail of patients, select this check box.	1
Alpha or Numeric	If you selected the Print Detail of Patients check box, select the option to print the patients alphabetically by last name or numerically by account number.	1
Include Address Information	If you selected the Print Detail of Patients check box, and you want to include the patient's address information, select this check box.	1
Print from List	If you want to print this report based only on the patients contained in a previously defined DMS List, select the list you want to use. For example, if you want the report to include Medicare patients only, create a list of all the Medicare patients by using the List Processor (Reports, Data Management System) and then in this Print from List field, select the Medicare patient list you just created.	15
Exclusions	If you want to exclude any codes from the selected list of codes, select this check box.	1

If you selected Exclusions, the Exclusion selection screen will appear.

Selecting Exclusion Diagnosis Codes:

Select a previously defined Diagnosis List and click Select List
Type a range of diagnosis codes and click Select Range
Type an individual diagnosis code and click Select Code

You can use one of these methods or a combination of them to select the codes.

If you need to delete a code in the selected list, type the code in the individual diagnosis code box and click Delete at the bottom of the screen.

You have the option to generate a DMS List from this report. For information on creating and using DMS lists, see List Processor on the Reports, Data Management System menu.

Sample Report
The total number of patients and the total number of entries per diagnosis code will be printed for each billing group and these figures may not match. For example: one patient could have three office visits during the time frame selected which would account for more entries than the number of patients.

A diagnosis code summary page will print next, which reflects: the total number of patients and entries per billing group, the total procedure amount, and the total amounts paid and adjusted.

A billing group summary page will print at the end of the report. If you do not select 'Print Detail of Patients', only the diagnosis code and billing group summary pages will print.