Productivity Analysis by Referral Source

This report provides a detailed analysis of procedures performed, sorted by referral source, for a specified month. The sorting is based on the referral source code entered when the procedure was posted during procedure entry. This report may be printed for all referral sources, a range of referral sources, or one specific referral source.

This report is generated for a specified month and reflect the total number of procedures performed and the total amount billed by referral source. The same figures for the specified month of the previous year are provided for comparison, along with the total dollar amount and percentage of deviation. The report also reflects current year-to-date figures and previous year-to-date figures along with the total dollar amount and percentage of deviation.

Upon accessing this function, you will need to specify the beginning and/or ending referral source(s) to be included in the report or leave both fields blank if you want to include all referral sources in the report.

This report may be printed in either detailed or summary format. Individual procedure amounts will be included if the detailed format is selected. If the detailed format is selected, you will also need to indicate whether or not you want the procedure codes included in the report. If you select to include the codes, the column for the deviation amounts will be eliminated in both the monthly and year-to-date charges to allow room for the codes. You may also specify a list of procedure codes. These lists of codes are created by the user through the Procedure Analysis functions. If no list is specified, all codes will be included.

You will also need to indicate whether to generate the productivity analysis report by accounting date or by date of service.

Note: If you are printing this report based off of a Procedure Code List, do not select Summary only. The report was not designed to generate a summary using a Procedure Code List.

Data Field Information

Prompt	Response	Len
Begin with Referral Source	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 Referral Source	Type the code you want to end with or leave the text box blank to end with the last code in the table.	6
Summary only	If you only want to print a summary, select this check box. If you do NOT select Summary Only, the report will include the individual code descriptions and amounts.	1
Month for Report	Type the month you want to generate the report for in the format of MM-YYYY.	7
Print with Codes	If you did NOT select the Summary Only check box, you can select if you want the table codes to print in addition to the code descriptions. If you select to include the table codes, the column for the deviation amounts will be eliminated in both the monthly and year-to-date sections to allow room for the codes.	1
(A)cct or (S)ervice Date	Select the sorting option you want.	1
Print using Procedure Code List	If you did NOT select the Summary Only check box, you can select to print this report based on a previously defined Procedure Code List.	20

If summary only was selected, a summary report that reflects the totals by referral source(s) for the specified month will be provided, which includes: the referral source name, the total number of procedures posted and the total amount billed. The same figures for the specified month of the previous year are provided for comparison, along with the total dollar amount and percentage of deviation. The report also reflects current year-to-date figures and previous year-to-date figures along with the total dollar amount and percentage of deviation.

If summary only was not selected, the report will be sorted by referral source for the specified month and the information that will be included is: the procedure description, the number of times each procedure was posted and the total amount billed for each procedure. The same figures for the specified month of the previous year are provided for comparison, along with the total dollar amount and, if you aren't including procedure codes, the percentage of deviation. The report also reflects current year-to-date figures and previous year-to-date figures along with the total dollar amount and, if you aren't including procedure codes, the percentage of deviation. A summary page will print at the end of the report that reflects the totals by referral source(s).