Expected Payment Report

With the Expected Payment Report function, you can print a detailed report to compare, on a patient by patient basis, the actual amount collected on a charge in comparison to the allowed amount. NOTE: For this report to provide accurate information, the allowed amounts need to be entered in the fee schedules.

Upon accessing this function, the Expected Payment Report screen displays.

Report Capabilities:

This report includes charges where Primary insurance payments have been posted with Accounting Dates within the selected date range. If a charge has not been paid or has only adjustments posted to it, it will not be included on this report, unless you select the Include Unpaid Items check box; then it includes all charges posted with Accounting Dates within the selected date range. It also then includes the insurance adjustments posted to these unpaid charges.
This report includes, by Fee Schedule, any Primary insurance payments from the Insurance Carrier that the selected Fee Schedule is tied to (or NONE if no fee schedule is available).
The charge and its associated payments print once for each time a payment from the primary insurance is posted with a different Accounting Date to that same charge, as long as the payments were posted within the selected Accounting Date range. So, if the primary insurance paid on one charge three separate times, that charge prints on the report three times reflecting each individual payment.
If you select to Include Personal Payments, the personal payments print under the PERS fee schedule. NOTE: This report includes co-payments as personal payments.
If you print this report to Microsoft Excel via MyReports, the Excel format also includes columns for the Fee Schedule, Billing Group, Performing Dr and Insurance Doctor.

Data Field Information

Prompt	Response	Len
Begin with Fee Schedule	Type the code you want to begin with or leave the field blank to start with the first code in the table.	5
End with Fee Schedule	Type the code you want to end with or leave the field blank to end with the last code in the table.	5
Print From Date	Type the Accounting Date you want the report to begin with or click the calendar icon to select a date.	10
Print Through Date	Type the Accounting Date you want the report to end with or click the calendar icon to select a date.	10
Procedure Code	Type the code you want, click the magnifying glass to select a code, or leave the field blank to include all codes.	10
Include Unpaid Items	If you want to include unpaid charges, select this check box. If you select this check box, the report includes charges posted with an Accounting Date within the selected date range that have no payments posted to them. It will include any adjustments posted to those charges.	1
Include Personal Payments	If you want to include personal payments, select this check box. The personal payments print under the PERS fee schedule. Co-payments are included as personal payments on this report.	1

You can print this report to Word by selecting the Microsoft Word via MyReports option, or to Excel by selecting the Microsoft Excel via MyReports option in the Printers dialog box and then retrieve the report from MyReports. For additional information about the available printing options, see Printing in CGM webPRACTICE.

Sample Report
This report prints in fee schedule order and includes the account number, the patient's name, the procedure code, the charge amount, the expected payment on that charge - based on the allowed amount in the fee schedule, the actual insurance payment received on the charge, the percentage paid on the charge and any adjustments to the charge.