REVENUE TAB | REVENUE REPORTS | PAYMENTS TAB | PAYMENTS REPORTS | ACCOUNTS TAB

The View Agency  <icon-magnify>xxx<icon-magnify> icon allows you to view detail financial information for the agency. The header includes the following information:

• Agency
• Report By
• Revenue Date Range
• Extend Payments Through Date
• Agency Accounts
• Beginning Balance
• Revenue
• Payments
• Ending Balance

The View Agency detail includes three tabs:

• Revenue Tab
• Payments Tab
• Accounts Tab

REVENUE TAB <returntomenu>menu ↑<returntomenu>

SUMMARY ONLY

The Summary Only option allows you to filter by Payer Category

Service Category

Adjustment Reason

PAYER DETAIL

Payer Detail allows you to filter by Payer Category

Payer

Service Category

Adjustment Reason

SERVICE DETAIL

Service Detail allows you to filter by Payer Category

Payer

Service Category

Adjustment Reason

REVENUE REPORTS <returntomenu>menu ↑<returntomenu>

The Revenue PDF Summary Report includes:

• Revenue Agency
• Revenue Payer Category
• Revenue Service Category
• Revenue Adjustment Reason
• Revenue Amount
• Revenue Total Per Payer
• Revenue Total For Agency
• Payment Agency
• Payment Reference Number
• Payment Deposit Date
• Payment Remit Date
• Payment Payment Source
• Payment Amount
• Payment Total For Agency

The Revenue PDF Payer Detail Report includes:

• Revenue Agency
• Revenue Payer Category
• Revenue Payer Name
• Revenue Service Category
• Revenue Service Description
• Revenue Adjustment Reason
• Revenue Amount
• Revenue Total Per Payer
• Revenue Total For Agency
• Payment Agency
• Payment Reference Number
• Payment Deposit Date
• Payment Remit Date
• Payment Payment Source
• Payment Amount
• Payment Total For Agency
• Accounts Agency
• Accounts Reference Number
• Accounts Deposit Date
• Accounts Remit Date
• Accounts Payment Source
• Accounts Post Date
• Accounts Payment Type
• Accounts Amount
• Summary Agency
• Summary Beginning Balance
• Summary Revenue
• Summary Payments
• Summary Ending Balance
• Summary DSO
• Summary Agency Total
• Payer Summary Agency
• Payer Summary Payer Category
• Payer Summary Beginning Balance
• Payer Summary Revenue
• Payer Summary Payments
• Payer Summary Ending Balance
• Payer Summary DSO
• Payer Summary Agency Totals
• Payer Summary Grand Total

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The Revenue PDF Service Detail Report includes:

• Revenue Agency
• Revenue Payer Category
• Revenue Payer Name
• Revenue Service Category
• Revenue Service Description
• Revenue Adjustment Reason
• Revenue Patient
• Revenue Invoice ID
• Revenue Service Date
• Revenue Amount
• Revenue Total Per Payer
• Revenue Total For Agency
• Payment Agency
• Payment Reference Number
• Payment Deposit Date
• Payment Remit Date
• Payment Payment Source
• Payment Amount
• Payment Total For Agency
• Accounts Agency
• Accounts Reference Number
• Accounts Deposit Date
• Accounts Remit Date
• Accounts Payment Source
• Accounts Post Date
• Accounts Payment Type
• Accounts Amount
• Summary Agency
• Summary Beginning Balance
• Summary Revenue
• Summary Payments
• Summary Ending Balance
• Summary DSO
• Summary Agency Total
• Payer Summary Agency
• Payer Summary Payer Category
• Payer Summary Beginning Balance
• Payer Summary Revenue
• Payer Summary Payments
• Payer Summary Ending Balance
• Payer Summary DSO
• Payer Summary Agency Totals
• Payer Summary Grand Total

The Revenue XLS Summary Report includes:

• Agency Name
• Payer Category
• Service Category
• Adjustment Reason
• Revenue Amount
• Units
• Reference Number
• Deposit Date
• Remit Date
• Payment Source
• Post Date
• Agency Payment Type
• Payment Amount
• Accounts Total

The Revenue XLS Payer Detail Report includes:

• Agency Name
• Payer Category
• Payer Name
• Service Category
• Service Description
• Adjustement Reason
• Revenue Amount
• Units
• Reference Number
• Deposit Date
• Remit Date
• Payment Source
• Post Date
• Agency Payment Type
• Payment Amount
• Accounts Total

The Revenue XLS Service Detail Report includes:

• Agency Name
• Payer Category
• Payer Name
• Service Category
• Service Description
• Adjustment Reason
• Patient Full Name
• Service Date
• Invoice ID
• Revenue Amount
• Units
• Reference Number
• Deposit Date
• Remit Date
• Payment Source
• Post Date
• Agency Payment Type
• Payment Amount
• Accounts Total
• Team

PAYMENTS TAB <returntomenu>menu ↑<returntomenu> 

From the payments tab, you can view:

• Check / Reference #
• Deposit Date
• Remit Date
• Payment Source
• Amount
• Total Amount

Selecting Show More Detail <icon-blankcheck>xxx<icon-blankcheck> will allow you to also see the following:

• Check / Reference #
• Deposit Date
• Remit Date
• Payment Source
• Payer Category
• Invoice
• Patient
• Post Date
• Amount
• Total Amount

PAYMENTS REPORTS

Payments PDF Summary includes:

• Agency
• Check / Reference #
• Deposit Date
• Remit Date
• Payment Source
• Amount
• Total Amount

Payments PDF Detail includes:

• Agency
• Check / Reference #
• Deposit Date
• Remit Date
• Payment Source
• Payer Category
• Invoice
• Post Date
• Amount
• Total Amount

Payments XLS Summary includes:

• Agency
• Reference #
• Deposit Date
• Remit Date
• Payment Source
• Amount

Payments XLS Detail includes:

• Agency
• Reference #
• Deposit Date
• Remit Date
• Payment Source
• Payer Category
• Invoice
• Patient
• Post Date
• Amount

ACCOUNTS TAB <returntomenu>menu ↑<returntomenu>

The accounts tab allows you to view the following:

• Check / Reference #
• Deposit Date
• Remit Date
• Payment Source
• Post Date
• Payment Type
• Amount
• Total Amount