DAILY REPORTS
ORGANIZE YOUR DAY WITH THE RIGHT REPORTS TO MAKE YOUR JOB EASY
- Encounter Forms
- Appointment List
- Recall List
- Schedule Reconciliation
- Batch Report
- Clearinghouse to Check Claims Sent
- Collections/Balancing Open Edge or Fortis
- Doctor Daily Report
Encounter Forms
- Either at night before close or first thing in the morning, running encounter forms is a great way to have all the patient info right in front of you. You will know the copay amount, patient balance, next visit date, how they first came in, last charges and more!
- Click on the Reports icon - choose Encounter Forms
- https://help.healthcoretech.com/a/1676315-encounter-forms
- Click on Scheduler icon - Print and Encounter Forms
Appointment List
- Reviewing this first thing in the morning and again after lunch is a wonderful communication tool for the office. Looking over the Appointment List will help with the daily flow.
- In the Scheduler, click Print and choose Appointment List
- https://help.healthcoretech.com/a/1307132-using-the-scheduler-appointment-list-view
Schedule Reconciliation
- This report helps you balance charges entered. It includes units, modifiers, payments, and more. It's important to do this before billing to make sure that your charges look good to send out to the clearinghouse.
- Click Print and choose Schedule Reconciliation
- https://help.healthcoretech.com/a/1630902-schedule-reconciliation-report?token=nfZQsJ4KB2HUcZrEeuEgLfIZ2N2gv4c2
Batch Report
- This report helps you look at the claims for any last-minute edits before they leave to go to the clearinghouse.
- After you have created claims in Bulk Billing, in the Claims tab click the icon next to the claims line and choose Batch Report
- https://help.healthcoretech.com/a/1770129-view-batch-report?token=lImDQVW_JmMs4ERsg9dAi3lBDRy_PK_O
Clearinghouse Rejected Claims Check
- Log into the Clearinghouse website
- Enter your username and password
- Look at all rejected claims and see why they are rejecting
Collections Report
- This report is your way of balancing bank deposits and for collections accounting.
- Click on Reports icon and choose Collections. Click the Collections report. For parameters, choose show side fields to select what you want to see in the columns on your report. Criteria choices filter the information. Choose Date, and Type. To filter, put a check mark in the payment box. Run the report.
- https://help.healthcoretech.com/a/1906742-collections-report?token=sFm9AWQCLMeKEBF73fag4q1G4cAds48F
- Click and drag the Method column header up to the top is an great way to have totals separated by method
Open Edge/Fortis Batch Report
- Go to Reports
- Choose Open Edge or Fortis Batch Report
- Choose the date range you want and Run
- If using Open Edge - https://help.healthcoretech.com/a/1761391-open-edge-batch-report?token=lQOBztSfh5kzU6ItRTedlelTOBe2QbUb
- If using Fortis - https://help.healthcoretech.com/a/1761358-fortis-batch-report
Doctor Daily Report
- This report is great for the doctor and staff to audit all activities completed on a specific date.
- Click on Reports icon and choose Management. Click Doctor Daily Report and choose the date
- https://help.healthcoretech.com/a/1906743-dr-daily-report?token=cKYldLdgV33SEaq9MV59fyCnO94opZBf
