Practice Management Reports

Practice Management reports have received enhancements in the following areas:

Claim Contact Type Added to Contact Reports

A Claim contact type has been added to the Expected Response, Contacts Made, and Contacts Pending report setup windows. If you select Claim in the Type of Contact drop-down list, contacts entered for open and completed claims are displayed on each report.

The report includes the following information:

The ID column on the report displays the claim ID.
The Name & Address column displays the name on the claim and an identification of the claim type (Claim, for open claims, and Completed Claim), the plan name, the contact for the plan, and contact information.
The Phone column displays the plan's phone number.
The Work or Other column displays the plan's eligibility phone number.
The Cell or FAX column displays the plan's fax number.

See Running Contact Reports for more information.

Write-Off Column Added to the Treatment Plan Detailed Breakdown Report

A Write Off column has been added to the Treatment Plan Detailed Breakdown report for Percentage PPO, Flat Fee PPO, Flat Fee Medicare, and Percentage Medicare plans.

In previous versions, the write off total was included in the Insurance column.

See Running the Treatment Plan Detailed Breakdown Report for more information.