What is a Service Analysis by Case?

The ‘Service Analysis by Case’ report shows aggregate charges and payments against procedures within a selected date range. To collect this information, user’s selected CPT(s) are compared with the date range. The report picks up the charge amount, payments received, adjustments posted and remaining balance against the CPT. The data is collected for the procedures, so, any payments posted at appointment level are not included in this report. Co-pays or advances that are not yet allocated are also not included.

Follow the workflow above to land on the ‘By Case’ screen.

Enter the search criteria and set the date range. Click ‘Print’ to generate the report.