What is a General Service Analysis Report?

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

Follow the above mentioned workflow to land on the ‘General Service Analysis’.

Here, users can select the relevant information from the drop down menus.

General Service Analysis report can be searched using Patient Name and Account number.

Click on the CPT hyperlink to open up ‘Procedure’ window. Here, user can select the group and to enter one or several CPT codes.

Alternately, CPT codes can be entered by typing into CPT fields.

Similarly, users can click on the ‘ICD’ link and select an ‘ICD’ from the pop-up. Users can also type a diagnosis to search for a diagnosis without the need to open the ‘Diagnosis’ popup and select relevant diagnosis.

Users are able to filter the general service analysis reports on the basis of ‘DOS’, ‘Transaction Date’ (Charges) or ‘Transaction Date’ (Charges/Payments).

The content is displayed on the report on basis of the selected option. If ‘DOS’ is selected, the report displays the results according to the date of service. If the ‘Transaction Date’ (Charges) is selected, the report displays the content for charges and payments according to the charge transaction date.

Also, selecting ‘Transaction Date’ (Charges/Payments) displays results based on charge transaction date and payment transaction date.

Click ‘Print’ to generate a report for ‘General Service Analysis’ by CPT code(s).