What is a Service Analysis by Payment Plan Report?
Reports > Service Analysis > By Payment Plan
The ‘Service Analysis by Payment Plan’ 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. To collect this information, the report takes user’s selected CPT(s) and looks for occurrences in the selected 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 the appointment level are not included in this report. Co-pays or advances that are not yet allocated are also not included.
This report shows details of Payments made by plan and Outstanding Balances of services rendered to a Patient in an appointment.
Follow the workflow above to land on the ‘Service Analysis by Payment Plan’ screen’. Select the relevant information from the drop down menus and enter the date range. In the ‘CPT POS’ (Place of Service) field, enter the service code.
Click the ‘CPT POS’ hyperlink to display the ‘CPT POS’ pop-up. Here, users can search the service codes by entering search criteria, or select the service code from the list.
From the ‘Procedures’, user can select the group from the dropdown menu. Enter the CPT codes in the fields or click CPT hyperlink to search the codes.
User is navigated to the ‘Procedures’ screen. Search the CPT code using the search criteria or select from the list.
Click ‘Print’ to generate a report indicating payment and service information by plan.
NOTE:
If user enters the first three digits of ICD in text field, search results display the whole series.This rule is not applicable on Procedure search.
NOTE:
The ‘Diagnosis’ text field allows 8 characters (only alpha-numeric), including a dot. The CPT text field allows 5 characters (only alpha-numeric).
