What is a Service Analysis Quarterly Report?
Reports > Service Analysis > Service Analysis Quarterly
The ‘Service Analysis Quarterly’ report shows aggregate charges and payments against procedures within a selected date range. To collect this information, users’ 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 against 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.
The report provides a detailed view into the billing pattern of the selected provider in terms of how the usage of a certain CPT varied over a period of time within a quarter. The data is displayed on a quarterly basis for each CPT, and detailed filters can lead to improved billing practices by individual providers.
Follow the workflow above to land on the ‘Service Analysis Quarterly’ screen. Click on the relevant information from the drop down menu for search criteria and select a particular range of months for which to generate a report.
In the ‘Procedures’ section, users can select the group and click on the link for CPT codes.
In the ‘Procedure’ pop-up window, singular or multiple CPT codes can be entered.
Alternately, CPT codes can be entered typing in ‘CPT’ fields. When the CPT window pops up, click the required CPT code to be includes.
Click ‘Print’ to generate a report detailing information regarding to billing pattern for the Location or Provider within the specific search parameters.
NOTE:
If user enter 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).
