This lets you analyze any aspects of your charges and payments. It has
many parameters that let you narrow your reports and choose different angles
for analysis.
If you choose to show payment details (the first parameter), payments appear
directly under their charges
Collection notes that BillMed types to explain payments that are
not made in full show under the notes column.
This report may take longer to run than the payment and charge listing because
it is far more complex.
You may want to export it to Excel for further analysis, or use the 2 sort
and summary options on the report to help you analyze.
HINTS ON REPORT PARAMETERS:
To see payments, click "Show Payments".
Enter dates as Month/Day/Year ex: 1/31/2010
If you want a particular check: Enter a few digits of the check number
If you want a particular patient: either choose the patient from the list
or enter the last name. If you are not sure of the spelling, just type a portion
of the last name
If you want a list of patients, diagnoses or procedures, separate your list
with commas.
To analyze groups of transactions, you can sort by your choice of 2 columns,
and then you can choose whether you want summary totals for those 2 sorts.
If you only want summary, unclick show charges and show payment details at
the top, and then click to check summarize by first and second sort at the
bottom.
You can choose payment and creation and service date together. The creation
and service date apply to the charges. The payment date applies to the payments.
If you choose payment dates or a check number, only payments made during the
range will appear in the payment columns. If you do not choose payment dates
or a check number, all payments will appear in the payment columns.
Too large a report will not run properly so remember to not run these reports
on your entire practice. Choose smaller sections to analyze.
To return to your report: Click the BACK button above
Bill Med Management, LLC • 3820 Nostrand Ave •
Brooklyn, NY 11235 • 718-648-3755
