WIXLIB

Practice Management Advanced ReportingPresented By: Molly Endress

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Session Agenda Recent Additions to Report Functionality Capitalizing on Subgroups Getting Other Critical Information for Decision Support Using Excel Tools

Recent Reporting Additions

Report Preferences Limit size of reports Apply report type securityto reports menu only Prompt when report limitedby preferred locations

Report Security by Location Set Up by User inSystem Administrator

Snapshots Unlike memorized reports that save filters, Snapshots save DATA.

SnapshotsName given tothe Snapshotby the userNaow the resultsusing filtersName of the reportfrom which theSnapshot was taken

SnapshotsCtrl Click toselect multipleitemsRight click to selectall or deleteselected snapshots

Insurance Aging AnalysisOriginal COB Logic (legacy)COB assigned based onfirst bucket with a balancenot equal to zero

Insurance Aging Analysis - Responsible Balances COB assigned based a non-zero balance in ANY bucket If a charge has balances in both the insurance and patient buckets, this reportseparates them into separate lines

Insurance Aging Analysis - Responsible Balances Charge Amount and Line Item Amount values will not be accurate so they cannot besummed on the Totals filter.

Separating Bad DebtAdding the “Section” column and making it the Primary grouping option separates BadDebt A/R and Regular A/R

Search FunctionalityHighlights all thetext and providesadditional optionsfor finding textUD2

Bad Debt PreferencePreference allows encounters to remain in Bad Debt status when they are paid in full.UD2

Info ButtonProvides information on report logic, filtering, common uses, and balancing.UD3

Info ButtonUD3

Info ButtonUD3

Info ButtonAvailable on the following reports in UD3 with more added in upcoming versionsGeneral: Patient Chart DemographicsAccounts Receivable: Billed Encounters Unbilled Encounters Receivable Analysis reports (by Age, by Month, by Type) Collections Account Summary Collections Insurance Aging AnalysisScheduling: Appointment ListingMonthly: Service Item Summary – Extended Amount and Transactions Transactions by Encounter Transactions by Line ItemUD3

Unapplied Credit Handling on Aging ReportsPrior to 5.8 UD3UD3

Unapplied Credits on Aging ReportsAs of 5.8 UD3UD3

Percentage of CollectionsPercentage of collections added to the Receivable Analysis ReportsTotal Pmt:Total paymentsTotal Adj:Total adjustmentsTotal Ref:Total refunds% Pmts/Chgs:Gross payment percentage (payments divided by charges)% Adjs/Chgs:Gross adjustment percentage (adjustments divided by charges)% Refs/Pmts:Gross refund percentage (refunds divided by payments)Net Collections:Net collections (net payments divided by net charges)UD3

Percentage of CollectionsPercentage of collections added to the Receivable Analysis ReportsUD3

More Reports with Month, Year, Month/YearMonth, Year, and Month/Year combination added to Monthly Transaction reportsUD3

Exclude Voided ChargesAn option to include, exclude, or report on voided charges only has been added to theService Item Summary reportsUD3

Contractual Analysis ReportUD3New option to include payers without contractsSince Contract Allowed Amount, Contract Pay Amount, and Contract Adjustment Amount pull from the contract attached tothe payer, when no contract is linked the Contract Allowed Amount (Cont Alwd Amt) will default to the charge amount.Contract Pay Amount (Cont Pay Amt) and Contract Adjustment Amount (Cont Adj Amt) will default to zero.

Capitalizing on Sub-Groups

Capitalizing on Sub-GroupsDepartments and Modalities

Capitalizing on Sub-GroupsLocation Sub-Group OptionsClinicHospitalNursing HomeAmbulatory Surgery Centersand/orAlabamaTennesseeGeorgiaand/orPrimary CareSpecialtyDental

Capitalizing on Sub-GroupsProvider Sub-Group OptionsPrimary CareSurgeonsMid-LevelsBehavioral sociatesEmployeesand/orPart-TimeFull-Time

Capitalizing on Sub-GroupsPayer Sub-Group nmentHMOPPOFFS

Capitalizing on Sub-GroupsReason Code OptionsRegistration ErrorsEligibilityCoding ErrorsCharge Entry ErrorsContractualDocumentation NeededPatient Responsibility

Capitalizing on Sub-GroupsTask OptionsAppointmentBusiness Office/ClaimsInsurance DenialsPatient CollectionsFront Desk MiscellaneousPatient BalancesTransaction Approvalsand/orFront DeskRegistrationBusiness Office

Effective Uses for Sub-GroupsAccounts Receivable-A/R by Primary Care vs. Specialists-A/R by Clinic vs. Hospital ChargesFinancial Reports-Provider productivity by Part-Time vs. Full-time; or Physicians vs.Mid-levels-Average charges per Encounter by Location Type (Clinic vs.Hospital)

Effective Uses for Sub-GroupsDenial Tracking-Authorizations by Location Type (Clinic vs. Hospital)Provider Evaluation and Comparison-Average Charges Per Encounter by Location Sub-Group-Average Charges Per Encounter by Provider Sub-Group

Getting Critical Informationfor Decision Support

Calculating Averages-Totals tab can be used to perform average calculations.-Averages are only calculated for subtotals.-Average calculations will include all services returned in the report.--In some reports, you can obtain averages for only services that havebeen paid using a Filter 2 option (payment amount less than zero);otherwise the 0 payments will be calculated into the average.Rename the column to clarify value(s) reported.

Service Item Summary - Using AveragesAverage Charges, Payments and Adjustments Per CPT CodeNumber of line itemsreturned for thatitem - controlled bythe Count option onthe Totals tabNumber ofunits asentered incharge entry*This example includes services with no payments and therefore includes the zeros when performing the average calculations

Service Item Summary - Using AveragesThis example uses the Department filter to limit the results to E&M codes byFinancial Class.

Evaluating Charges with ModifiersEvaluating charges with modifiers may require separate reports be run for the types ofservices you are evaluating-Surgery Services: Use Filter 2 setting of Mod 1 Blank-Assistant Surgery or Secondary Surgery Services: Use Filter 2 setting of specificmodifiers (e.g. Mod 1 AS, -80, etc.)-Radiology Services: Varies depending on practice, but may need to evaluate -50, TC, and/or -26 separately-Office Visits: Filter 2 can be used to isolate office visits with -25 modifiers to see ifthey differ in reimbursement; or you can group by modifier in that Department to lookfor variances

Total Patients by Provider-Add the Rendering to evaluate Patient totals for each provider-Use Totals Only to compare providers

Total Patients by Payer-Change Rendering to Payer/Financial Class evaluate Patient totals for eachPayer/Financial Class

Patient Insurance Report-Looks at insurances actually used on Encounters, including COB

Identifying Highest Volume Codes-By charge amount-By units performed (count)-By paid amount-Break by provider-Break by location-Use departments and modalities for better comparisons

Multi-Period Reporting Columns for Month, Year, and Month/Year Fundamental Logic Differences:Monthly Changes in A/RAll activity processed in the specified time periodBy Encounter – Transactions track back to PRIMARY payerBy Line Item – Transactions track back to ACTUAL payer

Multi-Period Reporting Fundamental Logic Differences:Service Item SummaryAll financial activity tracked back to original charge and primarypayer (“Net Collections”)Receivable Analysis by MonthFinancial activity attributed to that specific charges, withtransactions tracked to actual payer

Monthly Changes in A/R Beginning A/R is determined by period used Ending A/R represents the total change in A/R for each month\ Changing the Sorting options allow you to compare months over multipleyears Use Filter 2 to limit years that return on the report Use Averages for evaluations

Service Item Summary Balance amount here represents the total amount of A/R left outstanding foreach month, WITHOUT unapplied credits Financial Class logic ties everything back to the primary payer

Receivable Analysis by Month Compare each Provider for each Month Compare Providers by Month

Average Financial Activity per Event

Maximizing the Contractual Analysis Report

Excel Pivot Tables

Formatting for Exporting to Excel Ensure all necessary columns are included Sorting doesn’t matter, but No Grouping Once Exported delete empty columns, header rows and total row Allows data to be sorted and Filtered Advanced Sort allows multiple levels of sorting