Reporting - Billing Reports
This chapter describes the statements and paper insurance claims generated by PracticePoint Manager. Statements are produced in two ways: for an individual responsible party, or a group of responsible parties based on last name, zip code, statement format, minimum balance or billing cycle. Paper insurance claims, on the other hand, are generated by patient, carrier, provider, or Insurance format. Together, they offer the flexibility and convenience you need to run your practice efficiently.
What type of Billing reports are offered by PracticePoint Manager?
Monthly Statements by Individual
Monthly Statements by Range
Patient Statements Log File Report
Insurance Paper Claims
Reset Claim Generated Indicator Summary Report
Transfer Charges to Next Responsibility Report
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Monthly Statements - Individual |
 Monthly Statements - Individual Sample |
A monthly statement is requested for an individual responsible party with this Billing option. The statement will print all transactions since the last time statements were run for this responsible party, regardless of billing cycle. |
| Monthly Statements - Range |
Monthly Statements - Range Sample |
Because this option provides the most flexibility, it is generally used for monthly statements. Statements can be produced by responsible party last name or zip code range, for a specified format, minimum balance, or billing cycle.
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Patient Statements Log File |
Patient Statements Log File Sample |
The Patient Statements Log File is produced after each monthly statement run, and contains the charges for which a statement was produced. The log file lists the responsible party’s name and statement charges, as well as a total of all charges in that statement run. You can print the Statements Log File immediately after statement processing by simply selecting the Print Log check box on the Monthly Statements by Range window. If you decide to print the log file later, it is stored in the PracticePoint Manager Data folder with the name smmddyy.log (where mmddyy is the statement run date).
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Insurance Paper Claims |
Insurance Paper Claims Sample |
This option prints paper insurance claims for each episode in Transaction Entry. Claims can be produced by patient, carrier, or provider. Furthermore, a separate claim form can be generated for each provider within an episode, if desired. PracticePoint Manager automatically splits assigned and non-assigned transactions onto separate claims.
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Reset Claim Generated Indicator |
Reset Claim Generated Sample |
The Reset Claim Generated Indicator Summary provides an audit trail of charges for which the claim generated indicator is reset because no response (payment) has been received. The charges on this report will be resubmitted to the carrier during the next insurance run.
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| Transfer Charges Next Responsible |
Transfer Charges Next Responsible Sample |
The Transfer Charges to Next Responsibility report prints the same information when it is run in preview mode as when it is run to actually transfer charges. The heading will identify the type of report you choose to run. The report is grouped by carrier to allow you to easily review:
• What each carrier’s courtesy days to pay value is
• How many days have expired since a charge has been billed to a carrier
• Whether the insurance balance was transferred to patient responsibility or if it was left under insurance responsibility because there was another insurance plan that will be billed.
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