Use the Analysis of Services report to evaluate the services performed in your practice and help you make decisions regarding profitability of procedures.

The Department Production Summary report contains each department's revenue and production for the current period (month) to date and the current year to date. This report breaks each department's revenue and production into the following categories:

• charges
• payments (receipts)
• suspended payments (receipts)
• debit adjustments
• credit adjustments
• suspended credit adjustments

The Diagnosis Comparison report lists the • diagnosis codes that were used as the primary diagnosis for charges posted during a specified date range.

• total number of units performed for each diagnosis code during the date range.
• total number of patients seen with each diagnosis code during the date range.

Use this report to monitor the production at your group broken out by diagnosis code. You can compare reports produced for similar date ranges during different months or years to spot diagnosis trends for individual providers or your entire practice.

The Finance Class Production Summary report lets you evaluate the patient revenue from each financial class. This information can be very helpful for determining profitability in your practice. For each financial class, the total of all charges, receipts, debits and credits is printed for both period-to-date and year- to-date periods. Total revenue for reported financial classes is given at the end of the report.

The Location Production Summary report contains each location's revenue and production for the current period (month) to date and the current year to date. This report breaks each location's revenue and production into the following categories:

• charges
• payments (receipts)
• suspended payments (receipts)
• debit adjustments
• credit adjustments
• suspended credit adjustments

The Open Item report lists the open charges and suspended payments/credits (that is, open items) for each of a selected range of patients (along with the total open amount for each patient). Use this report to monitor overdue accounts and accounts with credit balances.

Use the Transactions Posted/Reversed Out Of Period report to help you balance period reports. This is particularly useful when balance date-based reports (such as the Analysis of Services report) with period-based reports (such as the End-Of-Period/End-Of-Year Summary by Provider report.)

The Procedure Comparison report lists:

• procedure codes that were used to post charges during a specified date range.
• total number of units performed for each procedure code during the date range.
• total charge amount posted using each procedure code during the date range.
• average amount charged per unit for each procedure code during the date range.

Use this report to monitor the production at your group broken out by procedure code.

This report provides a summary of procedure code usage in your practice. It can be used to analyze the number of procedures performed and the profitability of each procedure. The Procedure Usage Summary prints two lines for each procedure. The first line contains period-to-date totals, and the second line, year-to-date totals. For each procedure, the number of units, amount charged, amount received (from payments), and amount written-off is given. Totals for all reported procedures are printed at the end of the report.

The Provider Production Summary report measures the productivity of each provider in your practice.

The Provider Transfer Audit report tracks payments and credits that are applied to a different provider than the original suspended payment or credit. This is especially important in practices where provider reimbursement is based on production. Summary totals show the amount removed from a provider, the amount applied to that provider and the net effect of the transfer.

This report provides a summary of referral source revenue in your practice. It can be used to evaluate the effectiveness of referrals on your accounts receivable and your practice in general. The Referred To/From Statistical Summary prints the period-to-date, year-to-date, and total revenue for a referral’s billings, receipts and credits. It also lists the number of patient referrals for each source. A total of all referral sources is printed at the end of the report.

The Suspended Payment/Credit report monitors suspended payments and credit adjustments for patients in your practice. This report tracks suspended dollars from month to month, as well as year-to-date and previous years’ totals.