Reporting - Transaction Entry Reports
The reports described in this chapter are produced from within Transaction Entry. They are an integral part of the daily operations in your practice. The Batch Trial Balance report and Batch Listing help ensure that all transactions are entered correctly and that your transaction entry batches balance. The other three reports are actually statements, superbills and insurance claims that can be produced on demand for same day services. These are usually printed and given to the patient on request.
What type of Transaction Entry reports are offered by PracticePoint Manager?
Batch Trial Balance Report
Batch List Report
Demand Statement
Superbill
Demand Insurance
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Batch Trial Balance Report |
 Batch Trial Balance Report Sample |
The Batch Trial Balance report lists transaction activity for the current batch. (The current batch is the one whose batch number is displayed on the Batch Processing window.) It is similar to the Day Sheet with trial close option, except that the transactions are from one batch only.
McKesson recommends that you print the Batch Trial Balance after posting each batch to verify that all transactions were entered correctly. Compare the figures on this report to your charge slips or encounter forms. If the batch does not balance with your source documents, investigate and correct the errors now rather that waiting until the end of the day.
Batches do not have to be closed before running the Batch Trial Balance. This allows you to run the report after each batch is completed, and again at the end of the day for final verification. |
| Batch List Report Sample |
Batch List Report Sample |
The Batch List report is an invaluable tool for balancing transactions at the end of each day. You can use this report to ensure that all batches are closed, and to verify the totals of charges, receipts, debits and credits in each batch. After all batches are balanced with your source documents, this report should be printed daily and retained as a permanent record for your files.
The Batch List report may include all batches, or by option, be limited to open or closed batches only. Batches can be from the operator currently logged on, or all operators in your practice. At the end of the day, your report should include all batches from all operators. |
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Demand Statement |
Demand Statement Sample |
The demand statement feature of Transaction Entry allows you to print a statement of the patient’s charges on demand at the time of the visit. Charges appearing on this statement are within the range of dates specified at the time of request. These charges will also appear on the responsible party’s next regular monthly statement.
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Superbill |
Superbill Sample |
A superbill is a patient statement that is printed on request for same day services. In many ways it is similar to a demand statement, except that it also includes the patient’s diagnosis. Charges appearing on the superbill fall within the date range specified at the time of request.
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Demand Insurance |
Demand Insurance Sample |
An insurance claim can be printed on demand at the time of a patient visit. This is called a demand insurance form and is generated from within Transaction Entry. Charges appearing on this form are within the range of dates specified at the time of request.
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