Medical Practice Management Software
McKesson's PracticePoint Manager
Medical Practice Financial Reporting Module
PracticePoint Manager Medical Practice Management Software offers more than 85 reports to provide you with an invaluable source of information about your practice. These reports pertain to accounts receivable, practice statistics, and patient services, giving you indispensable data to make informed business decisions. If you do not find a report you need, you can build your own using PracticePoint Manager's Forms Generator Utility or using Crystal Reports Design.
More than 85 Reports about your practice
- Accounts Receivable Reports
- Maintenance Reports
- Managed Care Reports
- Office Management Reports
- Period Processing Reporting
- Period Summary Production/Analysis Reports
- Appointments Reports
- Logging Reports
- Transaction Entry Reports
- Billing Reports
- Utilities Reports
Accounts Receivable Reports
The accounts receivable reports show your practice's accounts receivable activity by responsible party, patient, carrier, provider, group, financial class, and aging category. The A/R complete report, Insurance aging by carrier, and Insurance aging by patient reports age transactions when they are run. This gives you up-to-the-minute figures for A/R analysis or collections. For best results, run these reports monthly to monitor outstanding receivables.
Maintenance Reports
The individual or entity that is ultimately responsible for a patient’s account is called the responsible party. A responsible party can be a head of household, an employer, attorney,or other entity. • Each responsible party must have an account number and account type. • An unlimited number of patients can be assigned to a responsible party. • Each patient can have only one responsible party at a given time.
Managed Care Reports
One of the crucial areas of any practice management system is insurance processing. PracticePoint Manager has the ability to keep multiple coverages per patient (including managed care plans), file claims sequentially, then if permitted, bill the responsible party for any disallowed or remaining charges on the account. The following pages describe how to set up coverage plans for your patients.
Office Management Reports
You can view all insurance coverage for a patient by clicking the View Cov button on the Patient Registration window. The View Insurance Coverage window displays. The Copy Coverage function of PracticePoint Manager is designed to save time and reduce keying errors when adding new patients. With just a click of the mouse, you can copy insurance coverage, benefits and proration data from one family member to the new patient. A new patient must be assigned to the responsible party from whom you are copying insurance coverage. There are two requirements necessary to use this option. • The patient must not have any coverage set up. • Another family member must have coverages to copy.
Period Processing Reports
Patient memos provide a convenient method of tracking information or alerting your staff about a patient. Four types of memos are available. • Private—are displayed by clicking the Memos button on Patient Registration. • Display—appear every time the patient is accessed in PracticePoint Manager or the Appointments module. Display memos also show when a patient Referral Plan is set up as the Charge Default, and there is an entry in either the Maximum Charge Amt or Max Authorized Visits field, even when there is no display memo text. • Statement—are printed on statements (requires statement form changes). • Insurance—are printed on insurance claims (requires insurance form changes). Display memos are commonly used to identify poor credit risks, allergic reactions, physical handicaps or other information important to your medical staff. Patient referral data displays across the bottom of the display memo box, including referring provider, maximum visits allowed and used, maximum dollar amount allowed and used, and referral expiration date.
Period Summary Reports
PracticePoint Manager allows your practice to track both inbound and outbound patient referrals. Inbound referrals can be carried over to Charge Entry to save time as well as to update referral charges and visits used. Each patient may have multiple referrals on file.
Production/Analysis Reports
In PracticePoint Manager, a face sheet refers to any printed form you use in your practice. Any of the following forms may be considered a face sheet—encounter forms, login or routing slips, outguides, chart labels, lab cover sheets, or referral slips.
Appointments Reports
Patients with a chronic disorder or terminal illness can be assigned permanent diagnoses in their patient record. These diagnoses will be presented during Charge Entry and may be posted with the charge at the operator’s discretion. Each patient can have an unlimited number of permanent diagnoses assigned to them, however, only four can be posted on any single transaction, and only four will print on the standard HCFA-1500 form.
Logging Reports
As part of a complete patient profile, the system maintains a record of letters that have been automatically sent to a patient, such as recall letters and dunning letters. You can also track your own letters by entering the letter information in this window. Text-based Patient Notes can be kept for each patient in the Patient Notes portion of PracticePoint Manager. They can be used to store medical history, test results, allergies, prescriptions, or any notes specifically related to a specific patient.
Transaction Entry Reports
Use the Patient Transfer window to transfer patient information between two PracticePoint Manager systems. This is commonly used to share information between locations via disk rather than having to re-key it at each location. For example, if your practice refers patients to another office (that uses PracticePoint Manager), you can transfer vital patient data such as Registration, Patient Notes and transaction activity on disk. This saves time and eliminates possible re-keying errors.
Billing Reports
Use the Patient Transfer window to transfer patient information between two PracticePoint Manager systems. This is commonly used to share information between locations via disk rather than having to re-key it at each location. For example, if your practice refers patients to another office (that uses PracticePoint Manager), you can transfer vital patient data such as Registration, Patient Notes and transaction activity on disk. This saves time and eliminates possible re-keying errors.
Utilities Reports
Use the Patient Transfer window to transfer patient information between two PracticePoint Manager systems. This is commonly used to share information between locations via disk rather than having to re-key it at each location. For example, if your practice refers patients to another office (that uses PracticePoint Manager), you can transfer vital patient data such as Registration, Patient Notes and transaction activity on disk. This saves time and eliminates possible re-keying errors.
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