New Billing Analytics Examples

Here are a few examples of reports that can be created with the new Billing Analytics. 

Financials by Insurance Class for DOS Month

This report shows Charges, Payments, Adjustments, and remaining Balances for everything with a DOS month in December, grouped by Insurance Class. 

  1. First, drag the desired fields to the PivotTable areas. Please note that 'Values' is not a field that you need to add to the Columns area -- it's automatically populated if more than one measure is added to the Values section, to denote that you'll have columns associated with each value.  


  2. Next, apply the desired service date filter by clicking on the filter icon where the filter is listed at the top of the report:


  3. You can now see the desired output, filtered to the desired date of service month:



Total Payments by CPT Group Over Time

  1. First, drag the desired fields to the PivotTable areas:


  2. You can now see the desired output, payments by CPT Group over time. The years in the column headers can be expanded with the (+) icons to view information for months and days.

     

MTD Charges, Payments, and Adjustments


  1. First, drag the desired fields to the PivotTable areas. Please note that 'Values' is not a field that you need to add to the Columns area -- it's automatically populated if more than one measure is added to the Values section, to denote that you'll have columns associated with each value.  


  2. You can now see the desired output, MTD Charges, Payments, and Adjustments. Please note that if you ever want to hide a component of the date field (the year, for instance, in the example below), you can right-click the year, go to 'Show/Hide Fields,' and uncheck the year field. 


Distinct Patients Seen in DOS Month, by Rendering Provider by Insurance Class


  1. First, drag the desired fields to the PivotTable areas.


  2. Next, apply the desired service date filter by clicking on the filter icon where the filter is listed at the top of the report:


  3. You can now see the desired output, Distinct Patients Seen in DOS Month by Rendering Provider by Insurance Class: