Setting Practice Summary Parameters for Financials

When users first open the Practice Summary, they will see a list of parameters to use for the report. After making selections from the below, they will choose the Search option at the bottom right of the window to run the report:


  1. Report Options: These parameters allow users to make changes to the underlying functionality of the report. 
    1. Service Date range: If entered, this report will return only payments on claims with a service date in the range specified.
    2. Service Post Date range: If entered, this report will return only payments on claims whose charges were posted in the range specified.
    3. Deposit Date range: If entered, this report will return only payments whose deposit date is in the range specified. 
    4. Deposit Post Date range: If entered, this report will return only payments whose post date is in the range specified. 
    5. Location Type: This denotes whether the results will be grouped by patient location or service location. 
  2. Filters
    1. Financial Class: This field filters on the financial class of the payer on the claim. 
    2. Service Location: This field filters on the service location on the claim.
    3. Provider: This field filters on the rendering provider on the claim.
    4. Code Class: This field filters on the code class of the CPT charged.
    5. User: This field filters on the claim owner.
    6. Payment Method: This field filters on the payment method associated with the payment or adjustment. Please note that Charges will not be filtered based on Payment Method.
    7. Payment Type: This field filters on the payment type associated with the payment or adjustment. Please note that Charges will not be filtered based on Payment Type.

Note: If values are entered for multiple date ranges, the report will filter for only those payments which individually meet all criteria -- which may exclude some expected results.