eBO V7 QUICK-REFERENCE GUIDE - Hanover Hospitalhanoverhospital.org/Uploads/Public/Documents/eCW/eBO-7-Quick... · Classic View - switch back to the classic view of eBO Search Bar

© eClinicalWorks, 2015. All rights reserved.

eBO V7 QUICK-REFERENCE GUIDE May 2015

Documentation. Pursuant to this Agreement, Customer may receive copies of or access to certain written technical support or explanatory documents regarding eClinicalWorks’s software; eClinicalWorks’s services; and/or eClinicalWorks’s internal policies and procedures (collectively, “Documentation”). Customer acknowledges and agrees that all such Documentation is and will remain the sole property of eClinicalWorks and that eClinicalWorks shall retain all intellectual property rights in all Documentation, including but not limited to patents, copyrights, or trademarks. Customer agrees that it will treat Documentation as highly confidential information and that Customer will not share Documentation with any third party, post any Documentation on the internet, or otherwise externally publish any Documentation. Customer may disclose Documentation to its employees or independent contractors for the purposes of utilizing eClinicalWorks’s software or services, provided that Customer (i) obtains reasonable assurances prior to making any such disclosure that Documentation will not be used in violation of this Agreement and (ii) such disclosure will not result in Documentation becoming generally accessible to the public at large. Notwithstanding any other provision in this Agreement to the contrary, Customer agrees that it will never negligently, willfully, or knowingly allow any person or entity that competes with eClinicalWorks to access Documentation. Customer agrees to promptly inform eClinicalWorks in writing of any violation of this provision by Customer or one of Customer’s employees or agents of which it becomes aware. Upon termination of this Agreement, Customer agrees to return all Documentation and all copies of Documentation to eClinicalWorks and, if such return is not feasible, to destroy all Documentation and all copies of Documentation. Customer agrees that its obligations under this provision will survive termination of this Agreement. Customer agrees to certify its compliance with this provision in writing

©Copyright eClinicalWorks, May 2015 – eBO V7 Quick Reference Guide 2

CONTENTS NEW eBO PORTAL DASHBOARD LOOK AND FEEL ________________________________________________ 3

Header Toolbar ________________________________________________________________________________________ 4

Report Tiles ___________________________________________________________________________________________ 4 Daily ______________________________________________________________________________________________________ 5 Month-End _________________________________________________________________________________________________ 6 Financial ___________________________________________________________________________________________________ 7 Administrative ______________________________________________________________________________________________ 8

Footer Toolbar ________________________________________________________________________________________ 9

New Inherent Prompt (Financial Canned Reports) ____________________________________________________________ 9

New Namespace (In Query and Report Studios) _____________________________________________________________ 11

List of New and Enhanced Reports ________________________________________________________________________ 14

List of Existing Reports Moved to New Folders ______________________________________________________________ 18

APPENDIX A: NOTICES _________________________________________________________________ 28

Trademarks __________________________________________________________________________________________ 28 Copyright _________________________________________________________________________________________________ 28


NEW eBO PORTAL DASHBOARD LOOK AND FEEL

The eBO Portal Dashboard has been updated with a cleaner look and feel in this version. This new dashboard provides a modernized and user-friendly home page:

New eBO Portal Dashboard Look and Feel Header Toolbar

©Copyright eClinicalWorks, May 2015 – eBO V7 Quick-Reference Guide 4

The new dashboard consists of the following quick-access toolbars:

Header toolbar

Report tiles

Footer toolbar

Header Toolbar The Header toolbar provides the following functions for easy navigation and user customization:

Classic View - switch back to the classic view of eBO

Search Bar - search reports by name and/or description

My Area Options - customize user preference, activities, schedules, inbox, and watch items

Launch – drop-down list with options to launch Query Studio and Report Studio:

Report Tiles The Report Tiles provides recommended reports for users in four distinct categories:

Daily

Month-end

Financial

Administrative

These lists are not customizable.

Note: The eBO package must be named as eCWEBO for the shortcut links to function properly.

New eBO Portal Dashboard Look and Feel Report Tiles


Daily The Daily tile stores a list of recommended daily reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 1 –Daily Reports in eBO:

11.02 – Co-Pay Report

11.04 – Day Sheet – Payments by User

122.01 – Encounters Without Claims

122.03 – Unposted Payments Report

13.01 – Daily Scorecard

13.07 – Visit Counts Dashboard

13.09 – User Productivity Report



Month-End The Month-End tile stores a list of recommended month-end reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 2 – Month End Reports in eBO:

21.01 – Step 1 – Claim Status Dashboard

21.02 – Step 2 – Encounters Without Claims

21.03 – Step 3 – Payments Without Claims

21.04 – Step 4 – Unposted Payments Report

21.05 – Step 5 – Unposted Refunds

21.06 – Step 6 – Claims with Incorrect Balance

21.07- Step 7 – Incorrect Calculation Balance by Voided Claims

21.08 – Step 8 – Beginning and Ending AR

21.09 – Step 9 – Aging Summary Analysis Report

22.09 – Days in AR Trending



Financial The Financial tile stores a list of recommended financial reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 3 – Financial Reports in eBO:

31.01 – Aging Summary Analysis Report

31.05 – Historical Aging Summary Analysis Report

31.06 – Aging Summary Analysis Report (Transfer Date)

36.14 – Financial Analysis at Claim Level (With Everything)

37.08 – Financial Analysis at CPT Level (With Everything)

375.01 – Denial Dashboard

38.01 – Work RVU Report



Administrative The Administrative tile stores a list of recommended administrative reports. Each tile provides direct links to its corresponding report. The title bar enables users to navigate to Folder 4 – Administrative Reports in eBO:

13.07 – Visit Counts Dashboard

22.01 – Encounter Dashboard

22.02 – Provider Dashboard

4.06 – Productivity

45.01 – Jelly Bean Dashboard Report

46.01 – Rule Engine Summary

New eBO Portal Dashboard Look and Feel Footer Toolbar


Footer Toolbar The Footer provides a quick and easy way to access eBO and eCW quick links.

My Reports – quick-access option to My Folders in eBO

Forum: link to eCW Users Forum - http://www.ecwuser.com

Ideas: link to eCWIdeas - http://ecwideas.eclinicalworks.cm

Videos: link to eClinicalWorks eBO Vimeo videos page - https://vimeo.com/channels/ecwebo/videos

Help: link to Customer Portal - https://my.eclinicalworks.com

New Inherent Prompt (Financial Canned Reports) A new inherent prompt Date Range has been introduced for few financial canned reports. This prompt provides a selection of pre-set options:

Date Range Begin Date End Date

Today Today Today

Yesterday Yesterday Yesterday

Last Week (Today) – (7 Days) Yesterday

Last Calendar Month First day of last month Last day of last month

http://www.ecwuser.com/

http://ecwideas.eclinicalworks.cm/

https://vimeo.com/channels/ecwebo/videos

https://my.eclinicalworks.com/

New eBO Portal Dashboard Look and Feel New Inherent Prompt (Financial Canned Reports)


Date Range Begin Date End Date

This Month First day of current month Today

Last Month (Today) – (One Month) Yesterday

This Year January 1st of current year Today

Last Calendar Year January 1st of last year December 31st of the Last Year

Last Year (Today) – (One Year) Yesterday

Custom Date Use Calendar Settings

Note: The calendar option will appear only when Custom Date is selected.

Example of a financial canned report with inherent prompt Date Range selected as Custom Date:

New eBO Portal Dashboard Look and Feel New Namespace (In Query and Report Studios)


Example of a financial canned report with inherent prompt Date Range selected as Last Month:

New Namespace (In Query and Report Studios) Within the Claim and Current Procedural Terminology® (CPT®*) Level Transaction namespaces, separate Query Subjects have been introduced for all items — Appointment Provider, Claim Patient Information, Facility, Insurance Group, Primary Insurance, Rendering Provider, and etc. The data items have been arranged in an easy-to find query subject that also helps with the performance enhancement. This also removes the necessity to have separate ‘Without Namespace’ groups.

*CPT copyright 2014 American Medical Association. All rights reserved.



Path for Claim Transaction namespace— Financial Reporting > Claim Level > Claim Transaction:



Path for CPT* Transaction namespace — Financial Reporting > CPT Level > CPT Transaction:

New eBO Portal Dashboard Look and Feel List of New and Enhanced Reports


List of New and Enhanced Reports eBO Folder Subfolder Report Description V. 7 Name Number Name Number Name 1 Daily Reports 11 Front

Office 11.02 Co-Pay

Report This report has been enhanced to support multiple co-pay feature.

11.05 Bank Deposit Ticket

Added check amounts and total for deposit.

13 Admin 13.11 Case Manager Report

Displays patient and respective case details. This report can be filtered by: Appointment Date Case Status Bill to Patient Case Type Insurance Name

13.12 Delinquent Patients

Lists patients who have patient balance and no appointments scheduled for up to 12 months from today's date. This report also displays patient’s last appointment date, account number, name, phone number, and claim number with balance.

13.13 Insurance Eligibility Report

Lists all patients with appointments of the day, insurance information, and also the insurance eligibility results.

13.14 Interface Detail Report

Displays the list of lab orders interfacing with the lab companies. This report can be retrieved by: Order date Collection date Transmit date Result date Reviewed date



eBO Folder Subfolder Report Description V. 7 Name Number Name Number Name 12 Back

Office 123.06 Step 3 –

Claim Based Reports - Claim Submission Report

Displays the list of all submitted claims with the claim number, facility name, appointment provider, rendering provider, submission date, submission time, method of submission, and the charges. The charges can be filtered by: Service date Submission Date Claim Date.

2 Month End Reports

22 Administrative Reports

22.15 Payment Lag Report

Displays transaction details with description for a specified service date range.

3 Financial Reports

31 Aging 31.07 Aging Summary Snapshot (Ins vs Patient Balance)

Displays a comparison of patient and insurance balances in the form of: Pie Graph Bar Graph* Table* *Broken down by aging buckets

31.09 Insurance Claim Aging Detail

Displays the following information: insurance claim charges aging balance patient information claim and service dates CPT* codes on claim, charges, and balance.

31.10 CPT Aging Balance

Displays aging balance for each CPT code. The charges can be filtered by: Claim date Service date Transfer date for a date range



eBO Folder Subfolder Report Description V. 7 Name Number Name Number Name

32 Dashboards

32.04 Claim Dashboard

Displays claim charges, payments, adjustments, refunds, or claim counts in dashboard view.

32.05 Claim Dashboard Without Groups

Displays claim charges, payments, adjustments, refunds, or claim counts in dashboard view – without groups.

34 Day Sheet 34.12 Daily Charges Displays total daily charges by facilities, appointment providers, or rendering providers.

34.13 Day Sheet Charges

Displays total daily charges by facilities, claim creation users, appointment providers, and rendering providers.

36 Financial Analysis – Claim Level

36.15 Patient Payments

Displays all the payments made by a patient.


Displays all the payments made by a patient.

36.16 Self Charges Displays a list of self-pay charges with claim number, claim date, encounter number, patient name and the charge. This report can be filtered by claim date or service date.

36.17 Insurance Capitation Analysis

Displays the insurance capitation payment for the healthcare service providers in the practice.

36.18 Charges Summary / Tax ID

Displays the TAX ID and the summary of all charges for a rendering provider.

36.19 Patient Account Summary

Displays all transaction details with description for a patient for a selected service date range.



eBO Folder Subfolder Report Description V. 7 Name Number Name Number Name

37 Financial Analysis – CPT Level

37.09 Fee Schedule Allowable vs Claim Payments

Enhancement to 36.10 – Allowed vs Claim Payment report: Displays the allowed unit fee retrieved from the fee

schedule Displays the payments for each claim at the CPT level

37.10 Financial Analysis with Diagnosis Info

Displays all details on a claim like CPT code, diagnosis code, modifiers and all transactions for a specified date range.


N/A N/A 4.19 Visit Status and Visit Type Info

Displays the visit count, appointment date, appointment provider, and facility name for all visit status and visit types for a specified date range.

4.20 Same Day Visit Loss Report

Calculates the number of cancellations, reschedules that occurred on the day of the visit. This report displays the visit loss for the specified date.

4.21 Security Info Displays information about role membership, permissions, etc.

44 Exception Reports

44.05 Insurance in more than one Insurance Group

Displays the list of insurances and their corresponding multiple insurance groups.

New eBO Portal Dashboard Look and Feel List of Existing Reports Moved to New Folders


List of Existing Reports Moved to New Folders eCW eBO Version 6 eCW eBO Version 7

Report Folder Subfolder Report

No. Name No. Name No. Name No. Name 311.01 Account Summary

Aging 3 Financial Reports 31 Aging 31.01 Aging Summary Analysis

Report

311.02 Account Summary Aging By Facility

311.03 Insurance Claim Aging

311.04 Insurance Claim Aging By Facility

311.05 Insurance Claim Aging By Insurance Group

311.06 Insurance Credit Balance Aging Report

311.07 Patient Balance Aging Report - Detail

3 Financial Reports 31 Aging 31.08 Patient Balance Aging Report - Detail

311.08 Patient Balance Aging Report - Summary

3 Financial Reports 31 Aging 31.01 Aging Summary Analysis Report

311.09 Patient Credit Balance Report

32.02 Practice Dashboard 3 Financial Reports 32 Dashboards 32.05 Claim Dashboard Without Groups

32.03 Provider Dashboard 3 Financial Reports 32 Dashboards 32.07 Balance Dashboard Without Groups

321.01 Adjustment Dashboard 3 Financial Reports 32 Dashboards 32.04 Claim Dashboard



eCW eBO Version 6 eCW eBO Version 7


No. Name No. Name No. Name No. Name 321.02 Charges Dashboard

321.03 Claim Count Dashboard

321.04 Payment Dashboard

321.05 Refund Dashboard

322.01 Adjustment Dashboard Without Groups

3 Financial Reports 32 Dashboards 32.05 Claim Dashboard Without Groups

322.02 Charges Dashboard Without Groups

322.03 Claim Count Dashboard Without Groups

322.04 Payment Dashboard Without Groups

322.05 Refund Dashboard Without Groups

331.01 Adjustment Dashboard Without Prompt Page


331.02 Balance Dashboard Without Prompt Page

3 Financial Reports 32 Dashboards 32.06 Balance Dashboard With Groups

331.03 Charges Dashboard Without Prompt Page


331.04 Payment Dashboard Without Prompt Page

331.05 Refund Dashboard Without Prompt Page





No. Name No. Name No. Name No. Name 332.01 Adjustment Dashboard

Without Groups & Without Prompt Page

3 Financial Reports 32 Dashboards 32.04 Claim Dashboard

332.02 Balance Dashboard Without Groups & Without Prompt Page

3 Financial Reports 32 Dashboards 32.07 Balance Dashboard Without Groups

332.03 Charges Dashboard Without Groups & Without Prompt Page

3 Financial Reports 32 Dashboards 32.04 Claim Dashboard

332.04 Payment Dashboard Without Groups & Without Prompt Page

332.05 Refund Dashboard Without Groups & Without Prompt Page

34.01 Daily Charges by Appointment Provider

3 Financial Reports 34 Day Sheet 34.12 Daily Charges

34.02 Daily Charges by Facility

34.03 Daily Charges by Rendering Provider

34.04 Day Sheet - Adjustment by User

1 Daily Reports 12 Back Office 121.03 Day Sheet - Adjustment by User

34.05 Day Sheet - Charge Detail

3 Financial Reports 34 Day Sheet 34.13 Daily Sheet Charges





No. Name No. Name No. Name No. Name 34.06 Day Sheet - Charge

Summary

34.07 Day Sheet - Charges by User

34.08 Day Sheet - Payment Detail

1 Daily Reports 11 Front Office 11.01 Day Sheet – Payments of User

34.09 Day Sheet - Payment Detail (Credit Card Groups)

34.11 Day Sheet - Payment Detail by Payment Type

34.10 Day Sheet - Refund 1 Daily Reports 12 Back Office 121.04 Day Sheet - Refund by User

35.01 Payments Without Claims

2 Month End Reports 21 Process Reports 21.03 Payments Without Claims

35.02 Unposted Payments 2 Month End Reports 21 Process Reports 21.04 Unposted Payments

35.03 Unposted Refunds 2 Month End Reports 21 Process Reports 21.05 Unposted Refunds

35.04 Encounters Without Claims

2 Month End Reports 21 Process Reports 21.02 Encounter Without Claims

35.05 Payments Without Claims by Provider

1 Daily Reports 12 Back Office 122.05 Payments Without Claims by Provider

35.06 Unposted Transactions at CPT Level

1 Daily Reports 12 Back Office 122.06 Unposted Transactions at CPT Level

35.07 Payment Reconciliation Report

2 Month End Reports 22 Administrative Reports

22.14 Payment Reconciliation Report





No. Name No. Name No. Name No. Name 36.01 Charges/Payments:

Claim Rendering Provider (MTD/YTD)

3 Financial Reports 36 Financial Analysis – Claim Level

36.02 Daysheet Summary (MTD/YTD)

36.03 Financial Analysis at Claim Level (Claim Insurance) With Out IG


36.14 Financial Analysis at Claim Level (With Everything)

36.05 Financial Analysis at Claim Level (Provider with Year to Year)

2 Month End Reports 22 Administrative Reports

22.07 Year to Year Report

36.07 Beginning and Ending A/R

2 Month End Reports 21 Process Reports 21.08 Beginning and Ending A/R

36.10 Allowable vs Claim Payments

3 Financial Reports 37 Financial Analysis – CPT Level

37.09 Fee Schedule Allowable vs Claim Payments

36.12 Days in AR Trending 2 Month End Reports 22 Administrative Reports

22.09 Days in AR Trending

362.01 Financial Analysis at Claim Level

3 Financial Reports 36 Financial Analysis - Claim Level


362.02 Financial Analysis at Claim Level (Claim Insurance)

362.03 Financial Analysis at Claim Level (With Facility Group)



362.04 Financial Analysis at Claim Level (With Insurance Group)





No. Name No. Name No. Name No. Name 363.01 Financial Analysis at

Claim Level (Resource Provider Without Groups)

363.02 Financial Analysis at Claim Level (Resource Provider Without Groups)_Balance

363.03 Financial Analysis at Claim Level (Resource Provider Without Insurance Group)

363.04 Financial Analysis at Claim Level (Resource Provider)

364.01 Charges/Payments: Claim Rendering Provider

364.02 Charges – Payment Summary

364.03 Daysheet Summary

364.04 Facility Provider Production Report

364.05 Insurance Charges & Payments

364.06 Insurance Charges & Payments by Facility





No. Name No. Name No. Name No. Name 364.07 Insurance Charges &

Payments by Provider

364.08 Insurance Crosstab Analysis

364.09 Insurance Crosstab Analysis by Facility

364.10 Insurance Crosstab Analysis by Provider



364.11 Insurance Payments Received by Facility

364.12 List Refunds

364.13 Patient Charge Report

364.14 Patient Payments 3 Financial Reports 36 Financial Analysis - Claim Level


364.15 Payments Received by Insurance



364.16 Financial Writeoff/Adjustments

364.17 Self Pay Charges 3 Financial Reports 36 Financial Analysis – Claim Level

36.16 Self Pay Charges

364.18 Total Charge Report by Facility



364.19 Total Patient Payments Received





No. Name No. Name No. Name No. Name 364.20 Total Patient Payments

Received by Facility

37.03 Financial Analysis at CPT Level (Referring Provider)

3 Financial Reports 37 Financial Analysis-CPT Level

37.08 Financial Analysis at CPT Level (With Everything)

37.04 Financial Analysis at CPT Level (Without CPT Group)



372.01 Financial Analysis at CPT Level (With Facility Grp & Insurance Grp)

372.02 Financial Analysis at CPT Level (With Facility Grp & No Resource)

372.03 Financial Analysis at CPT Level (Without Procedure Code Group)

372.04 Financial Analysis at CPT Level (With Procedure Code Group)

372.05 Financial Analysis at CPT Level

373.01 Financial Analysis at CPT Level (Resource Provider with Insurance Group)



373.02 Financial Analysis at CPT





No. Name No. Name No. Name No. Name Level (Resource Provider with Procedure Code Group)

373.03 Financial Analysis at CPT Level (Resource Provider without Code Group)

42.01 Visit Dashboard by Facility


42 Dashboards 42.04 Visit Count Dashboard

42.02 Visit Dashboard by Facility and Resource Provider

42.03 Visit Dashboard by Resource Provider

51.02 Analysis by Diagnosis with Age Group

5 Clinical Reports 51 Analysis by Diagnosis

51.01 Analysis by Diagnosis

51.03 Analysis by Diagnosis with Age Group and Visit Type

51.04 Analysis by Diagnosis with ICD Group and Visit Type

51.05 Analysis by Diagnosis with Visit Type

6.01 Aging Summary Analysis Report


6.02 Insurance Claim Aging 3 Financial Reports 31 Aging 31.09 Insurance Claim Aging Detail





No. Name No. Name No. Name No. Name 6.03 Patient Balance Aging

Report – Detail 3 Financial Reports 31 Aging 31.08 Patient Balance Aging Report

– Detail

6.04 Patient Balance Aging Report – Summary


6.05 Financial Analysis at Claim Level (Without Facility Group and Without Insurance Group)



6.06 Patient Transaction Report (Claim Level with CPTs)


36.08 Patient Transaction Report (Claim Level with CPTs)


APPENDIX A: NOTICES

Trademarks eClinicalWorks®

eBO®

eClinicalWorks and eBO are registered trademark of eClinicalWorks, LLC.

Vimeo is a registered trademark of Vimeo, LLC.

All other trademarks or service marks contained herein are the property of their respective owners.

Copyright Current Procedural Terminology (CPT®*)

CPT copyright 2014 American Medical Association. All rights reserved.

Fee schedules, relative value units, conversion factors and/or related components are not assigned by the AMA, are not part of CPT, and the AMA is not recommending their use. The AMA does not directly or indirectly practice medicine or dispense medical services. The AMA assumes no liability for data contained or not contained herein.

*CPT Copyright 2014 American Medical Association. All rights reserved.