Practice InsightInstructional Webinar

SeriesReportingPresented by:

Shaun McAnulty – Product Training Specialist

Goals

Understand• Report Types• Report Classes• Security Level• Accessing Reports & Dashboards• Use of Web Browser reports• Use of DataMiners • Use of Dashboards• Who to Contact

Report Types

• Web Browser : Is a standardized report displayed in a web browser. Input basic criteria and a report is generated.

• Web DataMiner : Is a dynamic report, meaning it is highly customizable. With filtering, sorting, & capability to add or remove data fields. You can also save the reports configuration.

• Claim Reports: Analyze your claim data.• Statement Manager Reports: Analyzes

your Statement/ Billing data.• Dashboard Reports: Analyze claim or ERA

data, by breaking up the information in to manageable categories.

• ERA Manager Reports: Analyze ERA transaction data. This is an optional service.

• Management Reports: Analyze overall data. Access limited by security level.

Report Classes

Security Level

Access to certain reports can be restricted based on Security Level found in the User Class Setup of the staff record.

Accessing Reports

Application Level

Each application has a Reports button, which displays all reporting options specific to that application.

PRINT REPORT Buttons in the available applications.

Report Manager

Going directly to SEARCH TOOLS and the Report Manager button displays all of the reports you have access to*.

PRINT REPORTS in Task Manager displays the same information.

*This is based on Security Level.

Claim Manager

Claim Web Browsers

• Change Log• Claim Status By Payer / By

Date• Clean Claim Report : Dynamic

Report• Zero Paid Claim Report

• Claim Status Activity Log• Claim Summary• Payer List• Batched Claim Count

CHANGE LOG

Displays All Changes made to claims by all staff members for selected timeframe.

Claim Status By Payer

Given a timeframe this report displays dollar and count totals for claims in specific statuses.

Clean Claim Report

This report is a Dynamic reportallowing for drill down details using the (+) in certain columns.

Zero Paid Claims

Display claims that were paid with $0.00payments which then allows the userto further research the individual claim using the given Account ID or Claim ID.

Claim DataMiners

1. Claim Analysis2. Claim Error Analysis3. Claim Rejection

Analysis4. Transaction Analysis

Benefits of DataMiner Reports• Highly Customizable• Save your settings

(Configuration)• Exportable: CSV, EXCEL,

OneNote

DataMiner Configuration Screen

With a savedconfiguration

Default Screen

DataMiner Basics

1.) Unused Blades: Not currently displayed on Report but can be added. They can be used as filters without being on the report.

2.) Row Blades: Currently data that is displayed in a row on the report. User can drag any blades they want to display on report as a row here.

3.) Column Blades: Data can be brought here to display as a column on the report. The system will alert user if the data will be inappropriate for use as a column.

Click and drag blades to where you want it to display. Use the Icons for Sorts and Filters, then when report is as desired use the Update Button to display.

Claim Analysis

Analyze claim totals by payer.

Claim Error Analysis

Can use in coordination with Clean Claim Report to analyze Initial uploading errors.

Keep in mind multiple errors can appear on an individual claim.

Claim Rejection Analysis

This report displays Rejections from the payer. Allowing you to analyze claim submission and point out potential adjustments to make. To decrease the revenue cycle timeframe by submitting clean claims as often as possible.

Transaction Analysis

Allows the user to analyze their specific Transactions on claims. Drilling into the Transaction lines to break down dollar and count totals based on Procedure Codes.

Task Manager/Report Manager Access

Management

Access to these level of reports is based on the users Security Level. I am at a 5 level so I have Access.

DASHBOARDSMY DASHBOARD

Task Manager: Claim Reports

Claim Dashboard

• Quick reference reporting capability, allowing the user to quickly adapt the report and change displaying information using the tabs provided.

• Based on the report in use you will have various options, tabs, hover text.

• The user can change reports using the Reports Button.

DashboardsDASHBOARD

ERA Manager: ERA Reports

ERA Dashboard

ERA Manager is an optional feature. This Dashboard view is the same in function and format that you will see in the Claim Dashboard in our upcoming release.

Question and Answer

Joined By: Susan TitteringtonDirector of Customer Service and Product Management

Who To Contact

Customers

• Please contact your vendor with any questions regarding anything covered in this webinar.

Vendors

• Contact your Support Representative at Practice Insight with any questions, setup assistance or training needs.