Maggie.Negm.LibreHealth EHR Reports Financial

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LibreHealth EHR Reports

Financial

The Financial submenu includes reports related to financial scenarios that occur within a clinical office. The image below shows the available report types available within the Financial section.

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Sales by Item

The “Sales by Item” report generates a list of items sold within a facility during a specified time frame. Specific user access is required to use this module.

To access the “Sales by Item” module and generate a report:

1. Select “Sales by Item” from the Financial submenu, which will open a tab called “Report – Sales by Item.”

Negm-Financial-Sales-1.png


2. Enter the desired search criteria (1).

  • Choose a facility name from the “Facility” drop-down list
  • Select “From” and “To” dates
  • Choose a provider from the “Provider” drop-down list
  • Check the box next to “Detail” for more sales details to be included in the results
  • Select the “Submit” button to display the results (2)

Negm-Financial-Sales-2.png


3. The results are displayed in a table with category and item information listed in the column headings.

  • Select the “Print” button to print the results and the “Export to CSV” button to output the results into a CSV file (3)
  • If further details are shown in the results because “Details” was check-marked, you can click on an invoice number under the “Invoice” column to view the invoice (4)

Negm-Financial-Sales-3.png

4. After the invoice is generated, select one of the following buttons (5):

  • Select the “Back to Patient” button to go to the patient’s profile
  • Select the “Print” button to print the selected invoice
  • Select the “Undo Checkout” button to undo the patient’s checkout by deleting the invoice and its associated data
  • Select the “Show Details” button to show more invoice details

Negm-Financial-Sales-4.png


Cash Receipts by Provider

The “Cash Receipts by Provider” report generates a list of total cash receipt prices for a specific provider within a period of time. Specific user access is required to use this module.

To access the “Cash Receipts by Provider” module and generate a report:

1. Select “Cash Receipts by Provider” from the Financial submenu, which will open a tab called “Report – Cash Receipts by Provider.”

Negm-Financial-Cash-1.png


2. Enter the desired search criteria (1).

  • Choose a facility name from the “Facility” drop-down list
  • Choose a provider from the “Provider” drop-down list
  • Choose which type of date to display from the drop-down list named “Payment Date”
  • Select “From” and “To” dates
  • Search for and select a Procedure/Service code after clicking inside the text box next to “Procedure/Service”
  • Search for and select a medical diagnosis code after clicking inside the text box next to “Diagnosis”
  • Check the box next to “Detail” to include a more detailed price breakdown of each provider’s cash receipts in the results
  • Check the box next to “Procedures” to include procedural details that incurred the costs in the results
  • Select the “Submit” button to display the results (2)

Negm-Financial-Cash-2.png


3. The results are shown in a table with each provider’s cash receipt total shown and a grand total of all of the provider’s cash receipts.

  • Select the “Print” button to print the results (3)

Negm-Financial-Cash-3.png


Front Office Receipts

The “Front Office Receipts” report generates a list of receipts from payments made by patients at the front office.

To access the “Front Office Receipts” module and generate a report:

1. Select “Front Office Receipts” from the Financial submenu, which will open a tab called “Report – Front Office Receipts.”

Negm-Financial-Front-1.png


2. Enter the desired search criteria (1).

  • Select “From” and “To” dates
  • Select the “Submit” button to display the results (2)

Negm-Financial-Front-2.png


3. The results are displayed in a table with patient and receipt information listed in the column headings.

  • Select the “Print” button to print the results (3)
  • Click on the timestamp under the “Time” column to view receipt information (4)

Negm-Financial-Front-3.png


4. Once the receipt information is generated, you can print the receipt information or delete the receipt (5).

Negm-Financial-Front-4.png


Receipts Summary

The “Receipts Summary” report generates a list of receipts that were created at a specific facility within a period of time. Specific user access is required to use this module.

To access the “Receipts Summary” module and generate a report:

1. Select “Receipts Summary” from the Financial submenu, which will open a tab called “Report – Receipts Summary.”

Negm-Financial-RecSum-1.png


2. Enter the desired search criteria (1).

  • Choose a report type from the “Report by” drop-down list
  • Choose a facility name from the “Facility” drop-down list
  • Search for and select a Procedure/Service code after clicking inside the text box next to “Procedure/Service”
  • Choose which type of date to display from the drop-down list named “Payment Date”
  • Select “From” and “To” dates
  • Check the box next to “Detail” for more sales details to be included in the results
  • Select the “Submit” button to display the results (2)

Negm-Financial-RecSum-2.png


3. The results are displayed in a table with receipt information listed in in the column headings.

  • Select the “Print” button to print the results (3)

Negm-Financial-RecSum-3.png


Collections

The “Collection” report generates a Collection report, a list of patient accounts that still have unpaid healthcare charges, based on the search input.

To access the “Collections” module and generate a report: 1. Select “Collections” from the Financial submenu, which will open a tab called “Report – Collections.”

Negm-Financial-Coll-1.png


2. Enter the desired search criteria (1).

  • Choose which columns to display in the results table by checking the boxes next to the column names under “Displayed Columns”
  • Select “From” and “To” dates
  • Select what type of financial report should be generated from the drop-list named “Open”
  • Choose a facility name from the “Facility” drop-down list
  • Select a payor account from the “Payor” drop-down list
  • Select how the results should be ordered from the “Age By” drop-down list
  • Choose a provider from the “Provider” drop-down list
  • Enter the number of aging headers to display in the results table in the text box next to “Aging Columns”
  • Enter the number of days for each aging header to calculate a patient’s due balance in the text box next to “Days/Col”
  • Select the “Submit” button to display the results (2)

Negm-Financial-Coll-2.png


3. The results are displayed in a table with patient and financial account information listed in the column headings.

  • Select the “Print” button to print the results and the “Export to CSV” button to output the results into a CSV file (3)
  • Click on the invoice number under the “Invoice” column in the results table to view and make changes to the invoice (4)
  • Below the results table (5):
    • Select the “Select All” button to select all the record from the results table that can be selected
    • Select the “Clear All” button to deselect all the records from the results table
    • Select the “Export Selected as CSV” button to export the selected records into a CSV file
    • Select the “Export Selected to Collections” button to export the selected records into a Collection report
    • Check the box next to “Export Individual Invoices” to export records with individual invoices
    • Check the box next to “Without Update” to select the records without updates

Negm-Financial-Coll-3.png


Patient Ledger by Date

The “Patient Ledger by Date” report generates a patient’s ledger information from their time with a specific provider at a specific facility within a period of time. Specific user access is required to use this module.

To access the “Patient Ledger by Date” module and generate a report:

1. Select “Patient Ledger by Date” from the Financial submenu, which will open a tab called “Report – Patient Ledger by Date.”

Negm-Financial-Ledger-1.png


2. Enter the desired search criteria (1).

  • Choose a facility name from the “Facility” drop-down list
  • Choose a provider from the “Provider” drop-down list
  • Select “From” and “To” dates
  • Search for and select a patient after clicking inside the text box next to “Patient”
  • Select the “Submit” button to display the results (2)

Negm-Financial-Ledger-2.png


3. The results are displayed in a table with patient ledger information listed in in the column headings.

  • Select the “Print Ledger” button to print the ledger results (3)

Negm-Financial-Ledger-3.png


Adjustments

The “Adjustments” report generates a list and total of claim adjustment reason codes within a specific period of time.

To access the “Adjustments” module and generate a report:

1. Select “Adjustments” from the Financial submenu, which will open a tab called “Report – Adjustments.”

Negm-Financial-Adjust-1.png


2. Enter the desired search criteria (1).

  • Select “From” and “To” dates
  • Select an Adjustment Code from the “Adjustment Code” drop-down list
  • Select the “Submit” button to display the results (2)

Negm-Financial-Adjust-2.png


3. The results are displayed in a table with adjustment codes and total information listed in the column headings.

  • Select the “Print” button to print the results and the “Export to CSV” button to output the results into a CSV file (3)

Negm-Financial-Adjust-3.png


Financial Summary by Service Code

The “Financial Summary by Service Code” report generates a list of financial summaries grouped by service codes that were created by a chosen provider at a facility within a period of time. Specific user access is required to use this module.

To access the “Financial Summary by Service Code” module and generate a report: 1. Select “Financial Summary by Service Code” from the Financial submenu, which will open a tab called “Report – Financial Summary by Service Code.”\

Negm-Financial-FinSum-1.png


2. Enter the desired search criteria (1).

  • Choose a facility name from the “Facility” drop-down list
  • Choose a provider from the “Provider” drop-down list
  • Select “From” and “To” dates
  • Check “Important Codes” to show the service codes within the results
  • select the “Submit” button to display the results (2)

Negm-Financial-FinSum-2.png


3. If there are any results, they will be shown in a table with financial and service code information. If not, a message will appear saying “No matches found. Try search again.”

  • Select the “Print” button to print the results and the “Export to CSV” button to output the results into a CSV file (3)

Negm-Financial-FinSum-3.png