LibreHealth EHR Reports Financial

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LibreHealth EHR Reports

This document explains the different financial reports in the Reports Menu.

Maggie Negm, LibreHealth EHR Intern, February 2020.

Revised by Ruba Awayes, LibreHealth EHR Docomentation Intern, May 2020

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.

Negm-Financial-Menu.png


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
  • 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)

Finiancial-provider-cash-1.jpg


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)

Finiancial-provider-cash-2.jpg


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
  • 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)

Ruba-Finiancial-receipts-summary-1.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)

Ruba-Finiancial-receipts-summary-2.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