Reports System Settings

Reports System Settings

AGINGBUCKETS

AGING REPORT AGE GROUPS
  • Determines the aging buckets on Interactive Aging and reports that include aging buckets. 
  • Values need to be comma-separated; i.e. 30,60,90,120

AGINGINS

AGING REPORT DEFAULT FROM DATE
Sets the default "Aging by" date in all places the "Aging by" drop-down exists. Aging by options:
  1. Bill Date (Default): The most recent Bill Date (for example, the last re-submission date) 
  2. Post Date: The date the Encounter was Posted 
  3. Responsibility Date: The date the Responsible Party became responsible (balance transferred to secondary, for instance) 
  4. Service Date: The Date of Service

AGING_PAT_TH_120

THRESHOLD PERCENTAGE FOR PATIENT AGING 121+ DAYS (INTERACTIVE AGING)
  • This setting controls the threshold Percentage for Patient Aging 121+ Days on the Interactive Aging screen, when the Include Percentages option is chosen. 
  • If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage.
  • For example, if the maximum desired % of Patient A/R to be in the 120+ day bucket is 5%, you would enter 5.

AGING_PAT_TH_30

THRESHOLD PERCENTAGE FOR PATIENT AGING 31-60 DAYS (INTERACTIVE AGING)
  • This setting controls the threshold Percentage for Patient Aging 31-60 Days on the Interactive Aging screen, when the Include Percentages option is chosen. 
  • If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage.
  • For example, if the maximum desired % of Patient A/R to be in the 31-60 day bucket is 40%, you would enter 40.

AGING_PAT_TH_60

THRESHOLD PERCENTAGE FOR PATIENT AGING 61-90 DAYS (INTERACTIVE AGING)
  • This setting controls the threshold Percentage for Patient Aging 61-90 Days on the Interactive Aging screen, when the Include Percentages option is chosen. 
  • If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage.
  • For example, if the maximum desired % of Patient A/R to be in the 61-90 day bucket is 20%, you would enter 20.

AGING_PAT_TH_90

THRESHOLD PERCENTAGE FOR PATIENT AGING 91-120 DAYS (INTERACTIVE AGING)
  • This setting controls the threshold Percentage for Patient Aging 91-120 Days on the Interactive Aging screen, when the Include Percentages option is chosen. 
  • If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage.
  • For example, if the maximum desired % of Patient A/R to be in the 91-120 day bucket is 10%, you would enter 10.

AGING_TH_120

THRESHOLD PERCENTAGE FOR AGING 121+ DAYS (INTERACTIVE AGING)
  • This setting controls the threshold percentage for the 121+ day insurance aging bucket on the the Interactive Aging (IA) screen, when the IA Include Percentages option is chosen.
  • If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage. If the maximum desired % of insurance A/R in this bucket is 5%, you would enter 5.

AGING_TH_30

THRESHOLD PERCENTAGE FOR AGING 31-60 DAYS (INTERACTIVE AGING)
  1. This setting controls the threshold percentage for the 31-60 day insurance aging bucket on the Interactive Aging (IA) screen, when the IA Include Percentages option is chosen. 
  2. If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage. If the maximum desired % of insurance A/R to be in this bucket is 30%, you would enter 30.

AGING_TH_60

THRESHOLD PERCENTAGE FOR AGING 61-90 DAYS (INTERACTIVE AGING)
  • This setting controls the threshold percentage for the 61-90 day insurance aging bucket on the Interactive Aging (IA) screen, when the IA Include Percentages option is chosen.
  • If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage. If the maximum desired % of insurance A/R to be in this bucket is 15%, you would enter 15.

AGING_TH_90

THRESHOLD PERCENTAGE FOR AGING 91-120 DAYS (INTERACTIVE AGING)
  • This setting controls the threshold percentage for the 91-120 day insurance aging bucket on the Interactive Aging (IA) screen, when the IA Include Percentages option is chosen. 
  • If target values have been entered, the system will highlight in red any Interactive Aging results that are over the target percentage. If the maximum desired % of insurance A/R to be in this bucket is 10%, you would enter 10.

ARDAYS

NUMBER OF DAYS/MONTH - AVERAGE DAILY BILLING CALCULATION
  • This determines the number of days per month to use for the Days in A/R calculation. This is used to calculate the 'Average Day's Charges' amount. The setting would typically approximate the number of days a practice sees Patients in a month.
  • Applicable if using Days in A/R (DAYSINAR is set to Yes). Default setting is Weekdays

ARMONTHS - NUMBER OF MONTHS (LOOKBACK)

AVERAGE DAILY BILLING CALCULATION
  • This determines the number of past months the practice would like to use for the Days in A/R calculation. This is specifically used to calculate an 'Average Day's Charges' amount. 
  • Applicable if using Days in A/R (DAYSINAR is set to Yes). Default setting is 6 

ARVALBAD

HIGH VALUE MIN (RED COLOR) FOR DAYS IN A/R
  • If the calculated Days in A/R is greater than or equal to this value, the result will be highlighted in red on the PDF report.
  • Applicable if using Days in A/R (DAYSINAR is set to Yes).

ARVALGOOD

LOW VALUE MAX (GREEN COLOR) FOR DAYS IN A/R
  • If the calculated Days in A/R is less than or equal to this value, the result will be highlighted in green on the PDF report.
  • Applicable if using Days in A/R (DAYSINAR is set to Yes).

COLLECTIONSCUSTOMFIELDS

INCLUDE ENCOUNTER CUSTOM FIELDS ON COLLECTION AGENCY SPREADSHEET
  • No and (---): Do not include Encounter Custom Fields on the Collection Agency Spreadsheet.
  • Yes: Add the Encounter Custom Field to the Collection Agency Spreadsheet.

DAYSINAR

INCLUDE DAYS IN A/R ON A/R MANAGEMENT AND A/R ANALYSIS
  • Adds an additional column to the A/R Management and A/R Analysis reports, displaying a calculated "Days in A/R". 
  • Days in A/R = Total A/R / The Average Charges for 1 Day

DEFAULTALLOWEDINS

ASSIGN A DEFAULT ALLOWED PERCENT TO DISPLAY ALLOWED FEES WHEN USING THE 'A/R BY' ALLOWED FEES IN OUR AGING REPORTS. THIS VALUE WILL GENERATE AN ALLOWED FEE IF THERE IS NO DEFAULT ALLOWED FEE FOR A CPT®
  • Enter a value to use as a Default Allowed Percent (% of billed amount) for procedure codes that do not have an allowed amount loaded. This default percentage will be used to calculate the 'Expected' A/R in Interactive Aging.

   Note: This is a general setting. To enter a value specific to an insurance, go to Libraries > Insurances > Select the insurance you wish to update > Modify

DEFAULTEXPECTEDPATAFTERINS

ASSIGN A DEFAULT PERCENT TO DISPLAY EXPECTED FEES WHEN USING THE 'A/R BY' ALLOWED FEES IN OUR AGING REPORTS. THIS VALUE WILL GENERATE A DEFAULT PERCENT FOR PATIENT AFTER INSURANCE
  • Used to calculate the "Expected A/R" in Interactive Aging for balances out to Patient Responsibility after insurance has paid. Enter 90 if you expect to collect 90% of the Patient balance.

DEFAULTEXPECTEDSELF

ASSIGN A DEFAULT PERCENT TO DISPLAY EXPECTED FEES WHEN USING THE 'A/R BY' ALLOWED FEES IN OUR AGING REPORTS. THIS VALUE WILL GENERATE A DEFAULT PERCENT FOR SELF PAY
  • Used to calculate the "Expected A/R" in Interactive Aging for Self Pay balances. Enter 90 if you expect to collect 90% of your self pay balances.
DEFAULT VALUE OF THE FOOTER OPTION
  • ON (and ---): If you typically want the Footer to print on reports. The Footer option will default as selected. 
  • OFF: If you typically do not want the Footer to print. This will default the Footer option as not selected.

NOCOLOR

REMOVE COLOR FROM REPORTS WHEN FAXED
  • System reports output with color shading to make them easier to read. However, when the reports are faxed the shading can render very dark, making the faxed reports hard to read. This setting allows you to disable the color shading on reports making them more fax-friendly.
  • No and (--): Allow standard color shading on reports
  • Yes: Remove all color shading from reports

RESETAR

RESET AR AT BEGINNING OF CALENDAR YEAR
  • No (Default ---): The total A/R reported will be calculated using all data in the system 
  • Yes: The total A/R will start at $0 every year and the A/R reported will be an A/R calculation for the year

YTDSTART

USE DEFAULT YEAR-TO-DATE START DATE
  • This rarely used setting will change standard Year to Date (YTD) report statistics to instead include system data for all time.
  • System default behavior: When closing a month/financial period, there is an option to designate the period being closed as "Year End". This flags the end (and new beginning) of Year to Date (YTD) statistic tracking for reports.

  If a year end is never flagged, the system automatically uses January 1st of the current year as the start of YTD tracking.

  • Yes (Default ---): Calculate YTD using the year end flag (marked during Period End), or start on January 1st of the current year if Year End has never been flagged.
  • No: (rarely used) The YTD numbers on reports will include all data in the system, regardless of how many years are spanned.
 


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