60-90-120 Day A/R
Generates an accounts receivable report in a 30, 60 and 90 day format for selected Provider(s). This report can be produced for Private and/or Provincial Insurers. The data can be displayed in either Date or Patient order.
Accounts Receivable
Creates a report of accounts receivable between two selected dates for patients of selected Provider(s). By selecting the appropriate format the report can include Basic Patient, Detailed Patient, Summary Only or Exclude Patient Information altogether. Data can be displayed in either Patient or Date order and can be filtered to include Private and/or Provincial Insurers, as required.
A/R Summary
Generates an Accounts Receivable Summary for the selected Provider(s) between two chosen dates. This report can be run by either Data Centre or Provider, as required by your office.
Accounts Receivable Subledger Report (MB, ON)
A new aged accounts receivable subledger report has been added. This report is organized by aging columns for days outstanding from the date the report was generated. The days outstanding are grouped into 0-30, 31-60, 61-90, 91-120 and 121+ days. This report is based on submission dates and so billing period (whether enabled or not) have to effect.
Accumulative Payment Summary (AB)
Creates an Accumulative Payment Summary report for the selected Provider(s) between two specific dates.
Accumulative Summary by Data Centre (BC)
Generates a Data Centre Summary report for selected Provider(s). This includes the Month and Year that items were Billed, Paid, Outstanding or Written Off for a specified time period.
Aged A/R Subledger Report (ON)
This report is organized by ageing columns for days outstanding from the date that was selected to report for. The days outstanding are grouped into 0-30, 31-60, 61-90, 91-120 and 121+ days. This report is based on submission dates and so billing period (whether enabled or not) have no effect.
Assessment Summary (AB)
Generates a report for the selected Provider(s) based on either an assessment date or all assessments. The report can be displayed in either Date or Patient order and in Detailed or Summary Only view.
Being Held (BH) Remittances (BC)
Creates a report on Being Held (BH) remittances for the selected Provider(s). A specific Remittance Date or All Dates can be selected. This report can be displayed in either Date or Patient order.
Billed Amounts by Insurer
Generates a report for selected Provider(s) displaying the total amount billed and percentage breakdown of the amounts billed to each insurer. The report can be displayed by either Provider or Provider Group. Private and Provincial Insurers can be included or excluded from the report, as required. To avoid duplication of billing records, if grouping by Provider Group, use the Provider Group selection in Step 1 (as Providers may belong to more than one Provider Group).
Billed Amounts by Provider
Creates a report of the total percentage amount billed by Provider(s) between two specified dates. This report can be grouped by either Provider, Provider Group, Insurer-Provider or Insurer-Provider Group. Private and Provincial Insurers can be included or excluded from the report, as required.
Billed and Paid
Creates a report of submissions and paid amounts for selected Provider(s) between two dates. This report can be filtered to display Private and Provincial Insurers, as required. The results are displayed in either Date or Patient order. Three levels of this report are available a Summary Only, Basic or a Detailed. The data contained in the report can be grouped as required by your office by selecting from the options available. Locations can also be specified, if no locations are specified then the default is All Locations.
Billed and Paid by Billing Site (SK)
Generates a report on all billing for the selected Provider(s) between two dates or a selected Payment Run Code and selected Appointment Sites. This report can be displayed in Date or Patient order and is available in either Standard or Summary Only format.
Billed and Paid by Submitted/Invoiced
Reports all submissions and paid amounts that were submitted or paid in the time period by practitioner with criteria.
Billed by Billing Site (SK)
Generates a report on all billing for the selected Provider(s) between a specified date range and selected Appointment Sites. This report can be sorted by either Date or Patient order and can be displayed in either Standard or Summary Only format.
Billing Account Summary (BC)
Creates a report of everything billed and everything paid for selected Provider(s) between two dates. This report displays Settled, Outstanding, New, Private and a Total for each category and for each Provider.
Billing Adjustments by Remittance (BC)
Generates a report on Billing Adjustments for selected Provider(s) for either a specified remittance date or for all remittances. The data can be displayed in either Date or Patient order.
Billing - Not Reconciled (SK)
Creates a report for the selected Provider(s) on all bills that have not been reconciled. This report can be displayed in either Date or Patient order.
Billing Refusals (BC, AB)
Creates a report on all Billing Refusals that are not reconciled for the selected Provider(s). The data in this report can be displayed in either Date or Patient order.
Billing Summary
Creates a report to show the remittance cheque amount matches the amount of the payment from MSP. The MSP Remittance Date can be selected from a list, as required. This report can be filtered by appointment site.
Estimated A/R
Produces an accounts receivable report for the selected Provider(s) between two dates. Historical billed amounts are not logged, so if the current value of a bill has changed since the time of the request, this is not shown in this report.
EMR Fee Percentage (SK)
Generates a report for the selected Provider(s) between two dates and displays the percentage of bills with the EMR Fee Flag set selected.
Eligible EMR Fee List (SK)
Generates a report for selected Provider(s) of the codes that are eligible for the EMR fee billings.
End of Day
Creates an end of day report of billing activities for the selected Provider(s). Although this report is designed to be run at the end of each day, it can also be run between two specific dates.
Fee Code by Site Report (ON)
Details of what procedure codes were billed and the breakdown of technical and practitioner fees. This report is grouped by the procedure's category and can be filtered by site.
Held Claims by Assessments (AB)
Generates a report on all claims being held for the selected Provider(s) based on a selected Assessment Date or All Assessments, as selected. The report can be displayed in either Date or Patient order and in Detailed or Summary Only view, as required.
Held Claims by Remittance (MB)
Creates a report for the selected Provider(s) of all claims that are being held for the selected remittance date. If All is selected then claims being held for all remittances are displayed. The report can be displayed in either Date or Patient order and is available as a Detailed or Summary Only report.
HST Report (BC, ON)
Creates a list of HST collected for private billing by selected Provider(s) between two dates. This report can be displayed in either Date or Patient order.
Group Fee Codes by Site (ON)
This report allows users to view the totals for fee code groups.
GST Report
Creates a list of GST collected for private billing by selected Provider(s) between two dates. This report can be displayed in either Date or Patient order.
Insurer Appointment Summary
Generates an insurer appointment summary for selected Provider(s) between two dates. The results can be filtered to display either Private and/or Provincial Insurers, as required. This report can be displayed in Date or Patient order. Further filtering is possible to include/exclude No Show patients and also show either All Scheduled Appointments or only those with New Bill Entries. It is also possible to include Billing Fee/Service Code searches in this report by searching for them and adding to the appropriate list.
Insurer Contract Visit Details
Lists all bills for selected Provider(s) between two dates for specified Insurer(s). The results are grouped by Service Codes.
Insurer Outstanding Visit Summary
Produces a summary list for selected Provider(s) between two dates of patients who have not used all of their Private Insurer visits. The visits have either expired or the patient(s) have not been seen within the specified time period.
Insurer Revenue Summary (MB)
Creates a report for the selected Provider(s) of Billings, Receipts and Adjustments for a selected billing period. If no billing period is selected this report is generated for the year to date. Filters can be used to display Private and/or Provincial Insurers, as required.
Locum Split (MB)
Creates a report showing how much selected Locum(s) are billed and paid. The percentage each Locum is paid is entered before the report is generated. This report is created between two specific dates and is available in a Detailed or Summary version. The Bill Locations are selectable from Location, Hospital, Facility # and Location Indicator. Results can be filtered by Private and/or Provincial Insurer, as required by your office. Report Grouping can be either by Locum or by Locum and Pract #.
MHSC Tariff Code Change Report (MB)
Generates a report showing bills that were paid using a different MHSC Tariff Code to the one that was on the original submitted claim. This report is created for selected Provider(s) between two specified dates.
MSP Notes (BC, SK)
Prints the notes from the MSP Notes window for the selected Provider(s) between two dates. There is the option of only displaying information on payments, if required. This report is split by Payee Number to enable the user to more easily find the information they are looking for.
Not On File
Creates a report on bills for the selected Provider(s) that were generated on another EMR system but have been picked up by Accuro. The remittance period and not on files can also be selected for the current data centre. The results can be displayed in either date or patient order.
Office Daily Payment Summary (BC)
Creates a summary of payments collected by office, site, payment date range, payment type and service code type.
Outstanding Debits (BC)
Generates a list of all un-reconciled debits for selected Provider(s) between two specified dates. This report can be displayed in either Date or Patient order.
Outstanding Held Claims (BC)
Creates a list of all outstanding held claims for the selected Provider(s). This report can be displayed in either date or patient order.
Outstanding Invoices
Generates a list of all Outstanding Invoices for the selected Provider(s). The report contains all the information from the original invoice(s).
Paid by Billing Site (SK)
Generates a report for selected Provider(s) between two specified dates of all payments for selected Appointment Site(s) in either Standard or Summary Only view. The report can be displayed in either Date or Patient order.
Patient Billed
Lists all Patients billed.
Patient Billing Summary
Creates a summary of billing for a specific patient. Billing can be searched for with selected Provider(s) for a specified date range. If Private Billing is selected only Private Billing Insurers are included in the report.
Patient Credits
Creates a list of all patient accounts with credits existing on them between two specified dates.
Patient Private Payment Summary (AB)
Creates a list of Patient(s) Private Payments for selected Provider(s) based on a specified Date Of Service date range. If no patients are selected the report is run for all patients.
Patient Visits by Location (BC)
Creates a list for selected Provider(s) between two date of service dates of all patients visits by Billing Location.
Patients by Diagnostic Code
Generates a report for Provider(s) of all patients billed with selected Diagnostic Codes between two specified dates. The Provider(s) are defined as either Providers Seen, Office Provider or Last Provider Seen. This report can be a Summary Only report, Basic or Detailed report, dependent upon your requirements. The results can be grouped by either Provider or Provider Group. Masked items are not included in this report unless the Include Masked Items checkbox was selected.
Patients by Fee Code
Creates a report for selected Provider(s) of patients billed with specific Fee Codes between two dates. The report produced can be Summary Only, Basic or a Detailed format. The report can be grouped by either Provider or Provider Group. To view the Billing Status of each item on the report, the Include Billing checkbox must be selected. To view by appointment site the Show Sites checkbox must be selected (Users > Manage Security > System Settings > select Show Sites).
Patients by Fee and DCodes
Generates a list for selected Provider(s) of patients billed with specific Fee Code(s) and Diagnostic Code(s) between two specified dates. The report can be grouped by either Provider or Provider Group, as required.
Payment Deposits
Generates an Excel spreadsheet listing payments made to the selected Provider(s) between two dates. The payments listed are broken down by payment type and can be grouped by Provider or Provider Group.
Payment Percentages (MB)
Creates a report displaying all payments for selected Provider(s) by selected insurer(s). The percentage applied to the report is entered before the report is generated. The report is created between two specific dates and is available in a detailed or a summary version. Bill Locations Criteria are selectable from Location, Hospital, Facility # and Location Indicator. The results can be filtered by Private or Provincial Insurer as required by your office. If Paid bills only is selected, bills with a zero value are excluded.
Payment Details (SK)
Creates a list of all payment for the selected Provider(s) between two dates with a breakdown of Payment Types. This report can also filter Private and Provincial insurers and can be grouped by selecting the required format from the list displayed. A Detailed or Summary Only view of this report is available. By selecting to view Paid Bills Only, bills with amounts of zero are excluded. Note: To avoid duplication of Billing records when grouping by Provider(s) use the Provider Group selection in Step 1 as there may be Providers belonging to multiple Provider Groups.
Payment Journal
Creates a list of payments by 3rd Party Insurers for selected Provider(s) between two specified dates. Report results are grouped by payment Method and can include payments that include credits if the Include Credit Payments checkbox was selected.
Payments (BC)
Creates a list of all payments for selected Provider(s) between two specific dates. This report can be filtered to include/exclude Private and Provincial Insurers, as required.
Private Payment Details (SK)
Creates a list of all payments for the selected Provider(s) between two dates with a breakdown of Payment Types. This report can also filter Private and Provincial insurers and be grouped in a format to best suit your office. A Detailed or Summary Only view of this report is available. By selecting to view Paid Bills Only, bills with zero amounts are excluded. Note: To avoid duplication of Billing records when grouping by Provider(s) use the Provider Group selection in Step 1 as there may be Providers belonging to multiple Provider Groups.
Private Payment Summary
Creates a list of all private deposits for the selected Provider(s) between two dates with a breakdown of Payment Types. This report can also filter Private and Provincial insurers and can be grouped in a format to best suit your office. A detailed or Summary Only view of this report is available. Note: To avoid duplication of billing records when grouping by Provider(s) use the Provider Group selection in Step 1 as there may be Providers belonging to multiple Provider Groups.
Projected Revenue (SK)
Generates a report showing Projected Revenue for the selected Provider(s) between two dates or a specific Submission date. This report can be generated in either date or patient order.
PST Report (BC, SK, MB)
Creates a list of PST collected for private billing by selected Provider(s) between two dates. This report can be displayed in either date or patient order.
Refusal Summary (ON)
Creates a report of all refusals for the selected Provider(s) between a specified date range. The data can be displayed in date or patient order. This report can be displayed in either a Detailed or a Summary Only version, as required.
Remittance by Fee and Data Centre (BC)
Creates a Remittance Summary for the selected Remittance Date (or all if left blank) by Fee Item and Data Centre. If a report is required on All Remittances, select the All checkbox.
Remittance Totals (MB)
Generates a report for the selected Provider(s) of the remittance totals for a selected Remittance date. If all is selected then the report generated is for all remittances.
Remittance Summary (BC, SK, MB, ON)
Creates a list of all remittances for selected Provider(s). The remittance date is selected from a list and the report is displayed in either date or patient order. This report can be viewed as detailed or summary and can be grouped by Provider or Provider Group, as required. To view by appointment site the Show Sites checkbox must be selected (Users > Manage Security > System Settings > select Show Sites).
Salary Provider Billing Report (BC)
Generates a report intended for Salaried Provider(s). Billing Detail Report by Service Date and Insurer between two dates are created for the selected Provider(s). This report can be filtered to include/exclude Private and Provincial Insurers, as required.
Salary Provider Billed Amounts (BC)
Generates a report intended for Salaried Provider(s). This report estimates the amount billed between two dates for selected Provider(s). This report can be filtered to include/exclude Private and Provincial Insurers, as required. To view only the bills that have been paid, the Paid Bills Only checkbox must be selected. This report can be viewed in either a detailed or Summary Only format.
Service Code Account Payments
Creates a list summarizing the amounts paid for each Service Code Account between two selected dates. This report is available in a Detailed or Summary Only format.
See Manage Service Code Accounts for more information.
Service Code Billing Summary (AB)
Generates a list of the total amounts billed for each Service Code selected for Provider(s) between two dates.
Statement of Account (BC, AB, MB, ON)
Generates a statement of account for selected insurers with outstanding bills.
Submission Listing (SK)
Creates a list of submitted bills to MCIB for the selected Provider(s) between two dates. Instead of a date range, a submission date can be selected from the list displayed. This report can be displayed in either date or patient order and in a detailed or summary only version. Grouping can be by Provider or Provider Group, as required.
Submissions
Creates a list of submitted bills to MSP for the selected Provider(s) between two dates. Instead of a date range, a submission date can be selected form the list displayed. This report can be displayed in either date or patient order and in a detailed or summary only version. Grouping can be by Provider or Provider Group, as required.
Total Billed by Fee/Service Code
Total Billed by Fee/Service Code generates a list of percentages of specified fee codes billed for selected Provider(s) between two dates. This percentage is out of all the bills for the specified fee codes for the selected Provider(s). This report can be grouped by either Provider or Provider Group.
Unsubmitted
Lists all unsubmitted claims up to the current date for the selected payee number. Claims will not be included if any of the following are true: insurer marked as private pay, bill marked as a no show, bill marked as a no charge, bill marked as a write off or bill has been adjusted.
WCB Patients
Lists all the WCB patients for the selected Provider(s) between two specified dates.
WCB Submission Report (AB)
Creates a list of submitted bills to WCB for the selected Batch number or creates a list of submitted bills for the selected Provider(s) between two selected dates.
Write Offs
Generates a list of all Write Offs and the totals written off for the selected Provider(s) between two specified dates. The date range can be selected as either the Date of Service or the Write Off Date. This report can be viewed in either Date or Patient order.