AcuityLogic Billing
Reports
AcuityLogic Billing provides the following reports. Depending on your company's requirements, you may not have access to all of them.
Report | Description |
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Tracks aging receivables for carriers, plans, locations, and/or patients at 30-day intervals. The report shows the total receivable and receivables by age from current to 150+ days overdue. After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and Aged Claims Report (GB106). |
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Tracks the number of billed claims, unbilled claims, and total claims by insurance carrier for the specified time period. You can specify the following parameters:
This report provides the following information for the selected carrier:
After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Provides summary or detailed information about billing adjustments by office, carrier, reason, and patient for the specified time period. You can specify the following parameters:
After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Lists all claims with outstanding balances for the specified time period. The claims are grouped by insurance carrier and alphabetized by plan. You can specify the following parameters:
After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Shows information about all carrier and patient payments for the specified time period. For each office, the claims are grouped by transaction date. Other information includes transaction number, order number, claim number, payment number, patient name, service date, amount paid by carrier, and amount paid by patient. You can specify the following parameters:
This report shows the following totals:
After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Shows details for each transaction by claim for the specified time period. For each office, the transactions are grouped by transaction date. Other information includes transaction number, order number, claim number, payment number, patient name, adjustment reason, service date, deposit date, insurance receivable paid, written off, or adjusted, and patient receivable paid, written off, or adjusted. This report shows the following totals:
After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and Billing Transaction Report (GB117). |
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Shows patients and associated amounts for claims sent to collections in AcuityLogic Billing for the specified time period. Other information includes transaction date, order date, net sale, insurance receivable, insurance payment, patient payment, and collection reason. You can specify the following parameters:
The report includes a total for each amount it tracks (net sale, insurance receivable, insurance payment, patient payment, and collection amount). After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Lists all claim payments for the specified time period. Payments are listed by payment date from oldest to newest. The report includes the payment's deposit date, the payment amount, and any rejected, written-off, or adjusted amounts. Other information includes plan name, patient name and birth date, order number, service date, claim number, and reference number. You can specify the following parameters:
The report includes the following totals:
After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Lists all exams sales for the specified time period by provider. Other information includes category (insurance or retail indicating no insurance), office number, insurance plan, patient name, claim number, order number, service date, transaction date, exam fee, fitting fee, amount billed, amount paid by patient, adjustments and variances, and net due. You can specify the following parameters:
The report includes totals for each provider, for all providers in each office, and a company grand total. After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Shows the following information about claims billed to carriers through TriZetto:
You can specify the following parameters:
After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Shows all billing transaction types, grouped into transaction type categories, and provides totals for each category for each office. You can specify the offices and billing month for the report. After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and GL Billing Reconciliation Report (GB129). |
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Shows information about sales paid by insurance within the specified time period. Information includes the number of claims submitted for each carrier, the retail amount, discount amount, insurance discount amount, remaining (net) retail, contractual amount, copay amount, customer amount, receivable, total (net) sale, total (net) billed, total insurance adjustment, total discount amount, discount percent, adjusted sale amount, margin percent, and average sale amount. You can specify the following parameters:
After generating this report, you can print it or export it to an Excel spreadsheet. |
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Provides an analysis of receivables per office by category. After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and Monthly Aged Balancing Report (GB119). |
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Lists orders for patients with an insurance plan applied that was not set up previously in AcuityLogic. To indicate a plan was not set up, AcuityLogic POS users select the Plan is not listed check box when adding insurance information for the patient. Generating this report allows you to set up the insurance plan in AcuityLogic and update the patient's profile so their insurance claims can be submitted. After generating this report, you can print it or export it to an Excel spreadsheet. |
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Lists all claims with the On Hold status for the specified time period. Claims are listed by office and then by insurance carrier. Each claim listed in the report includes the reason it was put on hold and other historical notes (if the information is available), the service date, the patient's name, and the outstanding receivable. You can specify the following parameters:
The report includes the following totals:
After generating this report, you can print it or export it to an Excel spreadsheet. |
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Lists all the refunds owed to patients for the specified time period. The refunds are grouped by office. Other information includes the associated claim number, the patient's name and address, and the refund amount. You can specify the following parameters:
The report also shows the total refund amount for the specified time period. After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file. |
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Shows the variance between the changes made to A/R balances in AcuityLogic POS and AcuityLogic Billing. The report includes office and company totals for each amount it tracks (A/R net billed, A/R posted from POS, and variance). After generating this report, you can print it or export it to an Excel spreadsheet. For information on using this report to reconcile your monthly transactions, see Understanding Key Financial Reports and POS Billing Reconciliation Report (GB118). |
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Lists expense information for patients during the specified time period. Information includes patient name, service date, order number, claim number, CPT codes, copay amount, receivable, net sale, payment amount, deposit date, adjustment, and net collection amount. You can specify the following parameters:
The report includes the following totals:
After generating this report, you can print it or export it to an Excel spreadsheet. |