AcuityLogic Billing Reports

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).

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:

• From/To Service Date — Specify a service date time period for the report by selecting start and end dates.
• Select Carrier — Select the insurance carrier whose claims you want to track. To include all carriers, leave this field empty.
• Offices — Select one or more offices.

This report provides the following information for the selected carrier:

• Billed Claims — The number of claims for the carrier that were generated and billed for the specified service date time period.
• Unbilled Claims — The number of claims for the carrier that were generated and not billed for the specified service date time period.
• Total Claims — The sum of the Billed and Unbilled claims.

After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file.

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:

• Office — Select one or more offices.
• Carrier — Select the insurance carrier that you want to track. To include all carriers, leave this field empty.
• Post-Billing Adjustment Reason — Select an adjustment reason. To include all reasons, leave this field empty.
• Item Type — Select a particular item type, or select ALL item types.
• Date — Select one of the following time periods:
  • A billing month
  • One or both of the following date ranges:
    • From/To Transaction Date — To appear in the report, adjustments must have been made within this range.
    • From/To Service Date — To appear in the report, adjustments must be for a service rendered within this range.

    If you include both ranges, they do not have to align, but only adjustments that fall within both ranges appear in the report.

• Report Type
  • To generate a summary report, deselect Show Claim Details. For each office, the summary version shows total adjustments by carrier and by office.
  • To generate a detailed report, select Show Claim Details. For each office, the detailed version shows total adjustments by carrier, office, adjustment reason, and patient. Additionally, the report includes patient names, claim numbers, service dates, and transaction dates.

  Both versions show the total adjustments for all offices (grand total).

• Include Pre-Billing Auto Adjustment — Select to include system adjustments added for refunds and remakes performed on orders in AcuityLogic POS.

After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file.

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:

• Date — Specify one or both of the following time periods:
  • From/To Service Date — To appear in the report, claims must be for a service rendered within this range.
  • From/To Billing Date — To appear in the report, claims must be billed within this range.

  If you include both ranges, they do not have to align, but only claims that fall within both ranges appear in the report.

• Carrier — Select the insurance carrier whose outstanding balances you want to track. To include all carriers, leave this field empty.
• Plan — If you selected a carrier, select the plan whose outstanding balances you want to track. To include all plans, leave this field empty.
• Report Type
  • To generate a summary report, select Show Summary. The summary version shows the total number of claims and total outstanding balance per carrier.
  • To generate a detailed report, deselect Show Summary. The detailed version includes plan names, claim numbers, patient names, service dates, and total outstanding balance per carrier.

  Both versions show the total outstanding balance for all carriers (grand total).

After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file.

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:

• Office — Select one or more offices.
• Date — Select one of the following time periods:
  • A billing month
  • From/To Transaction Date — To appear in the report, payment must occur within this range.

This report shows the following totals:

• For each office, the total carrier and/or patient payment received by transaction date.
• For the company, the total of all carrier and/or patient payments received for the specified time period.

After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file.

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:

• For each office, the total amount of the insurance and/or patient receivable paid, written off, or adjusted by transaction date and transaction type.
• For each office, the total amount of the insurance and/or patient receivable paid, written off, or adjusted by transaction type for the specified time period.
• For the company, the total amount of the insurance and/or patient receivable paid, written off, or adjusted for all selected transaction types for the specified time period.

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).

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:

• Carrier — Select the insurance carrier whose claims you want to track. To include all carriers, leave this field empty.
• From/To Transaction Date — Specify a transaction date time period for the report by selecting start and end dates.
• Sort By — List collections in order by one of these values:
  • Collection Amount (low to high)
  • Patient Name
  • Transaction Date (old to new)

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.

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:

• Office — Select one or more offices.
• Carrier — Select an insurance carrier. To include all carriers, leave this field empty.
• Patient — Select a patient. To include all patients, leave this field empty.
• Date — Specify one or both of the following time periods:
  • From/To Deposit Date — To appear in the report, payments must have been deposited within this range.
  • From/To Service Date — To appear in the report, payments must be associated with a service rendered within this range.

  If you include both ranges, they do not have to align, but only payments that fall within both ranges appear in the report.

The report includes the following totals:

• For each carrier, the total for payments, write-offs, rejected amounts, and adjustments.
• For all carries, the grand total for payments, write-offs, rejected amounts, and adjustments.

After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file.

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:

• Office — Select one or more offices.
• Carrier — Select an insurance carrier. To include all carriers, leave this field empty.
• Date — Select one of the following time periods:
  •  A billing month
  •  One or both of the following date ranges:
    •  From/To Transaction Date — To appear in the report, the exam's transaction date must be within this range.
    •  From/To Service Date — To appear in the report, the service date must be within this range.

    If you include both ranges, they do not have to align, but only exam sales that fall within both ranges appear in the report.

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.

Shows the following information about claims billed to carriers through TriZetto:

• The employee that submitted the claims.
• The carrier to which the claims were submitted.
• The number of claims in each EDI file and the file name.

You can specify the following parameters:

• Resource — The employee who submitted the claims. To include all employees, leave this field empty.
• Carrier — The carrier billed . To include all carriers, leave this field empty.
• From/To Billing Date — Specify a billing date time period for the report by selecting start and end dates.

After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file.

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).

Creates and prints the Optical Prescription Order form required for eyeglass orders billed to Illinois Medicaid.

You can specify the following parameters:

• Office — Select one or more offices.
• Carrier — Select the insurance carrier billed for the service.
• From/To Billed Date — Specify a billed date time period for the report by selecting start and end dates.

You can include a ship-to address other than the corporate office on an optical prescription order. To do so, select the appropriate address from the Billing Preference field in AcuityLogic Admin's Provider Number Management window. By default, the order is shipped to the corporate office.

You can also autopopulate the Date field at the bottom of the optical prescription order with the date the order is printed. To do so, select the Auto Populate Signature Date with Print Date check box when you generate the order. Alternatively, the date can be entered manually.

After generating this report, you can print it or export it to an Excel spreadsheet.

If a patient has an IDPA (Illinois Medicaid) insurance plan, prints the required provider invoice information from AcuityLogic directly on the IDPA Provider Invoice form.

You can specify the following parameters:

• Office — Select one or more offices.
• Carrier — Select the insurance carrier billed for the service.
• From/To Service Date — Specify a service date time period for the report by selecting start and end dates.

You can adjust the top and left margins of this report to align its printout with the fields in the IDPA Provider Invoice form. See information about the Form Settings menu in Setting Up Company Information.

You can also assign a payee number and a tax ID to a specific doctor in a specific office. To do so, use the IDPA Payee Number and Tax Id fields in AcuityLogic Admin's Provider Number Management window.

If you use the Bill & Generate button to generate the report, AcuityLogic sets the claims that meet the criteria to Billed status and updates their claim history. To generate the report without updating the claim status or history, use the Generate button.

After generating this report, you can print it or export it to an Excel spreadsheet or a CSV file.

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:

• Total By — Select one of the following ways to organize the report:
  • By office and then by insurance carrier
  • By insurance carrier only
  • By carrier and then by plan
• Location — Select one or more offices .
• Carrier — Select an insurance carrier. To include all carriers in the report, leave this field empty.
• Plan — If available, select a plan for the carrier.
• Date — Select one of the following time periods:
  • A billing month
  • From/To Date — To appear in the report, sales must have been paid within this range.

After generating this report, you can print it or export it to an Excel spreadsheet.

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).

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. See To record insurance information.

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.

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:

• Location — Select one or more offices.
• Carrier — Select an insurance carrier. To include all carriers, leave this field empty.
• Date — Select one of the following time periods:
  • From/To Service Date — To appear in the report, claims must be for a service rendered within this range.
  • Cutoff Date — The report includes all claims that are on hold as of the date entered in this field.

The report includes the following totals:

• Total claims on hold and receivables for each plan during the specified time period
• Total claims on hold and receivables for each office in the report
• Grand total for claims on hold and receivables for the report

After generating this report, you can print it or export it to an Excel spreadsheet.

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:

• From/To Transaction Date — Specify a transaction date time period for the report by selecting start and end dates.
• Patient — Select a name from the drop-down list. To include all patients, leave the field empty.
• Claim Number — Enter a claim number. To include all claims, leave the field empty.

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.

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).

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:

• Office — Select one or more offices.
• Carrier — Select an insurance carrier from the drop-down list. To include all carriers, leave this field empty.
• Plan — If available, select an insurance plan for the carrier from the drop-down list. To include all plans, leave this field empty.
• Provider — Select one or more doctors.
• Exams/Procedures — Select one or more exams or procedures.
• Date — Specify one or more of the following time periods:
  • From/To Deposit Date — The report includes any payment that was deposited within the range.
  • From/To Service Date — The report includes any payment associated with a service that was performed within the range.
  • Adjustment Cut Off Date — The report begins with the current date and reports back to the date in this field.

  If you include all three ranges, they do not have to align, but only payments that fall within all three ranges appear in the report.

The report includes the following totals:

• The provider total in an office for each expense type by carrier.
• The company total for each expense type for the report.

After generating this report, you can print it or export it to an Excel spreadsheet.