Which of the following types of built-in custom reports are available in medisoft?

CHAPTER

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill

12 Financial and Clinical

Reports

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

Learning Outcomes

When you finish this chapter, you will be able to:

12.1 List the three types of financial reports available in

Medisoft Network Professional (MNP).

12.2 Describe how to select data to be included in a MNP

report.

12.3 Compare patient, procedure, and payment day

sheets.

12.4 Discuss the purpose of a practice analysis report.

12.5 Explain how to create a production by provider

report.

12.6 List the steps for creating a patient ledger report.

12-2

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

Learning Outcomes (Continued)

When you finish this chapter, you will be able to:

12.7 Describe how to create a standard patient list report.

12.8 Describe the use of Medisoft Reports to create a

report.

12.9 Explain how aging reports are used in a medical

practice.

12.10 Explain how to access MNP’s built-in custom

reports.

12.11 Describe the process of editing reports in MNP’s

Report Designer.

12-3

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

Learning Outcomes (Continued)

When you finish this chapter, you will be able to:

12.12 List the reasons for using reports for tracking

specific clinical data.

12.13 Discuss the regulatory obligations for the retention of

patient medical records.

12-4

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

Key Terms

• aging report

• day sheet

• insurance aging report

• patient aging report

• patient day sheet

• patient ledger

• patient registry

• payment day sheet

• performance measures

• practice analysis report

12-5

• procedure day sheet

• production by provider

report

• retention

• selection boxes

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.1 Types of Reports in Medisoft

Network Professional 12-6

MNP offers several options for creating reports on

its Reports menu, including:

– Standard reports

– Medisoft Reports…

– Design Custom Reports and Bills…

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.2 Selecting Data for a Report 12-7

To select data to be included in an MNP report:

– Once a selection is made in the Print Report Where?

Dialog box, click the Start button; the Search dialog

box is displayed.

– Selection boxes—fields within the Search dialog box

that are used to select the data that will be included in

a report

– Use the drop-down list or Lookup button for the

selection boxes to input data.

– After the selections/inputs have been made, click the

OK button to generate the report.

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.3 Day Sheets 12-8

• Day sheet—report that provides information on

practice activities for a twenty-four hour period

• Patient day sheet—summary of patient activity

on a given day

• Procedure day sheet—report that lists all the

procedures performed on a particular day, in

numerical order

• Payment day sheet—report that lists all

payments received on a particular day,

organized by provider

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.4 Analysis Reports 12-9

• Practice analysis report—report that analyzes

the revenue of a practice for a specified period

of time

– Usually used to report on a month or a year

– Can be used to generate medical practice financial

statements

– Can also be used for profit analysis

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.5 Production Reports 12-10

• Production by provider report—report that

lists incoming revenue information for each

provider in the practice

• To create a production by provider report in

MNP:

– Click Production Reports from the Reports menu,

then Production by Provider; the Print Report Where?

Dialog box appears.

– Select the destination and click Start.

– Make the appropriate selections in the selection

boxes.

– Click OK; the report will be sent to its destination.

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.6 Patient Ledger Reports 12-11

• Patient ledger—report that lists the financial

activity in each patient’s account

• To create a patient ledger report in MNP:

– Click Patient Ledger on the Reports menu; the Print

Report Where? Dialog box is displayed.

– Select preview, print, or export; the Search dialog box

is displayed.

– Make the appropriate selections.

– Click the OK button; the report is displayed.

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.7 Standard Patient Lists 12-12

• To create a standard patient list report in MNP:

– Click Standard Patient Lists from the Reports menu.

– Select either Patient by Diagnosis or Patient by

Insurance Carrier.

– Make a selection in the Print Report Where? Dialog

box.

– Make the appropriate data input selections and click

the OK button; the report will be displayed.

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.8 Navigating in Medisoft Reports 12-13

• The Medisoft Reports feature offers the user

access to over a hundred reports.

• Medisoft Reports contains these features that

help in creating a report:

– The Medisoft Reports menus

– The Medisoft Reports toolbar

– The Medisoft Reports Find Report box and the Find

Now button

– The Medisoft Reports help feature

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.9 Aging Reports 12-14

• Aging reports—report that lists the amount of

money owed to the practice, organized by the

amount of time the money has been owed

– Used by medical practices to determine which

accounts require follow-up to collect past-due

balances

• Patient aging report—report that lists a

patient’s balance by age, date and amount of

the last payment, and telephone number

• Insurance aging report—report that lists how

long a payer has taken to respond to insurance

claims

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.10 Custom Reports 12-15

• MNP has a number of built-in custom reports

• To access MNP’s built-in custom reports:

– Click the Custom Report List option on the Reports

menu; the Open Report dialog box is displayed.

– Make the appropriate selections in the series of data

input dialog boxes.

– Make the appropriate selection in the Preview Report

window and click OK; the report will be displayed.

• When a new custom report is created, it is

added to the list of custom reports displayed on

the screen.

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.11 Using Report Designer 12-16

• MNP’s Report Designer allows the user to

modify existing reports or create new reports.

• To edit reports using MNP’s Report Designer:

– Click Design Custom Reports and Bills on the

Reports menu; the Report Designer will be displayed.

– Click Open Report on the File menu to select a report.

– Double click in the list to make edits.

– Click the OK button to make the changes.

– Click Preview Report on the File menu to save the file

as a new report; key in the new report name.

– Click the OK button, make the appropriate selections,

and click the OK button again; the report is shown.

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.12 Preparing Clinical Reports 12-17

• MNP’s reports can be used to capture the

required items for performance measure

reporting and for meaningful use.

• Performance measure—processes,

experience, and/or outcomes of patient care,

observations, or treatment that relate to one or

more quality aims for health care, such as

effective, safe, efficient, patient-centered,

equitable, and timely care

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.12 Preparing Clinical Reports

(Continued) 12-18

• Patient registry—method of reporting clinical

data to payers using an online service rather

than claims-based reporting

© 2012 The McGraw-Hill Companies, Inc. All rights reserved.

12.13 Record Retention 12-19

• Retention—preservation of information on

patients’ medical conditions for continuity of care

• Retention is performed:

– According to the practice’s retention schedule

– To protect both the provider and the patient

– In accordance with federal business records retention

requirements, and any state requirements that apply

• Under HIPAA, covered entities must keep

records of HIPAA compliance for six years.

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