Helpful Reports

[gracecrystalpm]

Jul 31, 2015 6:39:59 GMT -6 smoy said:

That was extremely helpful tip. I am attempting to close up any areas where patients slip through the cracks and are not billed. One other question can I track whether the invoices have been sent to insurance company via office ally.

Of course! 

I'd use the claims report for this one.

for the type, click invoice status instead of CMS-1500. put in date range and generate. 

You will see all invoices with the status of the claim!

[smoy]

Grace,

I am trying to use the correspondence report to determine how much I have collected in fees for a certain procedure code. Can you walk me through it. Thanks

[fec]

With our old time clock software, our employees could view their punches to count up their hours and check for accuracy. How do they do that with the Crystal TimeClock feature?

Also is any single report where I can view an employee's punches by day? Or do I have to click on each line to view one at a time?  How do I change the time clock week from Sunday-Saturday to Saturday-Friday?

Thank you.

[petehall]

I am preparing reports for selling my practice so am trying to access a number of reports I have not tried before so help is appreciated. For example:
1. Number of patients per insurance company.
2. Active patients last year, last two years and last 5 years.
3. Demographics: under 16, 16-29, 30- 50 and over 50.

I have more but perhaps help me with these first?

Thanks,
Peter Hall

[KizerOpt]

Sept 28, 2015 13:29:35 GMT -6 petehall said:

I am preparing reports for selling my practice so am trying to access a number of reports I have not tried before so help is appreciated. For example:
1. Number of patients per insurance company.
2. Active patients last year, last two years and last 5 years.
3. Demographics: under 16, 16-29, 30- 50 and over 50.

I have more but perhaps help me with these first?

Thanks,
Peter Hall

#3 is the easiest. Go to Correspondence Report and select by ages. Uncheck box All Ages and enter preferences. There is a selection for active status, but I don't believe it is selectable by year. Good idea though, it should be a suggestion if it's not available now. For insurance/patient info, the closest I know of is to run the Correspondence Report and select the Insurance Companies you want. Unfortunately, you have to do them one at a time.

Karen 

[petehall]

Very helpful and thank you.

Can you remind me how to print out our fee schedule please?

Thanks in Advance

[KizerOpt]

Oct 11, 2015 10:22:55 GMT -6 petehall said:

Very helpful and thank you.

Can you remind me how to print out our fee schedule please?

Thanks in Advance

Admin>Billing>Print to File will create a spreadsheet with your bill codes and fee info. If you need fee schedules for ins. companies, Admin>Insurance>Export Fee Schedules will do the same thing.

Karen

[pilk]

Hey...getting ready to go live asap.  Last step is to confirm that we can balance end of day and keep track of OD totals, etc.  We're having issue and support has not been able to clarify.

Like everyone we have Professional Fees, CL fits, Testing (photography) CL sales on a daily basis.  Our daily report also needs to show insurance checks applied.  At this point my manager is trying to use a customized report in crystal but its not giving information from a few entries we've put into the system.  

Can someone give us an idea on which report would give us the information we need to balance on a daily basis.  Much appreciated.  THanks. 

[gracecrystalpm]

Dec 21, 2015 20:09:39 GMT -6 pilk said:

Hey...getting ready to go live asap.  Last step is to confirm that we can balance end of day and keep track of OD totals, etc.  We're having issue and support has not been able to clarify.

Like everyone we have Professional Fees, CL fits, Testing (photography) CL sales on a daily basis.  Our daily report also needs to show insurance checks applied.  At this point my manager is trying to use a customized report in crystal but its not giving information from a few entries we've put into the system.  

Can someone give us an idea on which report would give us the information we need to balance on a daily basis.  Much appreciated.  THanks. 

You will utilize the daily report and the daily production report to balance on a daily basis. 

*The reports will reflect based on category so it is very important that your bill codes (fee schedule) is set up correctly. Make sure each bill code has a category assigned to it.*

For example: 92014 = professional services, 92083 = testing or professional services

[charliedesmond]

Jul 30, 2015 7:59:30 GMT -6 gracecrystalpm said:

Good morning!

The easiest way to find out and make sure all patients seen on a particular day had been invoiced out would be to go to schedule tab and click display invoices. You will see an invoice # show up next to each patient name. If one was not generated, it won't have an invoice #.

Hope that helps!
Grace

Grace,  is there a report that would make that easier - say if I want to look back over the past MONTH and see any invoices that were "outstanding" such as, with insurance but not added to a batch - Not just past due or what - but invoices that did not get completed. Would that be the R-slips report that shows up at the bottom of the daily report? Once I get that report itself cleared do you think it would be wise to have the front desk staff check that report every night when they do their daily report?

[gracecrystalpm]

Yes, let me answer both.

To see a report on claim status (added to batch, no claim, wrote to batch...etc), I use the claims report and change status to invoice status. This will give you the current status on the claim.

To see open R-slips for a month range to clean it up, use the multi day report and open r-slips will be on the bottom for you to click on.

Once you clean them up, I'd suggest checking on all open r-slips on the daily report!

Hope that helps!
Grace

[gbot13]

Hello

I am looking up patients with a specific insurance using a correspondence report. Not all of the patients with this specific insurance populate on the correspondence report when I run it - why is this? Is there a box on the criteria page that I need to uncheck to make sure all of the patients with this insurance appear?

[KizerOpt]

Jul 25, 2016 15:48:54 GMT -6 gbot13 said:

Hello

I am looking up patients with a specific insurance using a correspondence report. Not all of the patients with this specific insurance populate on the correspondence report when I run it - why is this? Is there a box on the criteria page that I need to uncheck to make sure all of the patients with this insurance appear?

Are you selecting any date ranges? Are you selecting more than one insurance? Those would affect the report. If that isn't the case and you know of a patient that is not on the list but should be, compare them to one on the list to see what is different. Good luck

Karen

[gbot13]

I am selecting a date range. My test patient (one who did not appear on the correspondence report but has the specific insurance) should appear in the date range.

I am not selecting more than one insurance.

I just did a comparison between my test patient and a patient that appeared on the correspondence report and there seems to be no noticeable difference... do you have any suggestions for what to look for as far as differences go? The patient profiles look close enough to me, but I'm still new to Crystal and do not know all of the places to look for information.

Thank you for your help

[KizerOpt]

where are you putting the date range? Try taking it out and see if that changes anything. It may be looking for exams, recalls, etc which your test patient does not have.

Karen