| REPORT | COMMENT/NOTES |
| | |
| BILLING REPORTS | |
| 1 | Billing Email Log | |
| 2 | Client Billing Statement | Filter = client (all), date, counselor check boxes to include exclude certain data, client status. Formatted report one page per client. Shows previous balance, then one row per session during the period. date, service, counselor, the charges, Insurance payments, patient payments, adjustments, pending insurance and balance due now. Total row for month activity and then Balance due. Can print these for single mailings or mass mailings to clients. very similar to the Client Billing Statement (summarized_ but has a return remittance advice at the bottom of the bill. |
| 3 | Client Billing Statement (Detailed - non Ins) | Similar to other billing statements. Same filter. By client than a row for each session. Payments/Adjustments knitted together in one column. Has a remittance advice for the client. |
| 4 | Client Billing Statement (Detailed) | Filter = client (all), date range, counselor. One or more pages per client. Rows are by transaction date, transaction description, previous balance pending ins, charges, Payments/adjustments, net amount. Total Due. No remittance advice. No optional checkboxes like other reports. This is a transaction report vs a session report. Use to respond to queries or to determine when a transaction occurs. |
| 5 | Client Billing Statement (Summarized -non ins) | Filter = client all, date, counselor (all). Format by client. One row per session. Date service charge, payment adjusted total. Balance due. No data options. No remittance advice. |
| 6 | Client Billing Statement (Summarized) | Filter = client (all), date, counselor check boxes to include exclude certain data, client status. Formatted report one page per client. Shows previous balance, then one row per session during the period, the charges, Insurance payments, patient payments, adjustments, pending insurance and balance due now. Total row for month activity and then Balance due. Can print these for single mailings or mass mailings to clients. very similar to the Client Billing Statement but does not have the return remittance advice at the bottom of the bill. Use client billing instead. |
| 7 | Client Billing Statement with Third Party Amount | |
| 8 | Client Statement | Filter = client (al), date range, several checkboxes of what data to show in the formats, client status. Formatted report one page per client. Client address, time period then client balance at beginning of period then one row per session date, service, CPT code diagnosis amount paid, Amount due, counselor and then balance due at end date. This can be printed for filing if need be. The Client Billing Statement Summarized provides basically the same data with a little different format but filter includes counselor. |
| 9 | Company Billing Summary | Filter = date range. Two tier formatted report by Location, then counselor, then client subsections. One row per client session. Session date, service code CPT code, Total Charges by client but not by counselor or location. |
| 10 | Counselor Billing Summary | Filter = Counselor (all), date range. Formatted report with section by counselor and subsections for each counselor client. Session date, time, CPT Code, Amount Paid, Amount due. Total by client but not by counselor. |
| 11 | Insurance Claims Summary | Filter = date range and option to include payment details. List reports. One row per session. Date, client name, payer, claim #, charge, copay, ins pay, write off, balance, ins amount, status, message. |
| 12 | State Billing Report | Filter = Insurance Payer, date range, CPT code (singular), service type. List report. State No., service period, client, case #, service type, CPT, number of units, cost per unit, total cost |
| 13 | Superbill Report | Filter = client (all), Date range, check boxes for data options. Formatted report one page per client listing sessions in date range.. Then one row per session date showing place of service code, Location name, CTP, CPT description, counselor, diagnosis, session charge. Clean straight forward report with the Location shown which is different. |
| 14 | Superbill with Payments Details | Filter = client (all), Date range, check boxes for data options. Formatted report grouped by client. Then one row per session date showing counselor, diagnosis, CTP, CTP Description, NPI #, charge amount, paid amount and write off with totals at client level. |