Practice Insight
Instructional Webinar Series
Reporting
Presented by:
Shaun McAnulty – Product Training
Specialist
Goals
Understand
• Report Types
• Report Classes
• Security Level
• Accessing Reports & Dashboards
• Use of Web Browser reports
• Use of DataMiners
• Use of Dashboards
• Who to Contact
Report Types
• Web Browser : Is a standardized report displayed in a
web browser. Input basic criteria and a report is
generated.
• Web DataMiner : Is a dynamic report, meaning it is
highly customizable. With filtering, sorting, &
capability to add or remove data fields. You can also
save the reports configuration.
Report Classes
• Claim Reports: Analyze your claim data.
• Statement Manager Reports: Analyzes your
Statement/ Billing data.
• Dashboard Reports: Analyze claim or ERA data, by
breaking up the information in to manageable
categories.
• ERA Manager Reports: Analyze ERA transaction data.
This is an optional service.
• Management Reports: Analyze overall data. Access
limited by security level.
Security Level
Access to certain reports can be restricted based on Security Level
found in the User Class Setup of the staff record.
Accessing Reports
Application Level
Report Manager
Each application has a Reports
button, which displays all
reporting options specific to that
application.
Going directly to SEARCH TOOLS
and the Report Manager button
displays all of the reports you
have access to*.
PRINT REPORT Buttons in the
available applications.
PRINT REPORTS in Task Manager
displays the same information.
*This is based on Security Level.
Claim Manager
Claim Web Browsers
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•
•
•
Change Log
Claim Status By Payer / By Date
Clean Claim Report : Dynamic Report
Zero Paid Claim Report
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•
•
Claim Status Activity Log
Claim Summary
Payer List
Batched Claim Count
CHANGE LOG
Displays All Changes made to claims by all staff members for selected timeframe.
Claim Status By Payer
Given a timeframe this report displays dollar and count totals for claims in specific
statuses.
Clean Claim Report
This report is a Dynamic report
allowing for drill down details
using the (+) in certain columns.
Zero Paid Claims
Display claims that were paid with $0.00
payments which then allows the user
to further research the individual claim
using the given Account ID or Claim ID.
Claim DataMiners
Benefits of DataMiner Reports
• Highly Customizable
• Save your settings (Configuration)
• Exportable: CSV, EXCEL, OneNote
1.
2.
3.
4.
Claim Analysis
Claim Error Analysis
Claim Rejection Analysis
Transaction Analysis
DataMiner Configuration Screen
Default Screen
With a saved
configuration
DataMiner Basics
1.) Unused Blades: Not currently displayed on Report but can be added. They can
be used as filters without being on the report.
2.) Row Blades: Currently data that is displayed in a row on the report. User can
drag any blades they want to display on report as a row here.
3.) Column Blades: Data can be brought here to display as a column on the report.
The system will alert user if the data will be inappropriate for use as a column.
Click and drag blades to where you want it to display. Use the Icons for Sorts and
Filters, then when report is as desired use the Update Button to display.
Claim Analysis
Analyze claim totals by payer.
Claim Error Analysis
Can use in coordination with
Clean Claim Report to analyze
Initial uploading errors.
Keep in mind multiple errors can
appear on an individual claim.
Claim Rejection Analysis
This report displays Rejections from
the payer. Allowing you to analyze
claim submission and point out
potential adjustments to make. To
decrease the revenue cycle
timeframe by submitting clean
claims as often as possible.
Transaction Analysis
Allows the user to analyze their
specific Transactions on claims.
Drilling into the Transaction lines
to break down dollar and count
totals based on Procedure Codes.
Task Manager/Report Manager
Access
Management
Access to these level of reports is
based on the users Security Level. I
am at a 5 level so I have Access.
DASHBOARDS
MY DASHBOARD
Task Manager: Claim Reports
Claim Dashboard
• Quick reference
reporting capability,
allowing the user to
quickly adapt the
report and change
displaying
information using
the tabs provided.
• Based on the report
in use you will have
various options,
tabs, hover text.
• The user can change
reports using the
Reports Button.
Dashboards
DASHBOARD
ERA Manager: ERA Reports
ERA Dashboard
ERA Manager is an optional feature. This Dashboard view is the same in function
and format that you will see in the Claim Dashboard in our upcoming release.
Question and Answer
Joined By: Susan Titterington
Director of Customer Service and Product Management
Who To Contact
Customers
• Please contact your vendor
with any questions regarding
anything covered in this
webinar.
Vendors
• Contact your Support
Representative at Practice
Insight with any questions,
setup assistance or training
needs.