Reports (Back Office)
The Reports page in Connect Back Office is used to access standard reports available for Back Office users. Reports functionality in Back Office allows users, in real time, to review critical data and changes affecting the financial status of practices.
There are a number of reports available from Connect Back Office:
Also see the Reports (Portal) topic for an overview and descriptions of the different categories, types, and modes for the reports listed below.
Reports with an asterisk (*) can only be run from the Classic tab of Back Office and are not available from the Back Office Modern tab or Portal.
Report | Description |
|---|---|
Analyze payments for the previous 12 accounting periods as they relate to the charges dates of service. | |
Analyze monthly transactions for a 13 month accounting range. | |
Analyze miscellaneous adjustment activity for an accounting or posting period. | |
Analyzes guarantor notes. | |
Analyze account details. | |
Analyze anesthesia-related case activity for specified dates of service. | |
Analyze anesthesia-related provider activity for specified dates of service. | |
Analyze accounts receivable activity by transaction type for a specified date range. | |
Analyze outstanding accounts receivable for outstanding balances. | |
Analyze procedure level information for outstanding balances. | |
Review updates to Admin and Security topics, e.g., Users, Roles, Password Policy. | |
Analyze billed vs. expected vs. collected data for specified dates of service. | |
Analyze billing procedures as part of End of Month reporting. | |
Analyze posted or unposted case information. | |
Analyze case hold reason detail. | |
Analyze case count mix for specified dates of service. | |
Analyze case level outcome details. | |
Analyze posted case procedures for an accounting period or specified dates of service. | |
Analyze posted charges and related financial activity for specified dates of service. | |
Summarizes posted charges and related financial activity for specified dates of service. | |
Analyze charge entry productivity. | |
Analyze posted charges mix for a specified date range. | |
Balance charges posted to various accounting reports during month end analysis. | |
Analyzes electronic and paper claim activity for a specified date range. | |
Merges charge details and image batch details to aggregate auditing data. | |
Analyze collection activity for a specified date range. | |
Analyze credit balances. | |
Summarizes the configuration rules for Denial Codes. | |
Analyze deposit details for a specified date range. | |
Analyze a deposit summary for a specified date range. | |
Analyze deposit details with drill in for a specified date range. | |
Analyze diagnosis and procedure code usage for specified dates of service. | |
Analyze elapsed time ranges between key milestones in the billing process. | |
Generates a summary list of all 271 responses. | |
Generate ePreop extract. | |
Analyzes posted external collection transactions and related financial activity for a specified date range. | |
Analyzes external collection payment details. | |
Review facility configurations. | |
Generate extract of quality data to export to Fides. | |
Analyze monthly or daily transactions for a specified date range. | |
Financial Activity Summary - Detail Reports: | Analyze account transactions at a detailed level. |
Analyze collector activity for guarantor collections. | |
Generates a summary list of all accounts within the guarantor collections queue. | |
Analyze collector activity for insurance collections. | |
Generates a summary list of all accounts within the insurance collections queue. | |
Utilize as a tool to review or work outstanding balances, based on date of service criteria. | |
Analyze insurance denials for specified date range. | |
Analyze open or closed patient balances. | |
Analyze monthly or daily transactions for a specified date range. | |
Analyze posted payment details. | |
Analyze details of payment batch at time of posting. | |
Analyze posted charges and related financial activity for specified dates of service. | |
Analyze posted payments mix for a specified date range. | |
Analyze payment recoupment details for a specified date range. | |
Review insurance plan configurations. | |
Review practice information. | |
Analyze overall performance of the practice based on case count and units, payments versus charges billed, and percentage collected versus expected amount. | |
Analyze charges, payments, and adjustments for a specified date range. | |
Analyze charges for specified dates of service, and all associated transactions for those dates of service. | |
Analyze productivity for practices, payers, plans, facilities and providers for specified dates of service. | |
Analyzes and displays all procedure related provider activity for specified dates of service. | |
Review details for rendering and referring providers. | |
Generate survey file extract. | |
Generate transaction counts. |