Group Analysis Report Instructions

Use the Group Analysis Report Instructions to provide summary bottom-line figures for each financially separate division within your practice, as well as, a total that captures all activity that has transpired.  This report lists how much the groups within your practice are earning, collecting and writing off for the services provided to your patients by printing month-to-date charges, payments and adjustments which can be compared with the same year-to-date figures provided.  In addition, the report lists the last year end A/R amount (the outstanding dollar amount at the end of last year, not the same month last year) as a comparison to the current A/R.  Generally, you will run the Group Analysis Report at month-end.

Tips:

• For more information about running reports, see Print View.

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Group Analysis Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Analysis Reports.

  3.  Click Group Analysis.

   

  Group Analysis Report Instructions Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Group Analysis Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Groups	Enter the Groups to report. (up to 4 characters) Tips: To enter an individual Group, simply enter the Group code and press [TAB]. To enter a group of groups, enter the first group code, followed by a comma (,) and the next group code.  Continue in this fashion until the list of group codes is complete. To enter a range, enter the beginning group code followed by a dash (-) and the ending group. Or, to search for the appropriate group code, click Search . Keyboard shortcut:  [CTRL + f].
  Statistics	To include both month-to-date and year-to-date information on the report, click Both MTD & YTD To include only month-to-date information, click Month-to-date. To include only year-to-date information, click Year-to-date.
  Page On Group	To print each group on a separate page, click Yes. To print all group on the same page, click No.
  Include Zero Totals	To include groups with zero totals, click Yes. To omit reporting groups with zero totals, click No.
  Number of Copies	Enter the Number of Copies for the printed report. (1-99)
  Sort By:	To specify the sort criteria for the report, click a choice. Sort By: Group Number Cases MTD Charges MTD Payments MTD Adjustments MTD Group Name Cases YTD Charges YTD Payments YTD Adjustments YTD
  	Displays the default printer number.  For more information, see Printing Options.
  	To begin printing to the Windows® default printer, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Group Analysis Report Sample.