Profile Analysis Report Instructions

Use the Profile Analysis Report Instructions to report the number of services and payments that are posted each month along with the percent collected allowing you to spot reimbursement trends and forecast future collections.  This report compares the actual dollar amounts collected to the total accounts receivable, with the option of excluding adjustments in the percentage calculations.

Tips:

• Profile Analysis information is stored in a record in the GMMISC file.  It is updated with services, payments, refunds and adjustments each time the Charge/Payment Post Initialize routine is run.  These figures are maintained from year-to-year.

• 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 Profile Analysis Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Management Reports.

  3.  Click Profile Analysis Report.

   

  Profile Analysis Report Instructions Window Example:

  

   

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

   

  Profile Analysis Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Groups	Enter the Groups to report. (2.0 numeric) 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].
  Year	To specify the year to report, enter the year. (ccyy)
  Sort By	To specify the sort criteria for the report, click a choice in the drop-down list. Sort By: Provider/Location ATB Category Group
  Print For	To specify the information to print, click a choice in the drop-down list. Print For Choices: Location Only Provider Only Locations and Providers
  Include Adjustments in Collection Calculation	To include adjustment amounts in the collection calculation, click to select the box. To omit adjustment amounts from the collection calculation, leave this box blank.
  Totals Only	To only report totals, click to select this box. To report the detail and the totals, leave this box blank.
  	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 Profile Analysis Report Sample.