Provider Analysis Report Instructions

Use the Provider Analysis Report Instructions to report provider productivity and the corresponding payments for each provider in your practice.  Use this report to monitor provider contributions by checking the services, payments and adjustments posted to provider accounts.  This report provides useful information if your providers are paid based on their production and their ability to collect payment.  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) and a comparison to the current A/R.  Generally, you will run the Provider 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 Provider Analysis Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Analysis Reports.

  3.  Click Provider Analysis.

   

  Provider Analysis Report Instructions Window Example:

  

   

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

   

  Provider Analysis Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Providers	Enter the Providers to report. (up to 4 characters) Tips: To enter an individual Provider, simply enter the Provider code and press [TAB]. To enter a group of providers, enter the first provider code, followed by a comma (,) and the next provider code.  Continue in this fashion until the list of provider codes is complete. To enter a range, enter the beginning provider code followed by a dash (-) and the ending provider. Or, to search for the appropriate provider 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 Provider	To print each provider on a separate page, click Yes in the drop-down list. To print all provider on the same page, click No in the drop-down list.
  Include Zero Totals	To include providers with zero totals, click Yes in the drop-down list. To omit reporting providers with zero totals, click No in the drop-down list.
  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: Provider Number Cases MTD Charges MTD Payments MTD Adjustments MTD Provider 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 Provider Analysis Report Sample.