Underpayment Report Instructions

Use the Underpayment Report to compare daily payments to procedures' Allowed amounts for a specified insurance form Type.  Typically you will run this report for Medicare to verify that you are getting paid the full amount.  The report provides a categorized, aged breakdown of your accounts receivables.  It allows you to determine who is not paying in a timely fashion.  It will also give you warning signals regarding excessive adjustments, tardy payments or declining services by insurance.

Tips:

• Because the information for this report comes from the daily payment file, you must print the report prior to running the Charge/Payment Post Initialize routine.

• 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 Underpayment Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Management Reports.

  3.  Click Underpayment Report.

   

  Underpayment Report Window Example:

  

   

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

   

  Underpayment Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Form Types	To select the insurance Form Types to report, click to select the appropriate names listed. To quickly select or de-select all Form Types, click Select All Form Types.
  Options
  Show Overpayments	To include overpayment information on the report, click Yes. To omit overpayment information from the report, click No. To include overpayment and underpayment amounts on the report, click Both.
  Show All Detail	To show all report detail, click to select this box. To show only summary information, leave this box blank.
  	Displays the default printer number.  For more information, see Printing Options.
  	To run the routine, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .

   

• Report Sample(s), click More.

   

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