Department Analysis Report Instructions

Use the Department Analysis Report Instructions to report the profitability of each department.  Because procedures are grouped into departments, a department analysis quickly shows you the departments generating the most productivity.  The report also highlights inefficient areas where the number of patients seen in a department is not in line with the revenue generated.  This report lists month-to-date charges, payments and adjustments which can be compared with the same year-to-date figures provided.  In addition, the report shows 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 Department 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.

o see directions for...

• Opening the Department Analysis Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Analysis Reports.

  3.  Click Department Analysis.

   

  Department Analysis Report Instructions Window Example:

  

   

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

   

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