HOW TO USE THE REPORTS AREA OF TPS2000

Reports

You will use this area to print mailing labels for your Insurance Carriers, Patients and Attorneys. This area contains setup reports such as patient, carrier and diagnosis lists. Accounts Receivables reports such as aging reports, receivables reports, percentage of active claims by type and attorney itemized statements. These reports may also be exported to a file from this area. It also contains the TPS User Guide that will print all of the help fields out if you prefer to have a hard copy of your on-line help.

To open the Reports Menu for TPS2000 click on the icon on the navigation bar that looks like a printer. Remember: There are 2 icons that look like a printer, the one on the LEFT of the Open File Folder is the icon that you need.

The Reports Selection Forms starts with carrier and attorney labels. There are 2 different layouts for these labels. The first will be tractor (or continuous) feed labels. One on top of the other in a standard business size of 3 ½” X 15/16”. There is also a choice for a Laser or DeskJet printer. These are set to the Avery Label style #5180 (3 across format).

EXPORT REPORT TO A FILE

Any of the following reports may also be exported to a file. Instead of selecting the [Printer], choose [Save to a File].

You will see a list of the formats available for export. Make your selection, then give the file a name. This will create the file (in the directory that you specified). This file is now ready to be imported or opened into another program.

Patient by Carrier Report -- You can generate a list of patients by their primary Insurance Carrier in TPS! 2000. The report can be printed for all carriers, selected carriers or selected carrier types. Click on this report and then click on Run Report. For All Carriers – Click on All Carriers on the Report Parameters Screen. Now click on Printer. Choose the printer to which you wish to send this report. For Selected Carriers - Click on Selected Carriers on the Report Parameters Screen. A list of your Insurance Carriers will pop up on the screen. For a single carrier, Click on that carrier name. For several carriers, hold down the CTRL key and click on each carrier that you would like to include in this report. Now click on Printer. Choose the printer to which you wish to send this report. For Selected Carrier Types - Click on Selected Carrier types on the Report Parameters Screen. A list of your Insurance Carrier Types will pop up on the screen. For a single type of carrier, Click on that carrier type. For several carrier types, hold down the CTRL key and click on each carrier type that you would like to include in this report. Now click on Printer. Choose the printer to which you wish to send this report.

CPT Code Summary – This report allows you to select a single CPT or HCPCS Code (or a list of codes) and track the total amount charged, paid and adjusted off of this code for a specified time range. Click on this report and then click on Run Report. Now enter the CPT (HCPCS) code that you wish to track. NOTE: If more than one code is needed, enter the codes with a comma between them (no spaces please). It will look something like this 97124,97124-22,97032.

Next, select the date range for which you need this report. Now click on Printer. Choose the printer to which you wish to send this report. If you wish to send this report to a file, click on FILE instead of Printer. Choose the format you need for this file output and type in a file name (including path if you need to send this to a disk or a different directory other than TPS2000).

Referral Summation Report – This report will deliver an overview of the number of visits, new patients, total charges, insurance payments, patient payments and adjustments based on each referring physician for your clinic.

Click on this report and then click on Run Report. Next, select the date range for which you need this report. Now click on Printer. Choose the printer to which you wish to send this report. If you wish to send this report to a file, click on FILE instead of Printer. Choose the format you need for this file output and type in a file name (including path if you need to send this to a disk or a different directory other than TPS2000).

Past Appointment History – This report will print a list of the scheduled appointments for a particular patient. It will also note if the appointment was kept or if the appointment was missed. This report can be very helpful as a compliance report for worker’s compensation claims.

Click on this report and then click on Run Report. Next, hold down the CTRL key and click on all of the patients for whom you wish to create a label. If you want all of the patients in your system, click on the first name in the list, then click the slide bar on the right to bottom of the list. Now hold down the SHIFT key and click on the last name in the list. This selects all the names in the quickest manner possible.

Now click on Printer. Choose the printer to which you wish to send this report. If you wish to send this report to a file, click on FILE instead of Printer. Choose the format you need for this file output and type in a file name (including path if you need to send this to a disk or a different directory other than TPS2000).

The reports are broken down into individual sections.