ACCOUNTS RECEIVABLE REPORTS

 

 

Outstanding Claims Report (By Patient)  -- This is a report of all of the Patients in TPS! 2000 that have an outstanding patient balance.  It can be printed for all patients or selected patients.  It can be printed for all businesses or selected businesses.  It can be run alphabetically by Last Name or by Patient Code.  In order to see a list of Patients with an outstanding carrier (insurance) balance, run the "Outstanding Claims Report (by Carrier)". To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Select the Sort Order in which you wish to view this report. Click on Patient Last Name to get an alphabetical listing of your patients.  Click on Patient Number to print these labels in Patient Number order.

 

Next, hold down the CTRL key and click on all of the patients for whom you wish to see the outstanding balances. 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.

 

Outstanding Claims Report (By Carrier)  -- This is a report of all of the Patients in TPS! 2000 that have an outstanding carrier (insurance) balance.  It can be printed for all carriers or selected carriers.  It can be printed for all businesses or selected businesses.  It prints alphabetically by carrier name.  In order to see a list of Patients with an outstanding patient balance, run the "Outstanding Claims Report (by Patient)". To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank.

 

Next, hold down the CTRL key and click on all of the carriers for whom you wish to see the outstanding balances. 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.

 

Accounts Receivable Report (By Patient)  -- This is a report of all of the Patients in TPS! 2000 that have an outstanding balance on the patient side, carrier side or on account (pre-paid).  It can be printed for all patients or selected patients.  It can be printed for all businesses or selected businesses.  It can be run alphabetically by Last Name or by Patient Code.  In order to see a list of Patients with an outstanding balance, listed by carrier, run the "Accounts Receivable Report (by Carrier)".. To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Select the Sort Order in which you wish to view this report. Click on Patient Last Name to get an alphabetical listing of your patients.  Click on Patient Number to print these labels in Patient Number order.

 

Next, hold down the CTRL key and click on all of the patients for whom you wish to see the outstanding balances. 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.

 

Accounts Receivable Report (By Carrier)  -- This is a report of all of the Patients in TPS! 2000 that have an outstanding balance on the patient side, carrier side or on account (pre-paid).  It can be printed for all carriers or selected carriers.  It can be printed for all businesses or selected businesses.  It prints alphabetically by Carrier Name.  In order to see a list of Patients with an outstanding balance, listed by patient, run the "Accounts Receivable Report (by Patient)". To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Next, hold down the CTRL key and click on all of the carriers for whom you wish to see the outstanding balances.

 

Now click on Printer.  Choose the printer to which you wish to send this report.

 

Credit Balance Report  -- This is a report of all of the Patients in TPS! 2000 that have an on account (credit) balance.  It can be printed for all patients or selected patients.  It can be printed for all businesses or selected businesses.  It can be run alphabetically by Last Name or by Patient Code. To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Select the Sort Order in which you wish to view this report. Click on Patient Last Name to get an alphabetical listing of your patients.  Click on Patient Number to print these labels in Patient Number order.

 

Next, hold down the CTRL key and click on all of the patients for whom you wish to see the credit balances. 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.

 

Aging Report By Patient  -- This is a aging report of all of the Patients in TPS! 2000 that have an outstanding patient balance.  It can be printed for all patients or selected patients.  It can be printed for all businesses or selected businesses.  It can be run alphabetically by Last Name or by Patient Code. 

 

In order to see an aging report of Patients with an outstanding carrier (insurance) balance, run the "Aging Report by Carrier". To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Select the Sort Order in which you wish to view this report. Click on Patient Last Name to get an alphabetical listing of your patients.  Click on Patient Number to print these labels in Patient Number order. Next, hold down the CTRL key and click on all of the patients for whom you wish to see the outstanding balances. 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.

 

Aging Report By Carrier  -- This is an aging report of all of the patients in TPS2000 that have a carrier balance.  It can be printed for all carriers or selected carriers.  It can be printed for all businesses or selected businesses.  It prints alphabetically by Carrier Name and is subtotaled per carrier.  In order to see an aging report of all Patients with an outstanding carrier balance listed by carrier type, run the "Aging Report by Carrier Type".  In order to see an aging report of all Patients with an outstanding patient balance, run the "Aging Report by Patient". To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Next, hold down the CTRL key and click on all of the carriers for whom you wish to see the outstanding balances. 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.

 

Detailed Carrier Aging  -- This is a detailed aging report of all of the patients in TPS2000 that have a carrier balance.  It contains a list of all of the services that have an unpaid carrier balance.  The unpaid services are grouped together by the number of days they are outstanding.  The report also shows the date the last payment was received and the last date the insurance company was billed for each service.

 

The report can be printed for all carriers, selected carriers or selected carriers by type.  It can be printed for all businesses or selected businesses.  It prints alphabetically by Carrier Name and is subtotaled per patient and per carrier.

 

In order to see an aging report of all Patients with an outstanding carrier balance listed by carrier type, run the "Aging Report by Carrier Type".  In order to see an aging report of all Patients with an outstanding patient balance, run the "Aging Report by Patient". To select a Business, use the pull down menu and click on Business for whom you are processing this list.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Next, hold down the CTRL key and click on all of the carriers for whom you wish to see the outstanding balances. 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.

 

Percentage of Active Claims by Carrier Type  -- Each insurance carrier in TPS! 2000 can be categorized by the type of carrier it is.  For example, a carrier could be classified as "H M O Type", "Major Medical Type", "Work Comp Type" etc. 

TPS! 2000 contains the "Percentage of Active Claims by Carrier Type" report .  This report gives you a summary of the "Number of Active Claims", "Total Insurance Balance", "Total Patient Balance", "Total Claim Balance" and the "Percentage of Active Claims" for each carrier type.  By using this report, you can get a picture of how much is outstanding (uncollected) from the different types of insurance cases.

 

Click on Run Report. Now click on Printer.  Choose the printer to which you wish to send this report.

 

Monthly Collections Percentage by Carrier Type  -- Each insurance carrier in TPS! 2000 can be categorized by the type of carrier it is.  For example, a carrier could be classified as "H M O Type", "Major Medical Type", "Work Comp Type" etc.   TPS! 2000 contains the "Monthly Collections Percentages by Carrier Type" report .  This report gives you a summary of the "Charges", "Payments", "Adjust Offs & Discounts", "Net Due", "Collection Percentage" and the "Overall Collection Percentage" for each carrier type during the time period you select. 

 

By using this report, you can get a picture of the collection percentages based on the different types of insurance cases.  Click on Run Report. Now click on Printer.  Choose the printer to which you wish to send this report.

 

Patient Itemized Tax Statement  -- The "Patient Itemized Tax Statement" will print a list of all of the services and inventory items provided to the patient, along with any payments received from the patient, during the specified time period. 

The report is sorted alphabetically by patient last name then first name.  The report prints a separate page per patient.   This report is commonly used to provide the patient with information on payments made to your clinic for income tax purposes.  To select a Business, use the pull down menu and click on Business for whom you are processing this list. The date range will automatically fill in with “Last Year”, you may select a different range if needed.  To get all patients within your TPS2000 system regardless of business, leave the Business field blank. Next, hold down the CTRL key and click on all of the patients for whom you wish to run this report. 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.

 

Attorney Itemized Statement  -- The "Attorney Itemized Statement" will print a statement addressed to the patient's attorney.  It contains all of the services and inventory items provided to the patient during the specified time period.  The patients listed are only those patients that have an attorney listed in their claim file.   If you wish to print an Attorney statement with payments as well, use the "Attorney Itemized Statement with Payments".  To select a Business, use the pull down menu and click on Business for whom you are processing this list  To get all patients within your TPS2000 system regardless of business, leave the Business field blank.  You may fill in the date range that is needed for this report.  If you wish to print everything in the ledger, leave the first date field blank. Next, hold down the CTRL key and click on all of the patients for whom you wish to run this report. 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.

 

Attorney Itemized Statement with Payments  -- The "Attorney Itemized Statement" will print a statement addressed to the patient's attorney.  It contains all of the services and inventory items provided to the patient during the specified time period.  The patients listed are only those patients that have an attorney listed in their claim file.   

 

If you wish to print an Attorney statement without payments listed, use the "Attorney Itemized Statement".  To select a Business, use the pull down menu and click on Business for whom you are processing this list  To get all patients within your TPS2000 system regardless of business, leave the Business field blank.  You may fill in the date range that is needed for this report.  If you wish to print everything in the ledger, leave the first date field blank. Next, hold down the CTRL key and click on all of the patients for whom you wish to run this report. 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.