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At a Glance

This overview contains general information about the My Reports page in broad strokes. Administrators and Billing Managers should be able to run a report on most information available in Insights, presented in one comprehensive bundle. Then, that report can be easily downloaded as a CSV and edited in a spreadsheet at will. Detailed information about specific reports is available by clicking the ? icon next to each report.

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Categories of Reports

  • Claims
  • These are reports related to charges, submitted claims, and details for all encounters.
  • Revenue
  • Here you will find information about patient and insurance payments, including manual entry payments like cash or check.
  • EHR Reports
  • If your practice uses Athelas EHR, those reports are available here.
  • Miscellaneous
  • Patient summary breakdown reports and upcoming patient statement reports are in this category.
  • Performance Management
  • Payroll bonus reports can be configured and downloaded here.

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Features

All reports can be downloaded as bundled excel files, ****with informational ? icon buttons providing details about each one. Existing reports that are found across Insights are also included in this page that you can slice and dice under the same set of unified filters.

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Example

Let’s say we want to run a report to find all posted insurance payments for the past two weeks. First, click on the download icon for Posting Log. Set the Date Type to Date Posted and the Start and End Dates to the past two weeks. For this example, we’ll leave the rest of the fields blank. Then click Download. The reports will appear in your Downloads folder on your hard drive, or wherever you route new downloads by default. From here, you have access to several tabs with posted payment information organized in various ways:
  • Insurance Payments Summary
  • Insurance Payments
  • Check Summary
  • Patient Payments Summary
  • Patient Payments
This example report, and all others available on the My Reports page, allow you to view and manipulate data as needed at both the overhead view level and the granular, individual level.