This report measures front-desk upfront (point-of-service) collection performance. It is distinct from the Collections Report and Custom Collections Report, which summarize posted insurance and patient payments across a date range.
Summary
This report is intended to help measure performance of front desk collections during a specified time frame. It shows outstanding charges, suggested charges, and other charges, as well as the amount actually collected at the time of the appointment. After downloading and opening the CSV, you will see two tabs: ‘Detailed Collections’ and ‘Summary of Collections.’- Detailed Collections gives you an appointment-level breakdown of collections
- Summary of Collections aggregates these details which you can use to assess your practice’s overall upfront collections performance
Filters Supported
- Patient
- Facility
- Appointment Date of Service
Acronyms in the Upfront Collections Report
- OB: Outstanding balance (corresponding to charges created before the appointment)
- SC: Suggested charge (corresponding to charges created on the day of the appointment - line items corresponding to copay/coinsurance/deductible/self pay)
- OC: Other charges (corresponding to charges created on the day of the appointment - line items corresponding to anything but copay/coinsurance/deductible/self pay)