Health Informatics Week 6
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CHAPTER
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.McGraw-Hill
12 Financial and Clinical
Reports
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Learning Outcomes
When you finish this chapter, you will be able to:
12.1 List the three types of financial reports available in
Medisoft Network Professional (MNP).
12.2 Describe how to select data to be included in a MNP
report.
12.3 Compare patient, procedure, and payment day
sheets.
12.4 Discuss the purpose of a practice analysis report.
12.5 Explain how to create a production by provider
report.
12.6 List the steps for creating a patient ledger report.
12-2
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Learning Outcomes (Continued)
When you finish this chapter, you will be able to:
12.7 Describe how to create a standard patient list report.
12.8 Describe the use of Medisoft Reports to create a
report.
12.9 Explain how aging reports are used in a medical
practice.
12.10 Explain how to access MNP’s built-in custom
reports.
12.11 Describe the process of editing reports in MNP’s
Report Designer.
12-3
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Learning Outcomes (Continued)
When you finish this chapter, you will be able to:
12.12 List the reasons for using reports for tracking
specific clinical data.
12.13 Discuss the regulatory obligations for the retention of
patient medical records.
12-4
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
Key Terms
• aging report
• day sheet
• insurance aging report
• patient aging report
• patient day sheet
• patient ledger
• patient registry
• payment day sheet
• performance measures
• practice analysis report
12-5
• procedure day sheet
• production by provider
report
• retention
• selection boxes
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.1 Types of Reports in Medisoft
Network Professional 12-6
MNP offers several options for creating reports on
its Reports menu, including:
– Standard reports
– Medisoft Reports…
– Design Custom Reports and Bills…
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.2 Selecting Data for a Report 12-7
To select data to be included in an MNP report:
– Once a selection is made in the Print Report Where?
Dialog box, click the Start button; the Search dialog
box is displayed.
– Selection boxes—fields within the Search dialog box
that are used to select the data that will be included in
a report
– Use the drop-down list or Lookup button for the
selection boxes to input data.
– After the selections/inputs have been made, click the
OK button to generate the report.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.3 Day Sheets 12-8
• Day sheet—report that provides information on
practice activities for a twenty-four hour period
• Patient day sheet—summary of patient activity
on a given day
• Procedure day sheet—report that lists all the
procedures performed on a particular day, in
numerical order
• Payment day sheet—report that lists all
payments received on a particular day,
organized by provider
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.4 Analysis Reports 12-9
• Practice analysis report—report that analyzes
the revenue of a practice for a specified period
of time
– Usually used to report on a month or a year
– Can be used to generate medical practice financial
statements
– Can also be used for profit analysis
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.5 Production Reports 12-10
• Production by provider report—report that
lists incoming revenue information for each
provider in the practice
• To create a production by provider report in
MNP:
– Click Production Reports from the Reports menu,
then Production by Provider; the Print Report Where?
Dialog box appears.
– Select the destination and click Start.
– Make the appropriate selections in the selection
boxes.
– Click OK; the report will be sent to its destination.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.6 Patient Ledger Reports 12-11
• Patient ledger—report that lists the financial
activity in each patient’s account
• To create a patient ledger report in MNP:
– Click Patient Ledger on the Reports menu; the Print
Report Where? Dialog box is displayed.
– Select preview, print, or export; the Search dialog box
is displayed.
– Make the appropriate selections.
– Click the OK button; the report is displayed.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.7 Standard Patient Lists 12-12
• To create a standard patient list report in MNP:
– Click Standard Patient Lists from the Reports menu.
– Select either Patient by Diagnosis or Patient by
Insurance Carrier.
– Make a selection in the Print Report Where? Dialog
box.
– Make the appropriate data input selections and click
the OK button; the report will be displayed.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.8 Navigating in Medisoft Reports 12-13
• The Medisoft Reports feature offers the user
access to over a hundred reports.
• Medisoft Reports contains these features that
help in creating a report:
– The Medisoft Reports menus
– The Medisoft Reports toolbar
– The Medisoft Reports Find Report box and the Find
Now button
– The Medisoft Reports help feature
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.9 Aging Reports 12-14
• Aging reports—report that lists the amount of
money owed to the practice, organized by the
amount of time the money has been owed
– Used by medical practices to determine which
accounts require follow-up to collect past-due
balances
• Patient aging report—report that lists a
patient’s balance by age, date and amount of
the last payment, and telephone number
• Insurance aging report—report that lists how
long a payer has taken to respond to insurance
claims
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.10 Custom Reports 12-15
• MNP has a number of built-in custom reports
• To access MNP’s built-in custom reports:
– Click the Custom Report List option on the Reports
menu; the Open Report dialog box is displayed.
– Make the appropriate selections in the series of data
input dialog boxes.
– Make the appropriate selection in the Preview Report
window and click OK; the report will be displayed.
• When a new custom report is created, it is
added to the list of custom reports displayed on
the screen.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.11 Using Report Designer 12-16
• MNP’s Report Designer allows the user to
modify existing reports or create new reports.
• To edit reports using MNP’s Report Designer:
– Click Design Custom Reports and Bills on the
Reports menu; the Report Designer will be displayed.
– Click Open Report on the File menu to select a report.
– Double click in the list to make edits.
– Click the OK button to make the changes.
– Click Preview Report on the File menu to save the file
as a new report; key in the new report name.
– Click the OK button, make the appropriate selections,
and click the OK button again; the report is shown.
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.12 Preparing Clinical Reports 12-17
• MNP’s reports can be used to capture the
required items for performance measure
reporting and for meaningful use.
• Performance measure—processes,
experience, and/or outcomes of patient care,
observations, or treatment that relate to one or
more quality aims for health care, such as
effective, safe, efficient, patient-centered,
equitable, and timely care
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.12 Preparing Clinical Reports
(Continued) 12-18
• Patient registry—method of reporting clinical
data to payers using an online service rather
than claims-based reporting
© 2012 The McGraw-Hill Companies, Inc. All rights reserved.
12.13 Record Retention 12-19
• Retention—preservation of information on
patients’ medical conditions for continuity of care
• Retention is performed:
– According to the practice’s retention schedule
– To protect both the provider and the patient
– In accordance with federal business records retention
requirements, and any state requirements that apply
• Under HIPAA, covered entities must keep
records of HIPAA compliance for six years.