A variety of reports are provided with PracticeWizard that help with control and maintenance of the clinic. The reports may be printed or viewed , ad hoc. Following is a list of the available reports, with samples and more detailed explanations of some of them.

Aged Analysis Report

Using this report, account balances will be aged for any 12 periods, a period may be defined as weeks, months, or quarters. Run on an ad hoc basis, this report shows the patient portion amounts, the insurance portion amount by carrier, the aging of charges that are not covered under any plan, and the aging of any amounts that have not yet been billed on a claim.

Grand Totals reflect the sub-totals for each of the categories as well as totals by carrier and totals by financial class. The percentage of each total as compared to the grand total is also printed.

Accounts Receivable Report

The Accounts Receivable Report may be printed at any time and is used as a "snapshot" of the practice’s accounts receivable balances. The report helps analyze the status and change of the accounts receivables for any date range (i.e. month, week, day, quarter, year) that is selectable at runtime. If printed in detail, the report will show the balance forward, changes, and net change of every patient account.

Totals are printed for each doctor with the Grand Totals showing the balance forward, net change, and grand totals for all categories of transactions for the clinic. In addition, total patient visits as well as payment, adjustment, and write-off totals are shown for each category within the group.

This is also a great report to give the CPA for accounting support, as it can show the status of the accounts receivable for any "snapshot" in time.

CPT Analysis Report

In today’s insurance climate it is difficult to analyze the profitability of different HMO’s and PPO’s in respect to clinic profitability. The CPT Analysis Report helps physicians and office managers be more aware of the profit of each charge in association with each carrier.

Carrier payments, patient payments, and write-offs are extracted and analyzed for each CPT code. The percentage paid and written off as compared to the original charge is reflected on the report in association with each carrier.

The Summary page shows totals by insurance carrier. Using this report, carrier payment performance may be analyzed to help in making educated decisions when structuring agreements with different HMO’s and PPO’s.

Available Reports - Download All (617 kb)