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Primary Aging Report

The Primary Insurance Aging is a report that provides aging information on primary insurance balances. This differs from the Primary Insurance Aging report in Medisoft by also reporting the patient’s insurance policy number.

Primary Insurance Aging (Billing Code)

This report includes information on the Primary Insurance Aging report and also includes the percentages of the aging total for each time frame.

Primary Insurance Aging (Notes)

This report includes all information from the Primary Insurance Aging report, and includes the % total for each time frame total balance as well as any transaction notes enter in transaction entry.

Primary Insurance Aging (On or After)

This report includes all information on the Primary Insurance Aging report and also lists the patient policy number and the % total for each time frame balance total. This report also allows you to filter for any primary insurance aging balances incurred on or after a specific date.

Primary Insurance Summary (Past Due to 180)

This report is a concise summary of aging by insurance company. It provides the insurance company name, the breakdown of the aging up to 180 days past due, the total balance for each insurance, and the totals for each aging category.

 

Aging Summary by Billing Code

This is a primary insurance aging report that allows you to filter by Biling Code; located in the Case, under the Account tab.

All Payor Aging (Currently Responsible)

This report provides a summary primary aging report that calculates balances based on responsibility. It includes both a line for insurance responsibilities and a line for patient responsibilities.

Date Accurate Patient Aging by Date of Service

This report provides detailed patient aging information ordered based on the date of service. The filter will default to any charges on or before today’s date. You can change this to see charges entered on or before a specific date.

Date Accurate Patient Aging by Statement Date

This report provides patient aging information organized based on the date the first statement was issued. The filter will automatically populate with today’s date, but can be changed to reflect charges/payments/adjustments on or before a specific date.

Patient Aging by Allowed Amount

This report provides patient aging information ordered by date of service based on the payors allowed amounts.

Patient Aging by Date of Service - Sorted by Account Balance

This report provides patient aging information based on the date of service. It is ordered by the account balance, in descending order. Aging categories include 0-30, 31-60, 61-90, and 91+ days past due.

Patient Aging by Date of Service (30 Days and Over)

This report provides patient aging information that falls into the 31-60 days past due from the date of service category. If any of these patients have older balances, the 61-90 days and 91 days and over past due categories will report those amounts.

Patient Aging by Date of Service (60 Days and Over)

This report shows patient aging information that falls into the 61 days past due category from the date of service. If these patients also have an older balance, the 91 days and over past due column will report the amount due.

Patient Aging by Date of Service (90 Days and Over)

This report provides patient aging information for the category of 91 days or more past due from the date of service.

Patient Aging by Date of Service (Extended 180+)

This report provides patient aging information from the date of service and also includes more aging categories. Additional categories are 91-120, 121-150, 151-180, and 181+ days past due.

Patient Aging by Statement Date (Extended 180+)

This report shows patient aging information from the statement date. Extended aging categories are included with 91-120, 121-150, 151-180, and 181+ days past due.

Patient Insurance Aging Detail (Extended 180+)

This report shows primary insurance aging information with extended aging categories of 91-120, 121-150, 151-180, and 180+ days past due. This report is ordered by insurance company and allows you to filter the report for one insurance company or a group of insurance companies.

Patient Remainder Aging (Extended 180+)

This report provides patient remainder balance aging information with additional aging cateogies. Extended aging includes 91-120, 121-150, 151-180, and 181+ days past due.

Patient Remainder Aging Detail – Sort by Acct Balance (v12+)

This report provides patient remainder balance aging information sorted by the largest patient remainder balance. The patients are listed in order of descending balance amount.

Primary Insurance Aging Detail (Extended 180+)

This report provides primary insurance aging information with extended aging categories of 91-120, 121-150, 151-180, and 181+ days past due.

Primary Insurance Aging Summary (Extended 180+)

This report provides a summary of primary insurance aging information organized by insurance company. This also includes extended aging categories of 91-120, 121-150, 151-180, and 180+ days past due. This is helpful to compare the aging between insurance companies.

Primary Insurance Class Aging

This report provides primary insurance aging organized by insurance class. This also gives you the option to filter the report for a specific insurance class, or a group of insurance classes.

Procedure Code Aging (Extended 150+)

This report shows summary aging information organized by procedure code. It also includes extended aging categories of 91-120, 121-150, and 150+ days past due. This is a good report to show which procedures are taking longer to get paid.

Custom Primary Insurance Aging

The Primary Insurance Aging is a report that provides aging information on primary insurance balances. This differs from the Primary Insurance Aging report in Medisoft by also reporting the patient’s insurance policy number.

Custom Primary Insurance Aging (on or after)

This report includes all information on the Primary Insurance Aging report and also lists the patient policy number and the % total for each time frame balance total. This report also allows you to filter for any primary insurance aging balances incurred on or after a specific date.

Custom Primary Insurance Aging Detail (aged by DOS)

The Primary Insurance Aging Detail (aged by DOS) includes primary insurance aging information with the patient’s policy number and the % total for each aging category. It is organized by primary insurance company and allows more filtering options including filter by code, billing date, attending provider, date from (or or before), date from (range), or chart number.

Custom Primary Insurance Aging Detail (Extended (180+) DOB, SSN

The Primary Insurance Aging Detail Extended (180+) DOB, SSN report includes detailed primary insurance aging with extended time categories up to 181+ days past due. This also shows the patient’s insurance policy number, date of birth, social security number, and % total for each aging category.

Custom Primary Insurance Aging Detail (Extended 180+) Date of Service

The Primary Insurance Aging Detail (Extended 180+) Date of Service report includes primary insurance aging detail with additional columns for 121-150 days past due, 151-180 days past due, and 181+ days past due. This report also shows the patient policy number and the % totals for each aging category.

Custom Primary Insurance Aging Detail (Extended 180+) DOB Date Range

The Primary Insurance Aging Detail (Extended 180+) DOB Date Range report includes detailed primary insurance aging with additional past due categories up to 180+ days past due. This report also includes the patient’s policy number, date of birth, and % totals for aging categories. It also allows for further filtering by offer an option to filter by inital billing date range.

Custom Primary Insurance Aging Detail (Extended 180+) DOB PC

** Report does not show aging, only totals **

Custom Primary Insurance Aging Detail (Extended 180+) DOS

The Primary Insurance Aging Detail (Extended 180+) DOS report provides detailed primary insurance aging information with extra date ranges up to 181+ days past due. It also includes the patient’s policy number, the % totals for each aging category, and the ability to filter by date of service within a specific time range.

Custom Primary Insurance Aging Detail (Extended 180+) MW

The Primary Insurance Aging Detail (Extedned 180+) MW report gives detailed primary insurance aging information with the patient’s policy number and % total of each aging category. This report has filters for date created and date from that default to today’s date, but these can be edited to search for different ranges.

Custom Primary Insurance Aging DOB

The Primary Insurance Aging DOB report includes primary insurance aging information with the patient’s insurance policy number, date of birth, and social security number. The end of the report also states the % total for each aging category.

Custom Primary Insurance Aging DOS Aging

The Primary Insurance Aging DOS Aging report includes primary insurance aging information that includes the patient’s policy number, social security number, and group number. It also includes the % total for each aging category. The report provides an additional filter to select a specific date of service or date range.

Custom Primary Insurance Aging DOS Search

The Primary Insurance Aging DOS Search report is a detailed primary insurance aging with patient’s insurance policy number and group number, along with the social security number. The patients are organized by primary insurance company. The report also includes the % total for each aging category. The filters allow you to search for a specific date or date range.

Custom Primary Insurance Aging Summary (Past Due to 180)

This report is a very concise summary of aging by insurance company. It provides the insurance company name, the breakdown of the aging up to 180 days past due, the total balance for each insurance, and the totals for each aging category. It also provides a % total for each aging category. The report allows you to filter by insurance company (or a group of companies), initial billing dates, attending provider, or facility.

Custom Patient Aging by Date of Service

This differs from the Patient Aging reports by offering additional filters of Date From, Billing Code, and Patient Indicator. The report that is generated also includes additional details including the last payment amount, last payment date, and patient’s phone number.

Custom Patient Remainder Aging (Date Range and DOB)

The Patient Remainder Aging (Date Range and DOB) report provides a patient remainder aging report with the date of birth. This report allows you to filter by patient chart number, billing code, or patient indicator.

Custom Patient Aging by Date of Service (With Comments)

The Patient Aging by Date of Service (With Comments) report shows patient aging with any comments entered in the Case, under the tab “Comment” in the comment box on the bottom half of the screen. For example, the sample report shows the Patient Aging by Date of Service (With Comments) run for only one chart number, with a comment regarding the payment plan for this patient.

Custom Patient Aging by Date of Service (Extended 180+) MW

The Patient Aging by Date of Service (Extended 180+) MW report consists of the patient aging information, but instead of stopping at 91 or 120 days, there are additional columns for 91-120 days, 121-150 days, 151-180 days, and 181 days and over. This report also allows you to filter for additional fields such as facility, date created, and date from.

Custom Patient Remainder Aging (Extended 180+) Date Range

The Patient Remainder Aging (Extended 180+) Date Range report provides a patient remainder aging report that has additional columns to view balances that are between 121-150, 151-180, and 181 + days old. This report also has more filtering options, including patient chart, billing code, patient indicator, facility, date created, and date from.

Adjustments by Facility - Chart

This report provides a pie chart of the adjustments posted for each facility. Totals amounts are listed facility in the key below the chart.

Charges by Facility - Chart

This report provides a pie chart that shows the charges by each facility. Totals for each facility are provided in the key below the chart.

Daily Activity Summary by Facility

This report provides comparison information on multiple facilities’ activity. This includes a summary of charges, payments, and adjustments for each facility. This is a great report to run if you are looking to compare basic A/R factors for a multiple-facility practice.

Custom Patient Day Sheet by Facility

The Patient Day Sheet by Facility report shows the patients for a date or date range and organizes that list by facility. For example, in the sample report, there is one appointment that does not have a facility listed so it shows up as “No Facility” and then provides facility totals. The next three appointments were assigned to the facility “Happy Valley Medical”, and facility totals are provided after those three appointments are listed.

Custom Patient Day Sheet by Facility by User Code

The Patient Day Sheet by Facility by User Code report shows the patients for a date or date range and organizes that list by facility and by User Code. For example, in the sample report, there is one appointment that does not have a facility listed so it shows up as “No Facility” and then provides facility totals. The next three appointments were assigned to the facility “Happy Valley Medical”, and facility totals are provided after those three appointments are listed.

Custom Production by Provider and Facility

The Production by Provider and Facility report includes provider production sorted by date of service. It note the patient’s chart number, the procedure code, charge amount, allowed amount, primary, secondary, and tertiary insurance expected/actual payments, expected/actual adjustments, and guarantor expected/actual payments. This report also lists totals of each category. Filters include date of service, date created, attending provider, procedure code, insurance carrier, and facility

Collection Statistics Detail - Month to Date

This report provides detail on patients seen within the last month to date. It includes which patients were seen, the amount charged, the amount collected, and the percent of charges collected.

Collection Statistics Detail - Prior Year

This report provides detail on patients seen within the year prior (1999). It includes which patients were seen, the amount charged, the amount collected, and the percent of charges collected.

Collection Statistics Detail – Year to Date

This report provides detail on patients seen within the last year to date. It includes which patients were seen, the amount charged, the amount collected, and the percent of charges collected.

Collection Statistics Summary – Month to Date

This report provides a summary of charges, payment collections, percent collected, and average collections per patient for the practice for the last month to date.

Collection Statistics Summary – Prior Year

This report provides a summary of charges, payment collections, percent collected, and average collections per patient for the practice for the last year.

Collection Statistics Summary – Year to Date

This report provides a summary of charges, payment collections, percent collected, and average collections per patient for the practice for the last year to date.

Financial Statistics – Month to Date

This report provides financial information for the practice in the last month to date. Charges are listed by the day of the month, and include payments, adjustments, collections, and number of visits. The report also includes three charts to show practice trends.

Financial Statistics – Prior Year

This report provides financial information for the practice in the prior calendar year. Charges are listed by month and then broken down to day of the month. It include payments, adjustments, collections, and number of visits. The report also includes three charts to show practice trends.

Financial Statistics – Year to Date

This report provides financial information for the practice in the last year to date. Charges are listed by month and then broken down to day of the month. It include payments, adjustments, collections, and number of visits. The report also includes three charts to show practice trends.

Productivity and Retention Statistics – Month to Date

This report provides a concise summary of productivity in the last month to date. It shows the total visits, scheduled patients, missed appointments, new patients, and reactivated old patients. It also includes two charts to show the number of services per day, and the number of scheduled patients over the course of the month.

Productivity and Retention Statistics – Year to Date

This report provides a concise summary of productivity in the last year to date. It shows the total visits, total scheduled appointments, missed appointments, new patients, and reactivated old patients. It also includes two charts to show the number of services per day, and the number of scheduled patients over the course of the year.

Productivity and Retention Statistics – Prior Year

This report provides a concise summary of productivity in the last calendar year. It shows the total visits, missed appointments, new patients, and reactivated old patients. It also includes two charts to show the number of services per day, and the number of scheduled patients over the course of the year.

Appointments With No Charge

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Missed Appointments With No Charge

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Monthly AR Days

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Patients With Outstanding Balance (Not On Collection List)

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Zero Claims Not Marked Done

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Custom Billing-Payment Status Report

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Custom Billing-Payment Status Report (All Balances)

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Custom Billing-Payment Status Report (All Balances) Provider

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Custom Collection Detail by Month

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Custom Collections Report

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Custom Guarantor Quick Balance List

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Custom Guarantor Quick Balance List – Amount

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Custom Insurance Claim Status

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Custom Patient AR Balances

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Custom Patients With Outstanding Balance (Not On Collection List)

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Custom Unapplied Deposit Report by Payor Name

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Adjustments Trend – Chart

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Charges Trend – Chart

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Combined Financial Trend – Chart

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Comparison Report

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Daily Provider Activity Detail

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Daily Provider Activity Summary

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Flash Report

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Flash Report – Month to Date

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Flash Report – Month to Date by Provider

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Flash Report – Prior Year

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Flash Report – Prior Year by Provider

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Flash Report – Year to Date

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Flash Report – Year to Date by Provider

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Flash Report by Provider

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Payment Trend – Chart

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Provider Charge Comparison Table

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Provider Financial Report

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Custom Productivity by Insurance Class

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Custom Flash Report – Prior Year Billing Code

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Charges by Insurance Class – Chart

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Charges by Insurance Type – Chart

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Insurance Class Pay Analysis

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Insurance Pay Analysis

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Insurance Plan Profitability Analysis

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New Patients by Carrier – Chart

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New Patients by Carrier Class – Chart

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New Patients by Month – Chart

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Patient Census by Carrier (Primary)

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Patient Census by Carrier (Secondary)

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Patient Census by Carrier (Tertiary)

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Patient Census by Carrier and Provider (Primary)

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Patient Census by Carrier and Provider (Secondary)

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Patient Census by Carrier and Provider (Tertiary)

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Procedure Payments by Carrier

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Custom Billing by Code

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Custom Billing by Provider

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Custom Chart Label (1.125 x 3.5) Phone Number

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Custom Insurance Analysis by Provider

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Custom Insurance Plan Profitability Analysis All Pmts

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Custom Medicaid Visits Summary

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Custom Monthly Activity Summary (Provider)

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Custom Patient Census by Carrier (Primary) DOB

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Custom Patient Census by Carrier (Primary) LVD

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Custom Patient Census by Carrier (Primary) PHY

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Custom Patient Census by Carrier (Primary) Policy

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Custom Patient Census by Carrier (Primary) With Date Selection

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Custom Patient Census by Carrier (Secondary) LVD

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Custom Patient Census by Carrier (Secondary) Policy

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Custom Patient Census by Carrier and Provider (Primary) – New

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Custom Patient Visits by Insurance and Procedure (Lena)

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Custom Practice Management Report

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Custom Procedure Day Sheet (with Practice Totals) Insurance

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Custom Productivity by Procedure Code

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Custom Production by Provider Summary

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Marketing Analysis – Referring Provider

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Marketing Analysis – Referring Provider (Year to Date)

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New Patients by Referring Provider

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Patient Attrition Labels

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Patient Attrition Report

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Patient Birthday Labels (Current Month)

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Patient Birthday Labels (Next Month)

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Patient Birthday List (Current Month)

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Patient Birthday List (Next Month)

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Patient Label by Zip Code and Provider

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Patient List by Zip Code

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Patient List by Zip Code with Patient Totals

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Referring Physician Labels

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Custom Billing by Referring Provider

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Custom Patient Attrition Report

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Custom Patient Label by Carrier (MW)

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Custom Patient Labels (Last Visit Date) Date Range

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Custom Patient List by PoS

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Custom Patient Mailing Label (1.125 x 3.5)

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Custom Referral Source Report

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Custom Referring Provider Analysis

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Activity Summary by Insurance Class

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Appointment List with Remainder Balance (Guarantor)

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Appointment List with Remainder Balance (Patient)

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Cash Case List

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Cash Case Transactions

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Collection Detail by Procedure Code

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Collection Summary by Procedure Code

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Collection Summary by Provider

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Daily Appointment Count by Reason Code

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Daily Deposit Summary

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Diagnoses Ranking (Case Count)

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Diagnoses Ranking (Charge Count)

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Fee Schedule by Insurance

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Custom Procedure Day Sheet

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Custom Practice Analysis with Modifiers

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Custom Practice Analysis (with Practice Totals)

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Custom Practice Analysis

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Custom Patient Visit Report (Type)

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Custom Patient List by Ref Provider

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Custom Patient List by Primary Diagnosis

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Custom Patient List by Primary Diagnosis (Date From)

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Custom Patient Day Sheet (Dx)

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Custom Patient Day Sheet

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Custom Morris County Chart Label

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Custom Deposit Report

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Custom Deposit Breakdown Detail

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Custom Daily Provider Activity Detail

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Custom Daily Deposit Summary

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Custom Appointment List

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Custom Patient Open Balance Export To Excel

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