Introduction:
Denticon's collection report allows you to run a collection report by provider, carrier or code.
Process description:
You'll visit the Daily reports menu, select the collection report, enter in your criteria and then generate the report.
Prerequisites:
Any users wanting to run the collection report will need to have the security right Reports- Daily Reports Screen Full Control.
Step-by-step instructions:
- Go to Reports>Daily Reports>Collection Report
- In the "Collection By" portion of the screen, choose collection by code.
- If you want to run a report for specific codes, click the "Select" button, uncheck "Include All", then select the codes you'd like to run the report for.
- Press the "Print/Preview" button.
Additional information:
For a guide to understanding the fields on the Collection Report by Code, see below:
| Code | The collection adjustment code or the procedure code that was collected against. |
| Descr | A description of the adjustment code or procedure code that was collected against |
| #perf | The number of times the code was performed within the date range selected when setting the criteria of the report. |
| UCR | If an ADA code is listed, the UCR field will reflect the UCR amount for that code as per the office's default UCR fee schedule. |
| Amount | The amount that was charged for the code or collection adjustment |
| Est Ins | The estimated amount that insurance would pay. |
| Payments | The amount that was paid via patient payments. |
| Ins. Pay | The amount that was paid via insurance payments. |
| Adjust | The amount of any adjustment applied to a procedure code. |