Summary
There are two companion Case Starts reports, Case Starts (A) by Start Date and Case Starts (B) by Start Date: Generates results if the associated Risk Code is entered into the Responsible Party tab in the Risk Code box. Case Starts (B) by Start Date results also includes patients with a 100% Discount without having to enter a Risk Code for those patients. Results display Gross Fee, Discount Amount, Discount Type, Net Fee, Estimated Insurance, Down Payment, Periodic Fee amount, Due Date, number of Periodic Fees and number of Tx visits. At the end of the report shows Report Grand Totals, Report Averages, and Report Percentages
This article provides instructions to enter Risk Codes into the Responsible Party tab Risk Code box and how to generate the results in the reports.
Steps to enter a Risk Code
Step 1- Search patient
Step 2 - Click on Relationships tab
Step 3 - Click Edit on the Financially Responsible Party
Step 4 - Enter desired Risk Code and Click OK
Enter the parameters desired then click Preview to generate the report
Report Case Starts (A) by Start Date. Below is the result showing an example patient and the Risk Code A+
Columns on the report show:
Patient, Risk Code, Provider Code, Start Date, Case Start Date, Gross Fee, Discount, Net Fee, Estimated Ins, Down Payment, PIF, Periodic Fee, Due Day, Periodic Fees, Tx Time. At the end of the report shows Report Grand Totals, Report Averages, and Report Percentages
Report Case Starts (B) by Start Date: Below is the result showing an example patient and the Risk Code B and an example patient with a 100% Discount
Tips and Guides
Below is a guide for credit scores
Case Starts vs. Additional Starts
A New Case Start is a contract started, and the patient’s start date is either blank or the same date as the contract.
An Additional Start is a contract started for a patient whose case start date is prior to the contract date.
Starting a contract causes the patient’s case start date to fill in as the same date, unless the patient already has a case start date in place.
As always, if you have any further questions, please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.