After correctly adjusting the patient's remaining balance using the SLIDE transaction code, you move on to your month-end billing review. Your supervisor asks you to verify the financial activity for the facility, including the charges, payments, refunds, and write-offs recorded during the reporting period.

How can you investigate the transactions behind the totals to make sure everything was recorded accurately?

To learn more, watch the video provided and read through the information below.

Payment Reporting

• Report Access: System users can generate comprehensive financial reports by navigating to either the "Financial Analysis at Claim Level (With Everything)" or "Financial Analysis at CPT Level (With Everything)" options.

• Filtering and Customization: Reports can be customized by filtering for specific facilities or clients, defining transaction types (such as charges, payments, refunds, and write-offs), and setting custom date ranges.

• Data Visualization: The reporting system generates a high-level summary view displaying metrics like billed charges, patient counts, and adjustments, while allowing users to click directly on the numbers to drill down into a full, detailed report.