Patient Visits by Payer

Patient Visits by Payer is a Data Table style report that includes SOAP 1.0 and 2.0 data and shows the count of patient note types by insurance and clinic. This report includes notes that are in progress, finalized, and deleted. This is a key distinction as the majority of Analytics reports only contain finalized note data.

Location

You can locate this report in the  Visits section of Reports in Analytics. If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.

Run and Customize the Report

  1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) button.
  2. Use the View Data By drop-down to add additional columns and levels of detail to the table. These include Insurance Type, Insurance name, and Clinic name.
  3. The % of Total column should add up to 100%.


Tip: you may encounter duplicate insurance companies. This can occur when insurances are not named the same way across the company structure, and the system cannot aggregate them automatically. To resolve this issue, simply go into your company structure and ensure consistent naming of payers. Please consider how this may impact your billing integration, especially if merging accounts. Once insurance companies are named correctly, the system will automatically combine them on the next data update, which typically occurs every hour on the hour.

Column Field Descriptions

Field Name Definition Source
Insurance Type The insurance type for the primary insurance added to the patient's case. Type drop-down in the Add/Edit Insurance window
Insurance The name of the primary insurance added to the patient's case. Primary Insurance drop-down in the Add/Edit Case window
Clinic The clinic where the note was finalized. Patient Notes
Orthosis Fabrication The number of Orthosis Fabrication notes finalized within the date range. Patient Notes
Initial Examination The number of Initial Evaluation notes finalized within the date range. Patient Notes
Daily Note The number of Daily Notes finalized within the date range. Patient Notes
Progress Note The number of Progress Notes finalized within the date range. Patient Notes
Re-Examination The number of Re-Examination notes finalized within the date range. Patient Notes
Discharge Summary The number of Discharge Summary notes finalized within the date range. This excludes Quick Discharge notes. Patient Notes
Total Visits The total number of finalized, billable notes for the date range. Patient Notes
% of Total The percentage of total notes completed attributed to the particular insurance type or insurance. Calculated Value from Finalized Patient Notes and Patient Cases