Location Summary
The Location Summary report shows an overview of financials for each location in real-time. With this report, charge details are pulled by date of service, and payments and adjustments are by posting date.
- Navigate to the Reports menu and select Location Summary.
- Enter your search criteria and click Search.
- The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company, if applicable.
- The Practice and Location both default to All Practices. Narrow your search results by selecting a Practice and/or Location. Otherwise, you can leave these fields set to all.
- You must select a Start and End Date for the Date Range.
- The search results display below showing visits and financials by location.
- Place of service: Outputs the place of service code & description.
- Visits: Outputs the sum of visits associated with the dates of service.
- New Patients: Outputs the total number of new patients per location. New patients are based on the date of Initial Evaluation.
- Charges: Outputs the total amount billed for dates of service within the parameters (units x chargemaster rates).
- Payments: Outputs the total amount of deposits with a deposit date within the parameters associated with each place of service.
- Adjustments: Outputs the total amount of adjustments with a deposit date within the parameters associated with each place of service.
- Referring Physician: Click on a Referring Physician to view a list of Referring Physicians by Location.
- Provider: Click on a Provider to view a breakdown of Providers by Location.
- Treating Provider: Click on a Treating Provider to view a breakdown of treating providers by location.
- Payments/Adjustments: Click on Payments/Adjustments to view a breakdown of payments and adjustments by location.
- Insurance Class: Click on Insurance Class to view a list of payments and adjustments by Insurance Class code.
- Aging By Location: Click on Aging By Location to view a list of patients along with their charges, payments, and adjustments.
- Daily: Drill down to Daily Activity Summary By Location by clicking on Daily.
- Timed/Untimed: Click on Timed/Untimed to open a list of treatment volume by payer, type of unit, and visit.
- There are multiple drill-down options that will lead you to various types of information within the report. For this example, let’s click on Referring Physician.
- A list of Referring Physicians by Location display along with their total charges. To drill down further, click on a Referring Physician to view a list of patients associated with that physician.
- Lastly, click on an Account Number to view the patient account.