Month End: Associated Payments

The Associated Payments Month End report is an Analysis Grid style report that displays a breakdown of total dollars posted in a specific month by insurance class. Payments are categorized into aging buckets based on the date of service of the paid charge. The report also includes unassigned payments. 

Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.

RevFlow Members
This replaces the previous RevFlow  Dashboard Associated Payments by DOS month-end report.
For a walkthrough on how to recreate the RevFlow Associated Payments report using WebPT Analytics, check out the article RevFlow to WebPT Billing: Running the Associated Payments in WebPT Analytics.

Location

This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions.

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 (…) menu button.
  2. Select the Month and Year.
  3. Add custom Filters to create specific segments of data using any of the column values in the Report. If you are new to using this type of report, you can find out more here.
  4. Add a Bar, Line, Curved Line, Pie, Scatter Plot, Heatmap, or Gauge Chart here or to your Dashboard.

Column Descriptions

Column Description
Clinic Name Name of the clinic
Insurance Class The identifier assigned to the insurance class
Insurance Class Description The insurance class description
Unassigned Payments Payments that have not been assigned to a charge. These are typically patient payments waiting to be allocated based on system rules.
0-30 Days Contains payments received for dates of service less than 30 days old
30 Days Contains payments received for dates of service between 30-59 days old
60 Days Contains payments received for dates of service between 60-89 days old
90 Days Contains payments received for dates of service between 90-119 days old
120 Days Contains payments received for dates of service between 120-149 days old
150 Days Contains payments received for dates of service between 150-179 days old
180 Days Contains payments received for dates of service greater than  179 days old
Total Payments Total payments applied to dates of service within the month
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