#117 End of Month Reports and more

[Sherwin Gaddis]

One of the EOM reports that would be beneficial to ECS would be a Financial Analysis by Insurance Co. With this report we can analyze each Insurance Co's by looking at charges sent to them, as well as payments & adjustments made by each of them. Here's where you can find the similar report in OpenEMR:
REPORTS > FINANCIAL > PMT METHOD

The problems with the existing report:
*CHARGE totals are not listed
*Where does "METHOD" pull from? I thought from the insurance Co file but "Patient" and "medical records" are not listed in ADMINISTRATION > PRACTICE > INSURANCE CO
*Why is "Patient" listed twice? What's the difference between the 2?
*The payment amount listed for each "Patient" method do not total the amount listed for FRONT RECEIPTS (indivdual total or combined total doesn't match). Where does these payment amounts pull from?

Another EOM report that would be beneficial to ECS would be a Financial Analysis by Procedure (charge). With this report we can analyze each Procedure by looking at charge amounts, quantity, as well as payments & adjustments. Here's wher you can find the similar report in OpenEMR:
REPORTS > FINANCIAL > SALES

The problems with this existing report:
*Adjustments and Payment columns are not listed
*Where does Category pull from?
*Are these "dates" by date of service OR by date charge was entered/keyed?
*There should be a option to run by Current Month totals (which I believe existing report already does) as well as Date of Service driven totals (so that you could see how much money collected from charges keyed with Feb dates of service but not paid until May)

These are the first 2 more important reports. I will continue to compile EOM report list & send them to you as I finish.
Thanks