This session will provide in-depth insights into the foundations of back-office reporting and techniques for refining underpayment detection. Participants will learn how to properly select and interpret key date filters such as posting, service, and deposit dates, as well as how to effectively filter patient and line item details. The session will cover strategies for detecting underpayments with a focus on flat dollar amounts, fee-for-service payors, and how to set up percentage-based underpayment detection. We’ll also dive into best practices for using the reports scheduler, optimizing maintenance tasks, and managing distribution lists to streamline your reporting workflow. By the end of the session, you will have a solid understanding of how to use back-office reports to improve revenue cycle management, ensure payment accuracy, and enhance overall reporting efficiency.
WHAT’S COVERED:
- Understanding key date selections including posting, service, deposit, and aging dates
- How to view and filter patient and line item data for more accurate reporting
- How expected charges, billed amounts, and CO write-offs impact your reports
- Techniques for refining underpayment detection with flat dollar amounts and practice analysis breakdown reports
- Setting up underpayment detection using percentage-based options and understanding the radio button settings
- Handling contract rates for different regions or states and applying location-based breakdowns in practice analysis reporting
- Optimizing the reports scheduler, techniques for sliding dates, creating custom options, and best practices for maintenance and distribution