1/24/23 Meeting Notes

Practice Analytics Reports

Public Reports Folder (bottom left)

• All (4)

  • Denial Report

  • Monthly Financial

  • Rejection Report

  • RVU Report

• Password – 73586

 

Monthly Financial (PA) – Add to monthly (Pull this the 1st of each month)

Make sure the filter is set to “Date Post”

*This report will NOT change if all journals are closed for the month you are running

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Dashboards Folder (bottom left)

• Financial Analysis folder

  • Financial Summary

  • Accounts Receivable

 

Base Intergy Reports

System Aging Analysis Report – Add to monthly (Pull this the 1st of each month)

Click on Report tab in Base

Click on Select

Type in “System Aging Analysis Report”

Change the aging method to: Service Date

Click Run

Click Run again

Wait and save the image and put with financial reports

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Practice Financial Summary – Add to monthly (Pull this the 1st of each month)

Click on Report tab in Base

Click on Select

Type in “Practice Financial Summary”

Defaults are fine, just change the date range

Click Run

Click Run again

Wait and save the image and put with financial reports

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GCS Portal in Base - This is AMAZING for Insurance Follow UP 

Click on Financial tab

Click on Electronic Claims Tracking

Click on GCS Portal 

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Click the gear in upper right to add custom widgets and tabs (i.e. Denials or Rejections)