Production By Financial Status and Provider Report

Owned by Dylan Nigh
Last updated: Mar 17, 2023
4 min read

The Production by Financial Status and Provider report lists production for patients, sorted by a specific Financial Status.

While this is similar to the Accounts by Financial Status report, the Production by Financial Status and Provider report sorts the patient results per Provider.

The Production by Financial Status and Provider report is only available in MacPractice Build 4.2+.

Filter Options

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  • Providers: Filters the report by provider who earned the productions.

  • Offices: Filters the report by office to which the production was attributed.

  • Procedures: Filters the report by the procedure for which the production was earned.

  • Fee Schedules: Filters the report by the Fee Schedule from which the procedure code was taken.

  • Facilities: Filters the report by the facility in which the procedure was performed.

  • Financial Statuses: Filters the report by the financial status added to the Patient's tab.

  • Procedure Start/End Date: Filters the Report by date range, based on the date on which the procedure was performed.

  • Include $0.00 Charges: This checkbox includes $0.00 procedure charges.

  • Use Posted Date: This checkboxes filters the report by Posted date, rather than Procedure Date.

  • Show Procedure Break Down Code/Description: Select the Code or Description option to select how the report will list Procedure information.

  • Show Open Charges Only: This checkbox limits the results for the report to only open charges.

Results Columns

Unexpanded

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  • Financial Status: Production results by Financial Status listed.

  • Count: The number of results within this Financial Status.

  • Count %: The percentage of production within this Financial Status result.

  • Fees: The Fees associated to this Financial Status Production result.

  • Fee %: The percentage of Fees associate to this Financial Status Production result out of all Financial Status Production fee results.

  • Lab Costs: The Lab Costs associated to this Financial Status result.

First Expansion

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  • Provider: The Provider with production associated to this Financial Status.

  • Fees: The fees listed for the provider with production associated to this Financial Status.

  • Pri. Allowed Amounts: The primary allowed amount for procedures with this financial status and provider, based on the patient's Primary Insurance Company.

  • Tax: The amount of Tax associated to the production fees associated to this Provider within this Financial Status result.

  • Work RVU: The Work RVU associated to this provider within the production associated to this provider and Financial Status.

  • Lab Costs: The Lab costs associated to all production results by this provider and Financial Status.

  • Neg. Adj.: The total amount of negative adjustments applied to all production under this Financial Status for this provider.

  • Pos. Adj.: The total amount of positive adjustments applied to all production under this Financial Status for this provider.

  • Write Off: The total amount of write-offs applied to all production under this Financial Status for this provider.

  • Patient Paid: The total amount paid by the patients for all production under this Financial Status for this provider.

  • Insurance Paid: The total amount paid by the Insurance for all production under this Financial Status for this provider.

  • Open: The total amount of open production under this Financial Status for this provider.

Fully Expanded

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  • Patient Last, First: The last and first name of the patient for which the production was performed.

  • Procedure Date: The date on which the procedure was performed.

  • Code: The Procedure Code associated to the production.

  • Prov.: The Providers two digit User ID as set in the User's Reference.

  • Fees: The Fees associated to this Procedure for this patient result.

  • Pri. Allowed Amounts: The primary allowed amount for procedures for this patient with this financial status and provider, based on the patient's Primary Insurance Company.

  • Tax: The Tax associated to this procedure for this patient.

  • Work RVU: The Work RVU associated to this procedure for this patient.

  • Lab Costs: The total lab costs associated to this patient from this procedure.

  • Lab Fee: The total amount of Lab Fees associated to this patient for this procedure.

  • Neg Adj.: The total amount of negative adjustment associated to this procedure for this patient.

  • Pos. Adj: The total amount of positive adjustment associated to this procedure for this patient.

  • Write Off: The total amount of write off associated to this procedure for this patient.

  • Patient Paid: The total amount paid by the patient for this procedure.

  • Insurance Paid: The total amount paid by the Insurance for this procedure.

  • Payment: The total amount paid for this procedure.

  • Open: The total amount of remaining charges open for this procedure for this patient.