Production by Financial Status Report

Owned by Dylan Nigh
Mar 17, 2023
4 min read

The Production by Financial Status report shows information for charges posted during the selected time period, broken down by the financial status of the patient's account.

Filter Options

As with many other reports, this report can be run with a variety of filters. For this report, all filters are based on the information listed in the charge window, with the exception of the Financial Status filter.

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  • Filter Providers/Offices: Filters the report based on the provider/office listed in the charge window.

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  • Filter Procedures: Filters the report to show only information for the selected procedure code(s).

  • Filter Fee Schedules: Filters the report based on the fee schedule associated with the procedure.

  • Filter Facilities: Filters the report based on the Facility entered in the charge window.

  • Filter Financial Statuses: Filters the report to include only activity from accounts with the selected financial status/statuses. The Financial Status is set in the Account tab of the patient's record, as shown below.

  • Procedure Start Date/End Date: Filters the report based on the entered date range. By default, it will use the Procedure date listed on the charge.

  • Include $0.00 Charges: If checked, includes charges with a fee amount of 0.00 in the report.

  • Use Posted Date: If checked, causes the Start and End date fields to filter by the posted date rather than the procedure date.

  • Show In Procedure Break Down: Allows you to select whether you will see the procedure code or short description in the "Detail" column of the expanded results.

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After you have set your filters, click the Apply button to see your results.

Results Columns

Unexpanded

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  • Financial Status: This column displays the financial status set in the Account tab of the patient's record.

  • Count: Lists the total number of charges that have been posted to patient assigned to the selected financial status.

  • Count %: The percentage of the total procedure count entered under that financial status.

  • Fees: Shows total fees associated with the financial status.

  • Fee %: The percentage of all fees that status' procedures represent.

  • Lab Costs: Displays a total of lab costs for all fees associated with that financial status and a lab.

Expanded

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  • Patient Last, First: Lists the name of the patient the transaction was entered for.

  • Procedure Date: Lists the procedure date of the charge.

  • Code: Shows the code entered from the new charge window.

  • Prov.: Shows the user ID of the provider listed on the procedure.

  • Fees: Shows total fee for the procedure.

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

  • Tax: Shows the tax amount that is associated to the procedure.

  • Lab Costs: Displays a total of lab costs for the fee, if it is associated with a lab.

  • Lab Fee: The amount that is associated to laboratory.

  • Neg. Adj: Shows any negative adjustments applied towards the charge. It does not matter when the negative adjustment was entered, or applied. If it is tied that procedure, it will show up here.

  • Pos. Adj: Shows any positive adjustments associated with that procedure. Again, it does not matter when the positive adjustment was entered, as long as it is associated with the charge.

  • Write Off: Shows any write-offs associated with the insurance payment tied to this procedure. Like all things on this report, it only matters that they are associated with the procedure. The write-off's posted/procedure date does not count.

  • Patient/Insurance Paid: Reflects payments applied towards the charge. These numbers will not match deposits, gross receipts, or earned receipts, as each of those reports figure their date range on different criteria.

  • Payment: Shows the payment amount totaled from the Patient / Insurance Paid columns.

  • Open: Shows the unpaid amount for the charge.

  • Tooth/Surface: In MacPractice DDS, there will be a final column to the far right that displays the tooth number and surface associated to the charge.