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In the Main Menu, under Reports, there is a section for monthly reports. All monthly reports should be run every month.
Aging Report - Used
to generate a list of patients who owe the office money.
Claims Not Sent - Claims that have been created,
but not sent.
Capitation Utilization - Only if you use Capitation
plans.
Finance Charge Report - Optional, after you run
finance charges.
Outstanding Insurance
Claims - Claims that have not been received back from insurance.
Procedures
Not Billed to Ins - Procedures that someone forgot to send to insurance.
Production and Income - Not absolutely necessary,
but most offices track production and income on a regular basis.
Monthly Billing Process
This is the recommended process to follow when running the monthly billing, unless you have a process that you prefer.
The billing process should start on about the 27th of the month so that the bills go out on about the first. It only takes about one day to print and mail the bills, but it depends on when the weekend falls as to the exact timing. First calculate Aging. Then, run Finance Charges. Finally run Billing.
You should run all the monthly reports, especially the Aging report. As you review old accounts, change their billing type from standard to precollections so that you can run a separate aging report of accounts that need to be followed up on. Note that your billing types may be different depending on how you set them up in Definitions.
Precollections: A second aging report can be run that has more restrictive settings to create a call list of accounts that require attention. For example, you could run a list with precollections billing type and with any balance. They will have already received a bill, but you now have a list of guarantors that need to be called. These types of calls should always be recorded in the Financial notes section of the Account module.
The rest of the monthly reports may then be run and followed up on over the next few weeks.