| Report Name |
Description |
Report Manager Folder Location |
Front Desk Folder Location |
| Aged Outstanding Claims |
Lists all charges currently in the billed status. It is alphabetical by provider, then by
payor, then by patient. This report generates all aged outstanding claims
that have been billed within the date range selected. It provides insurance company name, patient name with
contact information, insurance details, billed date, service date, code,
description, charged amount, write-off (W/O), patient responsibility,
co-insurance amount, disputed amounts, due amount, and aging. |
Aged |
Office Reports |
| Aged Patient Receivables |
Shows everything listed as a patient balance in your system. It provides
you with patient name, account number, contact information, last patient
payment, patient balance, and aging. You can choose to exclude credit
balances. |
Aged |
Office Reports |
| Aged Patient Receivables Advanced |
Same report as Aged Patient Receivable with additional sorting filter for Case Type and Primary Provider. Requires legal paper to print (8.5" x 14") |
Aged |
Available in Report Manager Only |
| Aged Payor Receivables |
Lists every insurance balance, regardless
of billing status. Provides you with patient name, account number, contact
information, last insurance payment, insurance balance, and aging. You can
choose to exclude credit balances. |
Aged |
Office Reports |
| Aged Payor Receivables Advanced |
Same report as Aged Payor Receivable with additional sorting filters for Case Type and Primary Provider. Requires legal paper to print (8.5" x 14") |
Aged |
Available in Report Manager Only |
| Aged Payer Receivables Summary |
Same report as Aged Payor Receivables Advanced in summary format, without details |
Aged |
Available in Report Manager Only |
| All Insurance Ledger Notes |
Generates all insurance ledger notes that have been entered into the
system from the insurance ledger. |
Patients > Notes and Documents |
Office Reports |
| All Insurance Notes |
Generates all insurance notes that have been entered into the system
through the Insurance screen. |
Patients > Notes and Documents |
Office Reports |
| All Notes |
Generates all patient notes, insurance notes, patient ledger notes and
insurance ledger notes that have been entered into the system. |
Patients > Notes and Documents |
Office Reports |
| All Patient Ledger Notes |
Generates all patient ledger notes that have been entered into the system
through the Patient Ledger screen. |
Patients > Notes and Documents |
Office Reports |
| All Patient Notes |
Generates all patient notes that have been entered into the system. |
Patients > Notes and Documents |
Office Reports
|
| Attorney Patients List |
Shows attorneys listed with their contact information and patients, their
last visit, patient balance, and insurance balance. You can select which
attorneys to include in the report. |
Patients > Notes and Documents |
Office Reports |
| Average Days in AR |
Used to see trends with AR including averages per month collected versus
aging. You can choose to view patients receivables, payor receivables, or
both. You can also subtotal by case type. |
Financial > Reporting |
Office Reports |
| Care Packages About to Expire |
Used to find any care packages that are about to expire (within 3 visits,
or 7 days, or 3 units of any charge covered by the Care Package) |
Financial > Reporting |
Office Reports |
| Care Packages All Active |
Lists information about all the active Care Packages. There are no filters for this report. |
Financial > Reporting |
Available in Report Manager Only |
| Case Types |
Generates a list of all Case Types. There are no filters for this report. |
Financial > Reporting |
Available in Report Manager Only |
| Charges NOT waiting to be billed (Active
Policy) |
Used to find charges that should be billed that are not, based upon
effective date range of the policy. |
Financial > Billing |
Office Reports |
| Charges Waiting to be Billed (Non-Batch
Patients) |
Generates a list of all patients that are non-batched, but have charges
waiting to be billed. These charges have a w, but batch is off, so they are
not being billed out. The report will provide the patient name, service date,
code, description, number of days not batched, charged amount, patient
amount, write off, and expected amount. |
Financial > Billing |
Office Reports |
| Chart Notes |
Generates all Chart Notes that have been documented. |
Patients > Notes and Documents |
Office Reports |
| Claim File Reconciliation Report - By
Insurance Company |
Used to view billed versus collected amounts specific to each insurance
company. Payment from secondary insurance (if any) will show in the
SecPaidAmt column. You can group by the provider or by insurance company. |
Financial > Reporting |
Office Reports |
| Claim Productivity |
Used to view patient co-payments and Insurance payments collected and overall collection percentage. This report gives an overall view of collection efforts for patient copay and insurance payments. Requires legal size paper to print (8.5 x 14) |
Financial > Reporting |
Available in Report Manager Only |
| Collection Details by Procedure Codes |
This report is very similar to the Procedure Code Details Report. The key difference lies in that 'Collection Details By Procedure Codes' is by payment date, while the 'Procedure Code Details Report' is by service date. |
Financial > Reporting |
Office Reports |
| CTAppointments Scheduled Patients |
Lists appointments that patients self-scheduled online through CTAppointments. |
Patients > Appointments |
Available in Report Manager Only |
| CT ProBill Monthly Stats |
Shows statistics by week and includes the option to display a monthly
summary grid. |
Financial > Reporting |
Office Reports |
| CT ProBill Monthly Summary by Case |
Shows a monthly summary of charges, payor payments, patient payments,
total payments, and appointments by case type. |
Financial > Reporting |
Office Reports |
| Daily Notes |
Generates any notes that were inputted into the Daily Notes section of
the application. |
Patients > Notes and Documents |
Office Reports |
| CT ProBill Productivity |
Used internally by the ChiroTouch ProBill team. |
Financial > Reporting |
Available in Report Manager Only |
| Daily Patient Info |
Shows the Super Information Page for the patients who have an appointment
during the selected date range. |
Patients > Notes and Documents |
Office Reports |
| Diagnosis Code Usage |
Lists all diagnoses that have been used, in code order, including each
unique description ever attached. You
can select one or multiple (shift-click) items and then a date range to see
each code, the appt date/time/patient. Each code has a total number of appts attached; the report totals all
instances of selected diagnoses attached to appts. |
Providers |
Office Reports |
| End-of-Day Appointment Activity |
Generates a report of all appointments that occurred during this date and
the status of each appointment at the time the report is run. It will show
total appointments created during this date.
Of those, how many were scheduled and how many were walk-ins. Of these
appointments, how many were completed, missed, canceled or rescheduled. Of
these appointments, how many were new patients, and how many were current
patients. Of these appointments, how many patients total were involved (total
patients) vs. how many unique people were seen (patients encountered). |
Financial > Reporting |
Office Reports |
| End-of-Day Charges Summary |
Generates a list of all charges applied on said date, sorted by code,
listing total units/debit/adj/tax/net for each code. |
Financial > Reporting |
Office Reports |
| End-of-Day Payments Summary |
Generates a list of all payments made on said date, sorted by type, with
description (which can be customized to show unique on this report), units
and total credit applied. |
Financial > Reporting |
Office Reports |
| End-of-Day Summary Report |
Shows a summary of payments, charges, and appointments by day. Note that
for transactions not linked to an appointment (MPOT, CRC, CPT, CCP, etc.),
the appointment time will be listed as "N/A". |
Financial > Reporting |
Office Reports |
| End-of-Day Transaction Activity |
Generates a list of Ledger transactions within a selected date range in
an easy-to-read format. The report displays the following information:
- Line-item transactions for each
patient
- Grand total of payments (including refunds) and charges per day
- Grand
total of payments and charges for the entire selected date range
- Option to
display charges only, payments only, or all transactions
|
Financial > Reporting |
Office Reports |
| ePay Summary |
Shows all the payments that patients have made online via ePay. Filterable by date range. Report will display: Patient first name, patient last name, payment date, payment amount.
The report also has the option to include patients who have been sent ePay notifications but have never made a payment via ePay. |
Financial > Reporting |
Office Reports |
| Existing Patient Referral List |
Generates a list of existing patients along with the patients they
referred. |
Patients > Referrals |
Office Reports |
| Forms to Import |
Generates a list of patient intake or outcome assessments that have yet to be imported. |
Patients > Notes and Documents |
Office Reports |
| Future Appointment Schedule (By Date) |
Generates the scheduled time, patient, case type, purpose of visit, the
provider and their contact numbers. This report is NOT broken down by
provider. It will produce ALL appointments scheduled regardless of the
provider. This report will show which appointments on this date have a
CT Reminder attached that has not been sent yet as well, below the
appointment. If the reminder has
already been sent, it will not show in this report. Each date will have a
total of scheduled appts, scheduled patients, waiting list totals, and unique
patients encountered. |
Patients > Appointments |
Office Reports |
| Future Appointment Schedule (By Provider) |
Generates scheduled time, patient name, purpose of visit, and their
contact number, and any appointment note attached to said appointment. This
report can be filtered down by provider and will list all appointments for each
provider. This report will show which appointments on this date have a
CT Reminder attached that has not been sent yet as well, below the
appointment. If the reminder has already been sent, it will not show in this
report. |
Patients > Appointments |
Office Reports |
| Incomplete, Missing Appointments Details |
Shows incomplete or missing
appointment details such as missing charges, chart notes, chart note
signature, etc. Select the desired providers, case types, purpose of visit and date range, and
then select the type of missing information you wish to view on the report. |
Patients > Appointments |
Office Reports |
| Incomplete, Missing Appointments Details Advanced |
Same as Incomplete, Missing Appointment Details with added filtering and sorting by Primary Provider and case type |
Patients > Appointments |
Available in Report Manager Only |
| Insurance Billings |
Generates total charges initially billed to the primary policy during the
selected date range. Secondary billings are not included. |
Financial > Insurance |
Office Reports |
| Insurance Collections |
Generates total charges initially billed to the primary policy during the
selected date range. Secondary billings are not included. It provides you with the payor name, the
number of claims billed, the amount of claims billed, the number of claims
paid, and the amount of claims paid with a collection percentage. |
Financial > Insurance |
Office Reports |
| Insurance Collection Advanced |
Shows all insurance postings. Filter by Insurance, Provider, Posted By or Check Number. Option to include Provider Adjustments and group by provider and insurance company. |
Financial > Insurance |
Available in Report Manager Only |
| Insurance Collections by Procedure Code |
Generates total charges initially billed to the primary policy during the
selected date range (either billed date or paid date). Secondary billings are
not included. It shows case type, payor, code used, units billed and monetary
totals, payments applied, the collection/unit, and percentage for those
charges against the payor and provider combination. There is an option to
include a code usage summary. |
Financial > Insurance |
Office Reports |
| Insurance Patient List |
Generates a list of all patients by insurance provider. This report shows
account number, patient name, and case type for each selected payor. The
effective date of the policy does not affect the report. If the policy is
attached to the patient, it appears on this report. |
Financial > Insurance |
Office Reports |
| Insurance Payment Details by Check |
Generates the details of a particular payor payment by check number. The report also shows the account number, patient name,
service date, code paid, description, user name, and the amount applied to
that charge. |
Financial > Insurance |
Office Reports |
| Insurance Payment Details by Date |
Generates the details of a particular payor payment by date. You
can report by either the posted date
or the date of entry. It
is sorted by date and shows check number, account
number, patient name, service date, code paid, description, and the amount
applied to that charge. |
Financial > Insurance |
Office Reports |
| Insurance Pending Payments |
Includes all pending insurance payments. The report will list the full check amount and amount remaining to apply for pending EOB's. Pending ERA's will show the full payment amount in both the check amount and pending amount columns. This report will be grouped by insurance and filtered by insurance and/or check date range. |
Financial > Insurance |
Available in Report Manager Only |
| Insurance Policies About to Expire |
Shows all insurance policies about to expire, or that are nearing
exhaustion of their current authorization (3 or less visits, or within 7
days). |
Financial > Insurance |
Office Reports |
| Insurance Policies with Custom Payor Info |
Generates a list of insurance
policies with custom payer information that are not linked in maintenance.
This report is used for unique policies that require specific overrides that
differ from the other policies attached to this payor. |
Financial > Reporting |
Office Reports |
| Insurance Variance |
Compares the contracted rate versus the charged rate and flags when the rates differ. Added as an RCM/billing enhancement. |
Financial > Insurance |
Available in Report Manager Only |
| Linked Account List |
Lists Linked Accounts by Parent account |
Patients > Notes and Dcouments |
Available in Report Manager Only |
| MPOT and MIOT Transactions Report |
Shows: Misc Patient Other Transactions (MPOT) and Misc Insurance Other Transactions (MIOT) over a selected date range and can be narrowed down by Provider and Case Type. The report is broken down by Date of Service, Patient Name, and Description of the MPOT or MIOT. The report will list MPOT and MIOTs that create a balance in the ledger under Charges and those that reduce the balance under Payments. |
Financial > Reporting |
Office Reports |
| New Patients Conversions |
Calculates all new patients that have converted from New Patients into Active Patients in given date range. |
Patients > New Patients |
Available in Report Manager Only |
| New Patient List |
Generates a list of all patients by case type whose first visit was
during the selected date range. It provides patient name, contact
information, appointment activity, balances, and last payment. |
Patients > New Patients |
Office Reports |
| New Patient List by Provider / Source |
Shows the patients referral source, sorted by primary provider. It will
display the patient's name, provider, first appointment, last appointment,
next appointment, and the referral category. (Results will display as
unspecified if no referral source is designated.) |
Patients > New Patients |
Office Reports |
| New Patient List by Source |
Shows the patients referral source. It will display the patient's name,
provider, first appointment, last appointment, next appointment, and the
referral category (results will display as unspecified if no referral source
is designated). |
Patients > New Patients |
Office Reports |
| Online Payments Activity |
Shows all the payments that patients have made online (via ePay). Filterable by date range. Report will display: Patient first name, patient last name, payment date, and payment amount. |
Financial > Reporting |
Available in Report Manager Only |
| Past Missed / Canceled / Rescheduled
Appointments |
Generates date, time, patient name, purpose of visit, contact
information, next scheduled appointment (if available), and the reason for
canceled, missed, or rescheduled visits. Missed appointments have the next
visit listed under reason, as there is not a way to enter a reason for a
missed appointment. This report is
sorted alphabetically by provider, then by canceled, missed,
rescheduled. Under each heading, it is
sorted chronologically, and totaled by c/m/r. This report does not include
totals on the last page. |
Patients > Appointments |
Office Reports |
| Patient Attorney List |
Generates a list sorted by attorney, then by case type and shows patient
name, address, contact number/e-mail, appointment activity, date of current
injury, balances, and payment info. |
Patients > Notes and Documents |
Office Reports |
| Patient Birthday List |
Generates a list of patient's birthdays. |
Patients > Notes and Documents |
Office Reports |
| Patient Detail Information |
Generates the patient's details, including demographics, condition,
employment information, and linked accounts. |
Patients > Notes and Documents |
Patient Reports |
| Patient Electronic Payments |
Generates a list of Global Payments payments using selected filters. It provides dates, patient names, payment amounts and types, transactions types, and cards used. Has an option also to display the merchant account. |
Financial > Reporting |
Available in Report Manager Only |
| Patient List |
Generates a list of all patients by case type. It provides patient name,
contact information, appointment activity, balances, and last payment. |
Patients > Notes and Documents |
Office Reports |
| Patient List by Case Type |
Generates a list of patients by case Type including inactive patients. It
provides patient name and address, contact numbers and e-mail, first and last
appointment, balances and payment information. |
Patients > Notes and Documents |
Office Reports |
| Patient Messaging Consent |
Generates a list (sorted by provider) of patients who have signed the digital communication consent form, and which have not. This report includes patient name, date the consent form was presented to the patient, and whether the patient accepted or declined. This report will only appear for Offices using CTPayments or InTouch. |
Patients > Notes and Documents |
Office Reports |
| Patient Portal Survey |
Displays results of the Patient Satisfaction Survey available to clients via their Online Patient Portal. |
Available in Front Desk Only |
Patient Reports
|
| Patient Primary Care Physician List |
Generates a list of all Primary Care Physicians associated to patients and how many patients per PCP. Sorted by Office/PCP then by Case type. Totaled by Case type. Includes totals for each PCP and a grand total at the end. |
Patients > Notes and Documents |
Office Reports |
| Patient Referred by List |
Lists patients by referral source. |
Patients > Referrals |
Available in Report Manager Only |
| Patient Referral Tree Report |
Shows patient referrals (and
subsequent referrals from those patients) by name. The report shows the
number of direct and indirect referrals along with dollar amounts spent. You
can exclude referrals who have spent $0.00. |
Patients > Referrals |
Office Reports |
| Patient Source List |
Generates a detailed patient list of patient names that have a referral,
sorted by referral source. |
Patients > Referrals |
Office Reports |
| Patient Summary Report by Month |
This report allows you to easily compare metrics to get a quick overview of your practice performance month over month. This report can be run by Case Type or Provider. |
Financial > Reporting |
Office Reports |
| Patient Visit Average (PVA) |
Calculates the average number of office visits divided by the number of new patients. |
Patients > New Patients |
Available in Report Manager Only |
| Payer Mix Report |
Used to determine how many patients are linked to a specific insurance
company. It can be filtered by
effective date range or activity during said date range. |
Financial > Insurance |
Office Reports |
| Payment Details By Service Provider |
Details payments by service provider and can be further broken down by
case type. The Payment Details by Service Provider report excludes
non-service transactions (MPOT, MIOT,
CRC, CCP) |
Financial > Reporting |
Office Reports |
| Payment Details By Service Provider Advanced |
Details payments by service provider and can be further broken down by provider, case type,
payment type, charge code, date of payment and/or date of service. The Payment Details by Service Provider report excludes
non-service transactions (MPOT, MIOT,
CRC, CCP) |
Financial > Reporting |
Office Reports |
| Payment Details Linked To
Other Transactions (CCP, CRC, MIOT, MPOT Charges) |
Includes transactions that are not services (MPOT, MIOT, CRC, CCP). |
Financial > Reporting |
Office Reports |
| Payment Plans |
Generates a list of Global Payments Payment Plans using selected filters. The filters are: Active, Cancelled, Completed, and Suspended. |
Financial > Reporting |
Available in Report Manager Only |
| Physician Referral List |
Generates a list of physicians along with the patients they have
referred. |
Patients > Referrals |
Office Reports |
| Primary Care Physician(s) Patients List |
Generates a list of primary care physicians with their patients, their last visit, patient balance, and insurance balance. |
Patients > Notes and Documents |
Office Reports |
| Procedure Code Usage |
Lists all charges that have been used, in code order, including each
unique description ever attached. You
can select one or multiple (shift-click) items and then a date range to see
each code, the date/patient/# of units and amount applied for each
instance. Report totals unit and
monetary totals of selected procedure codes. |
Financial > Reporting |
Office Reports |
| Procedure Productivity Report |
Details the amounts paid by insurance and patients for specific procedure
codes. This allows you to succinctly determine exactly how much was collected
over a chosen date range by procedure code. |
Financial > Reporting |
Office Reports |
| Provider Patient List |
Generates a list of all patients by provider. It provides patient name,
case type, and account number. |
Providers |
Office Reports |
| Recall Patient List |
Generates a list of patients who do not have future appointments. Lists patients by case type with patient name, contact information, and appointment activity. Date range must include patient's last completed appointment to appear on report. |
Patients > Appointments |
Office Reports |
| Recurring Charges About to Expire |
Shows all recurring charges about to expire, due to the "repeat
until" date. |
Financial > Reporting |
Office Reports |
| Recurring Subscriptions |
Generates a list of Global Payments Recurring Subscriptions using selected filters. The filters are: Active, Cancelled, Completed, and Suspended. |
Financial > Reporting |
Available in Report Manager Only |
| Retention |
Generates a list of patients and completed appointments for new patients seen within the range selected (1 - 60 days) |
Patients>Appointments |
Available in Report Manager Only |
| Sales Tax Liability |
Used to calculate the client's Sales Tax Liability within the selected
date range. |
Financial > Reporting |
Office Reports |
| Service Provider Monthly Charges
& Collections |
This report is very similar to payment details by service provider but
has monthly breakdown. This report can be filtered by case type. You can include
charge details or select to view totals only. |
Providers |
Office Reports |
| Sign-In Sheet |
Generates the sign-in sheet for a specific day. |
Patients > Notes and Documents |
Office Reports |
| Simple Practice Analysis (Appointments) |
Generates the same report as the End-of-Day Appointment Activity report,
without the individual patient data. It strictly provides totals. |
Financial > Reporting |
Office Reports |
| Simple Practice Analysis (Charges
Summary) |
Generates the same report as the End-of-Day Charges report. It strictly
provides totals. This level can be entered on a week, month, quarter or
annual level. This report is used to see totals over a date range.
Alternatively, the end of day reports total each day and are not intended for
multiple days. |
Financial > Reporting |
Office Reports |
| Simple Practice Analysis (Payments
Summary) |
Generates the same report as the End-of-Day Payments report. It strictly
provides totals. This report is used to see totals over a date range.
Alternatively, the end of day reports total each day, and are not intended
for multiple days. |
Financial > Reporting |
Office Reports |
| Simple Practice Analysis (Transactions) |
Generates the same report as the End-of-Day Transaction report, without
the individual patient data. It strictly provides totals for payments
(including refunds) and charges. This report is used to see totals over a
date range. Alternatively, the end of day reports total each day and are not
intended for multiple days. |
Financial > Reporting |
Office Reports |
| Today's Appointment Schedule |
Generates all appointments for today. |
Patients > Appointments |
Office Reports |
| To-Sec/Disputed Charges NOT Waiting to be
Billed |
Generates charges that have balances that are in disputed or to secondary
status, and are not set for re-bill. |
Financial > Reporting |
Office Reports |
| Unapplied Patient Payments |
Shows all patient payments that have not been applied to a charge and
thus exist as a credit balance in the patients' ledgers. |
Patients > Notes and Documents |
Office Reports |
| Upcoming Patient Alerts |
Generates a list of alerts that will be triggered for patients during their upcoming appointments. |
Patients > Notes and Documents |
Available in Report Manager Only |
| Write-off Detail |
To view a report of write-offs for your practice, you can find an
additional report for your use that allows you to view a detailed report of
your practice write-offs. This report can be sorted by date range, the user
who created each write-off, the patient for which each write-off was created,
and the reason for each write-off. |
Financial > Billing |
Office Reports |
| Write-off Detail Advanced |
Appointment Provider column added to Write-off Detail report. |
Financial > Billing |
Available in Report Manager Only |