| Name | Type | Title | Description |
|---|
| FF0259 | Department | Count of invoices by payor type in a date range | Summary report. Payor type and the count of invoices for that payor type within a user specified date range. Data items: Payor type, count of invoices. Filters: Date billed within a user-specified date range, transaction type = "INV", optional filter for therapy type. |
| FF0292 | Department | Deliveries in a date range | Deliveries made within a user specified date range with patient care information. Data items: Patient name, phone, ticket #, therapy type, ticket confirmed, patient SOC, delivery date, ticket stop date, patient discharge date. Filters: Ticket delivery date is within a user specified date range. |
| FF0301 | Department | Billing Journal in a date range | Invoices created within a date range. Similar to FF0295 but with date details and payor info. Output to Excel. Data items: Payor, patient name, invoice #, date billed, start DOS, stop DOS, amount billed, amount expected, cost. Filters: Date billed is within a user-specified date range, transaction is original invoice. |
| FF0360 | Department | Payment Volume - checks and payments in a date range | Very cool report idea. Based on check received date, dollar amount and count of payments for by payor and check number. Group and subtotal on payor name and on check number, with item counts. Data items: Patient MRN, Invoice #, check received date, date deposited, payment amount, payor name. Filters: Check received within a user specified date range, payment amount > 0. |
| FF0293 | Exception | Unconfirmed EMC Claims in a date range | Lists EMC claims that have not been confirmed that were created within a user specified date range. Shows transmission date, if any. Data items: EMC date, date billed, start/end DOS, patient name, payor, Invoice # Filters: Date billed is within a user specified date range, invoice type is like EMC |
| FF0314 | Exception | Delivery Ticket Reason Report | Delivery tickets delivered within a date range grouped by delivery reason, with optional therapy code filter. Data items: Delivery date, ticket #, Shipping Name, Delivery reason Filters: Delivery date is within a user specified date range, optional selection for therapy type. |
| Name | Type | Title | Description |
|---|
| FF0318 | Exception | Unconfirmed Delivery Tickets with no driver assigned | Tickets printed but not confirmed, with no driver assigned. Can be used for Driver assignment, or to keep pending deliveries from being overlooked. Data items: Patient name, ticket #, delivery date, shipping name, delivery instructions, shipping address, shipping attention, driver name (blank or N/A) Filters: Tickets confirmed? is blank, Tickets driver ID is zero |
| CR0372 | Exception | Document Tracking by Due Date | Detailed list of items in document tracking with their status by user-specified due date. All documents within the date range are listed, regardless of status. Data items: Patient name, document description, document type, document status, date sent, date due, date returned, document user, patient's SOC, days from SOC to document sent, days from document sent to document returned, document notes. Filters: Document is not deleted, document is not assigned, document type is not insurance, xls, or pdf, document due date is within a user defined date range, document description is not blank. |
| CR0374 | Exception | Delivery Ticket Status with Volume Summary | Similar to report CRXXXX, but with the addition of a chart and a bar graph showing count of tickets for each status within the period. Report created based on a stored procedure. Tickets sorted by ticket # for sequence audit. Data items: Ticket number, patient name, start DOS, ticket status, confirm date, ticket cost, ticket list, invoice #, date billed, amount billed, amount expected, created by name. Filters: DT Created within a user specified date range. |
| CR0531 | Exception | Unbilled Revenue Detail for Confirmed Delivery Tickets | Unbilled Revenue from confirmed delivery tickets, along with the status from the Ready to Bill file. Data items: Ready to bill status, Ticket #, Patient name, ticket start/stop dates, ticket total cost, ticket billed price, ticket therapy type. Filters: Ticket is confirmed, not assigned to an invoice, has a total bill price greater than zero and is not a pickup ticket, and in the Ready to Bill File. |
| CR0570 | Exception | Unconfirmed delivery tickets based on delivery cut off date | Unconfirmed delivery tickets with a delivery date on or before a user specified date. Sorted by delivery date, then ticket number. Data items: Delivery date, ticket number, patient name, delivery ticket items, item quantity, extended item cost, extended item expected amount. Filters: Ticket delivery date is on or before a user specified date; ticket is not confirmed. |
| Name | Type | Title | Description |
|---|
| FF0423 | Exception | Open invoices with no billing activity in 90 days | Open invoices (balance > 0) that have had no billing notes entered in the last 90 days. Summary report, but information displayed is invoice detail. Data items: Payor Name, date billed, invoice #, From DOS, Invoice outstanding balance, most recent billing note. Filters: Invoice balance outstanding > 0, most recent billing note is dated on or before 90 days ago. |
| FF0255 | Planning | Document Management Review | Documents entered in the document management system within a user specified date range, sorted by document type and date sent. Data items: Document description, type, date sent and date due. Filters: Document was sent within a user-specified date range. |
| FF0364 | Planning | Pharmacy Daily Work Calendar | Primary prescriptions (not ancillary) that need to be compounded on a user specified date. For workflow planning. Data items: Patient name, next compound date, Rx #, MD, Compounded drug. Filters: Next compound date equals user specified date, primary/ancillary flag is Primary |
| FF0366 | Planning | Delivery ticket shipping log for a date range | Cool report! List of delivery tickets, with shipping method and tracking number, for a user specified date range, sorted by ticket #, date, shipping method. Uses custom layout. No grouping, so sort order can be changed without affecting the custom layout. Data items: Ticket #, delivery date, ship method, tracking number, confirmed?, patient name. Filters: Delivery date within a user specified date range. |
| FF0221 | User | Count of Faxes/Documents assigned by user | Count of documents assigned by each user within a user-specified data range using the document management system within CPR+. Summary only; detailed list of documents by user is not included. Data items: CPR+ user name, count of documents assigned. Filters: Documents Date Sent is within a user-specified date range. |
| FF0308 | User | Prescriptions filled by Pharmacist and Therapy Type | Count of prescriptions dispensed by pharmacist and by therapy type. Summary report. Data items: pharmacist initials, therapy type, date dispensed, # of dispenses. Filters: Rx Log dispensed date is within a user defined date range, log entry is not a discontinue, void, delete or reactivate. |
| FF0309 | User | Prescriptions dispensed by pharmacist, detail report | Prescriptions dispensed within a user-specified date range. Output to Excel. Data items: Pharmacist initials, date dispensed, refill number, drug, quantity, RX #, Patient name. Filter: Date dispensed was within a user specified date range. Will include deletes, voids, discontinued & reactivated. |
| Name | Type | Title | Description |
|---|
| FF0388 | User | Invoices Created By Report | Invoices created in a date range, sorted/grouped by CPR+ user who created the invoice. Productivity / audit report. Subtotals numeric fields and count of records by creator last name. Data items: creator name, patient MRN, date billed, invoice #, payor, amount billed, expected, invoice cost. Filters: Date billed is in a user specified date range, original invoice. |
| FF0347 | User | Credit Rebills in a date range | List of credit rebill transactions in a date range, with the name of the person who created them. Data items: Date billed, invoice #, payor, patient, amount billed, amount expected, CPR+ User who created the transaction. |
| CR0538 | User | Confirmed Delivery Tickets with Confirmed By Employee | Confirmed delivery tickets based on ticket confirmation date, with name of employee who confirmed the tickets. Site specific, single site selection only. Data items: ticket number, patient MRN, patient name, date confirmed, employee who confirmed the ticket. Filters: Ticket was confirmed within a user specified date range, ticket is confirmed, patient site matches user specified entry. |
| FF0410 | User | Invoices Billed By Specific Biller | Invoice/payment/adjustment transactions created by a specific person within a user specified date range. Similar to report FF0388 but filters for a biller. Data items: Amount billed, expected, biller collector number, date billed, invoice #, payor. |
| CR0591 | User | Billing and Collection Productivity based on Billing Notes | Billing and collection productivity by user, based on age of most recent billing note. Shows user and note count, drill down into note types based on subject and then to invoice detail information (date billed, DOS, expected amount). Data items: CPR+ user, billing note subject, billing note date, invoice date, date of service, invoice number, outstanding balance. Filters: most recent billing note more than 0,30,60,90 or 120 days ago, billing note is automatically generated, manually entered or either type. |