Jeff asked me to write an article that describes ten cool Report Library reports. Ten? Just ten? With almost 700 reports in the Report Library, selecting just ten would be harder than writing the article itself. So to make things easier, I expanded the scope of the assignment a bit. This month’s article is about ten cool Report Library billing reports. Next month, I’ll write about ten pharmacy and clinical reports, and the following month about five inventory and internal use reports.

The billing reports I’ve selected cover a wide range of billing reporting needs, from costs to collections.

Cost Report

Report FF0623 shows delivery tickets not yet confirmed that were delivered on or before a user specified date, with item detail and cost. The report exports to Microsoft Excel. Use this report to show unallocated costs not included in the CPR+ Cost Analysis reports.

Adjustment and Payment Reports

Report FF0453 shows adjustments by adjustment type within a date range. This short summary report shows just the adjustment code, adjustment description, and the total for that adjustment code. This report balances to the CPR+ Adjustments Report but groups the data differently and provides a “birds eye view” for accounting and management.

Report CR0185 is a Crystal Report that helps with check reconciliation. The user enters a posting date and a check number, and the report lists all the payor, patient, invoice number and amounts posted for the date and check number entered.

Report FF0675 shows patient-paid unapplied cash that is available to be applied to patient pay open invoice balances. Use this report to make sure that you don’t have unnecessary patient A/R before you close for the month.

Accounts Receivable and Revenue Reports

Report FF0500 lists open invoices with no biller/collector assigned. This is a summary report grouped by company and patient. If no collector is assigned, it’s possible no collection efforts will be made. Be proactive in identifying those gaps before they turn into collection problems.

Report FF0593 shows a detail of revenue and payments for a specific referral source for patients referred within a date range. I call this a “What have you done for me lately?” report.

Billing Management Reports

Report FF0391 lists nursing visits that are flagged as unbillable. This report enables you to review visits conducted but not billable because they were included in a per diem.

Report FF0423 shows open invoices (balance > 0) that have had no billing notes entered in the last 90 days. If calls aren’t being made, then collections won’t happen. Find these stragglers and bring the money in.

Report FF0582 lists all invoices billed for a specific prescription number. This report can be used to identify gaps in service dates that should have been billed, but were not. It is complemented by the report CR0487, which shows line item detail billing status information for prescriptions dispensed. If a prescription is not on the first list, and is not on the second, was a dispense missed? If it is on the second list, what is the status? Make sure your high dollar drugs are not just going out the door, but are being billed in a timely manner.

General Billing Information

Report CR0678 is a pending revenue aging report, showing detail for unprinted batch claims, unconfirmed electronic medical, Medicare and pharmacy claims, and unfinished invoices. The report subtotals by the pending status, so you can see how much revenue is on hold for what reason.

Report FF0336 provides a list of high dollar claims generated within a date range. Review claims on this list for accuracy to collect your money quickly.

About the Report Library

The Report Library Service is an optional module for CPR+ that is available on an annual subscription basis. To preview any reports in the library, from the Main Menu, select Reports (4) > Report Library (6). To see the most current report directory, click the Retrieve Latest Library (F6) button. Most of the reports have samples available. Simply click the Preview Sample (F3) button to view.

For a detailed description of report contents, click the Details link in the grid or click the Show Description (F4) button. To search for specific reports by keyword, click the Search (Ctrl+F6) button. To browse for reports by topic, click on the column header titled “Category.”

If you already have the CPR+ Report Library, and would like to learn more, click here to send me an email. I will be happy to schedule a Virtual On-Site training session for you. To order the CPR+ Report Library, contact Erika Salvato.

Return to Top of Newsletter

Register NOW to attend the 2nd Annual CPR+ HME Summit, Wednesday, March 10th in Columbus, Ohio at the Hyatt on Capitol Square. We’ve secured an unbeatable $99/night room rate at the Hyatt - in the heart of downtown Columbus and just minutes from the airport.

Our primary purpose is to listen to YOU. We want to hear about your needs, your challenges and your ideas. We want to get consensus and set priorities. Please send your questions, ideas, and suggestions to hmesummit@cprplus.com so that they may be included for discussion.

Below is the tentative schedule for the Summit where we plan to demonstrate / discuss current and future CPR+ for HME enhancements.

You definitely don’t want to miss this event.

The CPR+ HME Summit is a great opportunity to network with other HME providers from around the country and have direct input on our HME software development priorities.

Did we mention attendance is FREE? To register, just click here so we’ll know how many guests will be joining us for lunch.

Make Your Reservation Today!

Special $99 group rate is for the night of Tuesday, March 9th only. Call 614-228-1234 and mention that you are part of the "CPR+ HME Summit Group" or click here to reserve your room online. Any questions, contact Kim Carlsen at 866-277-4876.

We hope to see you there and look forward to this opportunity to further enhance CPR+ for the HME industry.

Return to Top of Newsletter