The following information is included in this report : Payer, Chart Number, Name, From Date, Thru Date,# of Visits for each discipline, Visits $ Total, Supplies $ Total. It can also show Paid $ Amount and Difference $ amount when chosen as a filtering option (see below), and billing address as optional.
To get to this report, go to Reports > Billing > 04.20 Billing Summary By Patient
Filtering The Report:
- From and Thru Date- Enter the From and Thru date.
- Program(s) -Enter a program(s) or leave blank to review all.
- Payer(s) -Enter a payer(s) or leave blank to review all.
- Team(s) - Enter team(s) or leave blank to review all.
- Print Options:
Print by Patient’s Name – This option sorts report by Patient name.
Print by Payer/Patient’s Name – This option sorts report by Payer, Patient name.
Print by County/Patient’s Name – This option sorts report by County, Patient name.
Print by Payer/County/Patient's Name - This option sorts report by Payer, County, Patient name.
Print by County/Payer/Patient's Name - This option sorts report by County, Payer, Patient name.
- Exclude/Include Options:
Exclude PPS Payers – This will exclude all PPS Payers from the report.
Include Amount Paid – This will include Amount Paid on the report, along with a column that shows the difference amount, in what was billed vs what was paid.
Include Patient Address - This will make the print smaller. You can print in Landscape or Export to Excel.
Option to pull up “Only Those Patients With More Than The Number Of Visits Specified Below”
This option was added to help track Medicaid visits by discipline, in response to the new Medicaid limitations effective July 1, 2013. (But can be used for any purpose applicable to your agency.) Please view excerpt below.
- For these fields, type in a number in the appropriate discipline box. The system will pull all patients with visits more than the number specified. For example, if you type in 12 at SN, the report will show all patients with more than 12 SN visits during the period you specified (at top of screen).
Excerpt from June 2013 Medicaid Bulletin:
"The following limits apply to dates of service July 1, 2013 or after. Note: The state fiscal year runs from July 1 through June 30. Skilled Nursing Visits: Pre-filling insulin syringes/Med-Planner visits (RC 581) must be limited to a maximum of one visit every two(2) weeks with one (1) additional PRN visit allowed each month. There is a limit of 75 skilled nursing visits (inclusive of and in any combination with RC550, RC 551, RC 559, RC580, RC 581, and RC 589) per beneficiary per state fiscal year. Home Health Aide Services: Home health aide services (RC 570) are limited to 100 visits per beneficiary per state fiscal year."