PATIENT MANAGEMENT PROGRAM
3.
New Patient Claims is an important statistic and accuracy depends on two factors:
The transaction posted to the new patient must be from your Fee Classes listed as an Initial Visit
Code
The date that this transaction is posted must be the patient’s first visit date. Confirm the date by
referring to the field First Visit Date on the Appointments tab in Patient Information
If the transaction does not meet both the above criteria, a new patient will not be recorded.
4.
Re-examination Claims are counted when a transaction is posted from your Fee Schedule,
Treatment, has a WCB Code of V103, and the transaction date is NOT the same as the patient’s First
Visit Date.
5.
Total Fees Charged represents the total billings for the practitioner(s) on the summary sheet. It is the
total revenue for the practitioner(s) who gave the treatment. Offices with multiple practitioners who
treat each other’s patients are able to break this total down to show whose patients were treated by
using the Doctor of Record amounts.
6.
Doctor of Record. The Doctor of Record breakdown represents the revenue earned by treating
patients belonging to various practitioners. The total fees under Doctor of Record amounts will
always equal the Total Fees Charged.
In looking at the screen shot, note that:
Dr. D.D. Palmer treated patients for a Total Fees Charged amount of $189.26
The Doctor of Record amount for Dr. D.D. Palmer is $70.00
The Doctor of Record amount for Dr. B. Pierce is $119.26
That means that Dr. D.D. Palmer earned $70.00 from treating his own patients and he earned $119.26
from treating Dr. Pierce’s patients. These amounts can be useful when practitioners pay a percentage or
amount when treating other practitioner’s patients.
This breakdown is not available for offices that have multiple patient files for the same patient.
Accounts Receivable is an option on summary sheets. Turning AR on or off is chosen under the
Setup menu, Doctor Defaults.
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Reports