The case classification Report allows you to generate a report containing all your case types, which patients fall under those case types, financial data per case and graphs.
To Run the Report
You will check the boxes appropriate for what you would like to see.
Include Graphs (Increases report generation time) and Include Patients in the Case Classification report.
Select Date Range: Range of Days, Day, Week, Month, Quarter or Year.
You will see Each Case Classification available in the VitaLogics Database.
If you selected to Include patients, you will see them listed under the correct case.
You will See the following columns. Total Charges, Patient Payments, Payer Payments, Fee Adjustments, Patient Write offs, Payer Write offs and Completed Appointments. Each column will show the total for that category and the % it makes up of the whole office.
Graphs at the End of Report:
You will see a series of Graphs at the bottom of the report that look like the one below, if you selected to Include Graphs in the filters.
There are 7 graphs that will display. One for each column displayed in the report. Total Charges, Patient Payments, Payer Payments, Fee Adjustments, Patient Write offs, Payer Write offs and Completed Appointments
This gives you the ability to see where each case falls amongst the clinic.
To Download/Print a Report
All reports will display a tool bar at the top of the page when generated.
You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word.