The Monthly Billing Report shows all patients who were active and billable during the selected month. This includes patients who met the monitoring requirements and were eligible for billing at any point during that month.
Summary
The Monthly Billing Summary Report is designed to include all of the necessary information for billing claims out of your EHR. At the top of the report, you will see the total patient counts for each billing category for the month (CCM, RPM, BHI, etc) as well as how many times each specific billing code was triggered.
The output of this report will contain buckets for each code and the applicable billable patients will display within each bucket.
Headers: Last name, First Name, Middle, Diagnosis Monitored, DOB, EMR Patient ID, Status, Duration, CPT Code, Billing Date, Date Met, Monitoring Provider, NPI Number
Filters include:
Billing Type
All Codes
RPM Codes
CCM Codes
Care Plan
TCM
BHI
CPM Codes
APCM Codes
Month
Monitoring Filter
Billable
Unclaimed
All
Care Plan Filtering
Include or exclude
Provider Filtering
Monitoring or Supervising
Will expand to allow selection for specific providers
View Options
Show deactivation information about the patient
Shows whether patients have been deactivated, and if so, the deactivation reason and timestamp.
Exclude deceased patients
Filters out any patients that have passed away if a deceased date has been entered
Show Case Manager
Displays the patient’s Case Manager
Show payor information
Summary by Code
The Summary by Code report displays the same information as the Summary Report but instead of the billing codes as buckets, the codes and quantity for each are displayed within the rows for each patient:
Billable Patient Counts & Code Counts summaries are also at the top of the report
Headers: Last name, First Name, Middle, Diagnosis Monitored, DOB, EMR Pat ID, Status, Duration, CPT Code, Billing Date, Consent Date, Date Met, Monitoring Provider, NPI Number
The same filters as the Summary Report may be applied to the Summary by Code Report
Detail
The Detail Report is an audit log for all billable time grouped by patient. It will display when billable time was accumulated, on which patient, and by which clinical user/provider.
This report may contain tens of thousands of rows depending on activity level, and it is advised to export as a CSV file.
Headers: Patient, Date of Birth, EMR ID, Staff, Type (type of billable activity), When, Duration, Monitoring Provider
Billing Settings
The Billing Settings Report will display any active billing settings – These settings are customizable at the account level (requires a support ticket), the patient level, and the monthly level.
Headers: Patient, DOB, EMR ID, Location, ID, Description, Date Modified, User, & Case Manager
The Location column will display whether the billing setting is applied at the account level, patient level, or for the specific billing period/month.
Monthly
The Monthly report will display a line graph for projected billable amounts (Y=Dollars($) X=Months) from go-live to the present day. The same information is displayed in tabular format as well.
Headers: Month, Active Patients, Billable Patients, Percentage Billable, Projected Billing Amount
Monthly By Code
The Monthly By Code Report will show the billed volume for each CPT code by month from go-live to the present day.
Month, 99496 99495 99091 99458 99457 99454 99453 99494 99493 99492 99484 G3002 G3003 99491 99437 G2058 99439 99489 99487 99490 G0506 99424 G2064 99425 99426 G2065 99427 G0511
By Staff
The Billing by Staff Report will display a bar graph with Billable Amount($) and patient volume by staff for the month selected when generating the report.
This report displays only billable amounts of time and the assigned primary case manager. Time spent that was not billable will not be included.
Headers: Case Manager Name, Number of Active patients, Billable patients, Percentage Billable, Projected Billing Amount, Logged In Time