A/R Waterfall Report

  • Updated

This report will provide a high-level view of submissions and collections with detail by month, quarter, and year.

Report Options

Selected Practices

Choose one or more practices in the drop-down.

Age Basis Date

Submission Date will include claims that were submitted in the months selected. Date of Service will include claims with dates of service in the months specified.

Start Date and End Date

Select the Start and End date range to include claims or dates of service in the timeframe. Depending on the Age Basis Type, the output will include any claim submitted or service date in the timeframe selected.

Amount Type

Charged vs Paid will show the billed amounts against the payments made on those charges. Expected vs Paid will show the expected amount against the payment made on those charges.

Run Report

Click Run Report to run the report using the selected filters.

Refresh Data

Report and dashboard data is cached up to the last 24 hours to improve report speed. To use realtime data, click Refresh Data to update reports results using the most recent data.

Download

Choose Download to export the report data as CSV. Your CSV file can be opened with Excel.

Summary Page

Monthly Totals: Total charges in that month, collections recorded for charges in that month, and total collection percentage by month.

Screen_Shot_2020-03-10_at_8.04.24_PM.png

Monthly Summary: Month of collection and collection percentage total. (Month 0 – Collected in Same Month as Charged, Month 1 – Collected in Next Month of Charged, Month 2 – Collected in Two Months from Charged, etc.)

Screen_Shot_2020-03-10_at_8.05.08_PM.png

Quarterly Summary: Quarter of collection and collection percentage total. (Month 0– Collected in Same Month as Charged, Month 1 – Collected in Next Month of Charged, Month 2 – Collected in Two Months from Charged, etc.)

 Screen_Shot_2020-03-10_at_8.05.51_PM.png

Yearly Summary: Year of collection and collection percentage total. (Month 0 – Collected in Same Month as Charged, Month 1 – Collected in Next Month of Charged, Month 2 – Collected in Two Months from Charged, etc.)

 Screen_Shot_2020-03-10_at_8.06.34_PM.png

Was this article helpful?

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.