Reporting Overview

Kipu RCM offers a reporting suite that provides the data you need to understand how insurance claims, patient collections, and reimbursements are performing. Available reports can be grouped into 5 categories: Accounting Reports, Attendance Reports, Billing Reports, Utilization Management, and Configuration Reports. The sections below offer a high-level overview of the reporting suite as a whole while breaking it down individually. 

Organization Reports vs Managing Organization Reports

Users can generate reports either at the organization or managing organization level.  Let's review the differences between each level to determine the best option for you.

Organization Reports

Generating reports at the organizational level allows users to apply filters that include or exclude specified practices within the organization from the final report. Reports generated at the organization level are displayed within the reporting screen and can often be downloaded into an Excel document.

Managing Organization Reports

Generating reports at the managing organization level provides a filter to include or exclude specified organizations. Reports generated at the managing organization level are sent via email with a link to access the report and can be found in the Record Center > Documents > Managing Organization Documents. To generate Managing Organization Reports in a .csv format, please reach out to support.

Accounting Reports

Let's review the accounting reports together and determine which is right for you.

Report Name	Information Provided	Availability
Combined A/R Summary Report	This report provides insights into revenue potential and the overall health of your receivables by identifying opportunities where additional collection efforts can be made on a per-patient basis.	Only available with Patient Billing.
Combined A/R Detail Report	This report provides a comprehensive breakdown of charges, payments, adjustments, patient responsibility, and balance of individual receivables. It allows for a deeper analysis of receivables at the individual claim and service level.	Only available with Patient Billing.
A/R Report	This report tracks your account receivables or insurance balances. It generates a detailed report with patient names, outstanding balances, and aging buckets (0-30, 31-60, 61-90 days etc.). The report also includes grand totals for each patient, aging bucket, and total outstanding balance.	Available to all clients.
A/R Waterfall Report	This report will provide a high-level view of submissions and collections with details by month, quarter, and year.	Available to all clients.
Exceptions to the Closing Date Report	This report provides an audit trail of claims submitted or payments posted within a previously closed period.	Available to all clients.

Attendance Reports

Let's review the attendance reports together and determine which is right for you.

Report Name	Information Provided	Availability
Claim Submission Report	This report provides a table of all claims submitted for a given period for one or more practices when run at the Organization level.	Available to all clients.
Patient Demographics Report	This report provides a list of patient demographics with an admit or discharge date within the selected date range that can be used for quality assurance.	Available to all clients.
Daily Census Report	This report will show if an authorized patient has logged a treatment/recorded services in the attendance calendar for a chosen day. This information includes the Medical Record Number, gender, age, city, referral source, and services provided.	Available to all clients.
Unsubmitted Treatments Report	This report lists treatments and estimated charges that have been recorded but not submitted. It helps verify the accuracy of service dates before submitting claims and estimate revenue for accounting purposes.	Available to all clients.

Billing Reports

Let's review the billing reports together and determine which is right for you.

Report Name	Information Provided	Availability
Claim Payments Report	This report provides an overview of all insurance payments recorded in a given date range with a Summary or Detailed view. This report can be used to assess collections and cash flow.	Available to all clients.
Insurance Adjustments Report	This report provides a table of all service line item adjustments including the group code and reason code for insurance claim payments recorded in the RCM.	Available to all clients.
Claim Billing Report	This report provides a comprehensive overview of claim submissions, with detailed information about each individual item. It offers a complete view of the Work Center > Work Claims area, enabling users to monitor claim follow-up through workflow details such as status, queue, and assigned user, all from a single location.	Available to all clients.
Client Share Report	This report offers a comprehensive overview of all insurance payments and patient responsibility adjustments within a specific date range. It provides detailed information on patients, facilities, practices, and claims, along with charges, covered amounts, payment amounts, total payments made to the patient, total amounts applied to deductibles, co-insurance, and co-payments. The report also includes a cumulative total of all patient responsibilities.	Available to all clients.
Claim Status Report (By Service Date)	This report is a highly customizable and comprehensive data output feature that can be used to generate customized reports on demand with the help of the template feature. Each claim's service line is displayed in a single line, and by default, the exported version shows one unit per row.	Available to all clients.
Claim Status Report (By Claim)	This report provides a wide range of data and can be customized to meet your specific needs. It differs from the Claim (By Service Date) report by displaying the number of units for each service.	Available to all clients.
Patient Collections Report	This report allows a user to track a Patient's A/R by comparing the Good Faith Estimate with any Patient Payments collected.	Only available with Patient Billing.
Patient Billable Report	This report displays patient billable information at a detailed level. This means that if there are multiple services on a billable, all the services will be displayed as one line item in a list. This report is an exact copy of the patient's billing tab for billables.	Only available with Patient Billing.
Patient Payments	The report provides a comprehensive list of all patient payments made. Each transaction creates a line item and shows the action type as Paid, Declined, Refunded, or Applied (if adjusted).	Only available with Patient Billing.

Utilization Management Reports

Let's review the utilization reports together!

Report Name	Information Provided	Availability
U/R Report	This report generates a table that displays each U/R plan along with the corresponding start and end date, all within the specified time-frame. This report allows you to analyze the total and average authorizations and trends by payer, location, service, and level of care, enabling you to make data-driven decisions about admissions, staffing, and processes, optimizing your revenue	Available to all clients.

Configuration Reports

Let's review the configuration report together!

Report Name	Information Provided	Availability
Billed Rates Report	This report generates a table of billed rates (and non-billed) and bypasses the need to into each profile. The report will show service rate data for the most recent effective date rate associated with the reference.	Available to all clients.
Service Billing Profile Report	This report generates a table of all service billing profiles created under a practice and bypasses the need to go into each profile.	Available to all clients.
Payer Expected Rates Report	This report provides a holistic view of an organization's referenced payer (expected) rates.	Available to all clients.
Rendering Provider Profile Report	This report provides users with a holistic view of all rendering provider profiles within each organization	Available to all clients.
Payer Mix Report	This report provides users with a holistic view of all Payers within each organization	Available to all clients.