EZClaim Advanced Report List and Descriptions

To see the latest EZClaim Advanced reports visit our New and Updated Reports web page.

Accounts Receivable Report - Sample - AR report showing outstanding charges, credits, and open balance to the patient, primary and secondary insurances. Includes last charge, last payment, and aging. Can double click to drill down and see detail data. Each patient group is printed on a new page.

Claim List - Sample - List showing claim totals. Grouped and subtotaled by Patient Group.

Claim Notes - Shows the patient name, and the claim notes for each claim. Also shows the first claim date, total charge, and balance due.

Daily Summary - Shows all transactions for a date period. Includes the patient name, transaction date, code, charges, payments, and descriptions. Grouped by patient group, provider, day, and type. Subtotals by provider, day and patient group.

Deposit Slip - Shows the patient name, payment amount, and reference number. Grouped by transaction date, reference 1, and patient name.

Other Adjustments - Shows patient name, adjustment date, amount, and the claim ID. Grouped and subtotaled by the adjustment code.

Patient Ledger - Shows the patient and billing contact details, transaction date, code, description, rendering provider, and amount. Includes balance of all transactions.

Patient List - Shows the patient name, phone, last date of service, ID number, account number, status, and balance. Grouped by patient group.

Patient Notes - Shows the patient name, ID number, account number, phone number and notes.

Patient Receipt - Sample - Standard receipt to print for a patient. Normally would be printed for a single claim.

Patient Visits - Sample - Shows patient name, date, procedure, units, charges, and applied amount. Grouped and subtotaled but patient group and facility. Includes the patient visit count.

Patient Visits Not Authorized - Shows patient name, procedure, units, charges, and applied amounts. Grouped by patient group, patient, and claim. Includes number of visits, claim ID, authorization number and detail information for services not authorized.

Payments By Date - Sample - Shows patient name, claim ID, payment date, patient payment, insurance payment, secondary payment, contract adjustment and other adjustment. Grouped and subtotaled by patient group and payment date. IMPORTANT: A payment date must be entered for the payment to show on the report.

Payments By Reference - Shows the patient name, service date, payment type, payment date, and amount. When the report is run, it will ask for the reference to show. Enter the reference number or use the * character as a wild card. Example, AB* will show all payments will a reference starting with AB.

Procedure Code Summary - Shows the procedure, units, charges, all payments and totals by procedure code and gives a grand total. When the report is opened, you can enter a single procedure code or use the * character as a wild card. Example, if you enter 9*, it will show all procedures starting with a 9.

Production Summary - Sample - Shows the production of the rendering providers. Totals the charges, contract adjustments, other adjustments, and payments by each rendering provider. Shows a percent of total for each provider.

Recurring Claims - Shows recurring claims by patient. Columns include name, service date, procedure codes, units, and charges.

Referring Provider Patient Count - Shows the name of the referring provider, the number of patients referred, the claim count, total charges and applied amount. Can double click to drill down and see detail data.

Statement - Sample - Standard statement showing charges, payments, and aging. Will only print if the patient has a balance due. Shows all transactions from claims not check marked as 'Paid'.