New and Updated Reports for EZClaim Advanced

Vista Vista Users: Report updates must be run as the Administrator. Save the update to your desktop, right click the file, and select Run as Administrator (screen shot).

Aging Reports
Accounts Receivable Report by Date Range - Advanced 7 Only - Normal AR report but allows you to use a date range. We suggest using the Claim Bill Date as the date range source. If you do not want to see $0.00 balance patients, select the 'Not Paid' option in the Claim Status criteria on the reports window.
AR Report Aged to 360 - Advanced 7 Only - Removes charge, payment and adjustment columns. Shows aging columns out to a year.
AR Report by Payer - Advanced 7 Only - Groups the data by primary payer
AR Report Aged by Service Date - Advanced 7 Only - Same as the standard AR report except the aging is calculated by the service date instead of the bill date.
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Claim List Reports
Claim List sorted by 1st Claim Date - Advanced 7 Only - Same as the Claim List report but sorts by the 1st date of service instead of the patient name.
Claim List by Payer - Advanced 7 Only - Claim List report grouped and subtotaled by Primary Payer.
Claim List Detail by Payer - Advanced 7 Only - Shows patient name, ID number, service date, procedure, units, charges, co-pay, insurance payment, and adjustment. Grouped by payer, patient, then claim. Includes the payer phone number.
Claim List Detail by Facility - Advanced 7 Only - Same as Claim List Detail but grouped and subtotaled by Facility.
Claim List Detail - Advanced 7 Only - Fixed an issue where patient names are shown even if they do not have a middle initial. Same as the Claim List report but shows service line detail along with the diagnostic codes. Now uses patients' middle initial.
Claim List by Rendering Provider - Advanced 7 Only - Claim grouped and subtotaled by rendering provider.
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Statements
Statement w No Return Address - Advanced 7 Only - Standard statement with no return address.
Statement w Balance Forward - Advanced 7 Only - Asks for a balance forward date and will total all the previous balances as a single line item.
Statement - Advanced 7 Only - If the insured name (box 4) has SR or JR after the last name, the name will be formatted correctly. If a contract adjustment type payment uses a reason code, the description will print on the statement.
Statement with Payment Notes - Advanced 7 Only - Payment notes will print on the statement below the payment. MUST be running Advanced 7 Release 27 or higher.
Statement with Diag Codes - Advanced 7 Only - Statement report with a return slip. No diagnostic codes, no Tax ID, and no phone number.
Statement with Return Slip no Diags no Tax ID no Phone Number - Advanced 7 Only - Statement report with a return slip. No diagnostic codes, no Tax ID, and no phone number.
Statement for Payer Billing - Advanced 7 Only - Statement report with a return slip. Shows the Payer address on the left and the patient name on the right. Updated 3/20/2006 to allow a date range to be entered.
Statement with Return Slip no Diags no Tax ID - Advanced 7 Only - Statement report with a return slip. No diagnostic codes are shown. The Tax ID is not shown.
Statement for Self Pay Patients no Tax ID - Advanced 7 Only - Statement for Self Pay Patients without the Tax ID.
Statement with Return Slip no Diags - Advanced 7 Only - Statement report with a return slip. No diagnostic codes are shown. 'Bill To' field available (more info).
Monthly Statements - Advanced 7 Only - Monthly statements will print even if the patient has a zero balance and no matter what the Balance - Responsible Party is set to. The statement will print data from all claims 'not archived' and 'not paid'. The provider Tax ID is removed and the diagnostic codes are removed.
Statement for All Unpaid Claims - Advanced 7 Only - Statement report showing all service line data from claims not marked as paid.
Statement with Return Slip - Advanced 7 Only - Statement report with a return slip to cut off and return with payment. 'Bill To' field available (more info).
Statement using Date Range - Advanced 7 Only - Statement report that allows the use of dates ranges.
Statement w No Tax ID or Phone - Advanced 7 Only - Statement report without the providers tax ID and phone number listed. Updated to include the second address line for the return address.
Statement with Payment Reference 1 and 2 Fields - Advanced 7 Only - Statement that shows the reference 1 and reference 2 fields from the Payments/Adjustments window.
Statement with Return Slip no Diags with Pmt Ref 1 and 2 Fields - Advanced 7 Only - Statement that shows the reference 1 and reference 2 fields from the Payments/Adjustments window and contains a Payment Slip with no diagnostic codes.
Statement with Return Slip no Diags no Procedure with Pmt Ref 1 and 2 Fields - Advanced 7 Only - Statement that shows the reference 1 and reference 2 fields from the Payments/Adjustments window and contains a Payment Slip with no diagnostic codes and no procedure codes.
Statement with Return Slip no Diags no Procedure with Pmt Ref 1 and 2 Fields no Tax ID - Advanced 7 Only - Statement that shows the reference 1 and reference 2 fields from the Payments/Adjustments window and contains a Payment Slip with no diagnostic codes and no procedure codes and no Tax ID.
Statement for Self Pay Patients - Advanced 7 Only - Statement report without the insurance information. This statement ignores the responsible party setting and assumes all balances are the responsibility of the patient.
Statement for Self Pay Patients with Ref Fields 1 and 2 - Advanced 7 Only - Statement for Self Pay Patients with payment reference fields 1 and 2.
Statement w No Tax ID - Advanced 7 Only - Statement report without the providers tax ID listed. Updated to use the reason code description for contract adjustments. Updated to include the second address line for the return address.
Statement no Diags - Advanced 7 Only - Statement report without the diagnostic codes.
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Statements for Nelco Perforated Forms - Nelco's web site
Nelco Statements can include change of address and credit card payment details. See the Nelco web site for more information. Only use the statement forms that are marked 'Perf at 3 1/2" from top.'
Statement for Nelco Perforated Forms - Advanced 7 Only - 'Bill To' field available (more info).
Statement for Nelco Perforated Forms No Tax ID - Advanced 7 Only - 'Bill To' field available (more info).
Statement for Nelco Forms no Diags - Advanced 7 Only - 'Bill To' field available (more info).
Statement for Nelco Forms no Diags no Proc - Advanced 7 Only - 'Bill To' field available (more info).
Statement for Nelco Forms no Diags no Tax ID - Advanced 7 Only - 'Bill To' field available (more info).
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Patient Receipt Reports
Patient Receipt w Balance Forward - Advanced 7 Only - Asks for a balance forward date and will total all the previous balances as a single line item.
Patient Receipt no Diags - Advanced 7 Only - Same as the standard patient receipt but does not show the diagnostic codes. Includes Reference 1 and 2.
Patient Receipt no Diags no Tax ID - Advanced 7 Only - Same as the standard patient receipt but does not show the diagnostic codes nor the tax ID. Includes Reference 1 and 2.
Patient Receipt w Units - Advanced 7 Only - Same as the standard patient receipt but includes the units.
Patient Receipt - Advanced 7 Only - Moved the Tax ID down so it won't show in a windowed envelope. Also shows both reference fields for each payment item.
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Patient Visits Reports
Patient Visits - Advanced 7 Only - Added subtotals for the number of visits.
Patient Visits by Referring Provider - Advanced 7 Only - Shows the number of visits and the last time the patient was seen grouped by referring provider.
Patient Visits by Billing Provider - Advanced 7 Only - The standard patient visits report grouped by billing provider (Box 33).
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Patient List Reports
Patient ID List - Advanced 7 Only - Shows the patient name and the ID numbers including the patient account number, insured ID, insured group, other ID, other group, and SSN.
Patient Address List - Advanced 7 Only - Shows the patient name, address, phone number, and gender.
Patients Last Seen Between X and Y Dates - Advanced 7 Only - Patient list showing patients last seen during a date range. When you click the Print or Preview button, the program will prompt you for the start and end dates.
Patient List by Payer - Advanced 7 Only - Standard Patient List but grouped by Payer Name instead of Patient Group.
Patient List - Advanced 7 Only - Added the patient gender and date of birth. Increased the width of the Insured's ID Number field to account for longer ID numbers. Fixed the Patient Count field to be correct if any of the patients have no claims.
Patient List Detail - Advanced 7 Only - Shows the patient address and payer information. Updated 2/8/05 to fix multiple records printing if selecting report criteria.
Patients Not Seen for X Number of Months - Advanced 7 Only - Shows a list of patients not seen within the last X months. The patient must have at least one service line so the report can calculate the last visit. If a patient does not have any service lines entered, they will not appear on the list.
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Authorization Reports
Authorizations - Advanced 7 Only - Fixes the issue of a blank report when running from the Authorization Library screen.
Authorizations by Expiration - Advanced 7 Only - Added a user defined value to only show authorizations that are due to expire within a certain number of user defined days. Also sorts by Authorization End Date then by Patient.
Authorizations - Current Only - Advanced 7 Only - Shows the current authorizations only.
Authorizations - Current by Payer - Advanced 7 Only - Shows the current authorizations grouped by payer.
Authorizations - Expired or Over Units - Advanced 7 Only - Shows the authorizations that have expired or are over the allowable units.
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Payment Reports
Payments by Reference by Rendering Provider - Advanced 7 Only - Payments by Reference report grouped and subtotaled by rendering provider.
Payments by Date by Billing Provider - Advanced 7 Only - Payments by Date report grouped and subtotaled by billing provider.
Patient Payments by Date - Advanced 7 Only - Shows patient payments only includes the ref 1 and 2 fields plus the reason code and payment notes.
Payments and Adjustments by Reason Code - Advanced 7 Only - Shows payments and adjustments by reason code. Prompts you for a reason code to filter by.
Services without Insurance Payment - Advanced 7 Only - Basic 5 report converted to Advanced 7
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Other Reports
Transaction Totals by Patient - Advanced 7 Only - Shows patient charge totals for payment totals broken down by payment/adjustment type.
Transaction List - Advanced 7 Only - Shows a list of transactions (charges and payments) grouped by patient.
Daily Summary - Advanced 7 Only
Followups for the Month - Advanced 7 Only - Shows the follow-ups for a certain month. The program will ask which month to print.
Mailing Labels - Insured - Advanced 7 Only - Mailing labels showing the Insured's name and address information. Uses standard single sheet mailing labels 3 across and 10 down.
Mailing Labels - Patient - Advanced 7 Only - Mailing labels showing the Patient's name and address information. Uses standard single sheet mailing labels 3 across and 10 down.
Mailing Labels - Physician - Advanced 7 Only - Mailing labels showing the Physician's name and address information. Uses standard single sheet mailing labels 3 across and 10 down.
Updated CMNs - Advanced 7 Only - Will print the NPI in the Supplier and Physician areas correctly. Enter the NPI number into the Physician Library into the NPI number field. The old CMNs will print data even if no facility is selected on the Charges screen.
Income Statement - Advanced 7 Only
Delivery Ticket - Advanced 7 Only - Delivery ticket to show items and descriptions of items on the claims regardless if a Facility or a Payer were selected for that patient's claims.
Contract Adjustments - Advanced 7 Only.- Same as the 'Other Adjustments' report but only shows contract adjustments. Grouped and subtotaled by Payer and Procedure code.
Referring Provider Patient Count - Advanced 7 Only - Shows the number of patients referred by each referring physician. Also shows the claim count. Double click the physician name to get the patient visit detail.
Insurance Follow-up Report - Advanced 7 Only - Includes insurance information and insured's details for following up with unpaid claims. Updated 7/18/06 - Added the patient and insured date of birth.
Carrier Mailing Labels - Advanced 7 Only - Prints insurance company addresses on a sheet of labels. Uses the standard 3 across, 10 down label sheets.
Ohio MACSIS Submission Report - Advanced 6 or 7 - Submission report from Ohio EZClaim 2.3. Users that have upgraded to version 5.0 but still want to use the older submission report should download and install this report.
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Bill To Field - Advanced 7 Release 29 and higher has a 'Bill To' field on the Payers/Other Info > Misc Patient Info tab. If this field contains an address, the address will print on the statement instead of the patient or insured address.

Billing Reports

Insurance Reports

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New and Updated Reports for EZClaim Advanced

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