New and Updated Reports for EZClaim Basic
Below is a list of downloadable report updates that have been
developed based upon customer requests.
Report Categories:
 |
Vista or Windows 7 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 - Updated 12/7/2005 - Updated AR report that
calculates the Group totals correct, previous reports showed the
grand total instead of the group total.
AR
Details w Date Range - Updated 5/7/04 - This is the AR Report
showing service line detail. File Name: ARDetailReport.exe
AR
Report by Carrier - Updated 10/3/03 - Fixed the Aging totals. File Name:
ARReportByCarrier.exe
AR
w Date Range wo Notes - Updated 4/3/03 - This is the AR Report with Date
Range minus the patient and claim notes. File Name: ARDateRangeNoNotes.exe
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Statements
Statement
w Tax ID - Shows the Physician's Tax ID (the same number that is
shown in Box 25 on the 1500 form).
Statement
by Date - Created 3/2/05 - Statement that uses a date range.
Does not matter if the claim has been paid or not.
Statement
w No Return Address - Created 9/13/05 - Statement that does not
have a return address.
Income
Statement by Carrier - Updated 2/10/05 - Income Statement
grouped by
the Carrier.
Statement with Message - Updated 5/7/04 -
Standard statement that allows you to enter a message to print at
the bottom of each statement. File Name: StatementMessage.exe
Statement
w Patient Notes - Updated 3/28/05 - Removes the aging
information from the standard statement. Prints the
Insured's info if the relationship to insured is not 'self'. File Name: StatementPatientNotes.exe
Statement
w Totals - Updated 5/7/03 - Prints a statement with payment
totals. File Name: StatementwTotals.exe
Statement
w Facility Notes Aging and Diag - Updated 4/17/03 - Uses the
Facility as the return address. File Name: StatementwFacilityNotesAgingandDiag.exe
Statement
w Notes and Diag - Updated 4/7/03 - Removed page break between claims.
Statements with claims listed together for each patient. File Name: StatementWNotesAndDiag.exe
Statement
w Notes Aging and Diag - Updated 4/7/03 - Removed page break between claims.
Aging Statements with claims listed together for each patient. File Name:
StatementWNotesAgingAndDiag.exe
Statement w Insured Info -
The
standard statement report but shows the Insured's address information in the
mailing address instead of the Patient's address. The payment columns are
ordered: Charges - Ins Pay - Adjustment - Co-Pay - Running Balance. File Name: StatementwInsuredInfo.exe
Statement
Summary w Aging - Modified statement report that summarizes the
charges and payments. File Name: StatementSummary.exe
Statement w Aging and Diag
- This modified statement will only show line items that have
insurance or adjustment payment activity. File Name:
ActivityStatement.exe
Statement w
Payment Reference - This modified statement will show co-pay and insurance
payment date and reference fields. File Name: StatementwithPaymentReference.exe
Statement w Aging
- This modified statement will only show line items that have
insurance or adjustment payment activity. File Name:
StatementAging.exe
Statement w Aging
- Updated 10/9/03 - This update moves down the Doctor's name and
address. File Name: StatementwAging.exe
Statement
w Aging - Updated 4/2/04 - Statement with aging information that prints the
Insured's address information if the Patient Relationship is not marked as
'Self'. File Name:
StatementwAgingInsured.exe
Statement
- Workmens Comp - Updated 8/13/03 - Changed Treating Doctor to Treating Provider.
Statement report used for reporting Workmen's Comp
procedures. The report uses a date range to define the
services shown on the report. File
Name: WorkmensComp.exe
Statement
- Workmens Comp w Patient Notes - Updated 8/13/03 -
Changed Treating Doctor to Treating Provider. Statement report used for reporting Workmen's Comp
procedures including patient notes. The report uses a date range to define the
services shown on the report. File
Name: WorkmensCompwPatientNotes.exe
Updated Statements -
Updated 5/26/03 - These
new statements replace all the current EZClaim 5.0 statement reports. The
updated statements show the Patient Account Number entered on the
Physician/Diagnostic screen on the top right corner of the statement. These
new statements will also fit the standard double window display
envelopes and have a left and right margin of .5 inch. File
Name: StatementReports.exe
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Claim Lists
Unpaid
Claim List Detail - Updated 9/12/05 - Fixes the sort of the
service dates.
Claim
List - Updated 12/5/07 - Added a claim count. File
Name: ClaimList.exe
Claim
List Detail by Carrier - Created 8/26/03 - Shows service line details
grouped by carrier. Shows the patient and insurance payments with payment
dates. Subtotaled by claim and carrier. File
Name: ClaimListDetailbyCarrier.exe
Billed
Claims - Created 8/25/03 - Shows a list of claims subtotaled by
Bill Date and Patient Group. Shows patient name, 1st claim
date, printed and exported dates, total charges and amount paid. File
Name: BilledClaims.exe
Unbilled
Claims - Updated 2/7/03 - This report shows a list of
patient claims that have not been printed or exported and is subtotaled by
patient group. File Name: UnbilledClaims.exe
Monthly
Billing with Site Code - Updated 1/28/03 - This is for
Ohio MACSIS users in Hamilton county only. The report uses the Site Code
as the group value. File Name: MonthlyBillingSite.exe
Monthly
Billing - Updated 8/18/03 - Modifed Monthly Billing
report for Ohio MACSIS users. Removes the extra currency columns and adds
the modifier to the CPT grouping and totals. File Name:
MonthlyBilling.exe
Claim
List by Carrier - Updated 10/7/03 - Fixed the subtotals and grand
totals. Report shows the Printed Date instead of
the word 'Printed.' Added Exported Date and Billed Date columns. File Name: ClaimListCarrier.exe
Claim
List Detail - Updated 1/27/03 - Included the break-down of charges
to include Co-Pay, Insurance, and Adjustments. Updated report fixes formula error. File
Name: ClaimListDetail.exe
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Patient and Visit Lists
Patient
Unit Count - Updated 5/26/04 - Corrected the Unit field to allow
for a number larger then 3 digits. File
Name:
PatientUnitCount.exe
Patient
Visits by Carrier - Updated 1/24/05 - Patient list grouped by
the Carrier. File Name:
PatientVisitsbyCarrier.exe
Patient
Visits by Primary Payer - Updated 3/19/04 - Sorts by Primary Payer. File Name:
PatientVisitsbyPrimaryPayer.exe
Patient
Visits by Procedure - Updated 9/24/03 - Moved the report criteria to the
page header so it repeats on each page. File Name:
PatientVisitsByProcedure.exe
Patient
List by Group - Updated 5/13/03 - Added a column showing the most
recent date of service. File Name: PatientListByGroup.exe
Patient
and Claim Notes - Updated report shows all note fields in EZClaim.
Includes the Patient Notes, Payer Screen Notes, and Claim Notes. File Name:
PatientClaimNotes.exe
Patient
Detail w Visits - An updated report to prevent the
'Invalid file name' error when trying to view the report. Before
you download and isnstall this update, you should delete the current
'Patient Detail w Visit- 11100.rpt' file from your computer. Use
the Windows Find or Search feature to find and delete the file. File
Name: PatientDetail.exe
Patients
Not Seen For X Number of Months - Updated 5/7/04 - Uses the
patient, facility and group criteria. File Name:
PatientsNotSeenForXNumberofMonths.exe
Patient
List by Referring Phy - Patient list grouped by referring
physician. File Name: PatientListReferringPhy.exe
Patient
Visits - Updated 3/9/05 - Changed the Amount Paid column to show the new
split payment amounts. Added a patient count to the grand total. File Name: PatientVisits.exe
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Other Reports
Payments
by Reference - Updated 10/16/06 - Shows all the payments that
match the reference criteria entered.
Payments
by Date - Updated 12/7/06 - Widens the total fields to allow for
larger dollar amounts.
Payments
with No Payment Date - Created 1/12/06 - Shows all the payments
that do not have a payment date entered. Useful if trying to
track down a missing payment.
Payments
by Date Grouped by Month - Created 12/5/06 - Payments by date
but grouped by Month.
Patient
Birthday Mailing Labels - Updated 1/10/05 - Prints labels for
patient's having a birthday in a given month.
Patient
Mailing Labels - Updated 1/6/05 - Moves the print down about
1/10 of an inch to better position the address on the label.
Generic
CMN - Updated 9/17/04 - A generic Certificate of Medical
Necessity for DME equipment or supplies that do not have an
'official' CMN. File Name: GenericCMN.exe
Patient
Unit Count - Updated 5/26/04 - Corrected the Unit field to allow
for a number larger then 3 digits. File
Name: PatientUnitCount.exe
Code
Libraries - Updated 5/24/04 - Code library list showing the
code, description, and charge. File Name: CodeLibraries.exe
Procedure
Code Detail - Updated 4/19/05 - Summary of Procedure Codes. Shows the line
item detail. Report
summarizes charges and payments. File Name: ProcedureCodeDetail.exe
Procedure
Code Summary - Updated 4/13/04 - Summary of Procedure Codes. Report
summarizes charges and payments. File Name: ProcedureCodeSummary.exe
Duplicate
Dates of Service - Updated 4/1/04 - Report compares the From Date and the
Procedure code to determine if any service entries are duplicated. File Name:
DuplicateDatesOfService.exe
Claim
Notes - Updated 10/22/03 - Fixes issues when printing the report
from the Reports screen instead of the Claim Notes window. File
Name: ClaimNotes.exe
Submission
Report - Updated 8/19/04 - Adds the modifier and place of service field and increases the
submission date field to fit a 4 digit year date format. Changed
the sort order so the line items are shown in the order entered if
the service date is the same.
Payer
Library - Prints the Payer Library information. File Name:
PayerLibrary.exe
Insurance
Followup Report - Statement type report used to follow-up with
Insurance companies for payment. Uses the Insurance
information found on the Payers/Others screen. Includes
patient, insured, physician, insurance, service, charges, and
payment information. File Name: Followup.exe
Insurance Followup w Secondary
- This report shows both Primary and Secondary insurance information from the
Payer/Other screen. Shows all patient and claim notes along with date of
service detail. File Name: SecInsuranceFollowup.exe
Insurance Followup w
Carrier Info
- This report shows the insurance information from the
Carrier Area field on the Physician/Diagnostic screen. Shows all patient and claim notes along with date of
service detail. File Name: InsuranceFollowupwCarrierInfo.exe
Ohio
EZClaim Submission Report - Updated 9/23/03 - Submission report for Ohio
EZClaim 2.3. Groups and totals by the procedure code and the
modifier. File Name:
OhioSubmit.exe
Carrier Mailing Labels
- Updated 12/31/02 - Update report to prevent a record select error
during print or preview. File Name: CarrierMailingLabels.exe
Updated Payment Reports - Payment by Date and Payment by Reference
Reports are now available and are included in the EZClaim 5.0 Release
13. This download is available as an update to the full version of
5.0. Please return to the top of this page for more information.
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