Location Summary

The Location Summary report shows an overview of financials for each location in real-time. With this report, charge details are pulled by date of service, and payments and adjustments are by posting date.

  1. Navigate to the Reports menu and select Location Summary.
  2. Enter your search criteria and click Search.
    1. The Company defaults to the company you’re currently logged into. Use the drop-down menu to select a different company, if applicable.
    2.  The Practice and Location both default to All Practices. Narrow your search results by selecting a Practice and/or Location. Otherwise, you can leave these fields set to all.
    3. You must select a Start and End Date for the Date Range.
  3. The search results display below showing visits and financials by location.
    1. Place of service: Outputs the place of service code & description.
    2. Visits: Outputs the sum of visits associated with the dates of service.
    3. New Patients: Outputs the total number of new patients per location. New patients are based on the date of Initial Evaluation.
    4. Charges: Outputs the total amount billed for dates of service within the parameters (units x chargemaster rates).
    5. Payments: Outputs the total amount of deposits with a deposit date within the parameters associated with each place of service.
    6. Adjustments: Outputs the total amount of adjustments with a deposit date within the parameters associated with each place of service.
    7. Referring Physician: Click on a Referring Physician to view a list of Referring Physicians by Location.
    8. Provider: Click on a Provider to view a breakdown of Providers by Location.
    9. Treating Provider: Click on a Treating Provider to view a breakdown of treating providers by location.
    10. Payments/Adjustments: Click on Payments/Adjustments to view a breakdown of payments and adjustments by location.
    11. Insurance Class: Click on Insurance Class to view a list of payments and adjustments by Insurance Class code.
    12. Aging By Location: Click on Aging By Location to view a list of patients along with their charges, payments, and adjustments.
    13. Daily: Drill down to Daily Activity Summary By Location by clicking on Daily.
    14. Timed/Untimed: Click on Timed/Untimed to open a list of treatment volume by payer, type of unit, and visit.
  4. There are multiple drill-down options that will lead you to various types of information within the report. For this example, let’s click on Referring Physician.
  5. A list of Referring Physicians by Location display along with their total charges. To drill down further, click on a Referring Physician to view a list of patients associated with that physician.
  6. Lastly, click on an Account Number to view the patient account.

Note: With this report, you have the ability to drill down, sort, and filter information to get to the key metrics that are important. To review how, click here.
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