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MBA & Resource Reports

In addition to the standard reports included with GE’s Centricity Practice Solution, Quatris Health offers the following value-added reports.

Click on any report for a sample. Full reports are also available for select items.

MBA Reports Package

Actual Allowed Variance by Units

The report provides two graphs to show this data. The first is a line graph showing total charges month-by-month along with a trend line to demonstrate if the totals are increasing or decreasing on average. The second is a bar graph showing a graphical comparison by department, financial class, treating facility or insurance group.

Annual Operations Analysis by Provider

This report provides month-by-month comparison of charges, payments and adjustments for one year. The report can be grouped by department, financial class, treating facility or insurance group. The report will be a separate page for each selected provider.

The report provides two graphs to show this data. The first is a line graph showing total charges month-by-month along with a trend line to demonstrate if the totals are increasing or decreasing on average. The second is a bar graph showing a graphical comparison by department, financial class, treating facility or insurance group.

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Annual Operations Analysis Total

This report provides month-by-month comparison of charges, payments and adjustments for one year. The report can be grouped by department, financial class, treating facility or insurance group. The report will print a total for all selected providers.

The report provides two graphs to show this data. The first is a line graph showing total charges month-by-month along with a trend line to demonstrate if the totals are increasing or decreasing on average. The second is a bar graph showing a graphical comparison by department, financial class, treating facility or insurance group.

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Comparative Monthly Activity and Revenue by Provider

This report allows the user to select two separate months and compare total procedures, total charges and total collections for the two separate months. The report is broken down by provider and department, and gives totals for each provider, plus a grand total for the report.

This report is useful for learning how a month’s financial activity compares to an earlier month’s financial activity.

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E&M Profile by Provider

This is an analytical report that examines E&M coding by provider. Enter the CPT codes that correspond to the new and established patient levels of E&M coding on the criteria screen.

The graphs displayed after the tabular listing provide an analysis of the distribution and trend of patient coding. The bar graphs show distributions of new and established E&M codes for treatment levels 1 through 5. Generally, the bar graphs should be normally distributed around level 3. The line graphs plot the historical treatment numbers of the new and established E&M codes. The black line drawn through the data is a trend line showing the trend of the historical data.

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E&M Profile Total

This report provides a month-by-month count of new patient and established patient E&M codes. The codes are separated by complexity levels, and subtotals are given for each month, along with a grand total for the report. The counts are totaled for all selected providers.

In addition to the actual counts, a “normalized” count is given for the total. This normalized count provides a weighted average of the actual procedure count based on Medicare’s standard E&M ratios. This allows a practice to compare their E&M breakdown to Medicare’s average E&M breakdowns.

The report will also show the actual counts and normalized counts as bar graphs.

Finally, the report shows line graphs, summarizing the total counts of new patient E&M codes, established patient E&M codes, and the total of both new and established codes. These graphs are shown with each month’s numbers, as well as a trend line to demonstrate if the totals are increasing or decreasing on average.

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Monthly Financial Summary by Provider

This report provides a month-by-month summary of beginning A/R, charges, payments, adjustments and ending A/R. It provides a count of total encounters for the month. It also shows average days in A/R, which is calculated by dividing the ending A/R by the average daily charges. The report prints a separate page for each selected provider.

The report produces line graphs illustrating total charges, adjustments, encounters, payments, and total A/R. Each graph shows actual month-by-month totals, along with a trend line to demonstrate if the totals are increasing or decreasing on average. The report also contains a bar graph showing the month-by-month change in A/R.

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Monthly Financial Summary Total

This report provides a monthly view of the charges, payments and adjustments for specified months. You can use it to examine charges and collections by doctor, facility or both on a monthly basis.

This report only lists a summary total for charges, payments and adjustments for the months you specify, along with the beginning and ending accounts receivable. To view more details on charges, payments and adjustments, see the Monthly Transaction Summary report.

This summary of transactions is useful as a quick balancing tool for the total monthly transactions. The “Payments” column represents net payments (including negative transactions). This report is designed to closely correspond to bank statement totals. Also, the outstanding accounts receivable on the Monthly Financial Summary report can be expected to balance to the Procedure Date Aging reports when both reports are generated by date of entry and for the same time period.

Note: This report will balance to the Monthly Transaction Summary if both reports are run by either the date of service or date of entry.

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Patient Notice (Hospital Charges) Letter

This report will print a letter for uninsured patients with recent hospital charges. It can be used to request updated insurance information, as well as offer a discount for early payment or set up a monthly payment plan.

Reimbursement Summary by DOS by Provider

This report shows total charges for the date range specified. It also shows patient payments, insurance payments, total payments, patient adjustments, insurance adjustments and total adjustments made to those charges. It shows what percentage of the total charge each category makes up. The report then shows you what percentage of the charges have been collected. The report will print a separate sheet for each selected provider.

This report is useful when trying to determine how much of a month’s charges remain uncollected. To illustrate that, the report also has graphs for each month, showing the ratio of charges, payments and collections.

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Reimbursement Summary by DOS Total

This report shows total charges for the date range specified. It also shows patient payments, insurance payments, total payments, patient adjustments, insurance adjustments and total adjustments made to those charges. It shows what percentage of the total charge each category makes up. The report then shows you what percentage of the charges have been collected. The report will print a total for all selected providers.

This report is useful when trying to determine how much of a month’s charges remain uncollected. To illustrate that, the report also has graphs for each month, showing the ratio of charges, payments and collections.

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User Activity Summary

This report displays a profile of user activity as that activity occurs throughout the day. Every activity performed by the user is recorded in the Activity Log. This report uses this activity recording to determine user activity. Each user’s individual usage profile is displayed against the whole organization’s usage profile.

This report is helpful in reviewing individual user performance. The report can help spot user bottlenecks by displaying high or low activity users.

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Resource Reports Package

Daily Balance by Resource

This report provides the same features as the Daily Balance report that comes packaged with Centricity, but allows the report to be run by and grouped by visit resources instead of visit doctors. This can be useful in financially analyzing all providers’ daily work, regardless if they are a doctor or a providing resource.

Note: For a resource on a visit to be selected instead of the visit doctor, the resource must be set up with a resource type of Doctor. If no valid resource is attached to the visit, the report will show the visit doctor instead.

Deposit Slip by Resource

This report provides the same features as the Deposit Slip report that comes packaged with Centricity, but allows the report to be run by and grouped by visit resources instead of visit doctors. This can be useful in checking the daily deposits for all providers, regardless if they are a doctor or a providing resource.

Note: For a resource on a visit to be selected instead of the visit doctor, the resource must be set up with a resource type of Doctor. If no valid resource is attached to the visit, the report will show the visit doctor instead.

Monthly Financial Summary by Resource

This report provides the same features as the Monthly Financial Summary report that comes packaged with Centricity, but allows the report to be run by and grouped by visit resources instead of visit doctors. This can be useful in analyzing all providers’ work on a month by month basis, regardless if they are a doctor or a providing resource.

Note: For a resource on a visit to be selected instead of the visit doctor, the resource must be set up with a resource type of Doctor. If no valid resource is attached to the visit, the report will show the visit doctor instead.

Monthly Production Analysis by Resource

This report provides the same features as the Monthly Production Analysis report that comes packaged with Centricity, but allows the report to be run by and grouped by visit resources instead of visit doctors. This can be useful in analyzing all providers’ charges for a given month, regardless if they are a doctor or a providing resource.

Note: For a resource on a visit to be selected instead of the visit doctor, the resource must be set up with a resource type of Doctor. If no valid resource is attached to the visit, the report will show the visit doctor instead.

Monthly Transaction Summary by Resource

This report provides the same features as the Monthly Transaction Summary report that comes packaged with Centricity, but allows the report to be run by and grouped by visit resources instead of visit doctors. This can be useful in analyzing all providers’ charges, payments and adjustments for a given month, regardless if they are a doctor or a providing resource.

Note: For a resource on a visit to be selected instead of the visit doctor, the resource must be set up with a resource type of Doctor. If no valid resource is attached to the visit, the report will show the visit doctor instead.