User Guide — Monthly Best Practice Tasks

athenaCollector

This page lists best practices that you should follow monthly. For an in-depth calendar view of all athenaOne financial best practice reports and tasks, review the Financial Best Practices Calendar on the Success Community.

 

On the Main Menu, click Reports. Under FINANCIALS, click Accounts Receivable Aging Wizard

 

The A/R Aging Wizard enables you to report on your practice's A/R. This report should be run at least once per month and plays an important role in month end reconciliation. Some practices may choose to run this monthly, others weekly or daily. This report allows you to answer questions such as, How much money do I have outstanding to BCBS?

 

 

 

On the Main Menu, click Settings > Research and Resolution. In the left menu, under Practice Links — Research & Resolution, click Activity Wizard

 

The Activity Wizard enables you to report on transactions posted to claims in athenaOne. This report should be run at least once per month and plays an important role in month end reconciliation. Some practices may choose to run this monthly, others weekly or daily. This report allows you to answer questions such as, What was the total amount of payments that I received last month?

 

 

 

On the Main Menu, click Calendar. Under COMMUNICATIONS, click athenaNetwork, and then click the performance reviews tab.

  • Clinician Performance Reviews are reports that analyze a provider's financial, productivity, and coding data, offering benchmarking insights.
  • Practice Performance Reviews are a set of reports that cover schedule utilization, charge entry, follow-up activity, and cash flow, and are reviewed by your athenahealth Customer Success Manager. These reports should be reviewed once per month.