Payment Plan Productivity and Monitoring Report

athenaCollector

You can use the Payment Plan Productivity and Monitoring report to see which patients have payment plans, the outstanding balance for each payment plan, how much the patient pays at the time of service, and more. This report provides insight into payment plan trends and the amount paid towards those plans over time.

 

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library. Click the Billing Operations tab. In the Standard Reports section of the tab, click run next to Payment Plan Productivity and Management Report.

 

 

 

To access reports on the Billing Operations tab of the Report Library, you must have the Report: Report Library: Billing Operations permission. This permission is included in the following roles:

  • Practice Superuser role
  • Report Reader role

Note: To activate the Payment Plan Productivity and Monitoring report, use the Activate Reports page.

 

 

  1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
  2. Click the Billing Operations tab.
  3. Click run next to Payment Plan Productivity and Monitoring Report in the Standard Reports section of the tab.
    The Run Report: Payment Plan Productivity and Monitoring Report page appears.
  4. Payment Plan Created Date — Enter the start and end dates for the payment plans that you want to include in the report, or select a date range from the menu.
    Note: To include all payment plans in the report, select the Show All option.
  5. Created By — To display payment plans created by specific users only, click Selected and then select the users from the list.
  6. Billing Method — Select the type of payment used to bill the patient (Paper Statement, Credit Card, or Both).
  7. Provider Group — To display payment plans created for specific provider groups only, click Selected and then select the provider groups from the list.
  8. Report Format — Select the format for your report results.
    1. HTML table — Display the report results on your screen.
    2. Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
    3. Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
  9. Report Options — Select report options.
    1. Suppress Column Headings — Select this option to remove column headings from the report results.
    2. Suppress Report Name — Select this option to remove the report name from the report results.
    3. Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
    4. Run Offline (will appear in your Reports Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
  10. Click Run Report.

 

Run Report: Payment Plan Productivity and Monitoring
Payment Plan Created Date

Enter the start and end dates for the payment plans that you want to include in the report, or select a date range from the menu.

Note: To include all payment plans in the report, select the Show All option.
Created By

To display payment plans created by specific users only, click Selected and then select the users from the list.
Billing Method

Select the type of payment used to bill the patient (Paper Statement, Credit Card, or Both).
Provider Group

To display payment plans created for specific provider groups only, click Selected and then select the provider groups from the list.
Report Format

Select the format for your report results.

  • HTML table — Display the report results on your screen.
  • Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
  • Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
Report Options

Select other options for your report results.

  • Suppress Column Headings — Select this option to remove column headings from the report results.
  • Suppress Report Name — Select this option to remove the report name from the report results.
  • Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
  • Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
Column headings
Provider Group Set of providers, often in the same specialty, who work at the same location and share all financial information.
Patient ID Unique identifying number of the patient.
Patient First Name First name of the patient.
Patient Last Name Last name of the patient.
Date Created Date that the payment plan was created.
Original Target Balance Original balance set to be paid using the payment plan.
Current Target Balance Current balance to be paid using the payment plan (includes any additional balances added since the payment plan was created).
Amount per Statement Per-payment amount set on the payment plan.
Percent Original Target Balance Due Percentage of the original payment plan balance that has been paid.
Percent Current Target Balance Due Percentage of the current payment plan balance that has been paid.
Date of First Payment Date that the first payment was made on the payment plan.
Amount of First Payment Amount in dollars that was paid initially toward the payment plan.
Remaining Payments Number of future payments to be paid toward the payment plan balance.
Date of Last Payment Date of the most recent payment made on the payment plan.
Amount of Last Payment Amount of the last payment made on the payment plan.
Number of Missed Payments Number of payments that have been missed on the payment plan (also visible on patient's Quickview).
Plan Outstanding Remaining balance on the payment plan.
Account less Plan Outstanding Patient account balance not included in a payment plan.
Account Outstanding Remaining balance on the patient account.
Percentage of Account Outstanding Due Percentage of the patient account remaining to be paid.
Created By User who created the payment plan.
Payment Method Type of payment set up on this payment plan: Paper Statement, Credit Card, or Both.

 

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