The following is a list of billing and finance reports you can find in EMR-Bear.

Overview

• Production and Collection by month
• Can be filtered by: DOS>Month>Payor>Location>Code>Provider
• Unclaimed Billcases 30 days or older
• Unclaimed Billcases 60 days or older

Reports>Saved Reports>New Reports>Finance Reports

• Aging Report
• Billcase Transactions
• Billing Activity
• Claims Report
• Comprehensive Report
• Contract Analysis
• Copay Tracking
• EOB Amounts
• EOB Payments
• FFS Paid Report
• Payor Report
• Provider Billcase Billing Activity
• Provider Superbill Billing Activity Payors
• Active Payors
• Inactive Payors

Fees (Fee Schedules)

• Fee Schedules for Payors
• Fees expiring in the next 30 days
• Fees that expired in the past week

Auths (Authorizations)

• All Payors or select different payors
• Expired since selected by date
• Upcoming Appointments
• Only show the most recent authorization per policy
• Remaining Units
• Expiring in 1 week>2 weeks>3 weeks
• Include expired policies
• Include expired authorizations

Payments>Copays

• All
• Applied
• Unapplied
• Mass Assign
• Find Missing

Statements

• Statement Batches by date
• With a minimum balance of
• With the balance as of
• Include cases since
• Terms>due upon receipt>due within 15 days>due within 30 days>due within 45 days>due within 60 days>due within 90 days
• Provider

Money

• Payor Allocations
• Refunds

Insurance

• No Number
• Upcoming Appt.
• Expired Policy
• Expired Payors
• Expired Plans
• Primaries
• Secondaries
• Tertiaries
• Self Pay

Superbills

• Timely Filing
• Invalid
• Ready
• In Process
• By User
• Finder
• All
• New Superbill

Billcases-Can be filtered by:

• By Date
• Unclaimed
• Processed
• Marked for claim
• Pending Resubmission
• Unprocessed
• Processing
• Unsent Claim Batch
• Invalid
• Void
• All
• All payors or send by listed by insurance
• Send to Payor by First Payor>Second Payor>Third Payor
• All Programs or separated it by each program
• All Billers or send by a certain biller
• Client
• Procedure Code
• DE- check this box to show only denials
• WO- check this box to show only writeoffs
• Filter by- Recent First>Oldest First>Lowest Id>Highest Id>Lowest Balance>Highest Balance
• Balance Status can be filtered by- Unpaid>Paid>Adjusted>Zero Balance>Overpaid>All
• Claim Status can be filtered by- All>Rollup>Sent>Sent to First Payor>Sent to Second Payor>Sent to Third Payor>CH Reply (Clearing House)>Accepted>Rejected>EOB Received>No EOB Received
• All Payor types can be filtered by- other>Medicare>Medicaid>Tricare>Champva>group health>feca
• All Locations can be filtered by the different locations of the company
• All Providers can be filtered by your different providers by name
• Can be filtered by billcase ID
• Can be filtered by external ID
• Tr-check this box to show expanded transactions in the view

Batch>Bulk Adjust Rate>Bulk Payor Change-Can be filtered by:

• By Date
• Unclaimed
• Processed
• Marked for claim
• Pending Resubmission
• Unprocessed
• Processing
• Unsent Claim Batch
• Invalid
• Void
• All
• All payors or send by listed by insurance
• Send to Payor by First Payor>Second Payor>Third Payor
• All Programs or separated it by each program
• All Billers or send by a certain biller
• Client
• Procedure Code
• DE- check this box to show only denials
• WO- check this box to show only writeoffs
• Filter by- Recent First>Oldest First>Lowest Id>Highest Id>Lowest Balance>Highest Balance
• Balance Status can be filtered by- Unpaid>Paid>Adjusted>Zero Balance>Overpaid>All
• Claim Status can be filtered by- All>Rollup>Sent>Sent to First Payor>Sent to Second Payor>Sent to Third Payor>CH Reply (Clearing House)>Accepted>Rejected>EOB Received>No EOB Received
• All Payor types can be filtered by- other>Medicare>Medicaid>Tricare>Champva>group health>feca
• All Locations can be filtered by the different locations of the company
• All Providers can be filtered by your different providers by name
• Can be filtered by billcase ID
• Can be filtered by external ID
• Tr-check this box to show expanded transactions in the view
• Filter by CPT or Modifiers

Claims- Can be filtered by:

• Without response
• Valid
• Errors
• Rejected
• Completely Rejected
• Accepted
• Completely Accepted
• Transmit Error
• By dates
• All payors
• All Batch Groups
• All Clearing House
• All Process Method
• Batch ID
• Billcase ID
• Claim ID
• Payor’s Claim ID
• Client ID

EOBs>Enter a Manual EOB>Upload an 835>Download from Clearing House-Can be filtered by:

• Payments
• Deductible
• Adjustments
• Denials
• Client Responsibility
• Copay
• Reductions
• Unapplicable
• Dates
• Unprocessed>Needs Review>Completed>Auto processing>Auto processing failed>In Manual process>With remaining balance>Over Applied>Duplicates>All
• With & without 835>with 835 file>without 835 file
• All Payors or select a certain Payor
• EOB ID

CHM (Clearing House Messages)- can be filtered by:

• Date
• Clearing House
• Payor
• Upload 277/999

In Clients’ Individual File

• Insurance tab to enter all insurances that a client may have
• Account tab has Statements>Payments>Copays>Superbills>Billcases