Spinner

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