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Episodic Revenue Recognition report – Define tab

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Path: Reports>Episodic>Revenue Recognition

Use the Define tab to specify information you want to include in the report. This tab contains the following common options for the Episodic reports that you define as appropriate for your agency:

  • Date Range
  • Patient Class
  • Episode Status
  • Include/Show Scheduled Visits
  • Show Adjustments for Open Episodes
  • Exclude Patients with Pending Pay Source and Claims
  • Exclude Episodes without Billable, Verified Visits
  • Multiple Business Unit Consolidation
  • Include Report Definitions Page
  • Mode
  • Sort

Also, the Define tab contains the following options unique only to this report:

Field   Description

Exclude Patients with Suspended Claims

  

Select not to include patients with suspended claims. If the date basis for the report is the claim ageing date, then the suspended claims will not be shown because they do not have an ageing date.

Include Visit Revenue Entries

  

Select to activate detailed reporting based on services provided within the reporting period. If selected, the report shows usual & customary amounts per discipline and a number of visits per episode for each standard discipline and service.

Show

  

Use this section to define the report modes you want to generate:
 

Summary Page

View general information on the report. It is the first page of the report which represents the summarized data.
 

Summary and Detail

View detailed information on revenue. Only subsequent episodes with at least one billable visit are reported. The scheduled visits and adjustments for open episodes are displayed only if corresponding check boxes are selected on the Define tab. If the patients with pending pay source and episodes without billable and verified visits are not displayed, it means that you selected the corresponding check boxes on the Define tab. If you want to include such data in the report, clear these check boxes.
 

Summary and Detail with Drill-Down

View summary and detailed information, with the additional option to drill down on the individual patient. The subreport includes information on the discipline, date of service, service code and description, resource providing the service, and usual & customary amount. At the end of the Drill-Down page, information for Discipline Gross Total, Earned Revenue, and Contractual Allowance will be calculated.

Note: This radio button is available when the Include Visit Revenue Entries option is selected.
 

Accounting Summary Page

View information on all episodes and adjustments. If you select this check box, the Summary page is replaced by the generated Accounting Summary Report Part I and Accounting Summary Report Part II (Statistical Data) pages.