Billing Summary

Description

Use the Billing Summary page to view or print a report of all order choices completed within the specified range of dates. Order choices associated with a single sample ID appear on a single line of the report.

This report also includes billing-related information, such as insurance, ABN status, and CPT and ICD-10 codes. The report criteria allow you to show or restrict displayed results according to when the order was completed, the lab that performed the testing, the ordering location, the ordering provider, or the patient.

Depending on the level of rights assigned to your role, the system will limit the report to orders for your signed-in location, for the locations associated with your practice, or for all locations for all practices within the system.

Access

TaskCenter > Reports > Billing Summary
AdminCenter > Reports > Billing Summary

You must have the necessary rights at the practice level to access this report.

Technical Manual

Completion Date Section

The system will only search for order choices ordered within this date range. By default, the date range is set to include only the current date.

Start

Enter a start date. You can also select the calendar icon to select a date from the calendar view.

Select Now to enter the current date. Select Clear to clear the field.

End

Enter an end date. You can also select the calendar icon to select a date from the calendar view.

Select Now to enter the current date. Select Clear to clear the field.

Miscellaneous Section

Lab	Select the lab that performed the testing from the drop-down list. Select All to include order choices from all lab testing locations. The system will only search for order choices where the testing was performed at the selected lab.
Billing Host	Select the billing system where CPT codes were sent. The CPT rules set up for that host will be applied to the CPT codes shown in the report.
Ordering Practice	Select the practice associated with the ordering location from the search-as-you-type field. Default is All and includes orders from all practices. Select X to clear the field and set it back to All. Select the search icon to select the ordering practice on the Practice Search page. The system will only search for standing orders that were placed at ordering locations associated with the selected practice.
Ordering Location	Select the location where the order was placed from the search-as-you-type field. Default is All and includes order choices from all ordering locations. Select X to clear the field and set it back to All. Select the search icon to select the ordering location on the Location Search page. The system will only search for order choices that were ordered from the selected location.
Ordering Provider	Select the ordering provider from the search-as-you-type field. Default is All. Select X to clear the field and set it back to All. Select the search icon to select the ordering provider on the User Search page.
Patient	Select the patient from the search-as-you-type field. Default is All. Select X to clear the field and set it back to All. Select the search icon to select the patient on the Patient Search page.
Show order choices with an ABN	Select this checkbox to have the system show order choices with ABNs.
Limit to orders that are complete	Select this checkbox to have the system limit results based on orders that are marked as complete.
Show abbreviation instead of order choice name	Select this checkbox to have the system show the abbreviation instead of the order choice's name.
Show order choice totals	Select this checkbox to have the system show order choice totals.
Show Test Patients	Select this checkbox to have the system show patients that are test patients on the billing summary report when it is produced.
Search Historic Database	Your system supports two databases, the main, active database and a historic database where older order information is stored. Select the Search Historic Database checkbox to include older information from the historic database in the completion report.

Sorting Section

Available Sorting Options

Select options you want to be able to sort: Collection Date, Ordering Location, Insurance Company, Insurance Type, Lab, Ordering Practice, and Ordering Provider.

Double-click an option or use the arrow buttons to move the options to the Selected Sorting Options list.

Selected Sorting Options

Double-click an option or use the arrow buttons to move the options to the Available Sorting Options list.

Export Section

Once you have created a report, you may choose to export the data based on the delimiter chosen and save it to a file where you can open it with an external program (e.g., Notepad or Excel).

Export

Select this button to export the current report.

In order to export data, you must select a delimiter (default is blank), you must have already created a report (by selecting Refresh), and you must not have changed the filter since the last time the report was created. The system will prompt you to correct any of these problems, if necessary, when you export the report.

The system displays a dialog that allows you to save the file or cancel the export. By default, the system names the files "Billing_Report_," 2 digit year, 2 digit month, 2 digit day, 2 digit hour, 2 digit minute, 2 digit second, followed by the extension ".csv" for Double quotes and comma and Comma delimiters and ".txt" for Tab, Vertical bar, or Semicolon delimiters.

Note the following when using the export feature:

Some of the delimiter types aren't handled automatically by Excel. Once loaded, select the first column and choose Data > Text to Columns to properly format the data.
When exporting to the delimiter type of Comma, the commas are removed from the following fields so the data shows up in the proper columns: patient name, ordering provider, order choice, ICD-9, and CPT codes.
If you don't change the file name extension ".orchard-csv" to ".csv" when using the Double quotes and comma delimiter, it will not open appropriately in Excel, so the column headers will not align properly with the data (in some cases it puts everything off by one column).

Empty drop-down list

Select an option from this drop-down list of delimiters: Comma, Double quotes and comma, Semicolon, Tab, or Vertical bar.

The system uses the selected characters or spacing to separate each field of data when exporting the report.

Order Choices Section

Order Choices	Select an option from this drop-down list to restrict the report to the selected order choices: Exclude the following order choices or Include the following order choices.
Empty field	Select in this field below the drop-down list to search for and select an order choice. The selected order choice will appear in the table.
Table	The table displays the name of the order choice and the active status.

Profiles Section

Profiles	Select an option from this drop-down list to restrict the report by the selected profiles: Exclude the following profiles or Include the following profiles.
Empty field	Select in this field below the drop-down list to search for and select a profile. The selected order choice will appear in the table.
Table	The table displays the name of the profile and the active status.

Note

It is important to select the appropriate criteria to retrieve your desired order choices. Use of multiple criteria could limit the number of possible matches, where use of a single criterion could result in multiple matches and draw an Out of Memory error.

If either of these events occurs, reset your filters and select Refresh.

Max Results Limit

Enter a value in this field to set the maximum number of rows of information the system displays for the report. By default, the system displays up to 30,000 results.

If it reaches the maximum, the system displays a message that it cannot display the report; you may still perform an export.

Report Type

Report Type	Select an option from this drop-down list to specify the format of the billing summary report: HTML or PDF.

Buttons

Print

Select this button to open the standard print pop-ups. Change the print settings as desired, then select Print.

The system will print the report according to the settings you established in the print pop-ups (number of copies, printer destination, etc.).

Refresh

Select this button once you have the desired settings for the report criteria.

The system updates the Report section of the page. You can review, print, and/or export the report.

Report Section

Report

The report is subdivided according to your Group results by selection. Use the scroll bar on the right side of the page to view the details for all the order choices in the report.

To modify the report, adjust the report criteria and select Refresh.

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