juggernautsei wrote on Wednesday, June 12, 2013:
I have a question about this report. We are trying to use this report as before but when we place a date in the service date field and the in the to date. It returns no data.
When we place just a date in the To date: it returns a report but we don’t know for what time period. Does anyone what the data range is set to?
Or in the collections report what is the service date denote?
Regards,
fsgl wrote on Wednesday, June 12, 2013:
Hi Sherwin,
I just ran the Collection report from the first of March to the first of April, using Open from the drop down. The result was a list of patients for which there is no outstanding balance.
Our old practice management software had a Collection report for personal balances more than 90 days old. These patients would get a DB letter (delinquent balance if one is nice; if not, then it is deadbeat) and if still no response, the accounts would be turned over to collection.
In OpenEMR I have run both an Open Item Listing report and Delinquency report, for outstanding insurance and patient balances from the EOB module. This seems to be a cleaner way to get the info.
What is your purpose for running the Collection report?
juggernautsei wrote on Thursday, June 13, 2013:
The purpose of running the collections report is to get the amount paid by the insurance companies to the practice.
The practice is trying to send information to the accountant. They want to send the total amounts paid to the practice each month and show each insurance company separately. What is the best way to do that?
yehster wrote on Thursday, June 13, 2013:
SELECT sum(pay_total), payer_id from ar_session group by payer_id;
fsgl wrote on Thursday, June 13, 2013:
The Collections report is a bit of a misnomer. It functions as a Paid Transactions report for older dates of service and an Open Item Listing for accounts with outstanding balances.
A more tailored report is the Payment Method report. Have your client consider running it (Reports->Financial->Pmt Method (Receipts Summary)). Check the Details box, use Payment Date and set the time range for the beginning and the end of the month. Payments will be arranged by personal payments and specific insurance payments with patients names and subtotals for each group.