This section provides an overview of the billing reports available in OnTarget. OnTarget SAS equivalent reports are noted where applicable.
First, ensure that the user has access to the desired billing reports. This is controlled per role by going to Configure, Security, Configure Roles, Select Role, and Reports Tab. Select the check boxes under the "Can Run" column to enable the reports for a particular role.
Billing reports are accessed in OnTarget by going to Reports, Billing (drop-down).
Once a report has been selected, the appropriate filters should be set prior to running the report. Click on the plus sign to enter multiple items per filter. Click Run Report.
Please note that most reports in OnTarget require a 24 hour system sync from the time of entry of data to the time of reporting. Also, please note that cost center security rules are taken into account when running reports in OnTarget.
The following billing reports are available in OnTarget:
AR Aging: This report is a good report for working claim denials and shows a 30/60/90 day total with percentages for uncollected balances. It is important to understand that the ending date entered shows AR balances as of that specific date. This is often needed for accounting purposes.
OnTarget SAS equivalent: print aged trial balance (under the AR tab).
AR Aging by Denial Code (by Claim Date or Service Date): This report shows denials by code in 30 day increments. This report is good for seeing the total dollar amount per denial code and the grand total for denials per claim date (shown) or service date.
AR Aging by Payer (by Claim Date or Service date): This report shows denials by payer in 30 day increments. This report is good for seeing total denials by payer and grand total of denials per claim date (show) or service date.
AR Aging Summary: This report is good for finding where the highest outstanding dollar amounts are and how to prioritize re-bill work. This is typically used in conjunction with the other AR reports already shown.
OnTarget SAS equivalent: print aged trial balance w/ hide details option (under the AR tab).
AR Analysis: This report shows a graph of denial codes along with counts and percentages. This is a good report for getting a handle on problem areas with regards to denials. The report can also be filtered by specific denial code(s).
OnTarget SAS equivalent: AR Analysis Summary (adhoc report)
Billing Summary: This report shows billing amounts, payments, and balances per service (including collection rates).
Claims: This report shows billing numbers based on claim dates and/or service dates (broken down by service).
OnTarget SAS equivalent: Print Sales Report
Claims Grid: This report is useful for getting a full detailed listing of claims. It is especially good for dropping to Excel to manipulate and filter the data.
Claims Summary: This report is useful for getting a summary of the claims/sales totals per client.
OnTarget SAS equivalent: print sales report (hide details option)
Client Statement: The report is useful for issuing a statement to a client of services rendered along with payment history.
OnTarget SAS equivalent: print statements (under the AR tab)
Payment Summary: This report gives the payment information for each posted 835.
OnTarget SAS equivalent: print payments (under the AR tab)
Payments Grid: This report is useful for getting a full detailed listing of payments. It is especially good for dropping to Excel to manipulate and filter the data.
Revenue by Program: This report is useful for getting the total amount billed and paid by program and by service.
OnTarget SAS equivalent: revenue by program (adhoc)
Service Variance: This report returns the unit values entered at the authorization, if the date range used to run the report matches those values. For example, if monthly units are entered at the authorization, the report will return the monthly units. This can be helpful when trying to understand exceeded units messages and for managing utilization of units.
OnTarget SAS equivalent: print authorized services variance (available units option)
Service Variance-Utilization: This report shows authorized service(s) utilization. The start and end date of the service authorization(s) are shown along with the total authorized units, in process units, billed units, and units remaining.
OnTarget SAS equivalent: print authorized services variance (utilization option)
Unpaid Invoices: This report shows unpaid invoices. This report is useful for showing detailed information needed about claims to work the aging. (portion of unpaid invoices report shown below).
OnTarget SAS equivalent: unpaid invoices (adhoc)