Now, after saving a drafted document (withattached encounters) in Claim Document window, users will now be able to generate and download three different reports related to claim document information. These three reports are the following :
Claim Document Report (available in the View Report option).
Claim Document Encounters List (available in the Export option).
Claim Document Items Detail (available in the Detailed Report option).
These options will be available in the context menu, only after saving the drafted Claim Document :
See more details about the added reports.
Claim Document Report
The first option (View Report) is a PDF that can be downloaded and printed and it will display the following information :
Insurance information (Hospital and Insurance company information).
List of the encounters attached to the claim document (with totals and status).
To get this report, click on context menu and select View Report :
And confirm :
The Claim Document PDF for this document will be downloaded and it will look as in the example, where in addition to the list of encounters and the insurance information, you will be able to see the claim totals at the end of the page.
Claim Document Encounters List
The second option (Export) will export the list of the attached encounters and the details of every column. This report can be downloaded in PDF, XLS, PNG or CSV formats.
To get the Claim Document Encounters List report, click on context menu and select Export :
Now select the format parameters and confirm (printer icon) :
This report will include the encounter information of the attached encounters (encounter, date, customer, patient name, status, subtotal, discount, tax, payer share, patient share, Nphies date and Status) :
Claim Document Items Detail
The last of these threee reports will include all of the claim items (charges) of every encounter attached with their corresponding totals and status.
To get this report, click on context menu and select Detailed Report :
Now select the download parameters to apply (it can be in any of the PDF, XLS, CSV or PNG formats ) :
The report will look as in the example (click on image to view the full report example) :
The items information can also be viewed (by encounter) also in the Items details button of every encounter's context menu :
With these three reports, we are now making sure to communicate all of the most important details of every claim document.
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: December 11, 2023.