Medisoft Reports

Medisoft comes with a host of reports built into the program and you can see a lot of them here on this page.

Check out this giant list of Medisoft reports built right into the program!

Medisoft comes with a host of reports built into the program and you can see a lot of them here on this page. If you need help finding the right report, or need help learning how to use any Medisoft report, we can help! Just give us a call.

Day Sheets

Patient Day Sheet

Lists each patient's name with all transactions and a summary of activities for the day.

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Patient Day Sheet

Lists each patient's name with all transactions and a summary of activities for the day.

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Patient Day Sheet

Lists each patient's name with all transactions and a summary of activities for the day.

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Analysis Reports

Aging Reports

Production Reports

Activity Reports

Collection Reports

Audit Reports

Aging Power Pack

Facility Financials

Focus on Managed Care

Focus on Financials

Focus on Marketing and Promotion

Plus Pack

Day Sheet Reports

Patient Day Sheet

Lists each patient's name with all transactions and a summary of activities for the day.

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Procedure Day Sheet

Breaks down by procedure code the activities of the day, summarizing patients treated for each procedure.

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Payment Day Sheet

Lists the payments made on the requested day and the charges to which those payments are applied.

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Analysis Reports

Billing/Payment Status Report

(Advanced and above)

Provides a thumbnail sketch of the current billing and payment status of each claim — what has been billed or not billed, what is delayed, carrier responsibility, or whether the claim is paid in full. An asterisk (*) next to an amount indicates that entity has paid all it will pay and any remaining balance moves to the next responsible payer.

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Insurance Payment Comparison

(Network Professional only)

Compares the payment records of all carriers in the practice, making it easy to benchmark payer performance side by side.

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Practice Analysis

Summarizes the activity of a specified period (e.g. a month), listing each procedure performed, the number of times it was performed, and the total dollar amount generated. Shows the average charge, includes any related costs, and calculates the net monetary effect on practice income.

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Insurance Analysis

(Advanced and above)

Summarizes all claims filed by category (Primary, Secondary, and Tertiary). Claim totals are shown for charges and insurance payments in both dollar amount and percentage.

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Referring Provider Report

Displays which patients were referred by other practices and the percentage each referral contributes to overall referred income. Includes the referring provider's UPIN. Blanking the Referring Provider range generates a report showing what percentage of the entire practice has been referred.

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Referral Source Report

(Advanced and above)

Compiles the patient list by referral source (other than provider) and shows how much revenue comes from each source, allowing the practice to identify profitable referral sources and limit unproductive ones.

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Unapplied Payment/Adjustment Report

(Advanced and above)

Shows any payment or adjustment that has an unapplied amount and indicates where that transaction can be found.

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Unapplied Deposit Report

(Advanced and above)

Shows all deposits that currently have an unapplied amount.

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Co-Payment Report

(Advanced and above)

Lists all patients who have co-payment transactions, showing the amount of the required co-payment, how much was applied, and what remains unapplied. Patients without co-payment transactions are excluded.

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Outstanding Co-Payment Report

(Advanced and above)

Lists all patients with outstanding co-payment transactions, showing the expected co-payment amount, the actual amount paid, and the amount still due. Patients with no outstanding co-payment transactions are excluded.

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Aging Reports

Patient Aging

Shows the aging of patient balances over time, listing the age of each unpaid transaction. Default aging is based on the number of days between transaction/claim creation and the report date. Columns break down amounts due at 30, 60, and 90+ days. Aging criteria and columns can be configured in Program Options. Includes all unapplied amounts in totals.

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Patient Remainder Aging

Advanced and Network Professional only

Shows patient balances excluding insurance charges. A charge does not appear on this report until all insurance responsibility has been marked complete.

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Patient Remainder Aging Detail

Advanced and Network Professional only

Lists each insurance company on the patient's account along with the date each insurance payment was marked complete.

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Insurance Aging and Summary

(Primary, Secondary, Tertiary)

Tracks the aging of claims filed with insurance carriers. The summary versions exclude patient-level detail and show only insurance-level summaries.

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Production Reports

Production by Provider, Procedure, and Insurance

Shows incoming revenue information for each provider, procedure, or insurance carrier respectively. The summary versions display a condensed view without the full line-item detail available in the standard versions.

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Activity Reports

Daily/Monthly Activity Report

(Network Professional only)

Shows financial activity based on the selected date range, displaying the total number and total amounts of charges, payments, and adjustments entered. Also details the net effect on the Accounts Receivable balance for the day or month.

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Activity Summary by Provider/Insurance and Procedure

(Network Professional only)

Breaks down financial activity by day or month, summarizing financial data entered for each provider/procedure or insurance carrier respectively.

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Collection Reports

Patient Collection Report

(Advanced and above)

Shows information based on statements marked Sent in Statement Management — what has not been paid, statement date, and related details. A variant (Patient Collection Report with Statement Notes) generates the report with statement notes included.

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Insurance Collection Reports

(Advanced and above)

Shows claim data at the selected insurance level (primary, secondary, or tertiary), including the outstanding amount and other claim details. Variants are available that include claim notes.

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Audit Reports

Audit Report Generator

Creates a Data Audit Report containing only the selected information. Tables available are governed by choices in the Audit tab of Program Options and whether a table has been edited. The user selects which tables, fields, users, and activities to include. Designed to help the practice track changes and optionally who made them. Note: some PHI will be included regardless of selections.

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Patient Account Ledger

Shows the account status of each patient. Charges are shown until a payment removes a specific paid procedure. Can include all patient accounts or a selected subset. Functions as a ledger card in a manual accounting program, showing all financial activity including the current balance and all unpaid procedures, with past activity marked to indicate paid transactions.

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Guarantor Quick Balance List

(Network Professional only)

Lists guarantor quick balances from the Quick Balance feature — specifically the guarantor remainder balances. Charges not yet paid by insurance are not reflected in this report.

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Data Audit Report

Creates a Data Audit Report containing a log of changes made within the system. Displays the date and time of each modification, the chart number affected, and a description of the action taken including what was changed and the values involved. Unlike the Audit Report Generator, this report does not track which user made the changes, only that a change occurred. Use this report to monitor data integrity and identify modifications to records.

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Aging Power Pack

Aging Summary by Billing Code

Prints a one-line aging summary for current, 30, 60, 90, and 120+ day aging amounts organized by patient billing category.

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Date-Accurate Patient Aging

Shows patient account aging by date of service or statement date, accurate as of any past end-of-period date. Useful for historical reconciliation.

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Patient Aging Sorted by Account Balance

Displays collection efforts arranged by patients with the highest account balances in descending order, helping prioritize follow-up.

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Facility Financials

Adjustments by Facility – Chart

Prints a pie chart showing the proportion of account adjustments entered for patients treated at each facility served by the practice.

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Charges by Facility – Chart

Prints a pie chart showing the proportion of charges entered for patients treated at each facility. (Note: the original text says 'payments' but this is a charges chart.)

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Daily Activity Summary by Facility

Shows a daily summary of charges, payments, and adjustments grouped by service facility.

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Patient Aging by Statement Date

Lists patient A/R aging by date of last statement.

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Patient Daysheet by Facility

Prints a patient daysheet grouped and totaled for each service facility.

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Payment Daysheet by Facility

Prints a payment daysheet grouped and totaled for each service facility.

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Payments by Facility – Chart

Prints a pie chart showing the proportion of payments entered for patients treated at each facility.

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Practice Analysis by Facility

Prints a practice analysis report grouped and totaled by service facility.

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Procedure Daysheet by Facility

Prints a procedure daysheet grouped and totaled for each service facility.

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Focus on Managed Care

Insurance Pay Analysis

Compares procedure charges, allowed amounts, payments, and average days to pay. Major grouping is by procedure with summary totals for each insurance carrier or plan.

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Procedure Payment Analysis by Carrier

Analyzes all procedures billed to an insurance carrier or plan, reporting capitated and fee-for-service charges, payments, and adjustments by carrier.

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Patient Census by Carrier

Shows the patient count impact of a plan. Includes a major grouping by insurance plan with a detailed listing of each patient member of that plan.

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Insurance Plan Profitability Analysis

Prints detailed information by carrier including billed procedures, payments, adjustments, patient payments, and net profit based on standard cost. Supports both fee-for-service and capitated plans.

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New Patients by Carrier Chart

Shows the plan membership of newly acquired patients in chart format.

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Charges by Insurance Type Chart

Analyzes the distribution of a practice's fee-for-service charges by insurance carrier type as a pie chart.

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New Patients by Month Chart

Prints a chart analyzing new patient count by month for a specific insurance company.

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Focus on Financials

Flash Report – Month to Date

A daily one-page all-in-one report. Prints daily totals of charges by type, payments by source, adjustments, and charts for daily charge and payment trends for the current month.

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Flash Report – Year to Date

A monthly all-in-one report. Prints monthly totals of charges by type, payments by source, adjustments, and charts for monthly charge and payment trends for the current year.

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Provider Charge Comparison Table

Shows a procedure charge comparison by provider with monthly and yearly totals.

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Daily Provider Activity Detail

Prints a daily financial report grouped by provider with detailed charge, payment, and adjustment listings by patient.

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Daily Provider Activity Summary

Prints a daily financial report grouped by provider with charge, payment, and adjustment summary totals by patient.

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Provider Financial Report

Creates a provider-specific listing of monthly charges, adjustments, payments, and withholds, including the monthly net change in accounts receivable.

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Charge Trend Chart

Prints a chart showing a practice's procedure charges over a specified time period.

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Payment Trend Chart

Prints a chart showing a practice's receipts (all types) over a specified time period.

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Adjustment Trend Chart

Prints a chart showing a practice's account adjustments (all types) over a specified time period.

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Combined Financial Trend Chart

Prints a chart combining charges, payments, and adjustment trends for any specified time period.

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Focus on Marketing and Promotion

Marketing Analysis – Referral Source

Summarizes new patients, existing patients, and total patient visits with resulting financial effect by month for each referral source. Versions for current and prior year periods.

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Marketing Analysis – Referring Provider

Summarizes new patients, existing patients, and total patient visits with resulting financial effect by month for each referring provider. Versions for current and prior year periods.

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New Patients by Marketing Campaign

Prints a pie chart comparing the effectiveness of each referral source in generating new patients.

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New Patients by Referring Provider

Prints a pie chart comparing the effectiveness of each referring provider in generating new patients.

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New Patient Contribution – Individual Marketing Campaign

Prints a chart of new patient revenue based on one marketing effort over time, such as a specific publication advertisement.

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New Patient Contribution – Individual Referring Provider

Analyzes new patient contribution over time for one referring provider.

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Patient List by Zip Code

Prints a list of patients organized by zip code.

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Patient List by Zip Code with Patient Totals

Shows total billing by patient in each zip code.

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Patient Labels by Zip Code and Provider

Prints mailing labels based on a specific zip code.

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Patient Attrition Report

Prints a list of patients that have not been seen for a defined period of time, helping the practice identify and reactivate inactive patients.

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Patient Attrition Labels

Prints mailing labels based on patient attrition data for outreach campaigns.

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Patient Birthday List

Lists patient birthdays for the current month or next month with demographic information for use in relationship-building activities.

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Patient Birthday Labels

Prints mailing labels based on the patient birthday list.

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Plus Pack

Attorney Summary

Prints a summary report with one page per patient, showing each charge with detailed payments and adjustments.

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Collection Detail by Procedure Code

Shows collection information by procedure code. Filter by a range of service dates and payment dates. Reports on charges made in one period and payments received in another.

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Collection Summary by Provider

Prints a provider grouping of charges and collections for charges from different time periods.

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Collection Summary by Procedure Code

Prints a summary of collections by procedure code. Filter by service date range and payment date range.

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Daily Appointment Count by Reason Code

Prints a listing of appointments organized by reason code.

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Daily Deposit Summary

Prints a listing of deposits entered by day and type.

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Immunization History

Prints a report of all procedures performed for a patient that fall within the immunization procedure code range. Prints one patient per page.

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Insurance Payments by Type

Shows a summary of payments within a date range by insurance carrier type.

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Insurance Payments by Type – Chart

Prints a pie chart of insurance payments by type.

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Overpaid Charges

Produces a list of overpaid charges with summary payments and adjustments by source.

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Patient Email Export

Exports patient email addresses for external use.

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Patient List by Outside Primary Care Provider

Creates a list of patients grouped by their outside primary care provider (PCP).

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Patients by Outside PCP – Chart

Prints a pie chart of outside primary care providers by patient count.

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Patient List by Primary Diagnosis

Creates a list of patients grouped by the primary diagnosis in their billing transactions.

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Patient Mailing Labels – Zip Sort

Prints mailing labels sorted by zip code.

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Patients by Zip Code – Chart

Prints a list of patients by zip code in pie chart format.

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Practice Analysis Grouped by Account Code

Prints a report of charges, payments, and adjustments in a practice's general ledger organized by account code.

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Procedure Code Reimbursement

Prints a listing of procedure code reimbursements from all sources.

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Procedure Code Units by Month

Prints a monthly table listing a full year's information on quantities of services performed.

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Procedures Billed Pie Chart

Prints an analysis of the number of procedures billed during a time period.

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Remainder Statement (with Aging)

Prints a plain-paper patient remainder statement that includes remainder balance aging.

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Remainder Statement (Insurance Pending)

Prints a plain-paper patient remainder statement with detailed charges pending insurance response. Note: does not integrate with CGM MEDISOFT statement management functions.

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Remainder Statement (Insurance Pending Day Summary)

Prints a plain-paper patient remainder statement with the balance currently due from the patient and other charges pending insurance. Note: does not integrate with CGM MEDISOFT statement management functions.

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Unapplied or Partially Applied Adjustments

Prints a report of account adjustments that have been entered but not fully applied.

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Unapplied or Partially Applied Payments

Helps with open-item accounting by confirming that payments have been completely applied.

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Unbilled Secondary/Tertiary Claims

Shows a list of secondary or tertiary claims for which a primary carrier response was received but that have not yet been billed.

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Appointment List with Remainder Balance

Lists standard appointments from Office Hours with the patient remainder balance shown alongside each appointment.

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Employer Statement

Prints a bill for situations where employers are paying for a patient's services.

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Guarantor Mailing Labels

Prints guarantor mailing labels on standard Avery 5160 (and compatible) address labels, including the patient for whom the guarantor is responsible.

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Patient Account Summary (with Drill Down)

Shows all payments and adjustments categorized by source that have been applied to a charge. Offers a click-to-display drill-down area to show payment and adjustment detail.

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Patient Account Summary

Shows all payments and adjustments categorized by source that have been applied to a charge (without drill-down capability).

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Patient List by Attorney

Prints a list of patients grouped by their associated attorney.

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Private Pay/Insurance Financial Comparison

Summarizes charges, payments, and adjustments by insurance category, including cash (no insurance assigned) cases.

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Private Pay/Insurance Patient Census Detail

Lists patients grouped by insurance category, with an additional section for cases with no insurance assigned.

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Private Pay/Insurance Patient Count

Prints a summary count of cases assigned to each insurance category, with an extra grouping for cases with no insurance.

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Zero Balance Open Cases

Shows a list of open cases where all charges have been paid or adjusted, helping identify cases that can be closed.

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Medisoft Marketing & Promotion Reports

Referring Provider Analysis

The Referring Provider Analysis report provides a list of your referring providers, their code, and the total payments received from their patients. This is a beneficial report to see where your patients are coming from, and which referring provider has helped you generate the most income.

Medisoft Aging Reports

Primary Insurance Aging

The Primary Insurance Aging is a report that provides aging information on primary insurance balances. This differs from the Primary Insurance Aging report in Medisoft by also reporting the patient’s insurance policy number.

Primary Insurance Aging (Billing Code)

This report includes information on the Primary Insurance Aging report and also includes the percentages of the aging total for each time frame.

Medisoft Collections Reports

Unapplied Deposit Report by Payor Name

The Unapplied Deposit Report by Payor Name report lists all deposits that have not been applied. This report provides the deposit date, the insurance code, payor name, payor type, amount of the payment, and the amount of the payment that is still unapplied.

Check out this giant list of Medisoft reports built right into the program!

Medisoft comes with a host of reports built into the program and you can see a lot of them here on this page.

If you need help finding the right report, or need help learning how to use any Medisoft report, we can help! Just give us a call.

AZCOMP can also build a customized Medisoft report for you and your practice. Our expert Medisoft technicians have worked with hundreds of clients to customize reports specific for their practice’s needs and requirements, saving them hours of time on repetitive work.