Medisoft Reports

Check out this giant list of Medisoft reports built 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.

Medisoft Collections Reports

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.

Medisoft Unapplied Deposit Report by Payor Name Filter

Medisoft Unapplied Deposit Report by Payor Name

Medisoft Marketing & Promotion Reports

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 Referring Provider Analysis Filter

Medisoft Referring Provider Analysis

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.

Primary Insurance Aging (Notes)

This report includes all information from the Primary Insurance Aging report, and includes the % total for each time frame total balance as well as any transaction notes enter in transaction entry.

Primary Insurance Aging (On or After)

This report includes all information on the Primary Insurance Aging report and also lists the patient policy number and the % total for each time frame balance total. This report also allows you to filter for any primary insurance aging balances incurred on or after a specific date.

Primary Insurance Aging Summary (Past Due to 180)

This report is a concise summary of aging by insurance company. It provides the insurance company name, the breakdown of the aging up to 180 days past due, the total balance for each insurance, and the totals for each aging category.

Aging Summary by Billing Code

This is a primary insurance aging report that allows you to filter by Biling Code; located in the Case, under the Account tab.

All Payor Aging (Currently Responsible)

This report provides a summary primary aging report that calculates balances based on responsibility. It includes both a line for insurance responsibilities and a line for patient responsibilities.

Date Accurate Patient Aging by Date of Service

This report provides detailed patient aging information ordered based on the date of service. The filter will default to any charges on or before today’s date. You can change this to see charges entered on or before a specific date.

Date Accurate Patient Aging by Statement Date

This report provides patient aging information organized based on the date the first statement was issued. The filter will automatically populate with today’s date, but can be changed to reflect charges/payments/adjustments on or before a specific date.

Patient Aging by Allowed Amount

This report provides patient aging information ordered by date of service based on the payors allowed amounts.

Patient Aging by Date of Service – Sorted by Account Balance

This report provides patient aging information based on the date of service. It is ordered by the account balance, in descending order. Aging categories include 0-30, 31-60, 61-90, and 91+ days past due.

Patient Aging by Date of Service (30 Days and Over)

 

This report provides patient aging information that falls into the 31-60 days past due from the date of service category. If any of these patients have older balances, the 61-90 days and 91 days and over past due categories will report those amounts.

Patient Aging by Date of Service (60 Days and Over)

This report shows patient aging information that falls into the 61 days past due category from the date of service. If these patients also have an older balance, the 91 days and over past due column will report the amount due.

Patient Aging by Date of Service (90 Days and Over)

This report provides patient aging information for the category of 91 days or more past due from the date of service.

Patient Aging by Date of Service (Extended 180+)

This report provides patient aging information from the date of service and also includes more aging categories. Additional categories are 91-120, 121-150, 151-180, and 181+ days past due.

Patient Aging by Statement Date (Extended 180+)

This report shows patient aging information from the statement date. Extended aging categories are included with 91-120, 121-150, 151-180, and 181+ days past due.

Patient Insurance Aging Detail (Extended 180+)

This report shows primary insurance aging information with extended aging categories of 91-120, 121-150, 151-180, and 180+ days past due. This report is ordered by insurance company and allows you to filter the report for one insurance company or a group of insurance companies.

Patient Remainder Aging (Extended 180+)

This report provides patient remainder balance aging information with additional aging cateogies. Extended aging includes 91-120, 121-150, 151-180, and 181+ days past due.

Patient Remainder Aging Detail – Sort by Acct Balance (v12+)

This report provides patient remainder balance aging information sorted by the largest patient remainder balance. The patients are listed in order of descending balance amount.

Primary Insurance Aging Detail (Extended 180+)

This report provides primary insurance aging information with extended aging categories of 91-120, 121-150, 151-180, and 181+ days past due.

Primary Insurance Aging Summary (Extended 180+)

This report provides a summary of primary insurance aging information organized by insurance company. This also includes extended aging categories of 91-120, 121-150, 151-180, and 180+ days past due. This is helpful to compare the aging between insurance companies.

Primary Insurance Class Aging

This report provides primary insurance aging organized by insurance class. This also gives you the option to filter the report for a specific insurance class, or a group of insurance classes.

Procedure Code Aging (Extended 150+)

This report shows summary aging information organized by procedure code. It also includes extended aging categories of 91-120, 121-150, and 150+ days past due. This is a good report to show which procedures are taking longer to get paid.

Custom 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.

Custom Primary Insurance Aging (on or after)

This report includes all information on the Primary Insurance Aging report and also lists the patient policy number and the % total for each time frame balance total. This report also allows you to filter for any primary insurance aging balances incurred on or after a specific date.

Custom Primary Insurance Aging Detail (aged by DOS)

The Primary Insurance Aging Detail (aged by DOS) includes primary insurance aging information with the patient’s policy number and the % total for each aging category. It is organized by primary insurance company and allows more filtering options including filter by code, billing date, attending provider, date from (or or before), date from (range), or chart number.

Custom Primary Insurance Aging Detail (Extended (180+) DOB, SSN

The Primary Insurance Aging Detail Extended (180+) DOB, SSN report includes detailed primary insurance aging with extended time categories up to 181+ days past due. This also shows the patient’s insurance policy number, date of birth, social security number, and % total for each aging category.

Custom Primary Insurance Aging Detail (Extended 180+) Date of Service

The Primary Insurance Aging Detail (Extended 180+) Date of Service report includes primary insurance aging detail with additional columns for 121-150 days past due, 151-180 days past due, and 181+ days past due. This report also shows the patient policy number and the % totals for each aging category.

Custom Primary Insurance Aging Detail (Extended 180+) DOB Date Range

The Primary Insurance Aging Detail (Extended 180+) DOB Date Range report includes detailed primary insurance aging with additional past due categories up to 180+ days past due. This report also includes the patient’s policy number, date of birth, and % totals for aging categories. It also allows for further filtering by offer an option to filter by inital billing date range.

Custom Primary Insurance Aging Detail (Extended 180+) DOB PC

** Report does not show aging, only totals **

Custom Primary Insurance Aging Detail (Extended 180+) DOS

The Primary Insurance Aging Detail (Extended 180+) DOS report provides detailed primary insurance aging information with extra date ranges up to 181+ days past due. It also includes the patient’s policy number, the % totals for each aging category, and the ability to filter by date of service within a specific time range.

Custom Primary Insurance Aging Detail (Extended 180+) MW

The Primary Insurance Aging Detail (Extedned 180+) MW report gives detailed primary insurance aging information with the patient’s policy number and % total of each aging category. This report has filters for date created and date from that default to today’s date, but these can be edited to search for different ranges.

Custom Primary Insurance Aging DOB

The Primary Insurance Aging DOB report includes primary insurance aging information with the patient’s insurance policy number, date of birth, and social security number. The end of the report also states the % total for each aging category.

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