Reports

TRAKnet comes with a variety of reports, accessible under the Billing Dashboard > Reports screen. Of these reports, there are three varieties: Reports, Legacy Reports, and Queries.

Reports

The reports tab contains primarily billing reports. For samples and explanations of each report, please follow the below links for the report you are interested in:

Accounts Receivable
Activity
Appointments with Balances
Average Collections
Encounters Awaiting Payment
Patients by Diagnosis
Payments on Charges
Pending Claims
Treatments by Provider
Unsubmitted Encounters
User Activity

Legacy Reports

Legacy Reports are reports carried over from older versions of TRAKnet. While they do not have the full functionality of the Reports tab collection of Reports, they are capable of providing additional information on a variety of topics, briefly detailed below:

  • Daily Activity Summary — A breakdown per day of all charges entered, insurance payments, patient payments, provider payments and net charge. Can be sorted by date.
  • Deposit Record — An overall total of Cash and Check payments to be taken when depositing money for the day. Can be sorted by date and facility.
  • Encounters — A report that shows all encounters for a date range, displaying: encounter, date, patient information, charges rendered and diagnoses. Can be sorted by date, facility and provider.
  • General Ledger Summary — An overall practice ledger, similar to a Profit Loss. It contains Revenues, Assets, Liabilities and inventory. Can be sorted by date, provider and facility.
  • Insurance and Patient Payments — A breakdown of all payments taken in for a date range, separated by patient or insurance. Can be sorted by date.
  • Insurance Payment Summary — A summary of all insurance payments for a set date range, broken down my insurance company, date, payment type, check number and amount, with a total amount include. Can be sorted by date.
  • Insurance Payment Details — A detailed version of the above report. Shows all of the above information, but includes each charge it is posted to. Can be sorted by date.
  • Insurance Payments by Outside Insurance — A report to show any instance where the insurance that paid to a patient's balance was not the expected insurance. Can be sorted by date.
  • Insurance Payments by Patient Treatments — A report to show a breakdown by treatment of the number of insurance payments applied to each line. Can be sorted by date.
  • Patient Charges Summary - Aged by Responsibility Date — This report only includes charges that are patient responsible and still have a remaining balance. Shows a total, payments and balance for a certain month. Can be sorted by facility and provider.
  • Patient Charges Details - Aged by Responsibility Date — This report shows patient responsible items for patients by date, aging, patient name, code, service date, total, payments and balance. Can be sorted by facility and provider.
  • Patient Charges Summary - Aged by Service Date — Shows a total of all patient charges over the last year. Can be sorted by facility and provider.
  • Patient Charges Details - Aged by Service Date — Shows a detailed version of the above, showing each individual patient over the last year. Can be sorted by facility and provider.
  • Patient Charges Summary - by Service Date — A summary of total charges for a set date range. Can be sorted by facility or provider.
  • Patient Charges Details - by Service Date — A breakdown of all charges for a set date range, including service date, patient, aging, code, and total amounts.
  • Patient Credits - Charges — A list of patients who have a credit on their account. Patients in collections are bold. Has no filtering options.
  • Patient Credits - Payments — A list of any patient payments with an amount remaining, broken down by patient name. Can be sorted by date range.
  • Payment Receipts — A list of receipts for all payments taken in. Can be sorted by date range.
  • Payment Receipts by Facility — A list of all payments taken in grouped by facility. Can sort by date range.
  • Payment Receipts by Provider — A list of all payments taken in grouped by provider. Can sort by date range.
  • Payments by Insurance and Patients — A list of all patient and insurance payments. Can be sorted by date range, providers, or facilities.
  • Procedure by Insurance — Upon executing, will ask for a treatment code. This report then shows the number of times that code was billed to that insurance company, the average allowed, total billed, average billed and the insurance. Can be sorted by date range.
  • Provider Treatments Ledger — A breakdown of all treatments by provider. Can be sorted by date, facility, provider.
  • Provider Treatments Summary — A summary view of all charges entered per provider and their status. Can be sorted by date range and provider.
  • Referrals by Procedure — A breakdown of charges per referring provider for a set date range. Can be sorted by date, facility and provider.
  • Treatments Rendered Summary — A breakdown of all treatments rendered, displaying code, description, quantity, billed amount and average amount. Can be sorted by date range, facility and provider.

Queries

Queries are SQL query based reports that will pull specific information from the database. They can be exported to Excel spreadsheets as needed. There are a variety of reports located here. For a breakdown of all Queries, check the Queries Reports page.

Incentive/Government Programs

Under Reports at the top of the screen you will find a variety of reports for government incentive programs.

Meaningful Use Stage 1/Stage 2 Reports — Reports displaying your current progress with Meaningful Use. These reports have a summary - to show percentages and totals - and a detailed - to show patients/encounters who do or do not meet the requirements - version.
Clinical Quality Measures — A report to display the current progress on documenting various clinical quality measures.
PQRS — A report with a Claims version or a Registry version, depending on the method of submission, that shows the totals for PQRS completion so far.

Advanced Data Management Platform

Coming soon!

Additional Materials

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