Reports
Unapplied Payments Report
Overview The Unapplied Payments Report provides a detailed view of client payments that have been entered but not fully applied. It helps track remaining unapplied amounts, ensuring that all payments are properly allocated. The report includes client ...
Collections Report
Overview The Collections Report provides a detailed view of outstanding client balances and amounts pending collection. This report helps billing teams and administrators track unpaid charges across clients, service dates, and payers. The report ...
Demographics Report
Overview The Demographics Report provides a comprehensive view of client demographic details, including personal information, contact preferences, insurance coverage, and clinical assignment. It is useful for practices that need to analyze or export ...
Appointment Report
Overview The Appointments Report helps staff review and manage upcoming and past appointments based on various filters such as client, date, site, clinician, and appointment type. By using this report, users can quickly identify scheduling patterns, ...
Signatures Report
Overview The Signatures Report helps clinicians and administrators track the progress of note signing and co-signing workflows. This report offers visibility into signed and co-signed documentation, including who signed, when signatures occurred, and ...
Denials Report
Overview The Denials Report provides a detailed view of denied insurance claims, allowing billing staff to identify trends, investigate issues, and take corrective action. This report helps practices monitor and resolve claim denials efficiently by ...
Payments/Adjustments Report
Overview The Payments/Adjustments Report provides a detailed view of financial activity related to client billing. This report helps billing teams and administrators track payments received, adjustments applied, and outstanding balances across ...
Claim Submission Report
Overview The Claim Submission Report provides a comprehensive view of submitted claims, including key details such as the submitter, submission date, claim status, and encounter information. It captures essential data about the client, rendering ...
Billing Report
Overview The Billing Report allows billers to view comprehensive billing information for clients. The report includes details such as the client’s primary and secondary insurance information, service codes and descriptions for services rendered, ...
Aging by Service Date Report
Overview The Aging by Service Date Report is designed to help billers manage outstanding balances more effectively. This report allows billers to view charges with outstanding balances and track how long they have been outstanding, based on the ...
Timely Filing Report
Overview The Timely Filing Report helps billers track claims approaching their filing deadlines or those already overdue. By proactively managing these claims, users can minimize the risk of denials due to late submissions, ensuring a higher success ...
Productivity Report
Overview The Productivity Report helps administrators monitor provider efficiency and workload. This report offers insights into completed documentation, appointments, and billing entries, allowing practices to assess provider performance, track ...
Working with Reports
Overview ICANotes+ offers the following reports: Aging by Service Date Report Appointment Report Billing Report Claim Submission Report Demographics Report Denials Report Payments / Adjustments Report Productivity Report Timely Filing Report ...