Run Practice Management SRS Reports
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Run Practice Management SRS Reports (7 minutes • 2014)
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Watch this video to learn about Partner's SRS report engine. You'll learn how to open SRS, find reports, adjust criteria, and export results for use in a spreadsheet.
Related Articles
- Here are some related articles in Billing and Practice Management > Review Billing and Practice Management Reports:
Follow Up on Unpaid Claims and Insurance A/R
You can use PCC's tools to work on claims with errors, rejections, and denials. But what if a problem is fixed, but the claim wasn't resubmitted? Or what if an insurance payor simply never responds? Are some insurance payers regularly failing to pay you in a timely fashion? You may need specialized tools to track and work down your practice’s insurance A/R.Run Reports in the Practice Management Window (Partner)
PCC's Practice Management tool, Partner, includes a variety of specialized, customizable reports for billing and financial analysis. Partner's accurate and diverse reporting capabilities can help you with time management, inventory planning, insurance contract negotiations, and financial planning.SRS: the Report Engine in Practice Management
The Smart Report Suite (srs
) is a report library in PCC's previous Practice Management system.Demographic, Clinical, and Configuration Reports in Practice Management
This article is a catalog of reports for demographics, diagnoses and procedures, and system configuration that are found in the under-the-hood Practice Management tools in PCC EHR.Export SRS Results to a Spreadsheet
You or your practice's accountant may use financial data from reports to analyze profits and make policy decisions for the future of your practice. You may wish to export those reports to another program, such as a spreadsheet, in order to make graphs or combine the numbers with other information.- The ARRA report calculates Medicaid plan utilization at your practice. You can use it to see the percentage of patient visits that are medicaid or medicaid eligible, broken out by physician. This report is designed to help your office determine if you may qualify for the ARRA incentive program. You can run the report from a command prompt or from a custom Partner window location.
Financial Reports in Practice Management
The Practice Management (Partner) tool in PCC EHR includes a wide array of financial reports. While many of these functions have been replaced with PCC EHR tools with modern interfaces, there are still many powerful, customizable reports that can help you track charges and payments and report on your practice's overall financial health.Review Posted Charges In Daily Check
The Daily Check program (dailycheck
) lists all the visits posted on a single day or range of days. The report includes every diagnosis, procedure, amount charged and payment posted. Usedailycheck
to review a day's postings.- You can generate and save custom reports and report categories in PCC EHR.
- How to use PCC EHR's Report Library to create custom reports.
Report on Productivity in the Report Library
Practices can review provider and practice productivity over time using the Total Charges and Payments by Provider and Month report.