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Reports - Patient Management Overview

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Knowledge Base Article: Patient Management Report

The Patient Management Report is a powerful and flexible tool designed to help clinics manage patient data effectively. Whether you’re working with personal injury (PI) cases, insurance claims, or accounts receivable, this report offers detailed insights and filtering options to optimize patient management.


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What Is the Patient Management Report Used For?

The Patient Management Report supports a variety of use cases, including:

  • New Patient Management:

    • Segment and review new patients by first visit date.

  • Personal Injury (PI) Cases:

    • Track limits of liability, external services, and case statuses.

  • Insurance Cases:

    • Manage patients based on insurance types, case types, or tags.

  • Referral Tracking:

    • Identify and sort patients by referral sources.

Key Features

  1. Comprehensive Data Points

    1. The Patient Management Report provides access to:

      1. Account Information: Balances, payments, and account details.

      2. Visit Information: First visit, last visit, and next visit dates.

      3. Billing and Revenue Information: Collections and average collections per visit.

      4. Diagnosis Information: Manage and track patient diagnoses.

      5. Referral and Attorney Information: Key data for PI cases and referrals.

  2. PI Card for Personal Injury Cases

    1. The PI Card is a specialized tool for managing PI cases.

      1. Input key details such as limits of liability, external services, and case statuses.

      2. Automatically assign tags based on the answers provided in the PI Card to easily filter patients meeting specific criteria.

  3. Sorting and Filtering

    1. Sort patients by:

      1. First Visit Date: Ideal for new patient audits.

      2. Visit Date: Useful for PI or insurance case reviews.

      3. Injury Date: Important for work comp or PI case timelines.

    2. Filter by:

      1. Active or inactive cases.

      2. Tags (e.g., “PI Patient”).

      3. Insurance types.

      4. Case types.

    3. Follow-up dates (e.g., due this week or next week).

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FAQs

Why Isn’t a Patient Showing Up on the Report?

  • The patient’s First Visit Date or Injury Date may not fall within the selected date range. Broaden the date range at the top of the page to include the patient.

Why Is the $/Visit Amount So High?

  • This often occurs when a patient has prepaid for a care package but hasn’t completed their visits. Once treatment is completed, the $/visit will reflect the correct amount.

Can I See a Patient’s Referral Source?

  • Yes, the referral source is visible in the report and can be sorted or filtered for further insights.

How Can This Report Help the Billing Department?

  • Use the report to quickly identify missing information such as:

  • Insurance company details.

  • Diagnosis codes.

  • Injury dates.

  • Address these issues in your EMR/EHR before claims are sent to minimize rejections and delays.

Best Practices

For PI Case Management:

  • Use the PI Card to track detailed case information.

  • Assign tags based on case progress (e.g., “In Treatment,” “Litigation”).

For New Patient Audits:

  • Sort by First Visit Date to ensure all required billing and insurance details are captured.
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The Patient Management Report is an indispensable tool for clinics handling complex cases like personal injury or insurance claims. Its robust filtering, sorting, and data visualization options make it easy to stay organized, reduce billing errors, and maximize efficiency in patient management.

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