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Reports
Monthly Transaction ReportPayment Summary ReportPayments Per Provider ReportPayment Details Report

Payment Summary Report

This report is a summary of payments received, for the whole practice.

GENERAL NOTES

  • This report cannot be generated per provider because it looks at total payments, regardless of which portions of payments are reconciled or allocated to specific invoices.
  • This report is based on the payment date captured for the transaction, not the create date of the transaction.

PATIENT PAYMENTS

  • This section shows all the patient payments, of all types, where the payment date falls within the specified date range.
  • Transactions with status “Reversed” are excluded.
  • Amount paid = Allocated amt. + Unallocated amt.
FieldDescription/Rules
# PaymentsThe number of transactions of that payment type.
Amount paidTotal of that transaction type.
Allocated amt.Total allocated to invoices.
Unallocated amt.Total that remains unallocated.

 

MEDICAL AID PAYMENTS

  • This includes all payments received on medical aid remittances (including journals), as well as medical aid payments that are not linked to remittances (i.e. those captured on the Medical Aid Payment screen and not linked to a remittance).
  • The totals of the “Payment type summary” and “Scheme summary” subsections must match.

Payment Type Summary

  • This section is grouped into the three very broad categories of medical aid payments:
    • Received via electronic RA
    • Manually captured on the Manual RA Capture screen
    • Manually captured on the Medical Aid Payment screen, but it was not linked to an RA.
  • Amount paid = Reconciled amt. + Unreconciled amt.
FieldDescription/Rules
Remittances - electronic
  • The total of all electronically reconciled remittances (including journal amounts), where the payment date of the remittance falls within the specified date range.
  • Journals are counted in the “Reconciled amt.” column.
  • RA claims with statuses “Could not reconcile” and “Invalid DOS” must be excluded.
Remittances - manual
  • The total of all manually reconciled remittances (including journal amounts), where the payment date of the remittance falls within the specified date range.
  • Journals are counted in the “Reconciled amt.” column. 
  • RA claims with statuses “Could not reconcile” and “Invalid DOS” must be excluded.
Not linked to remittance
  • The total of all medical aid payments captured on the Medical Aid Payment screen, where the payment is NOT linked to a remittance, and where the payment date falls within the specified month.
  • Transactions with status “Reversed” are excluded.
# Payments
  • For the “Remittances - electronic”, and “Remittances - manual” lines, we count the number of remittances (not individual RA claims).
  • For the “Not linked to remittance” line, it is the number of medical aid payment transactions.
Amount paidTotal of that type.
Reconciled amt.

For remittances, this amount includes:

  • RA claims with the following statuses:
    • Reconciled
  • Journals with the following statuses:
    • Business income
    • Reconciled

Note: This section focuses on the reconciliation status of the entity, so it cares that the amount was reconciled to an account, but it doesn’t care if the amount was fully/partially/not allocated.

For medical aid payments not linked to remittances, the value in this field will always be equal to the “Amount paid” field.

Unreconciled amt.

For remittances, this amount includes:

  • RA claims with the following statuses:
    • Unreconciled
    • Part reconciled (the amount that is not yet reconciled is counted).
  • Journals with the following statuses:
    • Unreconciled

For medical aid payments not linked to remittances, the value in the field will always be 0.

 

Scheme Summary

The medical aid payments that form the dataset in the "Payment Type Summary" section above are grouped per scheme.

 

INSURER PAYMENTS

  • This includes all payments received on insurance remittances (including journals), as well as insurance payments that are not linked to remittances.
  • The fields and rules work the same as for medical aid payments. The one exception is that there are no electronically reconciled remittances in this section.

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