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
Navigating to Reports
Once logged on to ICANotes+, click the Reports option from the left sidebar as shown in the screen below.
The Reports screen appears as shown below:
In the Report Type dropdown, you can select the desired report type. Each report type has its own unique set of filters.
Appointment Report
The Appointment Report allows you to filter the report by:
Patient
Start/End Date
Site
Clinician
Appointment Type
Upon filtering, your results will display on the right. The appointment report displays Type, Duration, Status, Location, Clinician, Client, and Appointment Date.
You can export these results to a CSV file, Excel, or PDF using the buttons available on the screen.
Denials Report
The Denials Report is designed for individuals responsible for processing denied claims. This report enables users to view all denied claims in detail, allowing for efficient follow-up, corrections, and rebilling processes.
The report is organized into three main sections:
- ERA/Manual Posting details
- Claim details
- Claim Service Line details
This report helps streamline the denial management process, making it easier to identify, correct, and rebill denied claims efficiently.
To access the Denials report, select the Reports option from the left sidebar, then select the Denials Report option from the Report dropdown menu as shown below:
By default, the report displays data for the most recent week. However, you can adjust the start and end dates to generate the report for a specific period.
You can filter the report using the following options:
Payer: Select the payer for which you want to generate the Denials Report.
Client: Select the client for which you want to generate the Denials Report.
Reason Code: Select the reason code to filter the report.
Insurance Balance Greater Than: Use this filter to view only claims with an insurance balance greater than a specified amount. For example, if you want to see details for claims with an insurance balance of over $100, enter 100 in this field.
Upon landing on the page, you will see the ERA/Manual Posting and Claim details displayed. To view the Claim Service Line details, scroll to the right, as shown in the screenshot below.
When you generate the report or export data to Excel/CSV format, the following details will appear on the report.
- ERA/Manual Posting details
- Payer
- Payer ID
- Payment Date
- Posted Date
- Reference#
- Claim details
- Client
- Member ID
- ICANotes Claim#
- Payer Claim#
- Claim Date
- Claim Status Code
- Claim Service Line details
- Encounter
- Service Code
- Service Location
- Clinician
- Authorization
- Diagnosis
- Charge Amount
- Insurance Balance
- Reason Code
- Amount
- Remark Codes
The Denials Report features an enhanced user interface that includes the following key functionalities:
- Filter Options: The filter options are conveniently located at the top. Select the desired filters and click "Apply" to refine your report view.
- Zoom Options: Easily view report details by zooming in and out.
- Pagination: Navigate through the report page by page using the provided icons. Quickly access the first and last pages as well.
- Free Text Search: Search for specific records within the report, such as client details using Payer, Payer ID, Client, and more.
- Export Options: Locate the Export dropdown in the top right corner to export details to PDF, CSV, and Excel.
Payments/Adjustments Report
The Payments/Adjustment Report has been upgraded with an improved user interface and better performance. The new look includes the following features:
- Filter Options: The filter options are conveniently located at the top. Select the desired filters and click "Apply" to refine your report view.
- Zoom Options: Easily view report details by zooming in and out.
- Pagination: Navigate through the report page by page using the provided icons. Quickly access the first and last pages as well.
- Free Text Search: Search for specific records within the report, such as client details using Chart ID, Phone, Preferred Name, and more.
- Export Options: Locate the Export dropdown in the top right corner to export details to PDF, CSV, and Excel.
The Payments/Adjustments Report enables the users to generate a detailed report of client and insurance payments and adjustments. This detailed report aids in conducting thorough investigations of any discrepancies, ensuring accurate recording of all received payments to respective accounts, and verifying the completion of necessary adjustments. Additionally, it facilitates efficient follow-up on account balances and enables necessary adjustments to be made.
From the left sidebar, select the Reports option. In the Report Type dropdown, select the Payments/Adjustments Report option.
When you generate the report or export data to Excel/CSV format, the following details will appear on the report.
Client
- Client
- Chart ID
- Client Balance
- Insurance Balance
- Total Balance
- Payment Requested
Charge
- Encounter
- Service
- Clinician
- Service Location
- Note Status
- Charge
- Total Paid
- Total Adjustment
- Client Balance
- Insurance Balance
- Total Balance
Payment/Adjustment
- Transaction Type
- Date
- Posted Date
- Ref Number
- Payer
- Payer Type
- Amount
- Amount Applied To Charge
- Entered By
- Transaction Code
- Online Payment
- Source
Aging by Service Date Report
A separate knowledge base article is created for this report. Click here to access the article.
Billing Report
A separate knowledge base article is created for this report. Click here to access the article.
Productivity Report
A separate knowledge base article is created for this report. Click here to access the article.
Timely Filing Report
A separate knowledge base article is created for this report. Click here to access the article.
Claim Submission Report
A separate knowledge base article is created for this report. Click here to access the article.
Assigning Roles and Permissions to Access Reports
Only authorized users can access the reports. In Roles & Permissions, when you create or update a role, you can assign permission to access the reports.
When you expand the Reports permission, you can see the following options as shown in the screen below:
- Access the Billing Report
- Access the Payments / Adjustments Report
- Access the Demographics Report
- Access the Appointment Report
- Access the Aging by Service Date Report
To grant access to users with this role for specific reports, you need to check the box next to the report name.
Click here to watch the video (https://www.youtube.com/watch?v=T645mEfFqjw).
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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