MD Coder Web Portal Reports

MD Coder Web Portal Reports

This document will provide a short description & example of the various reports that are available from the MD Coder Web Portal.

Under the Reports tab, you will see 4 sub-tabs: My Reports, Demographics, Charge Capture, and Analysis.  If you are using the Dialysis module, you will also have a tab for Dialysis Reports.  All reports available in MD Coder can be sent to the My Reports tab to provide quick access to the reports you use most often.  On each report selection screen, you will see a button to Add to My Reports.

DEMOGRAPHICS
Patient List by Insurance – each patient record provides the opportunity to enter insurance information that includes effective & expiry dates.  This report will give you a list of patients who had active insurance as of the selected date, if this data has been entered in MD Coder. 

The report is sorted by Insurance, then by patient:

Patient Service Group – run a list of patients assigned to physicians in a service group.

Personal Information Sheet – a face sheet for the practice.

Click on the Search to find and choose the patient you want to print the information sheet for. Click on View Report:

CHARGE CAPTURE
Charge Report – this report provides both a simple selection by status, and additional/optional filters to allow you to select a date range and set grouping & sorting.  Tip: to ensure that all charges appear on the report, select EITHER a date of service or a created date range, but not both.
Date of Service = date patient was seen
Created Date = date the charge was synced to the Web Portal from the phone app
The Status must be selected; to choose all of them, drag down the list.  To choose selected status’s, hold the CTRL key down while clicking on the status selections you want.

The report includes a total count of the charges listed:

Charge Workflow

This report provides information on when each charge arrives in each status & how long the charge is in that status.  It also tells you who placed the charge in each status.  Again with this report, there are additional, optional filters that can be used to set a date range or choose who ‘actioned’ the charge (moved it to a different status).

The end of the report shows a count of patients and charges:

Patient Charge
This report is very flexible, with many options to allow you to see exactly the data you need. Choose the status filter you want to see; set the option to show/hide archived charges, then choose whether you want to mark the charges on the list as printed, filter to choose ONLY charges that have previously been marked as printed, and if you want to see the username of the Rendering Provider.  Under the optional filters, you can choose to see charges for specific patient(s) only, set date ranges, locations, rendering provider, choose to see charges ONLY on discharged patients, and set the grouping & sorting options.  You can also choose to sort the CPT codes by RVU, show any notes that have been entered, and choose whether or not you want to see any User Defined Fields used by your practice.

The report includes a total line showing a count of patients, charges, physicians and the total RVUs:

Rejected Charge
This report lists any rejected charges & the reason for rejection that was entered.

ANALYSIS
Charge Frequency – this report provides a count of how many times different CPT and/or ICD codes are used.  It can be run by location or provider, within a specified date range.  You can also choose specific CPT or ICD codes to report on.

Each code shows a total count of frequency & the RVU:

Length of stay – this report will provide length of stay information where admit & discharge dates are present.