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Monthly reporting

CPS, C-EMR, PM

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cthomasonvso

(@cthomasonvso)

Posts: 1

New Member

Topic starter

This is my first time on this forum and I am hopeful that I can get some help. I am currently on CPS 12. We use this system along with analytics for our monthly reporting. I have asked support numerous times about month end reporting and have really not received much feedback. My question is what reports do you run for month end and what process do you use. I am currently looking at my Monthly deposit summary and the totals on that report are different that all of my daily balance sheets combined. I am assuming that they are pulling off of different data but I cannot tell. Any help or suggestion on where to look would be very much appreciated. Thank you

Posted : October 31, 2016 7:29 am

angelahunsberger

(@angelahunsberger)

Posts: 290

Reputable Member

It is important to note that not all reports will balance to each other. Also, there may be fluctuation in the numbers depending upon if you are "hard closing" monthly. Batches should be getting closed daily, but, unless you "hard close" those batches can be open again and changed. This makes balancing a moving target!

Let me know if you want to have a short conversation this week and I can see if I can help you. Shoot me an email at [email protected].

Posted : November 1, 2016 12:49 am

Erika

(@erika)

Posts: 15

Eminent Member

Did you get any help? You can refer this article on medical billing reports practices are generating on a monthly basis 10 Medical Billing reports medical practices are using on a monthly basis.

Let me know what reports you have tried in the mentioned article.

Posted : November 9, 2016 1:21 am

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