Lesson #87
Reports – Insurance Billing function
When insurance companies ask for a report that breaks down their invoices by law firm and attorney, you can provide this report. The Insurance Billing report lists each Sold To Firm’s invoices, including the invoice number, date, amount billed, balance, related order part number and date, patient name, and the case name. Each Sold To Firm’s listing includes their address and phone number to help the insurance company identify them correctly.
The default report lists each invoice billed directly to an insurance company (or other third party) that was posted today, grouped and subtotaled by client and insurance company, one insurance company to a page (or pages if they have more posted invoices than a page’s worth) with a Grand Total page at the end of the report. The report’s footer displays the searched by post date (today) above the timestamp.
You can generate reports for:
- Different date ranges
- A single Bill To Firm (i.e., the insurance company)
- Subsidiary firms being billed that belong to one parent firm
- Firms in specific Billing Rate Group(s)
- One or more of your company’s business units
Restricting the report to a single Bill To Firm or Bill To Parent Firm will generate the dedicated report insurance companies want.
The report’s footer displays which search criteria you used to generate the particular report with the exception of:
- Blank search fields
- ALL list selections
- If you generate a report for a single resource
If you select two or more items in a search criteria list, the report will display that as “(multiple values selected).”
You can search for a word or phrase in the onscreen report. MR9 will highlight all instances of your searched word/phrase in the report and list them in a scroll box along with the page number where they occur.
Export the report in a variety of formats to save, share, or edit in another application, or print it.
TL;DR: Produce reports for insurance companies breaking down their invoices by client.
MR9 concepts in this lesson
Billing Rate Groups: Umbrella structures that categorize your billing rates.
Bill To Firm: The firm responsible for paying the invoice for a job. This firm could be the same as the firm that scheduled the job or ordered services, but also could be a third-party firm, such as an insurance agency.
Business Unit (BU): One of your company’s revenue centers or any entity in your business that you want to track separately.
Firm: Company you do business with.
Order: Usually a request for all records related to a case or to serve a subpoena for an appearance at a legal proceeding. This is different from a work order which is called a part in MR9 as it is part of an order. You can have multiple parts/work orders for a single order/case.
Parent Firm: Headquarters of a multi-branch corporation.
Part: A part of an order is a separate record that is being sought that is included in the entire body of records for a case or patient. You can also think of it as the work order for that separate record.
Sold To Firm: Firm that ordered the services on the invoice.
