OCTAGON REPORTS FOR LYTEC MEDICAL BILLING

Users open Internet Explorer and go to a favorite URL to see a list of reports, or choose help text.

Octagon Systems comes with 3 reports, and custom reports are easy to add:

charge listing	Use this to find out whether all your superbills have been posted. Also use this to find out how much has been billed or paid for a patient. Collection notes that the billing company types to explain payments that are not made in full show under the notes column.
payment listing	Use this to see what each check paid. You can also quickly see how much each insurance paid you for a period.
advanced report	The lets you analyze any aspects of your charges and payments. It has many parameters that let you narrow your reports and choose different angles for analysis. Collection notes that the billing company types to explain payments that are not made in full show under the notes column.

• All reports offer simple export to Excel or PDF
• Creating custom reports is simple, quick and inexpensive

CHARGE LISTING:

Analyze your charges in a simple report

PURPOSE OF THE CHARGE LISTING:

• The Charge Listing lists the procedures billed and how much has been paid.
• Find out whether all your superbills have been posted.
• Find out how much has been billed or paid for a patient.
• Collection notes that the Billing Service types to explain payments that are not made in full show under the notes column.
• You can select by service date or creation date. Use other reports to analyze payments more fully.

PAYMENT REGISTER:

Create flexible payment analysis to hand directly to your doctors

PURPOSE OF THE PAYMENT LISTING:

• This report lists checks and which patient was paid, and which insurance company made the payment.
• Use this to see what each check paid.
• Quickly see how much each insurance paid you for a period.
• You can select by payment date.
• This will show payments and tell you which patient was paid, but not the procedure paid. Use the advanced report instead to analyze payments in more detail. Use the charge listing to see what charges the patient incurred.

ADVANCED ANALYSIS REPORT:

Detailed and flexible analysis of your charges and payments slicing your billing by charge date, payment date, service date. Summarize and sort to analyze. View details to explain totals.

PURPOSE OF THE ADVANCED REPORT:

• This lets you analyze any aspects of your charges and payments. It has many parameters that let you narrow your reports and choose different angles for analysis.
• If you choose to show payment details (the first parameter), payments appear directly under their charges
• Collection notes that the billing company types to explain payments that are not made in full show under the notes column.
• This report may take longer to run than the payment and charge listing because it is far more complex.
• You may want to export it to Excel for further analysis, or use the 2 sort and summary options on the report to help you analy