Intellect™
MANAGEMENT MENU OPTIONS
UDS Report
Patients by Diagnosis and CPT
Effective version 9.12.1 - New Feature
Uniform Data System (UDS) reports allow patient information to be printed based on several criteria. For patients that have had charges within the date range, the Patients by Diagnosis and CPT report provides patient and visit counts for UDS Report Table 6A based on the <UDS Group> setting in Utility --► Diagnosis and Utility --► Procedure. All services and diagnosis codes billed by the practice are not included on this report.
For more information about UDS reporting requirements, refer to the U.S. Department of Health and Human Services information at https://bphc.hrsa.gov/datareporting/reporting/index.html.
Note: UDS reports require that gender = M or F and DOB not be left blank. If the registration screen does not have a DOB or gender is not M or F, then those accounts are included in the patient count. Since these fields are required for insurance billing, only non-patient accounts should be missing this information. For example, offices using a 'dummy' account should set <Gender> to U to ensure that only valid patient accounts are counted. Additionally, patients that are set as a Company Account (category type = C) are excluded from the report.
In addition, to run the Patients by Diagnosis and CPT report, the fields below on the indicated screens are required. Clinics who do not have these fields should contact PCS.
|
Intellect Field |
Intellect Screen |
|
<UDS Group> |
Utility/Diagnosis screen -- must match list used in report |
|
<UDS Group> |
Utility/Procedure screen -- must match list used in report |
1. To display the Print Table 6A screen in Intellect, go to Management --►UDS Report --►Patients by Diagnosis and CPT
The Print Table 6A print dialog box opens:
2. Select the appropriate printer and then click on [Print]. The Parameters screen opens.
3. DOS From:
3.1 UDS Reports are required yearly, though they may be printed as often as desired.
3.2 Enter the beginning date of the date of service (DOS) range for the reporting period. For example: DOS From: 01/01/2009 DOS To: 12/31/2009.
3.3 The report includes all patients seen in the specified time period.
4. DOS To:
4.1 Enter the ending DOS of the DOS range for the reporting period.
5. Category:
5.1 This field uses the <Category> field at the time the charge was posted as it appears on the Treatment History table. The '%' sign displayed in this field is a wild card. If '%' is left in this field by itself, all <Category> codes are used to generate the report. The '%' can also be combined with part of the code name to limit the selection but include more than one code. For example, entering M% would include MM and MCAR. Just one <Category> code may be entered, such as MCAR, to limit the report to just one category.
5.2 This field is required.
6. When the information is completely entered, select one of these options:
Click [OK] to request the report. Click [Cancel] to return to the main OSI screen.
See sample Patients by Diagnosis and CPT report:
