Intellect™
MANAGEMENT MENU OPTIONS
Analysis
Analysis Report
There are ten (10) Analysis Reports available. Analysis Reports display requested information as it was at the time of posting the charge. The heading of each report contains the Utility --►Set Up --►Clinic <Name>, <Address>, < Zip Code>, <City>, <State>, and <Phone> field entries. Reports printed for the clinic do not print the provider name in the report heading. Reports printed for a specific provider print the Utility --►Provider <Provider Code> and <Name>. The report also contains the page number, when the report is prepared, the calendar date, military time, and the Utility --►Set Up --►Security --►Login Users <Operator Name> field entry.
Effective Version 9.12.30 - Modification: Posted credit and debit payments or adjustments which balanced out, even if they were posted to different providers, are now included on these reports: Payment Analysis by Clinic, Payment Analysis by Provider, Adjustment Analysis by Clinic, and Adjustment Analysis by Provider.
With this Management Report, Intellect provides the capability to print, export to Excel spreadsheet, Email, or Fax. See more information on Printing, Emailing, Faxing, Viewing, or sending a request to Archive.
Please note that with all management reports, the patient's Category and Insurance at the time of posting from the Charge screen is associated with that item forever.
1. To display the Print Analysis screen in Intellect, go to Management --► Analysis --► Analysis
The Print ANALYSIS screen displays:
Effective Version 9.12.10 Field Modification. The one- and two-character code choices on the drop-down lists have been replaced with explanatory choices, making the code selection more user-friendly and comprehensive.
Note: The drop-down list descriptions for the code choices have remained the same, allowing correlation between the old and new code choices.
2. Report Code 
2.1 Use the drop-down list to select the type of report. There is no default and a selection must be made.
2.2 To view the list of codes with descriptions, click on the field OR press the [F2] key. To view the list of only the codes either click on the arrow, OR press the → (right arrow) on the keyboard. To select, double-click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code, and then press the [Enter] key to select.
Effective version 9.12.10
A brief summary of each Report Code option follows.
Note: The old two-character code choice is shown in parenthesis behind the more current explanatory code choice.
All versions prior to 9.12.10
2.3 Procedure Analysis by Clinic (AA): One of several Practice Analysis Reports which returns two separate reports. The first report returns a clinic-level listing of individual procedures performed with their associated charges, payments, and adjustments. The second report is a summary of charges, payments, and adjustments returned grouped by Utility --►Procedure <Category> number and description (it is the same as Procedure Category Analysis by Clinic report, formerly JJ). This report is useful for analyzing the source of revenue and cash flow by procedure and procedure group.
Effective version 9.12.13, the <Category Code> condition is based on the category assigned to the patient at the time of posting charges which, at the time of running the report, may not be the patient's current category.
2.4 Procedure Analysis by Provider (BB): One of several Practice Analysis Reports which returns one report with two components. The first is individual procedures performed with their associated charges, payments, and adjustments listed by the Utility --►Provider <Provider Code> and <Last Name>, <First Name>. The second portion of this report is a summary of charges, payments, and adjustments grouped by Utility --►Procedure <Category> and listed by the Utility --►Provider <Provider Code> and <Last Name>, <First Name>. This is the same as the Procedure Category Analysis by Provider report, formerly LL. This report is useful for analyzing the source of revenue and cash flow by provider.
Effective version 9.12.13, the <Category Code> condition is based on the category assigned to the patient at the time of posting charges which may not be the patient's current category at the time of running the report.
2.5 Insurance Analysis by Clinic (CC): Insurance Production Report is a summary of charges, payments, and adjustments displayed by Utility --►Insurance <Insurance Code>, <Name>, <Address>. This report is useful for analyzing the source of revenue and cash flow by insurer.
Effective version 9.12.13, the <Category Code> condition is based on the category assigned to the patient at the time of posting charges which may not be the patient's current category at the time of running the report.
2.6 Payment Analysis by Clinic (EE): Payment Report is a summary of payments by clinic for payment type and amount. This is an important analytical tool to monitor income and its' source.
Effective version 9.12.13, the <Category Code> condition is applied based on the current <Category Code> assigned in the Patient Demographic screen. In software versions prior to 9.12.13, the <Category Code> condition is not applied.
2.7 Payment Analysis by Provider (FF): Payment Report is a summary of payments attributed to provider's patients' accounts for payment type and amount returned by payment source. This is an important analytical tool to monitor income generated by a provider and the source of that income. NOTE: This report does not return a result for the current clinic date.
Effective version 9.12.13, the <Category Code> condition is applied based on the current <Category Code> assigned in the Patient Demographic screen. In software versions prior to 9.12.13, the <Category Code> condition is not applied.
2.8 Adjustment Analysis by Clinic (GG): Adjustment Report is a summary of adjustments by clinic for adjustment type and amount returned by payment source.
Effective version 9.12.13, the <Category Code> condition is applied based on the current <Category Code> assigned in the Patient Demographic screen. In software versions prior to 9.12.13, the <Category Code> condition is not applied.
2.9 Adjustment Analysis by Provider (HH): This is a summary source of adjustments by clinic for adjustment type and amount attributed to individual provider's patients' accounts returned by payment source. NOTE: This report does not return a result for the current clinic date.
Effective version 9.12.13, the <Category Code> condition is applied based on the current <Category Code> assigned in the Patient Demographic screen. In software versions prior to 9.12.13, the <Category Code> condition is not applied.
2.10 Category Analysis by Clinic (II): Category Production Report is summary of charges, payments, and adjustments grouped by Utility --► Category <Category Code> and <Description>.
Effective Version 9.12.13, the <Category Code> condition is based on the category assigned to the patient at the time of posting charges which may not be the patient's current category at the time of running the report.
2.11 Procedure Category Analysis by Clinic (JJ): One of several Practice Analysis Reports is a summary of charges returned grouped by Utility --►Procedure <Category> number and description. This report is the same as the second report from code AA.
Effective version 9.12.13, the <Category Code> condition is based on the category assigned to the patient at the time of posting charges which may not be the patient's current category at the time of running the report.
2.12 Procedure Category Analysis by Provider (LL): One of several Practice Analysis Reports this report is a summary of charges, payments, and adjustments grouped by Utility --►Procedure <Category> and listed by the Utility --►Provider <Provider Code> and <Last Name>, <First Name>. This report is the same as the second portion of Report BB.
Effective version 9.12.13, the <Category Code> condition is based on the category assigned to the patient at the time of posting charges which, at the time of running the report, may not be the patient's current category.
3. From Date 
3.1 This is the earliest date used to determine the result for this report based on the entry, service, last payment or first billing date as determined by the entry in the <Date Selection> field on this screen.
3.2 If a date for a procedure performed, based on the <Date Selection> field criteria, falls within the range established by the first From Date and To Date, then Intellect completes the report (if the procedure occurs within this range, any associated payments and adjustments print, regardless of when they are posted) with the procedure’s code, description, charge, price, quantity, payments, and adjustments. If the second set of date ranges is completed, the results are altered as explained below (see 7. From Date below).
4. To Date 
4.1 This is the latest date used to determine the result for this report based on the entry, service, last payment or first billing date as determined by the entry in the <Date Selection> field on this screen.
Note: Report Types Payment Analysis by Provider and Adjustment Analysis by Provider (formerly FF and HH) do not return a result for the current clinic date.
5. Provider Code 
5.1 For code types Procedure Analysis by Provider, Payment Analysis by Provider,Adjustment Analysis by Provider, and Procedure Category Analysis by Provider (formerly BB, FF, HH, LL) the default is all providers (leave blank).
5.2 To filter the results based on a specific provider, type the Utility --►Provider--►Provider <Provider Code>.
5.3 Skip this field for Report Codes Procedure Analysis by Clinic, Insurance Analysis by Clinic, Payment Analysis by Clinic, Adjustment Analysis by Clinic, Category Analysis by Clinic, and Procedure Category Analysis by Clinic (formerly AA, CC, EE, GG, II, JJ).
5.4 This field does NOT accept multiple values. Attempting to do so displays an error message:
6. Billing Provider 
6.1 Leave blank for the default of all providers for all code types.
6.2 To filter the results based on a specific provider, type the Utility --►Provider--►Provider <Provider Code>.
6.3 This field accepts multiple values:
• provider codes separated by commas with no space:
• a range of codes entered with a hyphen and no spaces:
• an asterisk * to return all providers starting with the portion of the code entered prior to the *. For example, 1* prints all providers whose code begins with 1.
7.1 This is the beginning date of the second set of Date From and Date To.
7.2 If the second set of date ranges is completed, the report still shows the procedure's code, description, charge, price, and quantity returned from the first set of date ranges; however, the report only displays those payments and adjustments posted during the second set of date ranges. The report shows any procedures that received a payment during this time, regardless of the DOS.
7.3 If a procedure is performed outside of the first set of date ranges and if payments were posted during the second set of date ranges, then the quantity and charge amounts are either blank or not updated.
8. To Date
8.1 The ending date to include in the second date range as described above.
9.1 Leave blank for all code types for the default of all categories.
9.2 To request report options Procedure Analysis by Clinic, Procedure Analysis by Provider, Insurance Analysis by Clinic, Category Analysis by Clinic, Procedure Category Analysis by Clinic, and Procedure Category Analysis by Provider for a specific category, type the Utility --►Category <Category Code>.
9.3 Software prior to Version 9.12.13 did not apply the Category condition to these report options: Payment Analysis by Clinic, Payment Analysis by Provider, Adjustment Analysis by Clinic, and Adjustment Analysis by Provider. Effective Version 9.12.13, the Category Condition is applied to these reports.
9.4 This field accepts multiple values:
• separated by commas with no spaces:
• an asterisk * to return all Categories starting with the portion of the code entered prior to the *. For example, M* prints all Categories whose code begins with M.
9.5 Report options Procedure Analysis by Clinic, Procedure Analysis by Provider, Insurance Analysis by Clinic, Category Analysis by Clinic, Procedure Category Analysis by Clinic, and Procedure Category Analysis by Provider include this information based on the category assigned to the patient at the time of posting charges which, at the time of running the report, may not be the patient's current category.
9.6 Effective version 9.12.13, report options Payment Analysis by Clinic, Payment Analysis by Provider, Adjustment Analysis by Clinic, and Adjustment Analysis by Provider include this information based on the current <Category> assigned in the Patient Demographic screen.
10.1 Leave blank for all code types for the default of no specific gender.
10.2 To filter the results based on a specific gender, use the drop-down to select Male, Female, or Unknown (if the gender is unknown or not applicable; i.e., Company Accounts).
11. Age From 
11.1 This is the youngest age in whole years, if it is desired to filter the results by age.
11.2 This is the patient age at time of service.
11.3 Leave blank for all code types for the default of all ages.
12. Age To 
12.1 This is the maximum age in whole years, if it is desired to filter the results by age.
12.2 This is the patient's age at time of service
12.3 Leave blank for all code types for the default of all ages.
13.1 This field defaults to Entry Date.
13.2 Accept the default OR use the drop-down list to make an alternate selection.
13.3 Click on the field, OR press the [F2] key to display the valid choices.
To view the list of only the codes, click on the arrow. To select, click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code and then press the [Enter] key to select.
Effective version 9.12.10
All versions prior to 9.12.10
14.1 Leave blank for the default of all facilities for all code types.
14.2 To request the report for a specific facility, type the Utility --►Facility <Facility Code>.
14.3 This field accepts multiple values:
• separated by commas with no spaces:
• a range of codes entered with a hyphen and no spaces:
• an asterisk * to return all Facilities starting with the portion of the code entered prior to the *. For example, 1* prints all Facilities whose code begins with 1.
15. Insurance Code 
15.1 Leave blank for the default of all primary insurers for all code types.
15.2 To request the report for a specific primary insurer, type the Utility --►Insurance --►Insurance <Insurance Co Code>.
15.3 This field accepts multiple values:
• separated by commas with no spaces:
• an asterisk * to return all Insurers starting with the portion of the code entered prior to the *. For example, M* prints all Insurers whose code begins with M.
16. Referring Code 
16.1 Leave blank for the default of all referrals for all code types.
16.2 To request the report for a specific referral source, type the Utility --►Referring <Referring Code>.
16.3 This field accepts multiple values:
• separated by commas with no spaces:
• an asterisk * to return all Referrers starting with the portion of the code entered prior to the *. For example, 1* prints all Referrers whose code begins with 1.
17. Employer Code 
17.1 Effective version 14.12.30 - New field.
17.2 Leave blank for all <Report Code> types for the default of all employers/companies.
17.3 To request the report for a specific employer/company, type the Utility --►Business <Company Code>.
17.4 This field accepts multiple values:
• separated by commas with no spaces:
• an asterisk * to return all employers/companies starting with the portion of the <Company Code> entered prior to the *. For example, M* prints all employers/companies whose <Company Code> begins with M.
17.5 Via this field, Intellect can also pull data based on the employer attached to the Charges. For the employer to attach to any charges, the following information must be set up in Intellect:
Patient --►Registration <Employer Name>
Patient --►Worker --►Worker Insurance <Employer>
.
18.1 Leave blank for the default of all departments for all code types.
18.2 To request the report for a specific department, type the Utility --►Provider --►Provider <Department> name or number.
18.3 Currently, this field does NOT accept multiple values or a department range.
19. Who 
19.1 The default is blank, not filtering by the Ledger --►Accounting or Ledger --►Open Item <Who> column.
19.2 Accept the blank default OR use the drop-down list to filter by the selected Who type. A partial list is shown below:
20. When the information is completely entered, click on an option:
20.1 Click [Print] OR press [Enter] to display the Print Analysis dialog box:
20.1.1 Printer Properties:
20.1.1.1 Printer: The default printer for the logged-in clinic and password is selected. To select a different printer, either click on the arrow, OR press the → (right arrow) on the keyboard to view the list of printer codes. In our example, the defaulted Printer is HP. This is just an example of a printer name and may or may not be set up on the system.
To select the printer type, click on the code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code; then press the [Enter] key to select.
20.1.1.2 Number of Copies: This field defaults to either 0 (zero) or 1. Both print 1 copy. To print more than one copy, enter the number of copies.
20.1.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to Email, Fax, Disk, or Archive. A secondary printer may also be selected, if one is set up, by clicking on the arrow to display the drop-down list. The Procedure Analysis by Clinic and the Insurance Analysis by Clinic reports may also be exported to Excel.
20.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
20.1.4 Select the [Cancel] button to clear the screen and return to the <Report Code> field without saving or printing.
20.2 Click [Clear] to clear all information and return the focus to the <Report Code> field without saving.
20.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.
Sample Analysis Management Reports
