Employer Activity Report

If you haven't already done so, please read the Reports Overview. The Overview includes all the standard report options and how to use them. Those instructions and terms will not be repeated here.

Summary

This report is the primary reporting tool to employers for reporting costs directly incurred for all services performed during a particular period, regardless of the actual billing status of the charges. The sources of the information are the visits and medical activity history files. For services that have been sent to billing, the actual prices that were charged are used; for services awaiting billing, the prices are estimated according to the current fee schedules for to that employer. This report will include all charges that were incurred by that employer, regardless of whom the eventual payer will be. For example, it will include all employer services, workers comp services billed to a carrier or MCO, and lab charges for collections that are to be billed to a lab.

This report can be produced in a summary or detailed version. The summary report lists each visit by employee, and summarizes the total number of visits, number of services and total charges for the time period, by employer. The detailed version includes the same information, but shows the individual activities or services performed for each visit. The report is by company, with each company beginning on a new page.

How to Run This Report

  1. Enter the Report From and Thru Date, or click the calendar icon and select a date range.

  2. Select the Report By option.

  3. Click Suppress Names on the Report if you would like to eliminate the patient names.

  4. Select any of the standard report options, if needed (Company, ASCII file, Graph, etc.). If you have entered a list of activities on which you will regularly want to report, be sure to memorize the report to eliminate the need to enter the list each time you run it.

  1. Click Print to run the report.