Dynamic Payment Plans Overcharged Report
In Standard Reports, in the Monthly section, click Dynamic Payment Plans Overcharged.
Use this report to find overcharged production on Dynamic Payment Plans. A dynamic payment plan is considered overcharged if the sum of the payment plan debits (before interest) exceeds the sum of the production attached to the plan. Overcharged plans will turn yellow in the Payment Plans grid of the Account Module.
Select the Filter criteria.
From / To: Filters by the start date of dynamic pay plans. Defaults to a month from the current date.
Providers: Filters by provider associated with the overcharged production.
Clinics: Filters by the clinic associated with the overcharged production. Defaults to all clinics, but only overcharged production for clinics the logged-on user has access to will list.
Patient: Filters by the patient with overcharged production. By default, is the patient currently selected. If no patient is selected, the report returns results for all patients that meet the other filter criteria.
Click Refresh to update the results. Right-click any item in the list to Go To Account (useful if no patient is selected in the filter).
Click Print to print the grid.
The report breaks down each production item as follows.
Start Date: Date of the first payment plan charge.
Patient: Patient with the payment plan.
Guarantor: Guarantor of the payment plan.
Provider: Abbreviation of the provider associated to the overcharged production.
Clinic: Abbreviation of the clinic associated to the overcharged production.
Description: Lists the overcharged production (adjustment or procedure).
Overridden: An 'X' indicates the production item has an override, meaning the procedure or adjustment value in the Amount Attached field was changed from the default.
Pat Portion: The remaining balance of the production item after insurance payments, estimates, write-offs, and adjustments (outside of the payment plan) have been applied.
Pat Paid Outside Plan: The total amount paid by the patient. Sums all patient payments attached to the production item (outside of payment plan).
Pat Portion On Plan: The remaining balance of the production item after all patient and insurance payments, write-offs, and adjustments have been applied (Pat Portion - Pat Paid Outside Plan). If the production has an override, the override amount is displayed instead.
Plan Debits: The total debits on the payment plan associated to the production item.
Overcharged: The amount overcharged for this production item (Plan Debits - Pat Portion On Plan).
Pat Paid On Plan: The total amount of payment plan payments made towards the production item.
Pat Overpaid: The amount overpaid on the production item by the patient (Pat Paid On Plan - Pat Portion On Plan) if, the total payment amount is greater than the patient portion on plan. Otherwise, displays $0.00.