Intellect™
MANAGEMENT MENU OPTIONS
Analysis
Misc Report
Tracking provider employee's productivity can be accomplished by assigning unit values to each procedure and reporting on the total units they have accumulated within a specified time frame. The Detail RVU Report by Clinic (Report Code 7) includes information for the entire clinic. The Detail RVU Report by Provider can print a report for a specific provider or a separate report for each provider. Each report summarizes the information based on the Procedure Code.
With this Management Report, Intellect provides the capability to export to Email or Fax.
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 Misc screen in Intellect, go to Management --► Analysis --► Misc
The Print MISC 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 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
This is a brief summary of the Report Options.
Note: The old one-character code choice is shown in parenthesis behind the new explanatory code choice.
2.3 Procedure Utilization Report (F): Returns an analysis of patients seen, summarized by provider department, and then grouped by facility.
2.4 Summary RVU Report by Clinic (1): Not Implemented at this time.
2.5 Detail RVU Report by Clinic (7): Tracks provider employee's productivity by assigning unit values to each procedure and reporting on the total units they have accumulated within a specified time frame. This report includes information for the entire clinic. Effective version 19.12.04, the Detail RVU Report by Clinic includes a 'Unit' column.
2.6 Detail RVU Report by Provider (8): Tracks provider employee's productivity by assigning unit values to each procedure and reporting on the total units they have accumulated within a specified time frame. This report prints a report for a specific provider or a separate report for each provider. Effective version 19.12.04, the Detail RVU Report by Provider includes a 'Unit' column.
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 <Date Selection> field entry.
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 <Date Selection> field entry.
5. Provider 
5.1 Used only for the Detail RVU Report by Provider Report Code (formerly 8). Leave blank for the default of all providers.
5.2 To filter the results based on a specific provider, type the Utility --► Provider --► Provider <Provider Code>.
5.3 This field does NOT accept multiple values, but accepts the asterisk * to return all Providers starting with the portion of the code entered prior to the *. For example, J* prints all Providers whose code begins with J.
6. Department 
6.1 Leave blank, the default, for all departments for all code types.
6.2 To request the report for a specific department, type the Utility --► Provider --► Provider <Department> name or number.
6.3 This currently does NOT accept multiple values or a department range.
7. From Date
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 procedure 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. Category Code 
9.1 Leave blank for the default of all categories for all Report Code types.
9.2 To request the report for a specific category, type the Utility --►Category <Category Code>.
9.3 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 begin with M.
9.4 The report includes 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.
10. Sex 
10.1 Leave blank for the default of no specific gender for all code types.
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 (e.g., Company Accounts).
11. Age From 
11.1 This is the youngest age in whole years to filter the results by age. This is the patient age at time of service.
11.2 Leave blank for the default of all ages for all code types.
12. Age To 
12.1 This is the maximum age in whole years to filter the results by age. This is the patient age at time of service
12.2 Leave blank for the default of all ages for all code types.
13.1 This field defaults to the 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. Who 
14.1 The default is blank, not filtering by the Ledger --► Accounting or Ledger --►Open Item <Who> column.
14.2 Accept the blank default OR use the drop-down list to filter by the selected Who type. A partial list is shown below:
Effective version 9.12.10
All versions prior to 9.12.10
15. Facility 
15.1 Leave blank for the default of all facilities for all code types.
15.2 To request the report for a specific facility, type the Utility --►Facility <Facility Code>.
15.3 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.
16. Insurance Code 
16.1 Leave blank for the default of all primary insurers for all code types.
16.2 To request the report for a specific primary insurer, type the Utility --► Insurance --► Insurance <Insurance Co. Code>.
16.3 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.
17.1 Effective version 14.12.30 - New field.
17.2 Leave blank for the default of all employers/companies for all <Report Code> types.
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, A* prints all employers/companies whose <Company Code> begins with A.
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, this information must be set up in Intellect:
Patient --►Registration <Employer Name>
Patient --►Worker --►Worker Insurance <Employer>
18. Referring Code 
18.1 Leave blank for the default of all referrals for all code types.
18.2 To request the report for a specific referral source, type the Referring <Referring Code>.
18.3 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.
19. Cash/Accrual 
19.1 Use the drop-down list to make a selection.
19.1.1 If ‘Cash’ is selected, the report includes ALL payments and adjustments entered during the second date range regardless of whether or not the charge is included on the report. NOTE: The second set of dates must be populated.
19.1.2 If ‘Accrual’ is selected, the report includes only the payments and adjustment entered during the second date range AND posted against the charges on the report. NOTE: If the second set of dates is left blank, ALL payment and adjustments posted against the reported charges are included regardless of the entry date of the payments/adjustments.
19.2 Click on the field, OR press the [F2] to display valid choices.
19.3 The default is blank.
19.3.1 If this field is left blank AND the second set of dates is populated, the report returns the same results as ‘Cash.’
19.3.2 If this field AND second set of dates are left blank, the report returns the same results as ‘Accrual.’
20. When the information is completely entered, select one of these options:
20.1 Click [Print] OR press [Enter] to display the print 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.
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 to 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.
