Utilizing the Comparative Analysis Report in iClinic

1. Introduction 

• Purpose: This guide provides detailed, step-by-step instructions for effectively utilizing the Comparative Analysis Report feature within the MDLand iClinic system. 

• Key Features: Accessing the report, applying filters for specific data, grouping and calculating data by various criteria, exporting reports, and printing comparative analysis. 

2. Accessing the Comparative Analysis Report 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Reports Icon:  

• Click on the Reports Icon from the dashboard. 

3. Navigate to Comparative Analysis Report:  

• Under Billing/Account Reports, locate and click on Comparative Analysis Report. 

4. New Tab Opens:  

• A new tab will open within iClinic, displaying the report options and filters on the left-hand side. 

3. Applying Filters for Specific Data 

A. Date Filters 

1. Select the Time Period:  

• Choose from the Date of Service (DOS) dropdown. 

• Select the desired year. 

B. Provider Filter 

1. Filter by Provider:  

• Select a specific provider from the dropdown marked Doctor. 

• To include all providers, select All Doctors. 

C. Office Location Filter 

1. Filter by Location:  

• Choose a specific office from the Office Location dropdown. 

• Select All to include all locations. 

D. Insurance Filter 

1. Filter by Insurance:  

• Choose a specific insurance from the Insurance dropdown. 

• Select All to include data from all insurance providers. 

E. Tax ID Filter 

1. Filter by Tax ID:  

• Select a specific Tax ID from the dropdown. 

• To include all Tax IDs, leave the dropdown blank. 

F. Patient Filter 

1. Filter by Specific Patient:  

• Select the radio button next to One Patient. 

• A search box will appear—search by Last Name, First Name, Date of Birth, or Address. 

2. View All Patients:  

• Select the radio button next to All Patients. 

G. Claim Status Filter 

1. Filter by Status:  

• Choose from the following options under Status:  

• Paid: Displays amounts from claims marked as paid. 

• Processed: Displays amounts from processed claims. 

• Both: Combines totals from both paid and processed claims. 

H. ICD and CPT Code Filters 

1. Filter by ICD Code:  

• Enter the specific ICD Code in the designated text box. 

2. Filter by CPT Code:  

• Enter the specific CPT Code in the designated text box. 

4. Grouping Data 

1. Group by CPT Code: 

• Select the radio button next to CPT under the Group By section. 

• Click on the Year (highlighted in blue) to expand and view CPT-specific details. 

2. Group by Insurance: 

• Select the radio button next to Insurance under the Group By section. 

• Click on the Year (highlighted in blue) to expand and view insurance-specific details. 

5. Calculating Data 

1. Calculate by Paid Amount: 

• Select Paid under the Calculate By section to view total paid amounts for each month. 

2. Calculate by Allowed Amount: 

• Select Allowed to view total allowed charges for each month. 

3. Calculate by Total Charges: 

• Select Charges to view total charges for each month. 

4. Primary Charge Only Option: 

• Choose to calculate totals by Primary Charge Only if dealing with crossover claims to avoid duplicate charges. 

• Uncheck this option to include Primary, Secondary, and Tertiary charges in the totals. 

6. Exporting and Printing Reports 

A. Export to Excel 

1. Export Data:  

• Click the To Excel button at the top of the screen. 

2. Download File:  

• In Google Chrome, the file will download automatically (visible in the bottom-left corner). 

3. Open and Customize:  

• Open the file in Microsoft Excel to analyze and customize as needed. 

B. Printing the Report 

1. Initiate Printing:  

• Click Print List at the top of the screen. 

2. Print Preview:  

• A new page will open inside iClinic, resembling the Excel format. 

3. Finalize Printing:  

• Click Print under Print Control. 

• In Google Chrome, click the Blue Print Button to complete the process. 

7. Best Practices 

• Consistent Date Filters: Always verify the date range before generating reports. 

• Regular Analysis: Periodically analyze reports to identify trends in billing and claims. 

• Use Grouping Options: Utilize grouping by CPT or Insurance to simplify large datasets. 

• Primary Charge Monitoring: Use the Primary Charge Only option to prevent double-counting charges. 

8. Troubleshooting Tips 

• Missing Data:  

• Ensure the correct date range and filters are selected. 

• Refresh the page if data does not load correctly. 

• Export Issues:  

• Ensure browser pop-ups are enabled. 

• Check for download permissions if the file doesn’t appear. 

• Printing Problems:  

• Verify printer settings. 

• Ensure the correct printer is selected. 

9. Support Guidelines 

• In-App Support: Use the MDLand iClinic help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to comparative reports. 

• Billing Department: Consult for questions regarding billing trends, charges, or claims analysis. 

Thank you for following this guide. Effective use of the Comparative Analysis Report ensures accurate financial tracking, data analysis, and improved billing management.