Utilizing the Provider Activity Report in iClinic

1. Introduction 

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

• Key Features: Accessing the report, applying filters for specific data, analyzing provider activity metrics, exporting data to Excel, and printing reports for billing and provider performance review. 

2. Accessing the Provider Activity 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 the Provider Activity Report:  

• Under the Billing/Account Reports section, click on Provider Activity Report. 

4. Report Interface:  

• Inside the report, you will see options and filters on the left-hand side. 

• The report provides a detailed breakdown of provider activities based on the selected filters. 

3. Understanding the Provider Activity Report 

The report provides detailed metrics including: 

• Total Charges: The total amount billed by the selected provider. 

• Allow Pay: The allowed payment amount after insurance adjustments. 

• Total Payments: The total payments received. 

• Number of Claims: Total claims submitted by the provider. 

• Patient Activity Categories:  

• Patients Seen and Billed by the Chosen Doctor 

• Patients Seen by the Doctor but Billed by a Different Doctor 

• Patients Seen by Another Doctor but Billed by the Chosen Doctor 

• Patients Where the Chosen Doctor Was Involved but Billed by a Different Doctor 

4. Applying Date Filters 

1. Preset Date Ranges:  

• Choose from preset options:  

• 1 Day, 7 Days, 30 Days, 90 Days 

2. Custom Date Range:  

• Click the Calendar Icon next to the From and To fields. 

• Select the desired start and end dates. 

• Click Enter or Refresh for the report to update based on the selected date range. 

5. Filtering by Provider 

1. Select a Specific Provider:  

• Click the Doctor Dropdown on the left-hand side. 

• Choose the provider you wish to analyze. 

2. Switching Providers:  

• To switch providers, simply select a different doctor from the dropdown list. 

• The report will refresh with the new provider's data. 

6. Filtering by Claim Status 

1. Processed Claims:  

• Check the box next to Processed to view claims marked as processed but not paid. 

2. Paid Claims:  

• Check the box next to Paid to view claims that have been paid. 

3. Both Processed and Paid Claims:  

• Check both Processed and Paid boxes to see a combination of both claim statuses. 

• The report will update to reflect claims matching the selected criteria. 

7. Exporting the Report to Excel 

1. Export Data:  

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

2. Download Process:  

• In Google Chrome, the file will download to the bottom-left corner of your screen. 

3. Open the File:  

• Click the downloaded file to open it in Microsoft Excel. 

• The exported file will display a breakdown similar to the report in iClinic. 

4. Customizing Data:  

• In Excel, you can make custom changes, add formulas, or format the data as needed. 

8. Printing the Provider Activity Report 

1. Initiate Printing:  

• Click the Print List button at the top of the report page. 

2. Print Preview:  

• The screen will change to display a print-friendly preview of the report. 

3. Print Control Settings:  

• Click the Print button in the upper-right corner of the screen. 

4. Finalize Printing:  

• A new browser tab will open, displaying the final print preview. 

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

9. Best Practices 

• Regular Monitoring: Run the Provider Activity Report regularly to track provider performance and billing accuracy. 

• Verify Data Accuracy: Double-check filters for date ranges and claim statuses to ensure accurate reporting. 

• Secure Data Handling: Handle sensitive provider and patient data securely when exporting or printing reports. 

10. Troubleshooting Tips 

• Missing Data:  

• Refresh the report if data does not load correctly. 

• Ensure the correct date range, provider, and claim status filters are applied. 

• Export Issues:  

• Ensure browser settings allow file downloads. 

• Check for pop-up blockers if the download does not start. 

• Printing Problems:  

• Verify printer settings and ensure the printer is properly connected. 

11. Support Guidelines 

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

• Technical Support: Contact IT support for technical issues related to report generation, exporting, or printing. 

• Billing Department: Consult for questions regarding provider billing activities, claim statuses, and report interpretations. 

Thank you for following this guide. Effective use of the Provider Activity Report ensures accurate provider performance tracking, streamlined billing processes, and improved revenue management.