Utilizing the Revenue Management Report in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions for effectively utilizing the Revenue Management Report feature within the MDLand iClinic system. 

• Key Features: Accessing the report, applying filters for specific data, customizing sorting options, visualizing results with pie charts, exporting data to Excel, and printing reports for revenue analysis and management. 

2. Accessing the Revenue Management 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 Revenue Management Report:  

• Under the Billing/Account Reports section, click on Revenue Management Report. 

4. Report Interface:  

• The report will display options and filters on the left-hand side. 

• The main section will show the report data, breaking down revenue details by attending physician, covering physician, claims, charges, allowed amounts, and insurance payments. 

3. Applying Date Filters 

1. Preset Date Ranges:  

• Select preset options such as:  

• 30 Days, 90 Days, 1 Year 

2. Custom Date Range:  

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

• Choose the desired date range. 

• Press Enter or click the Refresh button to apply the date filter. 

4. Filtering by Physician 

1. Attending Physician Filter:  

• Click the Attending Physician Dropdown. 

• Select a specific physician or choose All to include all attending physicians in the report. 

2. Covering Physician Filter:  

• Click the Covering Physician Dropdown. 

• Select a specific covering physician or choose All to include all covering physicians. 

5. Customizing Report Sorting 

1. First Sort By:  

• Choose from options like:  

• Attending Physician, Covering Physician, Bill To, Referring Physician 

• This dictates the primary way the results are organized. 

2. Second Sort By:  

• Apply a secondary sorting criterion:  

• Covering Physician, Bill To, Referring Physician 

• This adds an additional layer of organization to the report. 

3. Third Sort By (Optional):  

• Choose an optional tertiary sorting criterion:  

• Bill To, Referring Physician, or Null (if not needed) 

• This allows for even more granular report customization. 

6. Visualizing Results with Pie Charts 

1. Switch to Pie Chart View:  

• Click the Pie Chart Icon in the upper-left corner. 

2. Analyze the Pie Chart:  

• The chart will reflect data based on the sorting options selected. 

• For example, if sorted by Attending Physician (First) and Covering Physician (Second), the chart will show covering physicians' contributions to total revenue. 

• Each segment will display:  

• Monetary Value of Claims 

• Percentage Contribution to Total Revenue 

7. Exporting the Report to Excel 

1. Export Data:  

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

2. Download Process:  

• In Google Chrome, the file will download automatically, appearing in the bottom-left corner of the screen. 

3. Open the File:  

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

• The Excel file will display data similar to the report in iClinic. 

4. Customizing Data in Excel:  

• Make custom changes, add formulas, or reformat data as needed for further analysis. 

8. Printing the Revenue Management Report 

1. Initiate Printing:  

• Click the Print List button near the top of the screen. 

2. Print Control Settings:  

• A print-friendly version of the report will appear. 

• Click the Print button under the Print Control section. 

3. 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 Revenue Management Report monthly or quarterly to track financial performance. 

• Verify Data Accuracy: Always double-check date filters, physician selections, and sorting criteria. 

• Use Pie Charts for Presentations: Utilize the pie chart view for clear, visual presentations during financial meetings. 

• Secure Data Handling: Ensure sensitive revenue data is handled securely when exporting or printing reports. 

10. Troubleshooting Tips 

• Missing Data:  

• Refresh the report if data does not load correctly. 

• Verify date range, physician selections, and sorting filters are accurate. 

• Export Issues:  

• Ensure browser settings allow downloads. 

• Check for pop-up blockers that may interfere with the download. 

• Printing Problems:  

• Confirm 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 revenue analysis, billing activities, and report interpretations. 

Thank you for following this guide. Effective use of the Revenue Management Report ensures accurate financial tracking, streamlined billing processes, and improved revenue cycle management.