Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center

Payments Application Summary Report

Report Purpose

This report provides a breakdown of payments received and allocated by a practice.

Value

Presents different methods of analyzing payments allocated within the reporting period.

Common Use

Generated as a period report (day, week or month end) to show payment allocations per rendering provider for the reporting period.

Kareo PM Recommendation

Leverage two key features of this report:

  • Trending – Generate the report by month to month (choose Columns and pick Month) to compare payment allocations by payment type from month-to-month.
  • Grouping and Subgrouping – Use the "Group by" Rendering Provider filter and "Subgroup by" Service Location filter (as well as month to month trending) to display where monies are being generated by providers on a month-to-month basis. Or, filter by "Group By" Rendering Provider and "Subgroup by" Insurance Plan (with trending by month-to-month) to see insurance payment trending by provider.

arrow_orange.jpgTo access and customize the Payments Application Summary

  1. Click Reports > Payments > Payments Application Summary.
  2. Select filters.

Payment Application Summary Filters.jpg

 

  1. Date Type:
  • Posting Date – Includes all payments posted within the reporting period, regardless of the dates of services.
  • Service Date – Includes only payments posted by the generation date of this report with dates of services corresponding to the selected reporting period.
  1. Scheduling Provider: Select a specific scheduling provider or leave blank to include all scheduling providers.
  2. Rendering Provider: Select a specific rendering provider or leave blank to include all rendering providers
  3. Default Rendering Provider: Select a specific default rendering provider or leave blank when not designating a default rendering provider.  
  4. Service Location: Select a specific service location or leave blank to include all service locations.
  5. Postal State: Select a specific state or leave blank to include all states.
  6. Department: Select a specific department or leave blank to include all departments.
  7. Insurance Plan: Select a specific insurance plan or leave blank to include all insurance plans.
  8. Insurance Company: Select a specific insurance company or leave blank to include all insurance companies.
  9. Payer Scenario: Select a specific payer scenario or leave blank to include all payer scenarios.
  10. Payment Type: Select a specific payment type or choose "All" to include all payment types.
  11. Patient: Select a specific patient for the report.  
  12. Batch #: Select a specific batch number or leave blank to include all batches.
  13. Procedure(s): Either leave blank to report on all procedures within the reporting period or enter a specific valid procedure code.  
  14. Show Unapplied?: Selecting "Yes" includes Unapplied Analysis summary, Beginning Unapplied Balance, Ending Unapplied Balance and Change in Unapplied Balance.  
  15. Group by: Group the report results by designating a group value.
  16. Subgroup by: Select a second level of grouping results by the designating a subgroup value.
  17. Columns: Defines the output type of the report - Month, Quarter and Year options create a trending view of the report for performance comparisons.
  • Was this article helpful?