With the recent introduction of the ledger enhancement features, we have identified additional issues with reporting. This article identifies the specific reporting examples so that our users are aware of potential issues. We will update this article regularly. We acknowledge the impact this causes you and are actively working to improve the functionality.
Resolved: Analysis Ledger Report Builder is Excluding Guarantor Data
If you add the patient or guarantor field to this report, there could be some adjustments or payments that are visible in the patient ledger and included in the report, but do not have a guarantor attached – instead, like this screenshot, these will show up as Not Available: spaces, etc.
So, the data may be correct, but you cannot see the primary guarantor for some patients. If you exclude any patient or guarantor fields in this report, then you will not have these issues. A fix has been identified and was released to all customers on June 9, 2021.
Resolved: Procedure Count includes Original, not Revision
Any change to the original procedure posted in a ledger, such as a change of date (or any change that would cause a revision) may not display the accurate count in power reporting. For example, if you change the date of a procedure and then run a power report, you may not see the accurate count. In the case of a new patient, this could cause the patient to be excluded from the report.
Our new patient report looks for the procedure that matches the first visit date, so this could be impacted. A fix has been identified and was released to all customers on June 9, 2021.
Resolved: Certain Procedures Not Displayed in Power Reports
Certain procedures were not pulled over from the database into power reporting. At this time, we have observed this in our live5 environment. A fix has been identified and was released to all customers on June 9, 2021.
Fix Identified / Release Pending: Aged Receivables Report Excluding certain Alias Codes
Although this is not a power report, the Aged Receivables Report from the Home dropdown menu was found to exclude certain alias codes. A fix has been identified, was released to beta on June 3rd and will be released to all customers with the next feature release.
Bill to Insurance Switcher causing Double Payments
If you edit an existing procedure that has a guarantor payment, and change any of the values that impact the insurance amount (bill to insurance switcher, amount, insurance estimate overrides) – this can cause a doubling of payment records only visible in power reports.
Deleted Procedures Showing up on Power Reports
Certain procedures were deleted in a patient ledger but still were reflected in power reports. At this time, we observed this with one patient in our prod5 environment.
Provider AR Totals Report End Balances Changing
Also not a power report, the Provider AR Totals Report from the Home dropdown menu was found to show end balances changing when the start date changed.