NextGen Knowledge Center

Daily Charges Report

The Daily Charges report is a line item report of daily charges by service item. This report is sorted based on location name, Encounter/Invoice number, and service item. Totals are for charge amount, with a subtotal for each location, and grand total of all locations.

You can total the Count column of the Daily Charges report using the Totals tab on the Report Filter. Since the Count column is the Quantity of SIMS per charge, this gives you the total number of units for all charges. This sum can then be compared and matched to the sum of all charges on the Monthly Provider Productivity by RVU, the Service Item Summary with Extended Amount and Transactions, and the Transaction Summary reports.

NextGen Healthcare recommends that you only choose one of the Filter 1 date ranges (create date, process date, or service date) to generate a meaningful report.

To show the process date, be sure to specify the Process Date rather than the create date on the Filter 1 tab.

The Charge report should balance to the Monthly Service Item Summary with Extended Amount report. It should also balance to the Charges column in the Monthly Transaction Summary report. This report, if run by process date, should match the Charges column on the Monthly Changes in AR reports.

To access the report in NextGen® Enterprise PM, select the Reports menu and select Daily and then select Charges.

From the Report Filter window, select the Info button to view the following information about the report:

Logic:
  • The report shows charges by service item.
  • Line item based report that displays charges under the primary payer/financial class on the encounter.
  • This report has the most charge detail than any other charge based report.
  • This is a detail report that does not collapse based on the columns selected; shows one line per charge that qualifies on the report.
Filtering Info:
  • Depending on Filter 1 options, voided charges can be included or excluded.
  • The Count column is the Quantity per charge, which gives the total number of units for all charges.
  • The Count Records option on the Totals Tab will count the number of lines on the report, not the total charges.
  • Use the ‘No encounter for X days’ to pull based on a certain criteria and then see which patients have not had recent activity.
Common Uses:
  • Daily balancing of charges.
  • Daily provider productivity.
  • List of total charges by primary payer.
Balances to the Following Reports:
  • Monthly Changes in A/R.
  • Transactions Summary.
  • Practice Summary.
  • Service Item Summary.
  • Provider Productivity by RVU.