Contract Audit - No Allocation Change

Run the Contract Audit - No Allocation Change report to obtain a list of changes to patient contracts that did not result in a change of total financial obligation. You can run the report for any range of dates or Transaction reports.

Run This Report

1. ViewPoint Main Menu - Practice Reports > Financial > Contract Audit - No Allocation Change.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report.

   First / Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include. You can type a date in the field, click the up / down buttons to advance the current field, or use the drop down button to select a date from a calendar. In addition, you can click the [ T ] button to select today, the [+W] button to advance the date by one week, or the [+M] button to advance one month. Also, pressing Shift or Control while you click one of the date buttons takes you backwards one week or one month instead.The date appears just under the report title; if you select a date that is not today, this date will be different from the run date that appears in the report header. Note that contract changes to not appear on the report until you have finalized the Transaction report.

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Doctor - Choose to include only the records for a specific doctor, or include the records for all doctors in your practice.

3. Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

More Information

Review Report Data - The report columns identify the patient and billing party, the date the contract was changed, and the number of the final Transaction report on which the change occurred. In addition, the report contrasts the contract's Amount Due and Final Contract Charge (i.e. the last scheduled period fee date and amount) as calculated both before and after the change. The differences in the financial columns indicate how the change affects the contract's payment plan. (For example, a lower Amount Due and a later Final Contract Charge after the change may indicate that an initial fee was removed, and a period fee with a later date was added to the contract.) Only changes that do not result in a net change of the contract's total treatment fee are included on the Contract Audit - No Allocation Change report. Changes that alter a contract's total financial obligation are clearly listed on your Transaction report, as well as the Adjustments, Tx Fees, and Changes report.

View Specific Contract Changes - Use the Contract Changes button on Contract tab of the patient folder to view additional details about changes that have been applied to a specific contract. See "Patient Financial Contracts" for details.