Navigate
To make your way to Lightning Reports, navigate in the Toolbar to Reports > ⚡️ Lightning Reports
General Use
Lightning Reports will default to
A Month-to-Date (MTD) range
organized by Posting Date
All Providers
All Locations
Filters
FROM and THRU will determine the dates the Reports will pull.
MTD will update the dates to reflect the 1st of the current month through today's date.
YTD will update the dates to reflect the 1st of the current year through today's date.
LAST MO will update the dates to reflect previous month.
PROV: and LOCN: allow you to specify which Provider and Location to look at. Currently, you can select ALL Providers/ Locations, or one individual Provider/ Location.
Report Buttons
OPTIONS will reveal the additional Filters applicable to the associated report.
Download Report will give the option to download either as a PDF, or a CSV. Depending on the size and scope of the Report, this might take a minute or two!
Reports Overview
The following features are universal across Lightning Reports
Title Page
Practice Name
Report Type
Filtered Date Range
Note that some reports, like Accounts Receivable, is generated using All Dates, rather than the selected Date Range
Page 2 onward
Header with the Report Type
Description (if entered via the Options button)
Report
Footer
Practice Name
Report Type
Page [x] of [total pages]
Report Types
Accounts Receivable Aging - Insurance
Provides a Summary of AR Charges and Percentages per day range, followed by a breakdown of each Insurance
Sample Accounts Receivable Aging - Insurance Report
Accounts Receivable Aging - Location
Provides a Summary of AR Charges and Percentages per day range, followed by a breakdown of each Service Location
Sample Accounts Receivable Aging - Location Report
Accounts Receivable Aging - Patient
Summary of AR Charges and Percentages per day range, followed by a breakdown of each Patient
Sample Accounts Receivable Aging - Patient Report
Account Receivable Aging - Provider
Provides a Summary of AR Charges and Percentages per day range, followed by a breakdown of each Provider
Sample Account Receivable Aging - Provider Report
Charges and Financial Transactions Report
This report provides a comprehensive summary of all Financial Transactions.
Due to how comprehensive this report is, it can be used as the basis for many reports in which your practice may be interested by downloading the CSV and altering/ filtering as needed!
The Charges and Financial Transactions Report can also be filtered/ ordered before generation by
Patient
Posting Date or Service Date
Balance Responsibility
CPT/ DX/ Modifiers
use commas to separate multiple codes
Claims will be added if any of the selections are present
The Charges and Financial Transactions Report details
Patient Name
Patient DOB
Charge From/ To dates
Location Name
Rendering Provider
Supervising Provider
Referring Provider
Claim ID (Superbill ID)
Charge ID
CPT
Modifiers
Units
Unit Charge
Total Charge
(Financial Transaction) Type
(Adjustment/ Transaction) Code
(Transaction) Description
Amount (Paid)
Payer
Payment Date
Posting Date
DX List
Financial Transaction Created Timestamp
Claim Activity Report
Based on the selected Date Range, provides a breakdown of
Patient Superbill ID
Provider (Initials)
DOS
Date Posted
Patient
Location
CPT
Units
Charge
Amount Paid
Adjustments
Balance
Responsibility
Sample Claim Activity Report
Deposit Report
This report provides a list of all payments from both Insurance and Patients.
Payment ID
Type (Patient or Insurance)
Payer
Posted Date
Payment Date
[Payment] Method (Cash, Check, etc)
Check/ Reference #
Payment Amount
Unapplied Amount
Diagnosis, Modifier, and Procedure Lookup Report
The scope of this report can be limited by searching for a specific CPT, DX, or Modifier.
By default, this report provides a list of all claims along with
Claim Number
Patient ID
DOS
Date Posted
Provider
Location
CPT
Units
Mod(s)
DX(s)
Charge
Amount Paid
Adjustment
Balance
Responsibility
Example Diagnosis, Modifier, and Procedure Lookup Report
Patient Balance Report
This report provides a list of patients along with their insurance and financial data.
It can be limited to Only Patients With Balances, and by searching for a specific Primary or Secondary Insurance.
Example Patient Balance Report
Provider Payments Report
This report reflects only those payments that have been applied. For a breakdown of all payments, please refer to the Deposit Report.
This report details the amount paid per each Rendering Provider - it is currently limited to running by payment posting date only
Provider Productivity Report
This report offers a breakdown of each Provider's
Units
RVU
Charges
Adjustments
Write-off
Payments
Referring Provider Report
This report provides 1) a Summary of revenue generated per Referring Provider, and 2) a Claim Payments List of each individual claim that has a Referring Provider and have received payment.
The Claim Payments List details
Rendering Name
DOS
Patient Name
CPT
Payer
Check Number
Posting Date
Amount
Refund Report
This report accounts for Refunds processed via Integrated Refunds
The Refund Report can be searched via Refund Date, Payment Date, or Posting date.
The Refund Report provides a Summary of refund totals, as well as
Payment ID
Payer
Refund Date
Posted Date
Pay Date
Amount
