New Features, Fixes, and Enhancements

This release includes the following enhancements:

Reimbursement Analysis Report 

The Reimbursement Analysis Report is now available for generation from the Report Generator (Locations or All Locations > Financials > Report Generator). 

Similar to the Production Report in WinOMS, a Sensei product, this highly requested report helps practices evaluate financial performance by providing a comprehensive analysis of the production, collections, and adjustments by procedure code for the specified reporting period.

This report is particularly helpful for Practice Owners, Financial Managers, and Providers to understand what was charged, what has come back (via Collections from Patients and Insurance), what has been adjusted (Write-Offs), and what is stilled owed.

For each procedure performed during the specified time period, the report lists how many patients it was performed for, the amount charged, the amount and percentage of insurance and patient payments allocated to the service, the amount and percentage of insurance and patient adjustments allocated to the service, and the outstanding balance.

The Reimbursement Analysis Report uses posted charges for completed procedures as its foundation. When you choose a reporting period, the report includes charges with service dates or transaction dates (depending on your selected Date Basis) that fall within that time frame. 

The report includes the cumulative (lifetime) payment and adjustment activity associated with the charges as of the date the report is run. For example, if you run a report today for charges posted in March 2025, and a payment was just received or distributed today, then this payment activity is reflected in the report. 

A key thing to note is that the report numbers are based on direct association with the charges. The report only includes payment and adjustment activity that has been distributed directly to the charges (services) within the selected reporting period. Payments that remain undistributed or are distributed directly to Providers or other debits are not factored into the report calculations.  

As is true for the other Report Generator reports, the Reimbursement Analysis Report can be customized by choosing a date basis, report format, sort order, and setting filter parameters for specific columns. 

For example, you could opt to include only certain Office Codes in the report output if you want to analyze the performance of specific procedures. 

The Reimbursement Analysis report is grouped by Provider automatically, but you can choose to group by Location, if accessing from the All Locations tab. 

The very top of the generated report displays the following totals:

• Total Number of Patients 
• Total Number of Procedures
• Total Charges
• Insurance Payments 
• Insurance Adjustments
• Patient Payments
• Patient Adjustments
• Balance 

Similar headings are also included at the top of each table column in the report, displaying the totals for the specific Provider (with the exception of the Totals report format, as this is a very high level view) or Location, if you selected a Location grouping:

• # Patients (Count of Unique Patients)
• # Procedures (Count of Posted Charges)
• Charges (Total value of Unadjusted Posted Charges)
• Ins Pay (Total value of Insurance Payments Distributed to the Charges)
• Ins Adj (Total value of Insurance Adjustments Distributed to the Charges)
• Pat Pay (Total value of Patient Payments Distributed to the Charges)
• Pat Adj (Total value of Patient Adjustments Distributed to the Charges)
• Balance (Total Outstanding Balance)

Note: The report is broken down by procedure/office code within the tables. 

The following image is an example of a Provider table from a Reimbursement Analysis Report that was generated using the Totals and Subtotals report format and grouped by Provider. 

For Orthodontic practices, there are also Patient Ortho Contract Charge, Insurance Ortho Contract Charge, and Patient Ortho Contract Downpayment tables or line items included in the report output (depending on the selected report format).

Tip: In addition to viewing the on-screen report, you can export a generated report to a PDF or Excel document from the Generated Reports list. 

See How to Create a Reimbursement Analysis Report and How to Use the Report Generator for more information. 

Defects and Small Enhancements

17 defects and small enhancements were addressed.