Payment Plan Related Reports

Click on a link below to learn more about a specific Payment Plan related report!

• Payment Plans Activity V4 Report
• Payment Plan Inventory Report

The Payment Plans Activity V4 Report

The Payment Plans Activity V4 report shows users changes to payment plans over time including places that have been created, stopped, modified, and defaulted. 

This report also shows payment plan status changes from Good Standing to Delinquent (or vice versa). 

The Payment Plans Activity V4 report includes the following default fields:

1. Provider (Health facility)
2. Date (date of Payment Plan Log activity)
3. Account #
4. Status (Good Standing/Delinquent/Closed)
5. Type (Auto/Manual)
6. Account Balance
7. Plan Balance Remaining
8. Change Source (System/Back Office/Offline Activation/Patient)
9. Change Reason (Created/Status Change/Completed/No Balance Remaining/Defaulted)
10. Payments Remaining
11. Payments Missed
12. Next Payment Date
13. Next Payment Amount
14. Visits on Plan

Who typically uses this report and why?

•  User profile: Power Users
  • Why: To review detailed plan activity over time, including when accounts become Delinquent, and when accounts default. It can be especially helpful when reporting on Delinquent plans if the provider wanted to kick off a campaign to reach out to these accounts and encourage them to make up their missed payments.
  • How: Exporting to Excel and filtering on:
    •  Change Reason column (accounts that Default) or Status Column (to find accounts that become Delinquent)
  • Helpful filters: Filter by Practice (to show payment plans by Provider vs. the entire Health System)

How to run this report:

1. Log into the Staff Experience
2. Click the Reports tab
3. Select the Payment Plans Activity V4 report from the Report dropdown
4. Set your filters, such as your date range
5. Click Run Report
6. Click View or Download to view the report in the Action section

The Payment Plan Inventory V4 Report

The Payment Plan Inventory V4 report shows a detailed list of payments at the transaction level. This report will shows the details behind all transactions.

The Payment Plan Inventory V4 report includes the following default fields:

1. Provider (Health facility)
2. Account #
3. Guarantor Name
4. Created (payment plan creation date)
5. Last Updated 
6. User Name (CSR who created the Payment Plan, if applicable)
7. Source (Patient/Offline Activation/Back Office)
8. Type (Auto/Manual)
9. Status (Good Standing/Delinquent
10. Payment Method (eCheck, Credit Card, N/A - for Manual Plans)
11. Monthly Amount
12. Account Balance
13. Original Plan Balance
14. Current Plan Balance
15. Balance Not On Plan
16. Payments Remaining
17. Last Payment date
18. Visits on Plan (Visit #s)

Who typically uses this report and why?

•  User profile: Manager and Business Analyst users (Use Case 1)
  • Why? To understand the revenue potential related to payment plans, broken out by Auto vs. Manual Plans.
  • How? Analyzing by plan type and totalling the amount remaining column. Exporting and pivoting in Excel can help achieve this.
•  User profile: Manager and Business Analyst users (Use Case 2)
  • Why?To monitor the payment plan terms being set up by their staff to ensure adherence to collection policies.
  • How? Analyzing by Staff Experience username and reviewing the # of months remaining column to catch inflated numbers. Exporting and pivoting in Excel can help achieve this.

How to run this report:

1. Log into the Staff Experience
2. Click Reports tab
3. Select Payment Plan Inventory V4 from the Report dropdown
4. Set your filters 
5. Click Run Report
6. Click View or Download to view the report in the Action section