Page Comparison

Overview

Payers can be sorted into revenue groups so that the Revenue Group Report can calculate and display each revenue group's contribution to the total revenue for a specified time period.

Revenue Group Report

Info
User access to reports is controlled through Setup > User administration > Users > (select the user of interest) > Edit reports.

The Revenue Group Report, available at Tools > Reports, shows sales, returns, write-offs, and credits, grouped by revenue groups within the specified time period.

Managing revenue groups

Info
Access to the Revenue groups module in the Setup menu is controlled through the Maintain revenue groups user privilege.

Existing revenue groups are listed at Setup > Revenue groups.

Creating a new revenue group

To create a new revenue group, click the 

Status
title Create new

 button at the bottom of the screen. The Create revenue group dialog will appear; in it, enter the new revenue group's name, and optionally set it to be the default revenue group for new insurers. Then click 

Status
title Create

.

Editing an existing revenue group

To edit an existing revenue group, select it and click 

Status
title Edit details

. The Edit revenue group dialog will appear; in it, the revenue group's name, active status, and insurer default status can all be changed. Click 

Status
title Update

 to save any edits.

Linking revenue groups to insurers

Info
Access to the Insurers module in the Setup menu is controlled through the Maintain insurers user privilege.

To link a revenue group to an insurer, edit that insurer's details and set the correct revenue group using the Revenue group drop-down menu in the Insurer details dialog. 

Info
For US systems, existing insurers' revenue groups are set as follows: Epic, Hear.com, TruHearing, and YHN are assigned to the Managed care revenue group; insurers whose insurance plans are set to Medicare or Medicaid are assigned to the Medicare/Medicaid revenue group; all other insurers will have no revenue group set. For non-US systems, existing insurers will not have a revenue group set.

If, at Setup > Revenue groups, a default insurer revenue group is set, that revenue group will be the default option in the Revenue group drop-down menu in the Create insurer dialog.

Private pay: the revenue group for patients

Patients (and their primary contacts), in their capacity as payers, belong to the hidden revenue group called Private pay.