Users with administrative ROI privileges can run ROI accounts receivable reports from the OnBase Client.
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From the OnBase Client, select Admin | Release of Information Reports | Generate Report(s). The Release of Information Report dialog box is displayed.
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Select a Report Type. Available report types are described in the following table:
Report Type
Description
A/R Aging
This report displays information about outstanding bills organized by number of days outstanding (fewer than or equal to 30 days, within 31 to 60 days, within 61 to 90 days, and more than 90 days past due).
Pending Payment
This report displays the total amount owed per location and the grand total amount due for all selected locations.
Daily Income
This report groups outstanding bills by date billed and lists both amount due for each bill and the grand total amount due. The Show Detail by Day option lists amount due for each day in which a request was billed.
Payment History
This report groups paid requests by location. The report lists the total number of days to pay for a specific request and the average number of days to pay per location.
User Productivity
This report lists the number of requests completed by each user who has ROI privileges and the average number of days each user took to complete the requests.
If a user's average days to complete a request is less than 0.1, but the user has completed at least one request, then the user's average days to complete is rounded up to 0.1. If a user has not completed any requests within the report parameters, then an average of 0.0 days is displayed for that user.
Released Requests
This report helps address HIPAA requirements by displaying information about requests that have been released or delivered from OnBase.
The following information is listed for each completed request: Request number; requester's name, location, and company; patient's name; purpose; delivery method; date/time released; total number of days to release; number of pages, external pages, and external items; and the total billed amount. If a request is re-delivered using a different delivery method, the report reflects the last delivery method used and the last date of release.
At the end of the report, the total number of released requests and the average number of days to release each request are displayed.
- Under Location, select one or more locations to include in the report. To include locations that were not saved, select <None>.
- Specify a date and/or request number range.
- Click Create Report. The report is displayed. You can also retrieve the report from the Document Type configured for ROI reports at a later date.