You went into healthcare to help people, who knew there’d be so many reports? Electronic health records can be a beast to sort through, which is why Mi7 is here to make sense of what you need to know. Today, we’ll be going over associated vs. unassociated when it comes to running reports. eClinicalWorks uses these terms in many of their standard reports. Without an understanding of what they mean, it can cause much confusion when trying to compare the various reports.
When you run a report for a month, you have options for what payments you want to see included in the report: the associated or the unassociated payment.
Unassociated payments are all of the payments you have received within a certain date range. This means that all payment received within the date range will be included for any charges for any dates, not necessarily for the dates of service specified in the report. So, some of those payments may be associated with previous date ranges.
When you select associated payments, it will only show the payments that are associated with charges entered in the selected date range. This can help you see if you want to see payments just on the services for the selected date range.
As you can imagine, associated vs. unassociated amounts can be very different. Which you choose can be dependent on how your accounting team wants to see and recognize revenue. Most people prefer to see all of the money that comes in for the date range. However, for reporting it can be helpful to keep track of which payments are associated with that billing period.
At Mi7, we have years of experience with eClinicalWorks reporting, and can assist you with your reporting needs, including custom logic for reports tailored just for your practice and what your accounting team would like to see. To learn more, contact us today!