Billing and Finance
Select a template's name to view more details or request templates for your ICE Health Systems environment.
Adjustment Details#
What adjustments were made in the last week?
View the details of financial adjustments including the adjustment code, group, amount, date, insurance, patient and provider, for today, the last 7 days, the last month, this year and for all time.
Collection Letter - Initial#
This is the first collections letter to a patient, notifying them of an outstanding balance.
The template automatically populates the date, patient and office details, and includes editable text for a customizable message.
Collection Letter - Repeat#
This is a subsequent collections letter to a patient, repeating the notification that there is an outstanding balance on their account.
The template automatically populates the date, patient and office details, and includes editable text for a customizable message.
Daily Income#
What was the total posted income of the clinic today?
View the details of the daily financial income of the clinic including payment amount and location, payment date, payor, patient and recipient names.
Daily Production#
What is the total daily production of the clinic?
View the production of a specific provider or by clinic.
Insurance Payments#
What insurance payments have been received?
View the payment details including date, amount, insurance company name, address, and type, as well as other insurance details.
Patient Balance#
What balances are outstanding in the clinic?
View the aged balance of patients with details of primary clinic, balance amount and patient phone number.
Patient Payments#
Who entered the payment for this payment yesterday?
View the payment amount, date, posting date, patient, payor, and name of the individual who entered the payment.
Payment Details#
How did this patient pay?
View the payment and posting date, payor name, batch and insurance details, payment type and location for all payments.
Predetermination - Comprehensive#
This letter provides an overview of the treatment fee and associated charges. There is a disclaimer of the risks involved in of orthodontic treatment.
The template automatically populates patient and practice information, and provides editable text for a customized message.
Revenue Report#
How much revenue was generated today? This week? This month? This year?
The report will show the revenue amount as well as posting date, provider name and the treatment code.
Transfer Report#
Who has applied transfers to accounts in the last month? What was the treatment date and who was the treatment provider?
View all transfers from and to insurance in the last month. Details includes amount, transfer codes and payer information, entering provider name, treatment date and provider name.
Weekly Production#
What is the total production for the clinic in the last week?
View the production of a specific provider or by clinic for the last week.