CSR Activity Report

Important: Only one user's activity details can be generated at a time. There is not a batch option.

To audit the productivity of your A/R Specialists:

  1. Navigate to Management > CSR > CSR Activity Report.
  2. Select the User you are auditing from the corresponding drop-down menu.
  3. Indicate the From Date and Thru Date that you want to audit. This is often done on a weekly basis.
  4. Click Run Report. The results will be displayed.

Left Portion

  • Total Acct - The number shown (i.e. 5) represents the number of unique accounts that were worked, regardless of the amount of activity on each account.
  • Status - The number of Status Notes added to the displayed accounts. The number DOES NOT represent how many Status Notes were added to that specific account.
  • Misc - The number of Misc Notes added to the displayed accounts. The number DOES NOT represent how many Misc Notes were added to that specific account.
  • Info - The number of Info Notes added to the displayed accounts. The number DOES NOT represent how many Info Notes were added to that specific account.
  • ZeroPay - The number of Zero Payment ERAs that were closed. The number DOES NOT represent how many Zero Payment ERAs were worked for that specific account.

Important: Ignore the totals at the bottom for Status, Misc, Info, and ZeroPay.

Right Portion

  • Acct. # - The patient's Account Number in RevFlow.
  • Adj Amt - The amount that was adjusted off of the patient's balance.
  • Adj Code - If an amount was adjusted, the corresponding reason code populates.
  • Date - The date of the activity.
  • Rebill - Indicates if a claim was rebilled.
  • Note Code - The type of Note that was added to the account.
  • Notes - The information on the actual note.

Audit CSR Activity Examples

  1. Ensure that the Note types are being used correctly as it affects reporting.
    1. Status Notes should only be used when the entire account has been worked and you are expecting a resolution without any more effort on your end.
  2. Verify that each note has enough detail to stand on its own.

    1. For this example, the user didn't mention who they talked to at the insurance, what the conversation was about, or what the resolution was.
  3. Confirm that any actions mentioned in a note were actually performed. 

    1. For this example, you would check the patient's account to ensure the KX modifier was added and that the DOS was rebilled to Medicare.
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