Run the Winning Detail Service Line report

IMPORTANT: Although this report is available in the Reports menu, it needs to be enabled by Syntellis Support before first-time use.

The Winning Detail Service Line report allows you to choose a particular line of business to compare across payers. For example, you could examine your organization’s Cardiology services, Radiology, labs, and so on, to see which lines are meeting reimbursement expectations and which are not. Select to view gains, losses, and potential gains by service line (e.g., departments or services such as cardiology, labs, specific therapies, and so on) down to the term level.

To run the report:

1. Before using the report for the first time, contact Syntellis Support to transfer your claims data to the new voucher table.

2. If needed, ensure your clause hierarchy is set up for service lines. For example, your clause descriptions should reflect the service lines to which they belong. For details on setting up clause and term descriptions, see Managing clause and term descriptions.

3. If needed, recalculate claims for the contracts to be included in the report.

4. From the Reports menu in the main menu header, select Winning Detail Service Line.

5. From the Simulation drop-down, select the simulation with the service lines to be analyzed.

6. From the Service Line drop-down, select the service line.

7. In the Discharge Start Date and Discharge End Date fields, type in or select a date range for the report.

   NOTE: Once you change the date range from the default (the current day), the date range you selected becomes the new default until you change it again. Date ranges are tied to user logins, so your selected date range does not impact other users’ date ranges.

8. To include data from claims that affect reimbursement, select the Include Claim Data check box. When you drill down on contracts in the report results, you will be able to see each claim associated with the total amounts, and then the actual gain and loss that occurred for that claim.

9. Click Get Report.

10. (Optional) Export the report to Excel:

    1. On the top right of the page, click Export to Excel.

    2. In the Download popup, click Open file.

       The report opens in Excel with all levels collapsed.

11. Review the report.