Report Guide: Eaglesoft

Estimated read time: 1 min

Index:

Summary:

The following sections will highlight for you how to the various modules in Jarvis populate their data. Using various reports from Eaglesoft you can compare Jarvis and Eaglesoft reports to feel confident in what you are seeing in Jarvis. This will allow you to feel confident in Jarvis’ ability to structure and give useful insights into the trends and recommendations for your business.

 

Eaglesoft’s Report Types

Eaglesoft’s integration to Jarvis Analytics can be configured using two different report settings, Other Range of Date or Other Range of End of Days. When comparing Eaglesoft reporting to Jarvis Analytics, it is critical that the PMS reporting is generated using the same report settings that Jarvis was configured with to ensure matching values between both platforms.

Not sure what setting your Jarvis Analytics platform is based on? Find out by going to the Main page of Jarvis and opening up your location information table.

 

How to Print Reports

  • In most cases, the report preview of Eaglesoft will show the print button where you can click this and be prompted to another window:
  • NOTE: Always select any report/printer name that has:
    • “Microsoft to PDF”
    • “Cutie PDF”
    • “Microsoft XPS Document Writer”
    • Or Any that has PDF or XPS

Aging

In this section, we will be going over:

  • How the Accounts Receivable by Responsible Party report can be generated
  • How to find the same data in the Aging Module in Jarvis
  • And how you can find and compare data between the two programs

NOTE: Jarvis’ Aging report will only display aging data from the day it was installed and going forward. When comparing this to your Eaglesoft Aging report, please compare them within the same date range.

Generating the Report in Eaglesoft

Step 1: After accessing Eaglesoft, Go to Reports -> Financials -> Accounts Receivable by Responsible Party and Click Process

Step 2: After clicking “Process”, another window will open with the report. From here, you can filter the data as desired, or you can print the report. The report in this configuration includes credit. NOTE: By Default the ES aging report is showing with credit balances

Step 3: If you would like to exclude credits: Go to Filters -> Check Range of Accounts Balances -> set the price range to 0 to 9999999999, then click OK. You have now excluded any credit transactions.

Matching the Aging between Jarvis and Eaglesoft:

Here is an illustration of the report and Jarvis compared one over the other. Go to the Aging Module in Jarvis, then use the illustrated gif below to compare your Eaglesoft report to Jarvis’ data.

 

 

 

Adjustments

In this section, we will be going over:

  • How the Adjustment Reconciliation Report can be generated
  • How to find the same data within the Jarvis Analytics platform
  • And how you can find and compare data between the two programs

Generating the Adjustment Reconciliation report

Step 1: To generate the Adjustments report in Eaglesoft (ES), go to Reports -> Financials -> Adjustment Reconciliation and Click Process

Step 2: After clicking Process you will be prompted to enter the date type/report settings that your company chose as the basis of Jarvis’ data. (See the Report Types that Generate Jarvis’ Data section to identify your report setting) and the date range you want to look at.

Step 3: To print this report, just follow the “How to Print Reports” Section

Matching the Adjustments between Jarvis and Eaglesoft:

Once you have generated the Adjustment report, preview the report and go to the last page. The last page will have the part called Total Adjustments which serves as the office total and all provider total as seen in Jarvis. For the individual provider total, ES has a section in which it shows their total under provider name’s adjustments

  • NOTE: Take a screenshot of the last page as sometimes the printed report leaves this part out.

The comparable adjustments data can be found throughout the Jarvis Analytics platform. A few locations for example can be found at: Dashboard > Results tab. There you will find a tile with your total Adjustments amount.

Or in the Financial Module (Enterprise only) > Filter for Location and Line of Business

Collections – Deposit Slip

In this section, we will be going over:

  • How the Deposit Report and Secondary Deposit report can be generated. To get the total value, the sum for these two reports must be added together.
  • How to find the same data within Jarvis Analytics
  • And how you can find and compare data between the two programs

Generating the Deposit report and Secondary Deposit report

Step 1: You will have to compare the two reports in Eaglesoft to get this data. Go to Reports -> Financial -> Deposit Report -> and Click Process for the first report.

Step 2: Then go to Reports -> Financial -> Secondary Deposit Report and Click Process for the second report.

Step 3: After clicking Process you will be prompted to enter the date type/report settings that your company chose as the basis of Jarvis’ data. (See the Report Types that Generate Jarvis’ Data section to identify your report setting) and the date range you want to look at.

Step 4: Print a copy of both reports, see the How to Print Reports section on this webpage to see how to do that.

Matching the Deposit Slip between Jarvis and Eaglesoft:

After pulling the two reports from Eaglesoft, the total deposit values from the two reports to get the overall total. See the totals as outlined below. To get all this information, just go to the Deposit module, and locate the Total Deposit amount at the bottom of the page.

If you have Jarvis for Private Practices, locate your collections on the Dashboard Module.

Collections – Collection Reconciliation Report

In this section, we will be going over:

  • How the Collections Reconciliation Report can be generated
  • How to find the same data in the Collections Module in Jarvis
  • And how you can find and compare data between the two programs

Generating the Collection Reconciliation Report

Step 1: Go to Reports -> Financials -> Collection Reconciliation and Click Process

Step 2: After clicking Process you will be prompted to enter the date type/report settings that your company chose as the basis of Jarvis’ data. (See the Report Types that Generate Jarvis’ Data section to identify your report setting) and the date range you want to look at.

Step 3: To print this report, just follow the “How to Print Reports” Section

Matching the Collections between Jarvis and Eaglesoft:

On the printed report or the report preview, go to the last page. The last page will have the part called Total Collection which serves as the office total and all provider total. For the individual provider total, they have a section in which it shows their total under provider name’s Collection

  • NOTE: please take a screenshot of the last page as sometimes the printed report leaves this part out.

Gross Production

In this section, we will be going over:

  • How the Production Reconciliation Report can be generated
  • How to find the same data in the Jarvis Analytics platform
  • And how you can find and compare data between the two programs

Generating the Production Reconciliation Report

Step 1: Go to Reports -> Financials -> Production Reconciliation

Step 2: After clicking Process you will be prompted to enter the date type/report settings that your company chose as the basis of Jarvis’ data. (See the Report Types that Generate Jarvis’ Data section to identify your report setting) and the date range you want to look at.
To print this report, just follow the “How to Print Reports” Section

Matching the Collections between Jarvis and Eaglesoft:

On the printed report for Eaglesoft or the report preview, go to the last page. The last page will have the part called Total Production Balance which serves as the office total and all provider totals. For the individual provider total, they have a section in which it shows their total under the provider name’s Production. To locate the Gross Production in Javis, go to the top of the Dashboard module.

Net Production

To get the Net Production amount, just add Production Reconciliation Report and the Adjustment Reconciliation Report together.

Notes

Notes: Generate your reports before the start of the day.

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