AllMed PM is designed around functional groupings. Once you understand how these groups are organized, you can quickly find reports, control user access, and troubleshoot issues without guessing.

This article explains:

• How reports are grouped

• What each group is responsible for

• How security rights are tied to these groups

• How to use this structure to research issues efficiently

How Reports Are Organized in AllMed PM

Reports in AllMed PM are grouped by what they manage, not by who uses them. Each group represents a major operational area of the software.

These same groupings are used when assigning security rights, which means access is intentional and controlled.

Claim Management

Purpose:
Everything related to tracking, monitoring, and managing claims after they are created.

Typical reports include:

• Aging

• Claim Status

• Charges

• Charges by Procedure

• Insured Reports

Why this matters:
Users with Claim Management access can view claim performance, outstanding balances, and workflow issues — but not necessarily financial or setup data.

Lists

Purpose:
Reference data and system-wide lookup information.

Typical reports include:

• Audit Trail

• Diagnosis Codes

• Diagnosis Reports

• Procedure Codes List

• Providers

• Referrals

• Referring Physicians

• Users List

• Patient Groups

Why this matters:
Lists define the building blocks of the system. Changes here affect how claims, patients, and reports behave everywhere else.

This is also where users often go to verify setup issues (codes missing, providers inactive, users locked out, etc.).

Financial Management

Purpose:
Money in, money out, and everything tied to payments and adjustments.

Typical reports include:

• Adjustments

• Aging Payments

• Floating Credit

• Insurance Payment Summary

• Monthly Summary

• Payments and Adjustments

• Procedures Pay & Adjust

• Sales Tax

• Transactions

Why this matters:
Financial Management reports should be restricted to users who handle posting, reconciliation, and reporting. These reports directly impact financial accuracy.

Patients

Purpose:
Patient-centric reporting and follow-up.

Typical reports include:

• Insurance

• Birthdays

• Patient Detail

• Patient Ledger

• Telephone Lists

• Recall

• Super Bill

• Prior Authorizations

Why this matters:
These reports support front-office workflows, patient communication, and care coordination without exposing broader financial or system data.

How Security Rights Tie Everything Together

Each report group corresponds to security permissions.

When setting up users:

• You are not just granting access to screens

• You are granting access to entire operational areas

For example:

• A user may access Patients but not Financial Management

• A biller may access Claim Management and Lists

• An administrator may access all groups

This structure keeps AllMed PM:

• HIPAA-compliant

• Auditable

• Scalable as your office grows

How to Research Issues Before Calling Support

When something doesn’t look right:

1. Identify what area the issue belongs to

   • Claim?

   • Payment?

   • Setup?

   • Patient?

2. Go to the corresponding report group

3. Use Lists to confirm setup

4. Use Reports to confirm behavior

Most “mystery issues” can be narrowed down in minutes once you know where to look.

Key Takeaway

AllMed PM is powerful because it is structured, not cluttered.

Understanding how Reports, Lists, and Security Rights are grouped allows you to:

• Work faster

• Grant cleaner access

• Troubleshoot with confidence

• Avoid unnecessary trial-and-error

This foundation makes every advanced feature easier to use.