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|Practice||The practice for which the charge is being billed.|
|Account ID||The account number of the guarantor account. Displays as Account Prefix + Account ID.|
|The unique identification number of the case.|
|Claim ID||The identification number issued to the claim when it was generated.|
|Guarantor||The financially-responsible person or organization on the account.|
|Patient||The name of the patient on the case.|
|Patient DOB||The date of birth for the patient.|
The gender of the patient. Options include:
|Patient Member ID||The identification number of the person insured by the payer.|
|Facility||The facility where the service was rendered, which is specified on the case in charge entry.|
|Rendering Provider||The physician that renders services.|
|Payer||The primary insurance payer on the case with financial responsibility for the outstanding debt.|
|Plan||The primary plan responsible for reimbursement of the claim.|
|Date of Service||The date that the service was rendered.|
|CPT||The general procedure code that was entered as the procedure billed on the case in charge entry.|
|ASA||The anesthesia procedure code that was entered as the procedure billed on the case in charge entry.|
|Billed||The amount that was billed for total charges for each procedure.|
|Expected||The expected amount of payment from the responsible party for the amount billed, which is determined by the expected fee schedule configured at the practice configuration.|
|Balance||The outstanding balance on the account.|
The number of days the account has aged since the day it was assigned to the current responsible party. Calculated as [Current Date] - [Responsibility Date].
Aging is based on the aging buckets defined in the practice configuration (0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 180, over 180).
|Responsible Party||The person or payer/plan who is responsible for reimbursement of the charges.|
The date that the person or payer/plan became financially responsible for the amount billed, for example, guarantor or payer or plan.
If a case is re-billed as option 1, this date is the responsibility date of the original case.
|Case Reporting Type|
The unique code assigned to the case for identifying the case (for reporting purposes).
Available Report Filters
|Age From||Free Text (Numeric)||Yes|
Filters by the number of days specified as the beginning interval. By default, this filter is set to 0 (zero). (0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 180, over 180).
|Age To||Free Text (Numeric)||Yes||Filters by the number of days specified as the ending interval. By default, this filter is set to 30. (0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 180, over 180).|
|Practices||List Selection||Yes||Filters by all practices or one or more practices for which there are outstanding balances for procedures performed. By default, this filter is set to All Practices.|
|Providers||List Selection||Yes||Filters by all providers or by one or more providers. By default, this filter is set to All Providers.|
|Facilities||List Selection||Yes||Filters by all facilities or by one or more facilities where services were rendered. By default, this filter is set to All Facilities.|
|By Date of Service||Checkbox||No|
If selected, calculates the age based on: [Current Date] - [Date of Service].
If not selected, calculates the age based on: [Current Date] - [Responsibility Date].
|Report Folder||Drop Down||Yes||Designates where to place or save the output from the executed report.|
|Responsible Party||Drop Down||No||Filters by the responsible party for charge reimbursement. By default, this filter is set to All, but can be set to Insurance or Guarantor.|
|Payers||Drop Down||No||Filters by all payers or by one or more payers. By default, this filter is set to All Payers.|
|Plans||Drop Down||No||Filters by all plans or by one or more plans. By default, this filter is set to All Plans.|