Overview
Purpose
This report analyzes procedure level information for outstanding balances.
Category
Aging
Type
Detail
Mode
Not applicable
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Description |
|---|---|
| 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. |
Case 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. |
| Patient Gender | 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. |
| Age | 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. |
| Responsible Date | 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). |
| Last Collection Action | The last action taken in the collection effort. |
| Last Collection Action Date | The last date that action was taken in the collection effort. |
| Note | Any additional information recorded on the collection task. |
| Next Action | The next action that is scheduled on the service fee line. |
| Next Action Date | The date the next action will occur. |
| Task Closed | Yes/No indication that the collection task was resolved. |
| Task Closed Date | Date the collection task was resolved. |
| Assigned Collector | The person who is assigned to the collection task. |
| User | User that created the action. |
| Denial Group | The group to which the denial code on the claim is associated. |
| Denial Code | The unique identification for the denial reason for the claim. |
| Denial Posted Date | The date the transaction was posted to the guarantor account. |
Available Report Filters
Option | Type | Required | Description |
|---|---|---|---|
| Age From | Free Text (Numeric) | No | 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) | No | 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). |
| Date | Drop Down / Calendar | No | Filters by a set date. Options include: Custom End Date, Today, Previous Day, Prior Month End, Prior Year End. If Custom End Date is selected, the Calendar field is enabled for a specific date to be entered. |
| 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. Only active practices are returned in the search results. |
| 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. |