Overview

Purpose

This report analyzes miscellaneous adjustments applied to the account on the Active AR tab by patient, amount, facility, account, transaction code, or accounting period. The report is a summary of miscellaneous adjustments made within a specified period. The Account Adjustment Analysis report does not include adjustments that were applied during payment entry, for example, contractual writeoff.

Category

Financial

Type

Detail

Mode

Accounting / Posted

Output Options

CSV or Excel

How to Get Here?

From Portal:
From Back Office:
  1. From the Reports tab, locate the Account Adjustment Analysis Detail report.
  2. Click Edit for the report.
  3. Enter/select filter criteria on the Criteria page.
  4. Click Run Report.
  1. Open the Manage menu and select Reports.
  2. From the Reports page > Modern tab, select the Account Adjustment Analysis Detail report from the list of reports.
  3. Click Run (or press [Alt] + [R]).
  4. Enter/select the filter criteria from the Parameters window.
  5. Click Run (or press [Alt] + [R]).

 

Sample Reports

(Click an image to enlarge)

Portal

Back Office


Field Definitions

Field

Description

PracticeThe practice for which the charge is being billed.
Account IDThe account number of the guarantor account. Displays as Account Prefix + Account ID.
Guarantor The name of the person on the guarantor account.
Patient The name of the patient.
Facility The name of the facility where services were rendered. 
Facility Case IDThe identification number assigned to the case by the facility, for example, the hospital medical record.
Case Reporting TypeThe list of categories that can be associated to a case for reporting purposes, for example, Cardio (for treatments associated with the heart and lungs).
Rendering ProviderThe name of the provider who rendered services on the case.
PayerThe primary insurance payer on the case with financial responsibility for the outstanding debt.
PlanThe primary insurance plan on the case to which charges were billed.
Date of ServiceThe date the service is rendered.
Billed AmountThe billed amount of the procedure to which the adjustment was applied.
BalanceThe current balance of the procedure to which the adjustment was applied.
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.
Modifier 1

The primary concurrency modifier entered on the case.

Modifier 2 - 4

The second - sixth procedure modifiers entered on the case.

Transaction Code 

The code for the type of adjustment applied to the account.

Example transaction codes:

  • MADJN (Negative Adjustment)
  • MADJP (Positive Adjustment)
  • RVADJ (Reversed Payment Adjustment) 
Transaction Description The description of the transaction code used as the adjustment.
Transaction Subcode

The user-defined adjustment code. This is the Type field value from created adjustment codes.

Example: CHAR
Transaction Subcode Description

The description of the user-defined adjustment code. This is the Description field value from created adjustment codes.

Example: Charity Adjustment
AdjustmentsThe amount of the adjustment transaction. Each adjustment is shown as an individual line item.
Accounting Date

The date selected at the time the adjustment was posted.

This may not always be the same as the Posted Date, as the user can manually select the Accounting Date.
Posted Date The date the adjustment transaction was posted to the guarantor account.
Posted ByThe person who posted the adjustment transaction to the guarantor account.

Available Report Filters

Option

Type

Required

Description

Date ModeDrop DownYes

Determines how the results are grouped and ordered:

  • Accounting Date - Groups and orders by the Accounting Date of the transaction

  • Posted Date - Groups and orders by the date the transaction was posted to the account.

DateDrop Down Yes 

Filters transactions displayed by the selected time period. Options include: Custom Date Range, Last # of Days, Today, Previous Day, Current Month, Previous Month, Current Year, and Previous Year.

If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on.

If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on.



The maximum timespan for the report is 366 days.
PracticesList Selection Yes

Filters by all practices or one or more practices for which adjustments were applied. By default, this filter is set to All Practices. 

Only active practices are returned in the search results.

Transaction SubcodeDrop DownNoFilters transactions displayed by the selected transaction subcode.
Include Zero BalancesCheckboxNo Filters by account balances, including those with zero balances. This filter does not include reversed service lines from rebill option 1.
Report FolderDrop DownYesDesignates where to place or save the output from the executed report.


 

Related Topics

Portal

Reports (Portal)



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