Overview
Purpose
This report analyzes billed vs. expected vs. collected data for specified dates of service.
Category
Management
Type
Summary
Mode
Date of Service
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Calculation Formula | Description |
|---|---|---|
| Group | Displays the value for the selected Group By filter. | |
| Billed | Original Fee + Reversed Amount | 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. | |
| Collected | Payments Distributed + Payment Reversals + Suspense + Refunds | The amount reimbursed from the payer. |
| Remaining Expected | Expected - (Payments Distributed + Payment Reversals + Suspense) | The expected balance yet to be paid. |
Available Report Filters
Option | Type | Required | Description |
|---|---|---|---|
| Date | Drop 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. By default, this filter is set to Current Month. 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 31 days. |
| Practices | List Selection | Yes | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All. 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. |
| 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. |
| Payers | List Selection | Yes | Filters by payer to which the claims were submitted. By default, this filter is set to All. |
| Plans | List Selection | Yes | Filters by plan to which claims were submitted. By default, this filter is set to All. |
| Financial Class | List Selection | Yes | Filters by all financial classes or one or more financial classes. By default, this filter is set to All. |
| Primary Group By | Drop Down | Yes | Filters the results by the selected element. Options include: Practice, Facility, Provider, Financial Class, Payer, Plan, and DOS Month. By default, this filter is set to Practice. |
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |