Overview
Purpose
This report analyzes case count mix 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 By | Displays the value for the selected Group By filter. If Procedure Code is selected for the Group By filter, then the Procedure Code - CPT Short Description will be populated in this column. | |
| Date of Service (Month) | A column for each entity (month, day) in the time period selected in the report criteria. | |
| Case Count | The number of cases in the time period for the line item. (Line items are based on the Group By option selected, e.g., Practice, Facility.) | |
| Case % | Number of Cases for row entity (unique payer, plan, provider, etc.) / Time Period Total | Percent of the total cases for a specific line item. (Line items are based on the Group By option selected, e.g., Practice, Facility.) |
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. 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. |
| Practices | List Selection | No | 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 | No | Filters by all providers or by one or more providers. By default, this filter is set to All. |
| Facilities | List Selection | No | 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 | No | Filters by payer to which the claims were submitted. By default, this filter is set to All. |
| Plans | List Selection | No | Filters by plan to which claims were submitted. By default, this filter is set to All. |
| Group By | Drop Down | Yes | Filters the results by the selected element. Options include: Practice, Facility, Provider, Payer, Plan, Procedure Code, Financial Class and Type of Service. 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. |