Overview
Purpose
This report analyzes credit balances.
Category
Management
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. |
Patient | The name of the patient for which charges were entered. |
Rendering Provider | The name of the provider who rendered services. |
Date of Service | The date that services were 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 total amount billed for each procedure on the case. |
Payments | The total amount of payments posted to the service fee line. |
Adjustments | The individual adjusted amounts on the service fee line. |
Balance | The current balance of the service fee line. |
Responsible Party | The current party responsible for the outstanding balance of the service fee line. |
Available Report Filters
Option | Type | Required | Description |
---|---|---|---|
Practices | List Selection | Yes | Filters by all practices or by one or more practices. By default, this filter is set to All. Only active practices are returned in the search results. |
Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities. By default, this filter is set to All. |
Payers | List Selection | Yes | Filters by all payers or by one or more specific payers. By default, this filter is set to All. |
Plans | List Selection | Yes | Filters by all plans or by one or more plans. By default, this filter is set to All. |
Include Guarantor Balances | Drop Down | No | Filters by all service fees and on-account balances with credit balances. Options include:
|
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |