Overview
Purpose
This report analyzes collector activity for insurance collections.
Category
Productivity
Type
Detail
Mode
Created
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Description |
|---|---|
| Practice | The practice to which the charge was billed. |
| Account ID | The account number of the guarantor account. Displays as Account Prefix + Account ID. |
| Case ID | The unique number assigned to the case. |
| Claim ID | The identification number issued to the claim when it was generated. |
| Claim Date | The date that the claim was generated. |
| Patient | The name of the patient. Name displays as:
|
| Facility | The name of the facility where services were rendered. |
| 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 insurance plan on the case to which charges were billed. |
| Financial Class | Indicates the grouping the plan on the case is in. Financial class is used for reporting purposes. For example, you can set up either a managed care financial class or a more detailed break down delineating PPO and HMO classifications. |
| Date of Service | The date the service is rendered. |
| 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. |
| Current Balance | The current balance on the procedure code. |
| Balance | The balance of the procedure when action is taken. |
| Original Balance | The balance of the service line when put into collections. |
| Payments | The sum of payments since creation of the parent task. |
| Action | The current action assigned to the service fee line. |
| Note | Any additional information recorded on the collection task. |
| Created Date | The date that the task was created. |
| 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. |
| Collector | The person who is assigned to the collection task. |
| User | User that created the action. |
| Case Reporting Type | The unique code assigned to the case for identifying the case (for reporting purposes). |
| Denial Code | The unique identification for the denial reason for the claim. |
| Denial Group | The group to which the denial code on the claim is associated. |
| Denied Amount | The amount from the claim that was denied by the insurance company. |
| Original Coder | The user that created the coding record. |
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 | Yes | Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All. Only active practices are returned in the search results. |
| Collector | List Selection | Yes | Filters by all external collection agencies or by one or more external collection agencies. |
| Chart | Checkbox | No | If checked, a graphic representation of the collector information (i.e. Collector Entry Productivity widget) is displayed at the top of the report. Available in Portal only. |
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |