Overview
Purpose
This report analyzes posted payments mix for a specified date range.
Category
Financial
Type
Summary
Mode
Accounting
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. | |
| Accounting Date | A column for each entity (month, day) in the time period selected in the report criteria. | |
| Payments | Payments Distributed + Suspense + Payment Reversals | Total payments applied to time period for the line item. (Line items are based on the Group By option selected, e.g., Practice, Facility.) The total payments for the time period are summed in the Total line item at the bottom of the column. |
| % | Billed Amount for row entity (unique payer, plan, provider, etc.) / Time Period Total | Percent of the total payments 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. 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 366 days. |
| Group By | Drop Down | Yes | Filters the results by the selected element. Options include: Practice, Facility, Provider, Payer, and Plan. By default, this filter is set to Practice. |
| 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. |
| 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. |
| Providers | List Selection | No | Filters by all providers or by one or more providers. By default, this filter is set to All. |
| Payers | List Selection | No | Filters by plan to which payments were submitted. By default, this filter is set to All. |
| Plans | List Selection | No | Filters by payer to which the payments were submitted. By default, this filter is set to All. |
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |