Payment Recoup

Overview

Purpose

This report analyzes payment recoupment details for a specified date range. It reports the total dollars recouped from a payer.

Detail

Accounting/Posted

CSV or Excel

How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Payment Recoup report. Click Edit for the report. Enter/select filter criteria on the Criteria page. Click Run Report.	Open the Manage menu and select Reports. From the Reports page > Modern tab, select the Payment Recoup report from the list of reports. Click Run (or press [Alt] + [R]). Enter/select the filter criteria from the Parameters window. Click Run (or press [Alt] + [R]).

(Click an image to enlarge)

Field	Description
Practice	The practice for which the payment recoupment is related.
Payment Batch ID	The unique identification number of the payment batch including the recoup payment.
Payment ID	The unique identification number assigned to the payment when it was created.
Recoup Date	The date of the payment recoupment.
Recoup Amount	The amount recouped from the account or the claim.
Recouped Amount's Account ID	The Account ID of the account from which the original payment was recouped.
Recouped Amount's Claim ID	The Claim ID of the claim from which the original payment was recouped.
Recouped Amount's Patient Name	The name of the Patient from which the original payment was recouped.
Original Check Date	The date on the recouped payment distribution check.
Original Check Amount	The amount of the recouped payment distribution check.
Original Check Number	The check number of the recouped payment distribution check.
Destination of Recoup money Claim ID	The Claim ID of the claim to which the recoup payment is moved.
Destination of Recoup money Patient Name	The name of the Patient to which the recouped money is moved.
Payment Amount	The total amount of the original payment.

Option	Type	Required	Description
Date Mode	Drop Down	Yes	Determines how the results are grouped and ordered: Accounting Date - Groups and orders payment recoupments by the Accounting Date. Posted Date - Groups and orders payment recoupments by the date the recoup was posted to the account.
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.
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. By default, this filter is set to All.
Payers	List Selection	Yes	Filters by payer to which the payment recoupments were applied. By default, this filter is set to All.
Plans	List Selection	Yes	Filters by plan to which payment recoupments were applied. 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.