Versions Compared

Old Version 7

changes.mady.by.user Shawna Crawford

Saved on

compared with

New Version 8

changes.mady.by.user Shawna Crawford

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from this space and version 4.1

 

Overview

Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth2
titleBGColorwhite
Info
titlePurpose

This report analyzes miscellaneous adjustment activity for an accounting or posting period.adjustments applied to the account on the Active AR tab by patient, amount, facility, account, transaction code, or accounting period. The report is a summary of miscellaneous adjustments made within a specified period. The Account Adjustment Analysis report does not include adjustments that were applied during payment entry, for example, contractual writeoff.

Category

Financial

Type

Detail

Mode

Accounting / Posted

Output Options

CSV or Excel

Update
Info
titleBGColoraaaaaa
iconfalse
titleHow to Get Here?
From Portal:
From Back Office:
  1. From
the Home Page:
  1. the Reports tab, click Edit for the report
  2. Enter/select filter criteria from the Criteria page
  3. Click Run Report
  1. Open the Manage menu and select Reports
  2. From the Reports page, select the report from the list of reports
  3. Click Run (or press [Alt] + [M])
  4. Enter/select the filter criteria from the Parameters window
  5. Click Run (or press [Alt] + [M])
From the Menus:
  • Update

 

Sample

Report

Reports

(Click the Click an image to enlarge)

Portal

Image Added 

Image Removed 

Back Office

Image Added

 

Field Definitions

Field

Calculation Formula

Description

Practice UPDATE
Account ID UPDATEThe account number of the guarantor account.
Guarantor   The name of the person on the guarantor account.
Patient   Date of Service   The name of the patient.
Facility  The name of the facility where services were rendered. 
Rendering Provider  The name of the provider who rendered services on the case.
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.
Date of Service  UPDATE
Accounting Date   The date within the accounting period when the adjustment was posted. The accounting date is stored at the practice configuration in Connect Back Office.
Posted Date   The date the adjustment transaction was posted to the guarantor account.
Posted By  UPDATE
Transaction Code   The code for the type of transaction that was applied to the account, for example, CHAR = Charity Adjustment.
Transaction Description   The description of the transaction code used as the adjustment.
Transaction Subcode  UPDATE
Transaction Subcode Description  UPDATE
Adjustment Amount   The amount of the adjustment transaction. Each adjustment is shown as an individual line item.

Available Report Filters

Option

Type

Required

Description

PracticesList Selection YesFilters by all practices or one or more practices for which adjustments were applied. By default, this filter is set to All Practices. 
Date ModeDrop Down Yes

Options include:

  • Accounting Date
  • Posted Date
Include Zero BalancesCheckboxNo Filters by account balances, including those with zero balances. This filter does not include reversed service lines from rebill option 1.
Date Begin Date

Free Text

(Date)		 UPDATE
End DateFrom

Free Text

(Date)

 UPDATEFilters by beginning date from which adjustment transactions were posted.
To

Free Text

(Date)

Practices List Selection

 Filters by all practices or one or more practices for which adjustments were applied. By default, this filter is set to All Practices. ending date to which adjustment transactions were posted.
Last # of Days   UPDATE

 

 

Panel
titleColorWhite
titleBGColorGray
titleRelated Topics

Portal

Reports

 

 

Search this documentation

Livesearch
spaceKeyCD