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Overview

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titlePurpose

This report analyzes miscellaneous 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

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titleHow to Get Here?
From Portal:
From Back Office:
  1. From the Reports tab, locate the Account Adjustment Analysis Detail report
  2. Click Edit for the report
  3. Enter/select filter criteria on the Criteria page
  4. Click Run Report
  1. Open the Manage menu and select Reports
  2. From the Reports page, select the Account Adjustment Analysis Detail 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])

 

Sample Reports

(Click an image to enlarge)

Portal

 

 

Back Office

 

Field Definitions

Field

Description

PracticeThe practice for which the charge is being billed.
Account IDThe account number of the guarantor account.
Guarantor The name of the person on the guarantor account.
Patient The name of the patient.
Facility The name of the facility where services were rendered. 
PayerThe primary insurance payer in the practice who has on the case with financial responsibility for the outstanding debt.
PlanThe name of the plan to primary insurance plan on the case to which charges were billed on the case.
Rendering ProviderThe 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 ServiceThe date the service is rendered.
Accounting Date 

The date

within the accounting period when

selected at the time the adjustment was posted.

The accounting date is stored at the practice configuration in Connect Back Office

Note
This may not always be the same as the Posted Date, as the user can manually select the Accounting Date.
Posted Date The date the adjustment transaction was posted to the guarantor account.
Posted ByThe person who posted the adjustment transaction to the guarantor account.
Transaction Code 

The code for the type

of transaction that was

of adjustment applied to the account

, for example, CHAR = Charity Adjustment.

.

Info

Example transaction codes:

  • MADJN (Negative Adjustment)
  • MADJP (Positive Adjustment)
  • RVADJ (Reversed Payment Adjustment) 
Transaction Description The description of the transaction code used as the adjustment.
Transaction Subcode

The

secondary code for the type of transaction that was applied to the account.

user-defined adjustment code. This is the Type field value from created adjustment codes.

Info
Example: CHAR
Transaction Subcode Description

The description of the

secondary transaction code.

user-defined adjustment code. This is the Description field value from created adjustment codes.

Info
Example: Charity Adjustment
Adjustment Amount The amount of the adjustment transaction. Each adjustment is shown as an individual line item.

Available Report Filters

Option

Type

Required

Description

Date ModeDrop DownYes

Determines how the results are grouped and ordered:

  • Accounting Date - Groups and orders by the Accounting Date of the transaction

  • Posted Date - Groups and orders by the date the transaction was posted to the account.

DateDrop 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.

Note

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.

 

 

Warning
The maximum timespan for the report is 366 days.
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. 
Include Zero BalancesCheckboxNo Filters by account balances, including those with zero balances. This filter does not include reversed service lines from rebill option 1.

 

 

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Portal

Reports (Portal)

 

 

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