Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Description |
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Primary Group | Displays the value for the selected Primary Group By filter. |
Secondary Group | Displays the value for the selected Secondary Group By filter. |
Case Count | The number of cases from the specified time period. The count includes reversed cases. |
Charges - Billed | The amount billed for total charges for each service fee. |
Charges - Reversed | All charges (SVCFE) that were reversed on the account. |
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. |
Payments - Insurance | All payments applied as Insurance Payments from the insurance company. |
Payments - Guarantor | All payments applied as Guarantor Payments from the patient or guarantor. |
Payments - Suspense | The amount that has been transferred to Suspense. |
Reversals - Payments | All guarantor payments that were reversed. |
Refunds | The total amount of refunds, or payments reversed, and posted from the account for the specified date range. |
Contractual Write-off | The sum of contractual write offs applied to service fees. |
Withhold | All withhold adjustments (additional payer adjustment) applied to the service line in payment entry. The amount held by the insurance company and applied as a credit to the SVCFE line item. |
Adjustments - Miscellaneous | The sum of line item adjustments taken from the active AR or guarantor payment entry. |
Base Units | The number of base units for each procedure on the case. |
Time Units | The number of time units for each procedure on the case. |
Physical Status Units | The number of physical status units for each procedure on the case. |
Work RVU | The total work Relative Value Units on a procedure configured in the fee schedule. |
Adjustments - External Collections | The sum of miscellaneous adjustments taken against external collection service lines. |
Balance | The current balance of the claims. |
Available Report Filters
Option | Type | Required | Description | ||||
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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.
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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. | ||||
Providers | List Selection | No | Filters by all providers or by one or more providers. By default, this filter is set to All. | ||||
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. | ||||
Payers | List Selection | No | Filters by payer to which claims were submitted. By default, this filter is set to All. | ||||
Plans | List Selection | No | Filters by plan to which claims were submitted. By default, this filter is set to All. | ||||
Financial Class | List Selection | No | Filters by all financial classes or by one or more financial classes for which transactions were posted. By default, this filter is set to All. | ||||
Provider Group | List Selection | No | Filters by one or more pre-designated groups of specific providers. By default, this filter is set to All. | ||||
Include Zero Balances | Checkbox | No | Filters by account balances, including those with zero balances. This filter does not include reversed service lines from rebill option 1. | ||||
Primary/Secondary Group By | Drop Down | No | These groups allow for arbitrary selection of up to two variables.
Filter options include: Practice, Facility, Provider, Financial Class, Payer, Plan, and Month. By default, the Primary Group By defaults to Practice and Secondary Group By defaults to None. | ||||
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |