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Overview

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Info
titlePurpose

This report is used as a tool to review or work outstanding balances, based on date of service criteria. It identifies unpaid claims by payers so collectors can follow up with payers. The report shows the details of the claims submitted to a specific payer for a particular plan by patient and subscriber. This report includes provider, NPI, facility, procedure code, date of service, quantity, billed amount, current balance, payer rank, claim ID, claim date; member number, group number, and days outstanding.

Warning
This report functions with the "classic" report functionality.

Category

Management

Type

Detail

Mode

Date of Service

Output Options

CSV or Excel

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titleHow to Get Here?
From
Portal:From
Back Office:
  • From the Reports tab, locate the Insurance Followup Detail report
  • Click Edit for the report
  • Enter/select filter criteria on the Criteria page
  • Click Run Report
    1. Open the Manage menu and select Reports.
    2. Click the Classic tab.
    3. From the Reports page > Classic tab, select the Insurance Followup
    Detail
    1. report from the list of reports.
    2. Click Run (or press [Alt] + [
    M
    1. R]).
    2. Enter/select the filter criteria from
    the Parameters window
    1. the Report Criteria window.
    2. Click Run (or press [Alt] + [
    M
    1. R]).

     

    Sample Reports

    (Click an image to enlarge)

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    Back Office


     

    Field Definitions

    Field

    Description

    Account IDThe account number of the guarantor account.

    Balance

    The current balance of the claim.

    Billed Amount

    The amount billed to the payer.

    Claim Date

    The date that the claim was generated.

    Claim

    The identification number issued to the claim when it was generated.

    Date of Service

    The date the procedure was performed.

    Days Outstanding

    The number of days outstanding since the claim was generated.

    Facility

    The name of the facility where the patient was treated.

    Patient IDThe identification number of the patient.
    Patient DOBThe date of birth of the patient.
    Patient NameThe name of the patient.
    Patient AddressThe address of the patient.
    Payer Rank

    The insurance ranking of the payer (1=primary, 2=secondary and 3=tertiary).

    PracticeThe practice for which the charge is being billed.
    Tax IDThe Tax Identification Number of the associated practice.
    PayerThe primary insurance payer on the case with financial responsibility for the outstanding debt.
    PlanThe primary insurance plan on the case to which charges were billed.
    Plan ContactThe primary contact for the insurance plan.
    Procedure CodeThe (ASA and CPT) procedure codes entered on the case.

    Quantity

    The quantity of the procedure.

    Rendering Provider

    The name of the provider (last name, first name) who performed the procedure on the case.

    Rendering Provider NPI

    The national provider identification number issued to the provider.

    Subscriber Group Number

    The identification number of the group.

    Subscriber

    Member Number

    The identification number of the member.

    Subscriber NameThe name of the person who is insured.
    Subscriber Address The address of the person who is insured.
    Subscriber Phone The telephone number of the person who is insured.

    Available Report Filters

    Option

    Type 

    Required 

    Description

    Date

    Drop DownYes

    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.

    Practices

    List SelectionYes

    Filters by all practices or by one or more practices. By default, this filter is set to All Practices.

    Providers

    List SelectionYes

    Filters by all providers or by one or more providers. By default, this filter is set to All Providers.

    Facilities

    List Selection Yes

    Filters by all facilities or by one or more facilities. By default, this filter is set to All Facilities.

    Payers

    List SelectionYes

    Filters by all payers or by one or more payers. By default, this filter is set to All Payers.

    Financial Class

    List SelectionYes

    Filters by one or more of the following options: Commercial, Medicare, Medicaid, Workers Comp, or Self-Pay.

    Plans

    List SelectionYes

    Filters by all plans or by one or more plans. By default, this filter is set to All Plans.

    Procedure Categories

    List SelectionYes

    Filters by all procedure categories or by one or more procedure categories. By default, this filter is set to All Categories.


     

     

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    Reports (Portal)

     

     

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