Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Calculation Formula | Description |
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Month (DOS) | Horizontal listing by month of the previous 12 months, including a 'Prior' to capture all payments outside of prior 12 months. | |
Case Count | Number of cases performed for the DOS (month). | |
Billed | Original Fee + Reversed Amount | Total charges billed for the DOS (month). |
Payment Distribution (Accounting Date) | One column for each accounting month (previous 12 months), plus one column for Prior. | |
Payments | Payments Distributed + Payment Reversals + Refunds from AR + Suspense | Total payments applied to DOS (month). |
Adjustments | Contractual Writeoff + Withhold + Adjustments + External Collections | Total adjustments (CWO, Withhold, Miscellaneous Adjustments, External Collection Adjustments) for the selected DOS month. |
Balance | Remaining balance for the DOS month. |
Available Report Filters
Option | Type | Required | Description | ||
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Date | Drop Down / Free Text (Calendar) | No | Filters by the specified Accounting Date associated to payments for the ending period.
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Practices | List Selection | Yes | 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 | Yes | Filters by all providers or by one or more providers for which transactions were posted. By default, this filter is set to All. | ||
Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities for which transactions were posted. By default, this filter is set to All. | ||
Payers | List Selection | Yes | Filters by all payers or by one or more specific payers for which transactions were posted. By default, this filter is set to All. | ||
Plans | List Selection | Yes | Filters by all plans or by one or more plans for which transactions were posted. By default, this filter is set to All. |