Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Description |
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| Practice | The practice to which the charge was billedpractice associated with the collection task. |
| Account | The account number of the guarantor account. Displays as Account Prefix + Account ID. |
| Case | The unique number assigned to the case. |
| Patient | The name of the patient. |
| Patient DOB | The date of birth of the patient. |
| Facility | The name of the facility where services were rendered. |
| Provider | The physician that renders rendered services. |
| Rank | The order in which the payer has financial responsibility when there is more than one payer. |
| DOS | The date the services were rendered. |
| 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. |
| Billed Amount | The total amount that was billed for total charges for each procedurethe service line item. |
| Expected Amount | 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. |
| Balance | The current balance of the procedure when action is takenon the guarantor account. |
| Age | The age of the collection line item. |
| Last Action | The last action taken in the collection effort. |
| Last Action Date | The last date that action was taken in the collection effort. |
| Next Action | The next action that is scheduled on the service fee lineto be taken in the collection effort. |
| Next Action Date | The date the next action will occur. |
| Collector | The person who is assigned to the collection task. |
| Collector Group | The name of the collector group to which the task is assigned. |
| Member Number | The unique number issued by the payer to identify the patient who participates in a group plan. |
| Group Number | The unique number issued by the payer to the owner of the insurance policy. |
| Last Denial Code | The group and reason code for the last payment for the responsible insurance plan. |
| Total Number of Actions | The total number of actions associated to the collection line item. |
| Guarantor | The guarantor on the account. |
| Guarantor DOB | The date of birth of the guarantor. |
| Guarantor Address 1 | The street address of the guarantor. |
| Guarantor Address 2 | The street address (line 2, if applicable) of the guarantor. |
| Guarantor City | The city of the guarantor's address. |
| Guarantor State | The state of the guarantor's address. |
| Guarantor Zip | The zip of the guarantor's address. |
| Guarantor Day Phone | The 10-digit telephone number (Day) of the guarantor. |
| Guarantor Evening Phone | The 10-digit telephone number (Evening) of the guarantor. |
| Subscriber | The person who owns the insurance coverage. |
| Subscriber Number | The identification number of the insurance owner. |
| Procedure | The procedure performed on the case. The information is displayed with the values: CPT / ASA. |
| Provider NPI | The National Provider Identifier number of the provider. |
| Group NPI | The NPI number for the provider group (facility). |
| TIN | The tax identification number. |
| Payer | The primary insurance payer on the case with financial responsibility for the outstanding debt. |
| Plan | The primary insurance plan on the case to which charges were billed. |
| Plan Contact | The name of the primary contact for the plan. |
| Plan Address 1 | The address line 1 for the responsible plan. |
| Plan Address 2 | The address line 2 for the responsible plan. |
| Plan City | The city for the responsible plan. |
| Plan State | The state for the responsible plan. |
| Plan Zip | The postal zipcode for the responsible plan. |
| Plan Phone | The phone number for the responsible plan. |
| Account Status | The value assigned to the account to assist in grouping and searching for accounts. |
| Last Payment Date | Date of the last patient or guarantor payment received on the account. |
| Last Payment Amount | The amount of the last patient or guarantor payment. |
| Last Payment Type | The type of the last patient or guarantor payment. |
| Statement Processing | The status of the statements generated on the account. |
| Next System Statement Date | The date the system generates a statement for the account. |
| Returned Mail | Sets the flag to indicate mail has been returned on the account and follow-up is needed. |
| Collection Transfer Date | The first date that action was taken in the collection effort. |
| Attachment | The field display Yes or No depending on if there is an associated attachment. |
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.
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| Practices | List Selection | No | Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All.
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| Providers | List Selection | No | Filters by all providers or by one or more providers for which collection tasks exist. By default, this filter is set to All. | ||||
| Facilities | List Selection | No | Filters by all facilities or by one or more facilities for which collection tasks exist. By default, this filter is set to All. | ||||
| Payers | List Selection | No | Filters by all payers or by one or more payers for which collection tasks exist. By default, this filter is set to All. | ||||
| Plans | List Selection | No | Filters by all plans or by one or more plans for which collection tasks exist. By default, this filter is set to All. | ||||
| Collector | List Selection | No | Filters by all external collection agencies or by one or more external collection agencies. | ||||
| Collector Group | Drop Down | No | Filters by all external collection agency groups or by one or more external collection agency groups. | ||||
| CPT From/To | Text Entry | No | Filters by all CPT Codes in the entered range. | ||||
| ASA From/To | Text Entry | No | Filters by all ASA Codes in the entered range. | ||||
| Days Outstanding From/To | Numeric | No | Filters by the designated number of days outstanding since the claim was generated. | ||||
| Balance From/To | Numeric | No | Filters by the designated balance on the account. | ||||
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |