Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field |
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Description | |
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| Practice |
| The practice for which the charge is being billed. | |
| Account ID |
| The account number of the guarantor account. Displays as Account Prefix + Account ID. | |
| 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. | |
| Facility Case ID | The identification number assigned to the case by the facility, for example, the hospital medical record. |
| Case Reporting Type | The list of categories that can be associated to a case for reporting purposes, for example, Cardio (for treatments associated with the heart and lungs). |
| Rendering Provider |
| The name of the provider who rendered services on the case. | |
| 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. |
| Date of Service | The date the service is rendered. |
| Billed Amount | The billed amount of the procedure to which the adjustment was applied. |
| Balance | The current balance of the procedure to which the adjustment was applied. |
| 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. |
| Modifier 1 | The |
primary concurrency modifier entered on the case. | |||
| Modifier 2 - 4 | The second - sixth procedure modifiers entered on the case. | ||
| Transaction Code | The code for the type of adjustment applied to the account.
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| Transaction Description |
| The description of the transaction code used as the adjustment. |
| Transaction Subcode |
The user-defined adjustment code. This is the Type field value from created adjustment codes.
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| Transaction Subcode Description |
The description of the |
user-defined adjustment code. This is the Description field value from created adjustment codes.
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| Adjustments |
| The amount of the adjustment transaction. Each adjustment is shown as an individual line item. | |||
| Accounting Date | The date selected at the time the adjustment was posted.
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| Posted Date | The date the adjustment transaction was posted to the guarantor account. | ||
| Posted By | The person who posted the adjustment transaction to the guarantor account. |
Available Report Filters
Option | Type | Required | Description | ||||
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| Date Mode | Drop Down | Yes | Determines how the results are grouped and ordered:
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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 | Yes | Filters by all practices or one or more practices for which adjustments were applied. By default, this filter is set to All Practices. |
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| Transaction Subcode | Drop Down |
Options include:
| No | Filters transactions displayed by the selected transaction subcode. |
| 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. |
| Report Folder |
| Drop Down |
Free Text
(Date)
Free Text
(Date)
| Yes | Designates where to place or save the output from the executed report. |