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 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 |
The date selected at the time the adjustment was posted.
| Note |
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| This may not always be the same as the Posted Date, as the user can manually select the Accounting Date. |
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 | 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 | Yes | Designates where to place or save the output from the executed report. |