Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Calculation Formula | 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. | ||
Case ID |
The unique number assigned to the case. | ||
Case Reporting Type |
The unique code assigned to the case for identifying the case for reporting purposes. | ||
Claim ID |
The identification number issued to the claim when it was generated. | ||
Claim Date |
The date that the claim was generated. | ||
Patient |
The name of the patient. | ||
Facility |
The name of the facility where services were rendered. | ||
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. | ||
Posted Date |
The date the transaction was posted to the guarantor account. | ||
Check Date |
The date of the check. | ||
Date of Service |
The date the service is rendered. | ||
Billed |
The total amount billed for each procedure on the case. | ||
ASA Code |
The anesthesia procedure code that was entered as the procedure billed on the case in charge entry. | |
CPT Code |
The general procedure code that was entered as the procedure billed on the case in charge entry. | ||
Balance |
The balance of the service line. | ||
Claim Date/Check Date | Check Date - Claim Date | The number of days between the claim date and the check date. |
Claim Date/Post Date | Post Date - Claim Date | The number of days between the posted date and the claim date. |
DOS/Check Date | Check Date - Date of Service | The number of days between the check date and the date of service. |
DOS/Claim Date | Claim Date - Date of Service | The number of days between the claim date and the date of service. |
DOS/Post Date | Post Date - Date of Service | The number of days between the post date and the date of service. |
Available Report Filters
Results can be returned for one or more of the filter criteria (e.g., multiple practices).
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. By default, this filter is set to Current Month. |
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Practices | List Selection | No | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All.
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Facilities | List Selection | No | Filters by all facilities or by one or more facilities where services were rendered. By default, this filter is set to All. | ||
Payers | List Selection | No | Filters by payer(s) to which claims were submitted. By default, this filter is set to All. | ||
Plans | List Selection | No | Filters by plan(s) to which claims were submitted. By default, this filter is set to All. | ||
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |