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 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. |
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. |
Rendering Provider | The physician that renders services. |
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. |
Financial Class | Indicates the grouping the plan on the case is in. Financial class is used for reporting purposes. For example, you can set up either a managed care financial class or a more detailed break down delineating PPO and HMO classifications. |
Date of Service | The date the service is rendered. |
Billed | The amount that was billed for total charges for each procedure. |
Expected | 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. |
Current Balance | The current balance on the procedure code. |
Balance | The balance of the procedure when action is taken. |
Original Balance | The balance of the service line when put into collections. |
Payments | The sum of payments since creation of the parent task. |
Action | The current action assigned to the service fee line. |
Note | Any additional information recorded on the collection task. |
Created Date | The date that the task was created. |
Next Action | The next action that is scheduled on the service fee line. |
Next Action Date | The date the next action will occur. |
Task Closed | Yes/No indication that the collection task was resolved. |
Collector | The person who is assigned to the collection task. |
User | User that created the action. |
Case Reporting Type | The unique code assigned to the case for identifying the case (for reporting purposes). |
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 | Yes | Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All. | ||
Collector | List Selection | Yes | Filters by all external collection agencies or by one or more external collection agencies. | ||
Chart | Checkbox | No | If checked, a graphic representation of the collector information (i.e. Collector Entry Productivity widget) is displayed at the top of the report.
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Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |