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Overview

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Info
titlePurpose

This report is used as a tool to review or work outstanding balances, based on date of service criteria. It identifies unpaid claims by payers so collectors can follow up with payers. The report shows the details of the claims submitted to a specific payer for a particular plan by patient and subscriber. This report includes provider, NPI, facility, procedure code, date of service, quantity, billed amount, current balance, payer rank, claim ID, claim date; member number, group number, and days outstanding.

Warning
This report functions with the "classic" report functionality.

Category

Management

Type

Detail

Mode

Date of Service

Output Options

View/Print, CSV , or Excel, or PDF

Update
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titleHow to Get Here?
From
the Home Page:
Back Office:
  1. Open the Manage menu and select Reports.
  2. Click the Classic tab.
  3. From the Reports page > Classic tab, select the Insurance Followup report from the list of reports.
  4. Click Run (or press [Alt] + [R]).
  5. Enter/select the filter criteria from the Report Criteria window.
  6. Click Run (or press [Alt] + [R]).
From the Menus:
  • Update

 

Sample

Report

Reports

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Field Definitions

Field

Calculation Formula

Description

Description

Provider

 

The name of the provider (last name, first name) who performed the procedure on the case.

NPI

 

The national provider identification number issued to the provider.

Account IDThe account number of the guarantor account.

Balance

The current balance of the claim.

Billed Amount

The amount billed to the payer.

Claim Date

The date that the claim was generated.

Claim

The identification number issued to the claim when it was generated.

Date of Service

The date the procedure was performed.

Days Outstanding

The number of days outstanding since the claim was generated.

Facility

Facility

  

The name of the facility where the patient was treated.

CPT

Patient IDThe
procedure code
identification number of the
procedure performed 
patient.

DOS

Patient DOBThe date
the procedure was performed.

Qty

 

The quantity of the procedure.

Billed Amt

 

The amount billed to the payer.

Balance

 

The current balance of the claim.

of birth of the patient.
Patient NameThe name of the patient.
Patient AddressThe address of the patient.
Payer Rank

Rank

 

The insurance ranking of the payer (1=primary, 2=secondary and 3=tertiary).

PracticeThe practice for which the charge is being billed.
Tax IDThe Tax Identification Number of the associated practice.
PayerThe primary insurance payer on the case with financial responsibility for the outstanding debt.

Claim

 

The identification number issued to the claim when it was generated.

Last Claim

 

The date that the claim was generated.

Member #

 

The identification number of the member.

PlanThe primary insurance plan on the case to which charges were billed.
Plan ContactThe primary contact for the insurance plan.
Procedure CodeThe (ASA and CPT) procedure codes entered on the case.

Quantity

The quantity of the procedure.

Rendering Provider

The name of the provider (last name, first name) who performed the procedure on the case.

Rendering Provider NPI

The national provider identification number issued to the provider.

Subscriber Group Number

Group #

 

The identification number of the group.

Days O/S

Subscriber

Member Number

 

The

number of days outstanding since the claim was generated

identification number of the member.

Subscriber NameThe name of the person who is insured.
Subscriber Address The address of the person who is insured.
Subscriber Phone The telephone number of the person who is insured.

Available Report Filters

Option

Type 

Required 

Description

Date

of Service Begin

Drop DownYes

Filters

by the beginning date of the date of service for the claims that you want to include in the report. By default, this filter is set to January 01 of the current year, for example,12 -01-01.

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.


Note

If Custom Date Range is selected, the From and To fields are enabled to enter specific dates to run the query on.

If Last # of Days is selected, the Last # of Days field is enabled to enter a specific number of days to run the query on.

Practices

List Selection

Date of Service End

Drop DownYes

Filters by the ending date of the date of service for the claims that you want to include in the report. By default, this filter is set to the current date.

Facilities

List Selection 
Yes

Filters by all

facilities

practices or by one or more

facilities

practices. By default, this filter is set to All

Facilities

Practices.

Financial Classes

List SelectionYes

Filters by one or more of the following options: Commercial, Medicare, Medicaid, Workers Comp, or Self-Pay.

Payers
Note

Only active practices are returned in the search results.

Providers

List SelectionYes

Filters by all

payers

providers or by one or more

payers

providers. By default, this filter is set to All

Payers

Providers.

Plans

Facilities

List
Selection
Selection Yes

Filters by all

plans

facilities or by one or more

plans

facilities. By default, this filter is set to All

Plans

Facilities.

Practices

Payers

List SelectionYes

Filters by all

practices

payers or by one or more

practices

payers. By default, this filter is set to All

Practices

Payers.

Financial Class

List SelectionYes

Filters by one or more of the following options: Commercial, Medicare, Medicaid, Workers Comp, or Self-Pay.

Plans

.Procedure Categories

List SelectionYes

Filters by all

procedure categories

plans or by one or more

procedure categories

plans. By default, this filter is set to All

Categories

Plans.

Providers

Procedure Categories

List SelectionYes

Filters by all

providers

procedure categories or by one or more

providers

procedure categories. By default, this filter is set to All

Providers

Categories.



 

 

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