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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.

Category

Management

Type

Detail

Mode

Date of Service

Output Options

View/Print, CSV, Excel, or PDF

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titleHow to Get Here?
From Portal:
From Back Office:
  1. From the Reports tab, locate the Insurance Followup Detail report
  2. Click Edit for the report
  3. Enter/select filter criteria on the Criteria page
  4. Click Run Report
  1. Open the Manage menu and select Reports
  2. From the Reports page, select the Insurance Followup Detail report from the list of reports
  3. Click Run (or press [Alt] + [M])
  4. Enter/select the filter criteria from the Parameters window
  5. Click Run (or press [Alt] + [M])

 

Sample

Report

Reports

(Click the Click an image to enlarge)

Portal

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Back Office

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Field Definitions

Provider name of the provider (last name, first name) who performed the procedure on the case.DOSQty quantity the procedureBilled Amt amount billed to the payer.Balance current balance claim.Claim #

Field

Calculation Formula

Description

Account ID The

NPI

 

The national provider identification number issued to the provider.

Facility

 

The name of the facility where the patient was treated.

CPT

 

The procedure code of the procedure performed.

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

 

The

name of the facility where the patient was treated.

Patient ID UPDATE
Patient DOB The date of birth of the patient.
Patient Name The name of the patient
Patient Address UPDATE
Payer Rank 

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

Practice UPDATE
Tax ID UPDATE
Payer UPDATE
Plan UPDATE
Plan Contact UPDATE
Procedure Code UPDATE

Quantity

 

The quantity of the procedure.

Rendering Provider identification number issued to the claim when it was generated.Last Claim

 

The date that the claim was generated.name of the provider (last name, first name) who performed the procedure on the case.

Rendering Provider NPIMember #

 

The national provider identification number of issued to the memberprovider.

Subscriber Group

Number

 

The identification number of the group.

Subscriber

Member NumberDays O/S

 

The identification number of days outstanding since the claim was generated.the member.

Subscriber Name UPDATE
Subscriber Address  UPDATE
Subscriber Phone  UPDATE

Available Report Filters

facilities facilities FacilitiesFinancial Classes of the following options: Commercial, Medicare, Medicaid, Workers Comp, or Self-Pay. plans plans Plans

Option

Type 

Required 

Description

FIX DATE  UPDATE 

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.

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

Practices

List Selection SelectionYes

Filters by all

practices or by one or more

practices. By default, this filter is set to All

Practices.

Providers

List SelectionYes

Filters by all providers or by one or more

providers. By default, this filter is set to All Providers.

Facilities

List Selection 

Payers

List SelectionYes

Filters by all payers facilities or by one or more payersfacilities. By default, this filter is set to All PayersFacilities.Plans

Payers

List SelectionYes

Filters by all

payers or by one or more

payers. By default, this filter is set to All

Payers.

PracticesFinancial Class

List SelectionYes

Filters by all practices or by one or more practices. By default, this filter is set to All Practices.of the following options: Commercial, Medicare, Medicaid, Workers Comp, or Self-Pay.

PlansProcedure Categories

List SelectionYes

Filters by all procedure categories plans or by one or more procedure categoriesplans. By default, this filter is set to All CategoriesPlans.

ProvidersProcedure Categories

List SelectionYes

Filters by all providers procedure categories or by one or more providersprocedure categories. By default, this filter is set to All ProvidersCategories.

 

 

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Portal

Reports (Portal)

 

 

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