Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Calculation Formula | Description |
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Account ID | The 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 | The identification number of the patient. | |
Patient DOB | The date of birth of the patient. | |
Patient Name | The name of the patient. | |
Patient Address | The address of the patient. | |
Payer Rank | The insurance ranking of the payer (1=primary, 2=secondary and 3=tertiary). | |
Practice | The practice for which the charge is being billed. | |
Tax ID | UPDATE | The Tax Identification Number of the associated practice. |
Payer | The payer in the practice who has financial responsibility of the outstanding debt. | |
Plan | The name of the plan to which charges were billed on the case. | |
Plan Contact | UPDATE | The primary contact for the insurance plan. |
Procedure Code | The (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 | The identification number of the group. | |
Subscriber Member Number | The identification number of the member. | |
Subscriber Name | The 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 | ||
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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 by one or more practices. By default, this filter is set to All Practices. | ||
Providers | List Selection | Yes | Filters by all providers or by one or more providers. By default, this filter is set to All Providers. | ||
Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities. By default, this filter is set to All Facilities. | ||
Payers | List Selection | Yes | Filters by all payers or by one or more payers. By default, this filter is set to All Payers. | ||
Financial Class | List Selection | Yes | Filters by one or more of the following options: Commercial, Medicare, Medicaid, Workers Comp, or Self-Pay. | ||
Plans | List Selection | Yes | Filters by all plans or by one or more plans. By default, this filter is set to All Plans. | ||
Procedure Categories | List Selection | Yes | Filters by all procedure categories or by one or more procedure categories. By default, this filter is set to All Categories. |