Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Description |
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Primary / Secondary / Tertiary Group By | Displays the value for the selected Primary Group By, Secondary Group By, and Tertiary Group By filters. Options include: Practice, Facility, Rendering Provider, Payer, Plan, Case Reporting Type, Date of Service, Procedure Category, Procedure Code. |
Procedure Quantity | The quantity of the procedure. |
Charges - Billed | The amount billed for total charges for each service fee. |
Charges - Reversed | All charges (SVCFE) that were reversed. |
Expected | The amount expected for receipt from the payer for the service fee. |
Allowed | The amount the payer will reimburse for the procedure. |
Contractual Writeoff | The disallowed amount entered on the payment, which is taken as a negative adjustment. |
Withhold | All withhold adjustments (additional payer adjustment) applied to the service line in payment entry. The amount held by the insurance company and applied as a credit to the SVCFE line item. |
Payments - All | The amount distributed on a particular line item. |
Payments - Insurance | The total amount of insurance payments received on a case. |
Payments - Guarantor | The sum of payments applied on the guarantor account. |
Payments - Suspense | The sum of payments applied on Suspense. |
Reversals - All | The sum of all payment reversals. |
Reversals - Insurance | The sum of payment reversals performed on insurance payments. |
Reversals - Guarantor | The sum of payment reversals performed on guarantor payments. |
Reversals - Suspense | The sum of payment reversals performed on suspense distributions. |
Refunds | The total amount of refunds, or payments reversed, and posted from the account for the specified date range. |
Adjustments - Negative | The sum of negative adjustments and reversals of negative adjustments performed on the service fee line. |
Adjustments - Positive | The sum of positive adjustments and reversals of positive adjustments performed on the service fee line. |
External Collections | The amount sent to external collections. |
Balance | The current balance of the claim. |
Base Units | The number of base units for each procedure on the case. |
Time Units | The number of time units for each procedure on the case. |
Physical Status Units | The number of physical units for each procedure on the case. |
Total Units | The sum of base, time, and physical units billed. |
Work RVU | The total work Relative Value Units on a procedure configured in the fee schedule. |
Cases Count | The total number of cases as per the groupings. |
Available Report Filters
Option | Type | Required | Description | ||||
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Date Mode | Drop Down | No | Determines how the results are grouped and ordered:
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Date | Drop Down | Yes | Filters charges 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 | No | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All | ||||
Providers | List Selection | No | Filters by all providers or by one or more providers. By default, this filter is set to All. | ||||
Provider Group | List Selection | No | Filters by one or more pre-designated groups of specific providers. By default, this filter is set to All. | ||||
Referring Providers | List Selection | No | Filters by all referring providers or by one or more referring providers. By default, this filter is set to All. | ||||
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 to which the claims were submitted. By default, this filter is set to All. | ||||
Plans | List Selection | No | Filters by plan to which claims were submitted. By default, this filter is set to All. | ||||
Financial Class | List Selection | No | Filters by all financial classes or by one or more financial classes. | ||||
Case Reporting Types | List Selection | No | Filters by case reporting types. By default, this filter is set to All. | ||||
Procedure Categories | List Selection | No | Filters by system and custom procedure categories. System-defined procedure categories are identified as (System), for example, Anesthesia (System). User-defined procedure categories are identified as (Custom), for example, Pain Management (Custom). By default, this filter is set to All. | ||||
Types of Service | List Selection | No | Filters by all types of service or by one or more types of service. By default, this filter is set to All. | ||||
Place of Service | List Selection | No | Filters by all places of service or by one or more places of service. By default, this filter is set to All. | ||||
CPT From/To | Text Entry | No | Filters by all CPT Codes in the entered range. | ||||
ASA From/To | Text Entry | No | Filters by all ASA Codes in the entered range. | ||||
Include Zero Balances | Checkbox | No | Filters by account balances, including those with zero balances. This filter does not include reversed service lines from rebill option 1. | ||||
Include Reversed Cases | Checkbox | No | Filters by cases, including reversed cases. The filter is unchecked by default and will not include reversed cases in search results unless checked. | ||||
Primary / Secondary / Tertiary Group By | Drop Down | Yes | These groups allow for arbitrary selection of up to three variables.
Options include: None, Practice, Facility, Rendering Provider, Payer, Plan, Case Reporting Type, Date of Service, Procedure Category, Procedure Code. | ||||
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |