Page History

Overview

Panel

borderColor	black
bgColor	gray
titleColor	black
borderWidth	2
titleBGColor	white

Info

title	Purpose

The Financial Activity Summary - Detail Reports provide analysis of account transactions at a detailed level.

Specifically, the Charges Billed Detail report analyzes Charges Billed detail for the Financial Activity Summary.

Type

Detail

Mode

Accounting / Posted

Output Options

CSV or Excel

Info

titleBGColor	aaaaaa
icon	false
title	How to Get Here?

From Portal:	From Back Office:
From the Reports tab, locate the Financial Account Summary - Detail Reports. Click Edit for the report. Enter/select filter criteria on the Criteria page. Open the Report Output drop down list and select Charges Billed. Click Run Report.	Open the Manage menu and select Reports. From the Reports page > Modern tab, select the Financial Account Summary - Detail Reports from the list of reports. Click Run (or press [Alt] + [R]). Enter/select the filter criteria from the Parameters window. Open the Report Output drop down list and select Charges Billed. Click Run (or press [Alt] + [R]).

Sample Reports

(Click an image to enlarge)

Portal

Image RemovedImage Added

Back Office

Field Definitions

Field	Description
Practice	The practice for which the charge is being billed.
Account ID	The account number of the guarantor account.
Charge Batch ID	The unique number assigned to the charge batch.
Case ID	The unique number assigned to the case.
Facility Case Number	The case number issued by the facility, i.e., Medical Record Number.
External Case Number	An identification number for the case issued by a facility or payer.
Case Reporting Type	The unique code assigned to the case for identifying the case for reporting purposes.
Patient	The name of the patient.
Patient DOB	The date of birth of the patient.
Patient Gender	The gender of the patient.
Patient Address 1	The street address of the patient.
Patient Address 2	The address (line 2, if applicable) of the patient.
Patient City	The city of the patient's address.
Patient State	The state of the patient's address.
Patient Zip Code	The zip code of the patient's address.
Guarantor	The name of the person on the guarantor account.
Facility	The name of the facility where services were rendered.
Place of Service	Indicates where services for the facility are rendered.
Rendering Provider	The name of the provider who rendered services on the case.
Rendering Provider NPI	The national provider identification number issued to the rendering provider.
Referring Provider	The name of the physician who referred the patient.
Primary Financial Class	Indicates the grouping the primary plan on the case is in. Financial class is used for reporting purposes.
Primary Payer	The primary insurance payer on the case with financial responsibility for the outstanding debt.
Primary Plan	The primary insurance plan on the case to which charges were billed.
Secondary Payer	The secondary payer on file for claims submission.
Secondary Plan	The secondary insurance plan on file for claims submission.
Tertiary Payer	The tertiary payer on file for claims submission.
Tertiary Plan	The tertiary insurance plan on file for claims submission.
Date of Service - Case	The default date of service used for the case.
Date of Service - Procedure	The date of service for ancillary procedures.
Start Time	The time the case started, e.g., 08:00.
Stop Time	The time the case ended, e.g., 09:00.
Billed Minutes	The number of face time minutes added for a procedure. The total number of minutes for all providers on the case.
Base Units	The total number of base units billed for the case.
Time Units	The total number of time units billed for the case.
Physical Status Units	The total number of physical status units billed for the case.
Total Units	The sum of base, time, and physical units billed.
Work RVU	The work relative value unit entered on the General procedure in the billing fee schedule to which the payer or plan is associated and to which the claim was billed.
Anesthesia Method	Method used to administer anesthesia, e.g., General, Regional.
Physical Status Level	The physical status of the patient, as indicated in charge entry.
Type of Service	The type of procedure: Anesthesia or General.
CPT	The general procedure code that was entered as the procedure billed on the case in charge entry.
ASA	The anesthesia procedure code that was entered as the procedure billed on the case in charge entry.
Modifier 1	The primary concurrency modifier entered on

the procedure of

the case.
Modifier 2	The second modifier entered on

the procedure of

the case.
Modifier 3	The third modifier entered on

the procedure of

the case.
Modifier 4	The fourth modifier entered on the

procedure of

case.

Modifier 5

The fifth modifier entered on the case.

Modifier 6

The sixth modifier entered on the case.

Diagnosis 1

The primary diagnosis entered on the case.

Diagnosis 2

The secondary diagnosis entered on the case.

Diagnosis 3

The tertiary diagnosis entered on the case.

Diagnosis 4

The fourth diagnosis entered on the case.

Transaction Code

The code for the type of charge applied to the account.

Info

Example transaction codes:

RVFEE (Reverse Fee)
SVCFE (Service Fee)

Transaction Description

The description of the transaction code.

Transaction Amount

The amount of the transaction. Each transaction is shown as an individual line item.

Expected

The amount expected for receipt from the payer for the service fee.

Accounting Date

The date selected at the time the transaction was posted.

Note
This may not always be the same as the Posted Date, as the user can manually select the Accounting Date.

Posted Date

The date the transaction was posted to the guarantor account.

Root ID

Identification number of a service line item in AR.

Info
The Root ID is assigned to the main service line and all sub-line items are assigned to the same Root ID.

Available Report Filters

Option

Type

Required

Description

Date Mode

Drop Down

Yes

Determines how the results are grouped and ordered:

Accounting Date - Groups and orders transactions by the Accounting Date entered during payment entry.
Posted Date - Groups and orders transactions by the date the check was posted to the account.

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.

By default, this filter is set to Current Month.

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

Yes

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

Yes

Filters by all providers or by one or more providers for which transactions were posted. By default, this filter is set to All.

Facilities

List Selection

Yes

Filters by all facilities or by one or more facilities for which transactions were posted. By default, this filter is set to All.

Payers

List Selection

Yes

Filters by all payers or by one or more payers for which transactions were posted. By default, this filter is set to All.

Plans

List Selections

Yes

Filters by all plans or by one or more plans for which transactions were posted. By default, this filter is set to All.

Financial Class

List Selection

Yes

Filters by all transaction financial classes or by one or more financial classes by which transactions were classified. By default this filter is set to All.

Page tree

Versions Compared

Old Version 4

New Version 5

Key

Overview

Category

Type

Mode

Output Options

Sample Reports

Portal

Back Office

Field Definitions

Field

Description

Available Report Filters

Option

Type

Required

Description

Search this documentation