Overview
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Sample Reports
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Portal
Back Office
Field Definitions
Field | Description | ||
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Practice | The practice for which the charge is being billed. | ||
Account ID | The account number of the guarantor account. Displays as Account Prefix + Account ID. | ||
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 Line1 | The street address of the patient. | ||
Patient Address Line 2 | The street address (line 2) 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 financially responsible person or organization on the account. | ||
Facility | The name of the facility where services were rendered. | ||
Facility Room | The room the patient was assigned. | ||
Place of Service | The place where services are rendered. Note: This list is maintained from the list of Place of Service codes by the Centers for Medicare & Medicaid Services (CMS). | ||
Directing Provider | The name of the directing provider for the procedure (from the case). | ||
Directed Provider | The name of the directed provider for the procedure (from the case). | ||
Non-Anesthesia Provider | The provider for non-anesthesia services (from the case) | .Emergency | Indicates if the case is for an emergency procedure. |
Referring Provider | The name of the physician who referred the patient. | ||
Financial Class | Indicates in which grouping is the case’s plan. Financial class is used for reporting purposes. For example, you can set up either a managed care financial class or a more detailed breakdown delineating PPO and HMO classifications. | ||
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. | ||
Primary Subscriber ID | The identification number of the primary insurance owner. | ||
Primary Member ID | The unique number issued by the payer to identify the primary patient who participates in a group plan. | ||
Primary Group ID | The unique number issued by the payer to the owner of the primary insurance policy. | ||
Secondary Payer | The secondary payer on file for claims submission. | ||
Secondary Plan | The secondary insurance plan on file for claims submission. | ||
Secondary Subscriber ID | The identification number of the secondary insurance owner. | ||
Secondary Member ID | The unique number issued by the payer to identify the secondary patient who participates in a group plan. | ||
Secondary Group ID | The unique number issued by the payer to the owner of the secondary insurance policy. | ||
Tertiary Payer | The tertiary payer on file for claims submission. | ||
Tertiary Plan | The tertiary insurance plan on file for claims submission. | ||
Tertiary Subscriber ID | The identification number of the tertiary insurance owner. | ||
Tertiary Member ID | The unique number issued by the payer to identify the patient who participates in a tertiary group plan. | ||
Tertiary Group ID | The unique number issued by the payer to the owner of the tertiary insurance policy. | ||
Date of Service - Case | The date the service is rendered. | ||
Start Time | The time the case started, e.g., 08:00. | ||
Stop Time | The time the case ended, e.g., 09:00. | ||
Addon Begin Time | The time the add-on procedure began, e.g., 08:30. | ||
Concurrency Level | The level, or number of cases, the physician is working concurrently. | ||
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. | ||
Case Type | The code indicating where a procedure was handled by a solo provider (S), two or more providers handing off (H), or a team of directing and directed providers (T). | ||
Emergency | Indicates if the case is for an emergency procedure. | ||
Diagnosis 1-6 | The primary (1st) through 6th diagnosis entered on the case. | ||
Billed | The amount billed for the procedure. | ||
Expected | The expected amount of payment from the responsible party for the amount billed, which is determined by the expected fee schedule configured at the practice configuration. | ||
Payments - All | The sum of all payments and reversals associated to procedures on the case. This includes insurance payments, guarantor payments, payment reversals, rescinds, suspense payments, refunds, refund reversals, etc. | ||
Adjustments | The sum of all adjustment types (CWO, Withhold, MADJN, MADJP, Adjusted CWO, External Collections, etc.) for all procedures on the case. | ||
Balance | The outstanding balance on the account. | ||
Collection % | The calculation for Payments / Billed. The percentage is rounded to the nearest tenth. | ||
Case Status | The status of the case. Options include:
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Accounting Date | The date within the accounting period when the charge was posted. The accounting date is stored at the practice configuration in Connect Back Office. | ||
Created Date | The date that the case was created. | ||
Charge Received Date | The date recorded on the case for when the charge was received. | ||
Posted Date | The date the transaction was posted to the guarantor account. |
Available Report Filters
Results can be returned for one or more of the filter criteria (e.g., multiple practices).
Option | Type | Required | Description | ||
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Date Mode | Drop Down | Yes | Determines how the results are grouped and ordered:
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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 | No | Filters by cases that include a reported outcome and a facility under the selected practice. | ||
Providers | List Selection | No | Filters by all providers or by one or more providers. By default, this filter is set to All. | ||
Provider Groups | 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 cases that include a reported outcome and the facility/facilities selected. | ||
Payers | List Selection | No | Filters by all payers or by one or more specific payers for which transactions were posted. By default, this filter is set to All. | ||
Plans | List Selection | No | 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 | No | Filters by all financial classes or by one or more financial classes for which transactions were posted. By default, this filter is set to All. | ||
Case Reporting Types | List Selection | No | Filters by all case reporting types or by one or more case reporting types. 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. | ||
Room Numbers | List Selection | No | Filters by all rooms or by one or more room numbers. By default, this filter is set to All. | ||
Status | Drop Down | No | Filters by all statuses or by one or more case statuses. By default, this filter is set to All. | ||
Include Zero Balances | Checkbox | No | Filters by account balances, including those with zero balances. To exclude accounts with zero balances, clear this checkbox. | ||
Include Reversed Cases | Checkbox | No | Include case data from cases that have been reversed. To exclude reversed cases, clear this checkbox. | ||
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |