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. |
| Payment Batch ID | The unique number assigned to the payment batch. |
| Payment ID | The unique number assigned to the payment. |
| Check Number | The check number of the check making the payment. |
| Check Date | The date of the check. |
| Check Amount | The amount of the check payment. |
| Received from Patient | Designates if the payment was received from the patient. |
| Current Agency | The external collection agency current assigned to the account. |
| Patient | The name of the patient. |
| Guarantor | The name of the person on the guarantor account. |
| Facility | The name of the facility where services were rendered. |
| Rendering Provider | The name of the provider who rendered services on the case. |
| Date of Service | The date of service for the procedure. |
| 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. |
| Billed | The amount billed for the procedure. |
| External Collection Amount | The amount of the transaction recorded on the external collection transaction. |
| Gross Payment | The total amount (before commission) collected for the external collection transaction. |
| Net Payment | The net amount of the external collection payment (Gross Payment – Commission = Net Payment) applied to the external collection transaction. |
| Commission | The fee paid to the external collection agency. |
| Adjustments | Any adjustment on the service line. Can have a positive or negative effect on the balance. |
| External Collection Balance | The current balance of the service fee line transferred to external collections. |
| Posted Date | The date the transaction was posted to the guarantor account. |
| 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. |
Available Report Filters
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 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 | Yes | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All.
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| Providers | List Selection | Yes | Filters by all providers or by one or more providers. By default, this filter is set to All. | ||
| Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities where services were rendered. By default, this filter is set to All. | ||
| Agencies | List Selection | Yes | Filters by all agencies or by one or more agencies for external collection services. By default, this filter is set to All. | ||
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |