Overview
Purpose
This report generates a summary list of all accounts within the insurance collections queue.
Category
Management
Type
Detail
Mode
Not applicable
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Description |
|---|---|
| Practice | The practice to which the charge was billed. |
| Account | The account number of the guarantor account. Displays as Account Prefix + Account ID. |
| Case | The unique number assigned to the case. |
| Patient | The name of the patient. |
| Patient DOB | |
| Facility | The name of the facility where services were rendered. |
| Provider | The physician that renders services. |
| Rank | |
| DOS | |
| CPT | |
| ASA | |
| Billed Amount | The amount that was billed for total charges for each procedure. |
| Expected Amount | 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. |
| Balance | The balance of the procedure when action is taken. |
| Age | |
| Last Action | |
| Last Action Date | |
| Next Action | The next action that is scheduled on the service fee line. |
| Next Action Date | The date the next action will occur. |
| Collector | The person who is assigned to the collection task. |
| Member Number | |
| Group Number | |
| Last Denial Code | |
| Total Number of Actions | |
| Guarantor | |
| Guarantor DOB | |
| Guarantor Address 1 | |
| Guarantor Address 2 | |
| Guarantor City | |
| Guarantor State | |
| Guarantor Zip | |
| Guarantor Day Phone | |
| Guarantor Evening Phone | |
| Subscriber | |
| Subscriber Number | |
| Procedure | |
| Provider NPI | |
| Group NPI | |
| TIN | |
| Payer | The primary insurance payer on the case with financial responsibility for the outstanding debt. |
| Plan | The primary insurance plan on the case to which charges were billed. |
| Plan Contact | |
| Plan Address 1 | |
| Plan Address 2 | |
| Plan City | |
| Plan State | |
| Plan Zip | |
| Plan Phone | |
| Account Status | |
| Last Payment Date | |
| Last Payment Amount | |
| Last Payment Type | |
| Statement Processing | |
| Next System Statement Date | |
| Returned Mail | |
| Collection Transfer Date | |
| Attachment |
Available Report Filters
Option | Type | Required | Description |
|---|---|---|---|
| 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. 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. The maximum timespan for the report is 366 days. |
| Practices | List Selection | No | Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All. |
| Providers | List Selection | No | Filters by all providers or by one or more providers for which collection tasks exist. By default, this filter is set to All. |
| Facilities | List Selection | No | Filters by all facilities or by one or more facilities for which collection tasks exist. By default, this filter is set to All. |
| Payers | List Selection | No | Filters by all payers or by one or more payers for which collection tasks exist. By default, this filter is set to All. |
| Plans | List Selection | No | Filters by all plans or by one or more plans for which collection tasks exist. By default, this filter is set to All. |
| Collector | List Selection | No | Filters by all external collection agencies or by one or more external collection agencies. |
| Collector Group | Drop Down | No | Filters by all external collection agency groups or by one or more external collection agency groups. |
| 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. |
| Days Outstanding From/To | |||
| Balance From/To | |||
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |