Overview
Purpose
This report analyzes charges for specified dates of service and all associated transactions for those dates of service.
Category
Management
Type
Summary
Mode
Date of Service
Output Options
CSV or Excel
Sample Report
(Click the image to enlarge)
Field Definitions
Field | Calculation Formula | Description |
|---|---|---|
| Group By | UPDATE | |
| Charges - Billed | ||
| Charges - Reversed | ||
| Payments - Ins | ||
| Payments - Guar | ||
| Payments - Reversed | ||
| Expected | ||
| CWO | ||
| Withhold | ||
| Misc Adjs | ||
| Suspense | ||
| Refunds | ||
| Ext Coll Adjs | ||
| Balance |
Available Report Filters
Option | Type | Required | Description |
|---|---|---|---|
| Date of Service Begin | Free Text (Date) | UPDATE | |
| Date of Service End | Free Text (Date) | ||
| Group By | Drop Down | Two levels of group by options. Options include: Practice, Facility, Provider, Financial Class, Payer, Plan, Month (DOS) | |
| Practices | List Selection | ||
| Facilities | List Selection | ||
| Providers | List Selection | ||
| Payers | List Selection | ||
| Plans | List Selection | ||
| Financial Class | List Selection | ||
| Provider Groups | List Selection | ||
| Include Zero Balances | Checkbox |