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 Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Calculation Formula | Description |
---|---|---|
Primary Group By | UPDATE | |
Secondary Group By | UPDATE | |
Charges - Billed | UPDATE | |
Charges - Reversed | UPDATE | |
Payments - Guar | UPDATE | |
Payments - Reversed | UPDATE | |
Expected Amt | 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. | |
CWO | UPDATE | |
Withhold | UPDATE | |
Misc Adjs | UPDATE | |
Suspense | UPDATE | |
Refunds | UPDATE | |
Ext Coll Adjs | UPDATE | |
Balance | The current balance of the claims. |
Available Report Filters
Option | Type | Required | Description |
---|---|---|---|
FIX DATE | UPDATE | ||
Practices | List Selection | No | 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 | No | Filters by all providers or by one or more providers. By default, this filter is set to All. |
Facilities | List Selection | No | Filters by all facilities or by one or more facilities where services were rendered. By default, this filter is set to All. |
Payers | List Selection | No | UPDATE |
Plans | List Selection | No | UPDATE |
Financial Class | List Selection | No | UPDATE |
Provider Group | List Selection | No | UPDATE |
Include Zero Balances | Checkbox | No | Filters by account balances, including those with zero balances. This filter does not include reversed service lines from rebill option 1. |
Primary/Secondary Group By | Drop Down | No | UPDATE Two levels of group by options. Options include: Practice, Facility, Provider, Financial Class, Payer, Plan, Month (DOS) |