You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

 

Overview

Purpose

This report is used to review insurance plan configurations.

Category

System

Type

Detail

Mode

Not applicable

Output Options

CSV or Excel

How to Get Here?

From Portal:
From Back Office:
  1. From the Reports tab, locate the Plan Details report
  2. Click Edit for the report
  3. Enter/select filter criteria on the Criteria page
  4. Click Run Report
  1. Open the Manage menu and select Reports
  2. From the Reports page, select the Plan Details report from the list of reports
  3. Click Run (or press [Alt] + [M])
  4. Enter/select the filter criteria from the Parameters window
  5. Click Run (or press [Alt] + [M])

 

Sample Reports

(Click an image to enlarge)

Portal

Back Office

 

Field Definitions

Field

Calculation Formula

Description

Payer Name The name of the parent payer to the plan.
Plan Name   The name of the plan.
Address Line 1  The address line 1 of the street address of the plan.
Address Line 2  The address line 2 of the street address of the plan.
City  The city of the plan.
State  The state of the plan.
Zip Code The postal ZIP code of the plan.
Contact Name  The name of the primary contact for the plan.
Contact Phone  The 10-digit telephone number of the primary contact for the plan.
Contact Fax  The 10-digit facsimile number for the plan.
Contact Email  The electronic email address of the primary contact for the plan.
Website  The URL to the website for the plan.
Financial Class  Indicates the grouping the plan on the case is in. Financial class is used for reporting purposes. For example, you can set up either a managed care financial class or a more detailed break down delineating PPO and HMO classifications.
Payer ID  The unique identification number of the parent payer to the plan.
Claim Type  The abbreviation that identifies the type of claims that will be generated for the plan, for example, Automobile Medical (AM), Commercial Insurance Company (CI), Disability and Health Maintenance Organization (HM).
Team Billing  The type that identifies whether claims include charges for a physician and a CRNA when involved on the same case that results in team billing. Claims can include charges for the physician only or the physician and CRNA, or the physician or CRNA.
Concurrency Scheme Name UPDATE
Primary Claim Type  UPDATE
Secondary Claim Type  UPDATE
Paper Claim Form  UPDATE

Available Report Filters

Option

Type

Required 

Description

PayersList SelectionNo Filters by one or more payers. By default, this filter is set to All.
Plans List SelectionNo

Filters by one or more plans. By default, this filter is set to All.

 

 

Related Topics

Portal

Reports (Portal)

 

 

Search this documentation

 

 

  • No labels