Overview
Purpose
This report analyzes miscellaneous adjustments applied to the account on the Active AR tab by patient, amount, facility, account, transaction code, or accounting period. The report is a summary of miscellaneous adjustments made within a specified period. The Account Adjustment Analysis report does not include adjustments that were applied during payment entry, for example, contractual writeoff.
Category
Financial
Type
Detail
Mode
Accounting / Posted
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Description |
|---|---|
| Practice | The practice for which the charge is being billed. |
| Account ID | The account number of the guarantor account. |
| Guarantor | The name of the person on the guarantor account. |
| Patient | The name of the patient. |
| Facility | The name of the facility where services were rendered. |
| Payer | The payer in the practice who has financial responsibility for the outstanding debt. |
| Plan | The name of the plan to which charges were billed on the case. |
| Rendering Provider | The name of the provider who rendered services on the case. |
| 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. |
| Date of Service | The date the service is rendered. |
| Accounting Date | The date within the accounting period when the adjustment was posted. The accounting date is stored at the practice configuration in Connect Back Office. |
| Posted Date | The date the adjustment transaction was posted to the guarantor account. |
| Posted By | The person who posted the adjustment transaction to the guarantor account. |
| Transaction Code | The code for the type of transaction that was applied to the account, for example, CHAR = Charity Adjustment. |
| Transaction Description | The description of the transaction code used as the adjustment. |
| Transaction Subcode | The secondary code for the type of transaction that was applied to the account. |
| Transaction Subcode Description | The description of the secondary transaction code. |
| Adjustment Amount | The amount of the adjustment transaction. Each adjustment is shown as an individual line item. |
Available Report Filters
Option | Type | Required | Description |
|---|---|---|---|
| Date Mode | Drop Down | Yes | Determines how the results are grouped and ordered:
|
| 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. |
| Practices | List Selection | Yes | Filters by all practices or one or more practices for which adjustments were applied. By default, this filter is set to All Practices. |
| 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. |