Overview

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

From Portal:
From Back Office:
  1. From the Reports tab, locate the Account Adjustment Analysis Detail 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 Account Adjustment Analysis Detail 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

Practice UPDATE
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. 
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 UPDATE
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 UPDATE
Transaction Subcode Description UPDATE
Adjustment Amount  The amount of the adjustment transaction. Each adjustment is shown as an individual line item.

Available Report Filters

Option

Type

Required

Description

PracticesList Selection YesFilters by all practices or one or more practices for which adjustments were applied. By default, this filter is set to All Practices. 
Date ModeDrop DownYes

Options include:

  • Accounting Date
  • Posted Date
Include Zero BalancesCheckboxNo Filters by account balances, including those with zero balances. This filter does not include reversed service lines from rebill option 1.
Date  UPDATE
From

Free Text

(Date)

 Filters by beginning date from which adjustment transactions were posted.
To

Free Text

(Date)

 Filters by ending date to which adjustment transactions were posted.
Last # of Days   UPDATE

 

 

Portal

Reports (Portal)

 

 

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