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Field | Description | |
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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. | |
Rendering Provider | The name of the provider who rendered services on the case. | |
Payer | The primary insurance payer on the case with financial responsibility for the outstanding debt. | |
Plan | The primary insurance plan on the case to which charges were billed. | |
Date of Service | The date the service is rendered. | |
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. | |
Transaction Code | The code for the type of adjustment applied to the account.
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Transaction Description | The description of the transaction code used as the adjustment. | |
Transaction Subcode | The user-defined adjustment code. This is the Type field value from created adjustment codes.
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Transaction Subcode Description | The description of the user-defined adjustment code. This is the Description field value from created adjustment codes.
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Adjustments | The amount of the adjustment transaction. Each adjustment is shown as an individual line item. | |
Accounting Date | The date selected at the time the adjustment was posted.
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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. |
Option | Type | Required | Description | ||
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Date Mode | Drop Down | Yes | Determines how the results are grouped and ordered:
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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.
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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. |