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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. | ||||||||||
Payment Batch ID | The unique number assigned to the payment batch. | ||||||||||
Case ID | The unique number assigned to the case. | ||||||||||
Facility Case Number | The case number issued by the facility, i.e., Medical Record Number. | ||||||||||
Case Reporting Type | The unique code assigned to the case for identifying the case for reporting purposes. | ||||||||||
Patient | The name of the patient. | ||||||||||
Patient DOB | The date of birth of the patient. | ||||||||||
Guarantor | The name of the person on the guarantor account. | ||||||||||
Facility | The name of the facility where services were rendered. | ||||||||||
Place of Service | Indicates where services for the facility are rendered. | ||||||||||
Rendering Provider | The name of the provider who rendered services on the case. | ||||||||||
Rendering Provider NPI | The national provider identification number issued to the rendering provider. | ||||||||||
Referring Provider | The name of the physician who referred the patient. | ||||||||||
Referring Provider NPI | The national provider identification number issued to the referring provider. | ||||||||||
Primary Financial Class | Indicates the primary plan grouping of the case. Financial class is used for reporting purposes. | ||||||||||
Primary Payer | The primary insurance payer on the case with financial responsibility for the outstanding debt. | ||||||||||
Primary Plan | The primary insurance plan on the case to which charges were billed. | ||||||||||
Secondary Payer | The secondary payer on file for claims submission. | ||||||||||
Secondary Plan | The secondary insurance plan on file for claims submission. | ||||||||||
Tertiary Payer | The tertiary payer on field for claims submission. | ||||||||||
Tertiary Plan | The tertiary insurance plan on file for claims submission. | ||||||||||
Date of Service - Procedure | The date of service for ancillary procedures. | ||||||||||
Anesthesia Method | Method used to administer anesthesia, e.g., General, Regional. | ||||||||||
Type of Service | The type of procedure: Anesthesia or General. | ||||||||||
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. | ||||||||||
Modifier 1 | The primary concurrency modifier entered on the case. | ||||||||||
Modifier 2 - 6 | The second - sixth procedure modifiers entered on the case. | ||||||||||
Payment Type | The type of payment, as entered during creation of the payment. Values include:
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Transaction Type | The type of transaction used for the payment, e.g., credit card, check. | ||||||||||
Check Number | The check number of the check making the payment. | ||||||||||
Check Amount | The amount of the check payment. | ||||||||||
Remitter | The name of the person or payer who remitted the payment. | ||||||||||
Rank | The rank designation of the payer as primary, secondary, tertiary 1, and tertiary 2.
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Transaction Code | The code for the type of payment applied to the account.
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Transaction Description | The description of the transaction code. | ||||||||||
Transaction Amount | The amount of the transaction. Each transaction is shown as an individual line item. | ||||||||||
Accounting Date | The date selected at the time the transaction was posted.
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Posted Date | The date the transaction was posted to the guarantor account. | ||||||||||
Root ID | Identification number of a service line item in AR.
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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. By default, this filter is set to Current Month.
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Practices | List Selection | Yes | Filters by all practices or one or more practices for which charges were billed. By default, this filter is set to All.
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Providers | List Selection | Yes | Filters by all providers or by one or more providers for which transactions were posted. By default, this filter is set to All. | |
Facilities | List Selection | Yes | Filters by all facilities or by one or more facilities for which transactions were posted. By default, this filter is set to All. | |
Payers | List Selection | Yes | Filters by all payers or by one or more payers for which transactions were posted. By default, this filter is set to All. | |
Plans | List Selections | Yes | Filters by all plans or by one or more plans for which transactions were posted. By default, this filter is set to All. | |
Financial Class | List Selection | Yes | Filters by all transaction financial classes or by one or more financial classes by which transactions were classified. By default, this filter is set to All. | |
Report Output | Drop Down | Yes | Designates which detail report to run from the Financial Activity Summary. | |
Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |