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

Compare with Current View Page History

« Previous Version 13 Next »

 

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

How to Get Here?

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 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.
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 ModeDrop DownYes

Determines how the results are grouped and ordered:

  • Accounting Date - Groups and orders by the Accounting Date of the transaction

  • Posted Date - Groups and orders by the date the transaction was posted to the account.

DateDrop 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.

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

 

 

Related Topics

Portal

Reports (Portal)

 

 

Search this documentation

 

 

  • No labels