Overview

Purpose

This report analyzes posted payment details.

Category

Management

Type

Detail

Mode

Accounting

Output Options

CSV or Excel

How to Get Here?

From Portal:
From Back Office:
  1. From the Reports tab, locate the Payment 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 > Modern tab, select the Payment Analysis Detail report from the list of reports.
  3. Click Run (or press [Alt] + [R]).
  4. Enter/select the filter criteria from the Parameters window.
  5. Click Run (or press [Alt] + [R]).

 

Sample Reports

(Click an image to enlarge)

Portal

Back Office 


Field Definitions

Field

Description

PracticeThe practice for which the charge is being billed.
Account IDThe account number of the guarantor account. Displays as Account Prefix + Account ID.
Case IDThe unique number assigned to the case.
Facility Case NumberThe case number issued by the facility, i.e., Medical Record Number.

Facility

The name of the facility associated with the case.
Payment Batch IDThe unique identification number of the payment batch including the payment.
Payment IDThe unique identification number assigned to the payment when it was created. 
ERAIndicates whether the payment was applied via an ERA. Values include: Yes or No.
Check DateThe date on the remitted check.
Check NumberThe check number of the remitted check.
Check AmountThe amount of the remitted check.
RemitterThe name of the payer, person, or organization that issued the payment.
Patient The name of the patient on the case. The person treated on the case.
Patient DOBThe patient's Date of Birth.
Rendering Provider 

The name of the provider (last name, first name middle) who performed the procedure on the case.

Rendering Provider NPIThe NPI (National Provider Identifier) for the Rendering Provider.
Referring ProviderThe name of the physician(last name, first name middle) who referred the patient.
PayerThe primary insurance payer on the case with financial responsibility for the outstanding debt.
PlanThe primary insurance plan on the case to which charges were billed.
Member NumberThe unique number issued by the payer to identify the patient who participates in a group plan.
Group NumberThe unique number issued by the payer to the owner of the insurance policy.
Payment RankThe rank of the payer when there is one or more payers on the case. By default, this option is set to the primary payer. If the case has multiple payers, you can specify the rank of the payer to which a payment is being applied. 
Payment Type

The type of payment, as entered during creation of the payment. Values include:

  • Insurance
  • Guarantor
  • Collection
Transaction TypeThe type of transaction used for the payment, e.g, credit card, check.
ClaimThe Claim ID to which the insurance payment has been applied.
Control NumberThe control number assigned tot he insurance payment.
Date of ServiceThe date the service is rendered.
Procedure MinutesThe total number of minutes needed to perform the procedure.
Base UnitsThe total number of base units billed for the case.
Time UnitsThe total number of time units billed for the case.
Physical Status UnitsThe total number of physical status units billed for the case.
Total UnitsThe sum of base, time, and physical units billed.
Work RVUThe work relative value unit entered on the General procedure in the billing fee schedule to which the payer or plan is associated and to which the claim was billed.
Anesthesia MethodMethod used to administer anesthesia, e.g., General, Regional.
Physical Status LevelThe physical status of the patient, as indicated in charge entry.
Place of ServiceThe individual place of service type where services are rendered.
Type of ServiceThe type of procedure: Anesthesia or General.
Case Reporting TypeThe Case Reporting Type for the associated 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.
Modifier 1

The primary modifier entered on the procedure of the case.

Modifier 2

The second modifier entered on the procedure of the case.

Modifier 3

The third modifier entered on the procedure of the case.

Modifier 4

The fourth modifier entered on the procedure of the case.

Diagnosis 1The primary diagnosis entered on the case.
Diagnosis 2The secondary diagnosis entered on the case.
Diagnosis 3The tertiary diagnosis entered on the case.
Diagnosis 4The fourth diagnosis entered on the case.
BilledThe amount billed for the procedure.
ExpectedThe amount of reimbursement expected from the payer or plan for the services rendered. This amount is calculated by the applicable expected fee schedule.
AllowedThe amount the payer will reimburse for the procedure.
PaymentThe amount of the payment.
DeductibleThe specified amount of money that the insured must pay before an insurance company will pay a claim.
CopayA payment made by a beneficiary in addition to that made by an insurer.
Coinsurance

The calculated amount outstanding after deductible, copay, payment, contractual write-off, and adjustment amounts are applied.

The coinsurance amount is calculated as follows:

  • [Billed Amount] - [SUM of (deductible, copay, payment, contractual write-off, Withhold and adjustments)]
Contractual WriteoffsThe calculated amount to be written off due to the contractual agreement between the practice and the primary payer. Contractual write-offs pertain only to the primary payer on the claim. The contractual write-off amount is the difference of the billed amount and the allow amount (Billed – Allow = Cont WO).
WithholdThe amount being withheld by the payer on the claim, as indicated on the EOB. Withholding is primarily associated with managed care, such as HMO plans.
Denial CodeThe unique identification for the denial reason for the claim.
Remark CodeRemittance Advice Remark Codes are used to provide additional explanation for an adjustment already described by a CARC or to convey information about remittance processing.
Adjustments NegativeThe sum of negative adjustments made against the payment.
Adjustments PositiveThe sum of positive adjustments made against the payment.
BalanceThe amount of the current balance on the procedure.
Accounting DateThe accounting date for this payment.
Posted Date The date the transaction was posted to the guarantor account.

Available Report Filters

Option

Type

Required 

Description

Date Mode

Drop Down

Yes

Determines how the results are grouped and ordered:

  • Accounting Date - Groups and orders deposits by the Accounting Date entered during payment entry.

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

Practices List SelectionYes

Filters by all practices or by one or more practices. By default, this filter is set to All.

Only active practices are returned in the search results.

Providers List SelectionYes

Filters by all providers or by one or more providers. By default, this filter is set to All.

Referring ProvidersList Selection
Filters by all referring providers or by one or more referring providers. By default, this filter is set to All.
Facilities List SelectionYes

Filters by all facilities or by one or more facilities. By default, this filter is set to All.

Payers List SelectionYesFilters by payer to which the claims were submitted. By default, this filter is set to All.
Plans List SelectionYesFilters by plan to which claims were submitted. By default, this filter is set to All.
Report FolderDrop DownYesDesignates where to place or save the output from the executed report.


 

Related Topics

Portal

Reports (Portal)



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