Overview
Purpose
This report generates a summary list of all accounts within the insurance collections queue.
Category
Management
Type
Detail
Mode
Not applicable
Output Options
CSV or Excel
Sample Reports
(Click an image to enlarge)
Portal
Back Office
Field Definitions
Field | Description |
|---|---|
| Practice | The practice associated with the collection task. |
| Account | The account number of the guarantor account. |
| Case | The unique number assigned to the case. |
| Patient | The name of the patient. |
| Patient DOB | The date of birth of the patient. |
| Facility | The name of the facility where services were rendered. |
| Provider | The physician that rendered services. |
| Rank | The order in which the payer has financial responsibility when there is more than one payer. |
| DOS | The date the services were 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. |
| Billed Amount | The total amount billed for the service line item. |
| Expected Amount | The expected amount of payment from the responsible party for the amount billed, which is determined by the expected fee schedule configured at the practice configuration. |
| Balance | The current balance on the guarantor account. |
| Age | The age of the collection line item. |
| Last Action | The last action taken in the collection effort. |
| Last Action Date | The last date that action was taken in the collection effort. |
| Next Action | The next action that to be taken in the collection effort. |
| Next Action Date | The date the next action will occur. |
| Collector | The person who is assigned to the collection task. |
| Collector Group | The name of the collector group to which the task is assigned. |
| Member Number | The unique number issued by the payer to identify the patient who participates in a group plan. |
| Group Number | The unique number issued by the payer to the owner of the insurance policy. |
| Last Denial Code | The group and reason code for the last payment for the responsible insurance plan. |
| Total Number of Actions | The total number of actions associated to the collection line item. |
| Guarantor | The guarantor on the account. |
| Guarantor DOB | The date of birth of the guarantor. |
| Guarantor Address 1 | The street address of the guarantor. |
| Guarantor Address 2 | The street address (line 2, if applicable) of the guarantor. |
| Guarantor City | The city of the guarantor's address. |
| Guarantor State | The state of the guarantor's address. |
| Guarantor Zip | The zip of the guarantor's address. |
| Guarantor Day Phone | The 10-digit telephone number (Day) of the guarantor. |
| Guarantor Evening Phone | The 10-digit telephone number (Evening) of the guarantor. |
| Subscriber | The person who owns the insurance coverage. |
| Subscriber Number | The identification number of the insurance owner. |
| Procedure | The procedure performed on the case. The information is displayed with the values: CPT / ASA. |
| Provider NPI | The National Provider Identifier number of the provider. |
| Group NPI | The NPI number for the provider group (facility). |
| TIN | The tax identification number. |
| 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. |
| Plan Contact | The name of the primary contact for the plan. |
| Plan Address 1 | The address line 1 for the responsible plan. |
| Plan Address 2 | The address line 2 for the responsible plan. |
| Plan City | The city for the responsible plan. |
| Plan State | The state for the responsible plan. |
| Plan Zip | The postal zipcode for the responsible plan. |
| Plan Phone | The phone number for the responsible plan. |
| Account Status | The value assigned to the account to assist in grouping and searching for accounts. |
| Last Payment Date | Date of the last patient or guarantor payment received on the account. |
| Last Payment Amount | The amount of the last patient or guarantor payment. |
| Last Payment Type | The type of the last patient or guarantor payment. |
| Statement Processing | The status of the statements generated on the account. |
| Next System Statement Date | The date the system generates a statement for the account. |
| Returned Mail | Sets the flag to indicate mail has been returned on the account and follow-up is needed. |
| Collection Transfer Date | The first date that action was taken in the collection effort. |
| Attachment | The field display Yes or No depending on if there is an associated attachment. |
Available Report Filters
Option | Type | Required | Description |
|---|---|---|---|
| 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. 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. The maximum timespan for the report is 366 days. |
| Practices | List Selection | No | Filters by all practices or one or more practices for which collection tasks exist. By default, this filter is set to All. Only active practices are returned in the search results. |
| Providers | List Selection | No | Filters by all providers or by one or more providers for which collection tasks exist. By default, this filter is set to All. |
| Facilities | List Selection | No | Filters by all facilities or by one or more facilities for which collection tasks exist. By default, this filter is set to All. |
| Payers | List Selection | No | Filters by all payers or by one or more payers for which collection tasks exist. By default, this filter is set to All. |
| Plans | List Selection | No | Filters by all plans or by one or more plans for which collection tasks exist. By default, this filter is set to All. |
| Collector | List Selection | No | Filters by all external collection agencies or by one or more external collection agencies. |
| Collector Group | Drop Down | No | Filters by all external collection agency groups or by one or more external collection agency groups. |
| CPT From/To | Text Entry | No | Filters by all CPT Codes in the entered range. |
| ASA From/To | Text Entry | No | Filters by all ASA Codes in the entered range. |
| Days Outstanding From/To | Numeric | No | Filters by the designated number of days outstanding since the claim was generated. |
| Balance From/To | Numeric | No | Filters by the designated balance on the account. |
| Report Folder | Drop Down | Yes | Designates where to place or save the output from the executed report. |