Report Codes

Financial Analysis Report (M), Remittance Report (D), and Inventory Report (I)

First Group

Used for Report Codes Financial Analysis Report (M), and Inventory Report (I)

Select the desired sort for the report. A selection must be made.

Second Group

Used for  Report Code Financial Analysis Report (M)

Select the desired second grouping for the report. A selection must be made.

From Date / To Date1

Used for  Report Code Financial Analysis Report (M) and Inventory Report (I)

The first set of dates are required. These fields identify the year-to-date (YTD ) the entry, service, last payment, or first billing date range as determined by the <Date Selection> field entry.

Provider Code

Used for all Report Codes

Billing Provider

Used for all Report Codes

From Date / To Date2

Used for Report Codes Financial Analysis Report (M), and Inventory Report (I)  

Category Code

Used for all Report Codes

The default is all categories (leave blank). To request the report for a specific category, type the Utility --► Category <Category Code>.

This field accepts multiple values, separated by commas with no space, OR use the asterisk * to return all Categories starting with_

Gender

Used for all Report Codes

No specific gender is the default (leave blank). To filter the results based on a specific gender, use the drop-down to select 'M' Male, 'F ' Female, or 'U'.  

Age From / Age To

Used for all  Report Codes

The default is all ages (leave blank). Enter an age in whole years to filter the results by age. Determined by patient age at date of service (DOS).

Date Selection

Used for all Report Codes

This field defaults to the Entry Date. Use the drop-down to make an alternate selection.

Facility Code

Used for all  Report Codes

The default is all facilities (leave blank). To request the report for a specific facility, type the Utility --► Facility <Facility Code>.

This field accepts multiple values, separated by commas with no spaces, or range of codes entered with a hyphen and no spaces, or the asterisk * to return all Facilities starting with_

Insurance Code

Used for all  Report Codes

The default is all insurers (leave blank). To request the report for a specific facility, type the Utility --► Insurance <Insurance Co Code>.

This field accepts multiple values, separated by commas with no spaces, or the asterisk * to return all Referrers starting with_

Referring Code

Used for all Report Codes

The default is all referrals (leave blank). To request the report for a specific referrer, type the Utility --► Referring <Referrer Code>. 

This field accepts multiple values, separated by commas with no spaces, or the asterisk * to return all Referrers starting with_

Cash/Accrual

Used for Report Codes Financial Analysis Report (M), and Inventory Report (I)  

Accrual (A) returns only the payments and adjustments entered during the date range AND posted against charges included on the report.

 Cash (C) returns ALL payments and adjustments entered during the date range even if the charges are not included on the report.

Department Code

Used for all Report Codes

The default is all departments (leave blank). To request the report for a specific department, type the Utility --► Provider <Department> name or number.  

This field accepts multiple values separated by commas with no spaces, a range of codes entered with a hyphen and no spaces, or accepts the asterisk * to return all Departments starting with the portion of the code entered prior to the *.

Who

Used for all  Report Codes

The default is blank, not filtering by the Ledger --► Accounting or Ledger --►Open Item <W> Who column.

Accept the blank default, OR use the drop-down list to filter by the selected Who type.