Report Codes

Procedure Analysis by Clinic (AA), Procedure Analysis by Provider (BB), Insurance Analysis by Clinic (CC), Payment Analysis by Clinic (EE), Payment Analysis by Provider (FF), Adjustment Analysis by Clinic (GG), Adjustment Analysis by Provider (HH), Category Analysis by Clinic (II), Procedure Category Analysis by Clinic (JJ), and Procedure Category Analysis by Provider (LL)

From Date/ To Date

Used for all Report Codes

Used to determine the result for this report based on the entry, service, last payment, or first billing date as determined by the <Date Selection> field entry procedure’s code, description, charge, price, quantity, payments, and adjustments. It prints to the report.

Provider Code1   

Used for Report Codes:

Procedure Analysis by Provider (BB)

Payment Analysis by Provider (FF)

Adjustment Analysis by Provider (HH)

Procedure Category Analysis by Provider (LL)

This field does NOT accept multiple values

Billing Provider

Used for all Report Codes

The default is all providers (leave blank). To filter the results based on a specific provider, type the Utility --► Provider <Provider Code>.

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

From Date / To Date  

Used for ALL report codes

If the second set of date ranges is completed, the report still shows the procedure’s code, description, charge, price, and quantity returned from the first set of date ranges; however, the report only displays those payments and adjustments posted during the second set of date ranges. The report shows any procedure that received a payment during this time regardless of the DOS.

If a procedure was  performed outside of the first set of date ranges and if payments were posted during the second set of date ranges, then the quantity and charge amounts are either blank or not updated.

Category Code2

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 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' Unknown. 

Age From / Age To

Used for all Report Codes

The default is all ages (leave blank) with the  age in whole years. This is used  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 space 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 space 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 facility, type the Utility --► Referring <Referrer Code>. 

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

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.

Currently, this field does NOT accept multiple values or a department range.

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.