Report Codes

Pay Plan Utilization by Clinic (P), Pay Plan Utilization by Provider (Q), Category Utilization by Clinic (U), Category Utilization by Provider (V), Procedure Category Utilization by Clinic (X), Procedure Category Utilization by Provider (Y), Insurance Utilization by Clinic (1), Insurance Utilization by Provider (2), Referring Utilization by Clinic (3), Referring Utilization by Provider (4), Facility Utilization by Clinic (5), Facility Utilization by Provider (6), Procedure Utilization by Clinic (7), Procedure Utilization by Provider (8), Yearly Utilization by Clinic (R), Yearly Utilization by Provider (S), Month Utilization by Clinic (T), Month Utilization by Provider (9), Daily Utilization by Clinic (K), Daily Utilization by Provider (O), Diagnosis Utilization (W), Employer Utilization by Clinic (E), Employer Utilization by Provider (M), Provider Utilization (D), Billing Provider Utilization by Provider (B), Panel Utilization by Clinic, Panel Utilization by Provider, Facility Utilization Chart, Monthly Utilization Chart, Procedure/Modifier Utilization by Doctor, Procedure/Modifier Utilization by Clinic, Yearly Utilization Chart, Provider Utilization Chart, Referring Utilization Chart, Category Utilization Chart, Billing Doctor Utilization Chart, Procedure Category Utilization Chart, Collection Analysis Chart, Collection Analysis Report,Applicant Attorney Utilization, Claimant Attorney Utilization, Board Report Utilization, DEU Report Utilization, Defense Attorney Utilization, Hospital Association Report,  Utilization Report

From Date / To Date2

Used for all Report Codes

The first set of dates is required and default to the current system date. These dates identify the entry service, last payment, or first billing date range of the charges as determined by the <Date Selection> field entry. The report returns Occurrence, Patient Count, Visit, Charge based on these fields.

Provider Code  

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 does NOT accept multiple values, but it does accept an asterisk *.

Billing Provider3

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 use the asterisk * to return all Categories starting with_

From Date / To Date8

Used for all Report Codes

The second set of dates are optional to identify the entry date of the payments and adjustments. The <Cash/Accrual> field entry determines if the report includes all payments and adjustments entered during the date range or only those posted against charges from the first set of dates.

Note: If payments/adjustments are included for a procedure performed outside of the first set of dates, then the report does not return Occurrence and Charge amount for the procedure.

IMPORTANT NOTE: If these fields are left blank, the report returns all payments and adjustments posted against charges from the first set of dates regardless of the entry date.

Category Code3

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). The age is in whole years. To filter the results by age, it is determined by patient's age at date of service  (DOS).

Date Selection4

Used for all Report Codes

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

Facility Code3

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 use the asterisk * to return all Facilities starting with_

Insurance Code3

Used for all Report Codes

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

This field accepts multiple values, separated by commas with no space, or use the asterisk * to return all <Insurance Co Code>s starting with_

Referring Code3

Used for all Report Codes

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

This field accepts multiple values, separated by commas with no space, or use the asterisk * to return all <Referrer Code>s starting with_

Employer/Company Code

Used for all Report Codes

The  default is all employer/company codes (leave blank). To request the report for a specific employer/company code, type the Utility --► Business <Company Code>. 

This field accepts multiple values, separated by commas with no space, or use the asterisk * to return all <Company Code>s starting with_

Cash/Accrual5,6

Used for all Report Codes

This field determines which payments and adjustments entered during the second date range are included on the report.

Accrual (A) returns only the payments and adjustments posted against from charges in the first date range.

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

IMPORTANT NOTE : If the second date range is left blank, ‘Accrual’ is used.

Department Code

Used for all Report Codes (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.

Who Paid5,7

Used for all  Report Codes

This field allows the source of the payment to be indicated. Accept the default OR use the drop-down list to make an alternate selection.

Charge Status5

Used for all  Report Codes

This field allows the information included in the report to be filtered. Accept the default OR use the drop-down list to make an alternate selection.