Report Code

Detail Procedure by Clinic (C), Detail Procedure by Provider (A), Diagnosis Report (D), Summary Diagnosis Report (S), Payment/Adjustment Report (P), Deleted Charge Report (X), Detail payment/Adjustment Report (J),  Detail Facility/Procedure Category (2), Detail Referring/Procedure Category (3), Detail Primary Insurance/Procedure Category (6), Detail Patient Category/Procedure Category (5), Detail Pay Plan/Procedure Category (4), Detail Provider/Procedure Category (7), Productivity Facility/Procedure Category (W), Productivity Referring/Procedure Category (B), Productivity Primary Insurance/Procedure Category (H), Productivity Patient Category/Procedure Category (G), Productivity Pay Plan/Procedure Category (E), Productivity Provider/Procedure Category (O), Detail Aging by Provider (+), Detail Aging by Clinic (-), Detail Department/Procedure Category (8), Detail Procedure Category (9), Productivity Procedure Code (Z), Missing Follow Up Appointment (M), Detail Charge Report (N), Patient Detail, PQRS Report, and Benchmarking Report.  

From Date / To Date

This is a required field

Detail Procedure by Clinic (C), Detail Procedure by Provider (A)

The first set of dates is required and defaults to the current system date. These dates identify the entry, service, last payment, or first billing date of the charges as determined by the <Date Selection> field entry.

 Diagnosis Report (D)

These dates define the entry date(s) of the requested information. 

 (Remember to enter a wide range of entry dates. The second set of dates define the time period.)

Payment/Adjustment Report (p), Detail Payment/Adjustment Report (J)

These reports use only the first set of dates.

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 accepts an asterisk *

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 spaces, or a range of codes entered with a hyphen and no spaces, OR the asterisk * to return all Categories starting with_

Date From / To1

Detail Procedure by Clinic (C), Detail Procedure by Provider (A)

The Date From/ To (when used) generates ALL PAYMENTS entered for the selected time frame. This is a mandatory field except for Report Code 'D.'

Diagnosis Report (D)

These dates define the service date(s) of ONLY those charges selected as a result of the first set of dates, associated with the requested diagnosis.

When more than one date of service is posted during the same charge session, only the first charge date is printed on the report.

Gender

Used for all  Report Codes

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

Diagnosis Report (D)

If <Gender> and <Diagnosis> are populated on this screen, Intellect ONLY looks at the <Gender> in Registration --►Patient and not the Utility --►Diagnosis <Gender> (which is ONLY for Charge posting to trigger a pop-up when the patient's gender and procedure code do not match).

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 spaces, or the asterisk * to return all Categories starting with_

Age From / Age To

Used for all  Report Codes
The default is all ages (leave blank) age in whole years. To filter the results by age, it is determined by patient age at date of service  (DOS).

Code C

Used for all  Report Codes

The default is all CPT Codes (leave blank). To request the report for a specific CPT Code, type the Utility --► Procedure <Code C>. This field accepts multiple values, separated by commas with no spaces, or a range of codes entered with a hyphen and no spaces.

Diagnosis

 Diagnosis Report (D)

To return a report with results for only patients whose posted charge contains the specified diagnosis.

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 a 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 except the PQRS Report

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_

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, OR a range of codes entered with a hyphen and no spaces, OR the asterisk * to return all departments starting with_

Sorted

Detail Procedure by Clinic (C), Detail Procedure by Provider (A)  

This field defaults to the Utility --► Set Up --► Parameter <Date Selection> field entry (usually Entry Date).

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

Payment

Detail Procedure by Clinic (C), Detail Procedure by Provider (A)

This field defaults to 'A' All and allows the report to be requested for either all charges or only unpaid charges. Accept the default OR use the drop-down to make an alternate selection.

Billed

Detail Procedure by Clinic (C), Detail Procedure by Provider (A)  

This field defaults to 'A'  All and allows the report to be requested for either all charges or only unpaid charges. Accept the default OR use the drop- down to make an alternate selection.

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.

Date Selection

Used for all  Report Codes

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

FileName

Not Working at this Time

Modifier

Detail Procedure by Clinic (C), Detail Procedure by Provider (A)

For all modifiers, leave blank. To filter the results by specific modifier, type in the Utility --► Procedure --► Modifier <Modifier Code>

Zip Code

Used for all  Report Codes

The default is blank. Accept the blank default, OR enter a zip code to limit the report to a specific area.

Adjustment Code

Detail Payment/Adjustment Report (J)

This field defaults to blank. To request the report for a specific source of adjustment, type the Utility --►Messages --►Remark <Remark Code>.

Payment Code

Detail Payment/Adjustment Report (J)

This field defaults to blank. To request the report for a specific source of payment, type the Utility --►Messages --►Remark <Remark Code>.