Account Summary Report Columns

The following columns are available on the Account Summary report:

Column Name	Description	Data Populates From
# Pmt	Number of Payments	Account Profile > Budget Tab
Acct Bal	Account Balance	Account Profile
Acct ID	Account ID	Account Profile
Addr 1	Address 1	Guarantor Information
Addr 2	Address 2	Guarantor Information
Age	Patient Age	Guarantor Information
APC Enrollment	APC Enrollment Note: Automatic Payment Collections is available with InstaMed.	Account Profile > Credit Card > Automatic Payment Collection
APC Max Amount	APC Max Amount Note: Automatic Payment Collections is available with InstaMed.	Account Profile > Credit Card > Maximum $ Amt per Cycle
Bad Debt	Bad Debt Amount	Account Profile
Bdg	Account/Encounter Budget Indicator (Y/N)	Account Profile > Budget Tab
Bdg Cr Dt	Budget Create Date	Account Profile > Budget Tab
Bdg Pmt Amt	Budget Payment Amount	Account Profile > Budget Tab
Beg Bdg Amt	Beginning Budget Amount	Account Profile > Budget Tab
Birth Dt	Birth Date	Guarantor Information
Blood Quantum	Blood Quantum	Guarantor Information > UDS
Card Nbr	Credit Card Number (last 4 digits)	Active Credit Card on File
Cardholder Name	Card Holder Name	Active Credit Card on File
CC on File	Credit Card on File
CC Type	Credit Card Type (Visa, MasterCard, American Express, Discover)	Indicator from the Account Profile
City, State, ZIP	City, State, Zip	Account Profile
Classification/Beneficiary	Classification Beneficiary	Guarantor Information > UDS
Community Code	Community Code	Guarantor Information
Consent to Treat Date	Consent to Treat Date	Guarantor Information > UDS
Consent to Treat Ind	Consent to Treat Indicator	Guarantor Information > UDS
Country	Country	Guarantor Information
County	County	Guarantor Information
Cr Rating	Credit Rating	Account Profile > Properties Tab
Created By	Created By	Account Profile
Crt Dt	Create Date	Account Profile
Day Phone	Day Phone	Guarantor Information
Delinq Dt	Delinquent Date	Account Profile > Budget Tab
Descendancy	Descendancy	Guarantor Information > UDS
Email Addr	Email Address	Guarantor Information
Emp Cont	Contact	Employer Maintenance
Emp Ext	Contact Extension	Employer Maintenance
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Client Def 1 - 14	Enterprise Client Defined 1 - 14 Fields Note: Client Defined names are from Enterprise Preferences > Client Defined Tab.	Guarantor Information > Client Defined
Ethnicity	Ethnicity	Guarantor Information Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
Exp Date	Credit Card Exp Month	Active Credit Card on File
Fam Size	Head of Household Family Size	Family Information
Fam Yr Inc	Head of Household Family Income	Family Information
FSA/HSA	FSA/HSA Indicator (Y/N)	Account Profile
Guar Name	Guarantor Name	Guarantor Information
Guar Type	Guarantor Type	E = Employer P = Person
Hm Phone	Home Phone	Guarantor Information
HOH Name	Head of Household name	Account Profile
Homeless Status	Homeless Status	Guarantor Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Guarantor Information > UDS
Ins1 Amt	Insurance 1 Amount	Account Profile
Ins2 Amt	Insurance 2 Amount	Account Profile
Ins3 Amt	Insurance 3 Amount	Account Profile
Inv	Print Invoice Indicator	Account Profile
Language Barrier	Language Barrier	Guarantor Information > UDS
Last Pat Pay Amt	Last Patient Pymt Amt from Acct	Account Profile
Last Pat Pay Date	Last Patient Pymt Date from Acct	Account Profile
Lst Bdg Let	Last Budget Letter	Account Profile > Budget Tab
Lst Inv Dt	Date of Last Invoice Run	Account Profile
Lst Let Dt	Last Letter Print Date	Account Profile
Lst Self Pay Dt	Last Self Pay Date	Account Profile
Lst Stmt Dt	Last Statement Date	Account Profile
Lst Stmt Prt Dt	Last Statement Print Date	Account Profile
Migrant Worker Status	Migrant Worker Status	Guarantor Information > UDS
Mod Dt	Last Modified Date	Account Profile
Modified By	Last Modified By	Account Profile
Nxt Inv Dt	Next Scheduled Invoice Print Date	Account Profile
Nxt Pmt Due Dt	Budget Next Payment Due Date	Account Profile > Budget Tab
Nxt Stmt Dt	Next Scheduled Statement Print Date	Account Profile
Pat Age in Months	Patient Age in Months	Guarantor Information
Pat Age in Years	Patient Age in Years	Guarantor Information
Pat Amt	Patient Amount	Account Profile
Pct Poverty	Percent of Poverty	Account Profile
Per Nbr	Person Number	Guarantor Information
Portal	Enrolled in the Portal (Y/N)	Account Profile
Poverty Cat	Poverty Category	Account Profile
Prac Name	Practice Name	Practice associated with the guarantor's Account Profile
Pref Language	Preferred Language	Guarantor Information
Corr Language	Correspondence Language	Patient Information > Demographics
Prim Dental Prov Name	Primary Dental Provider Name	Guarantor Information
Primary Med Cov	Primary Medical Coverage	Guarantor Information > UDS
Public Housing Primary	Public Housing Primary Care	Guarantor Information > UDS
Race	Race	Guarantor Information Note: Multiple entries are separated by commas.
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Ref	Refused to Report Income	Family Information
School Based Hlth Care	School Based Health Care	Guarantor Information > UDS
Self Less Bad Debt	Self Less Bad Debt Amount	Account Profile
Sex	Sex at Birth	Guarantor Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Guarantor Information
Site	Site Code	File Maintenance > Locations
SSN	Social Security Number	Guarantor Information
Stmt	Print Statement Indicator	Account Profile
Stmt Counter	Statement Counter	Account Profile
Sup Dng	Suppress Dunning Messages Indicator	Account Profile
Task Cnt	Task Count	Account Profile > Notes Tab
Term Dt	Termination Date	Account Profile > Budget Tab
Tribal Affiliation	Tribal Affiliation	Guarantor Information > UDS
Unappld Amt	Unapplied Amount	Account Profile
Verify Dt	Head of Household Verify Date	Family Information
Veteran Status	Veteran Status	Guarantor Information > UDS
Valid Billing Addr	Valid Billing Address	Real-time address validation message from the USPS.
Valid Sec Addr	Valid Secondary Address	Real-time address validation message from the USPS.

Filter 1

Use parameters to filter data on the report:

No Self Payment Since: Include accounts with no patient payment since a specified date.
Budget Accounts: Include/exclude accounts on budget plans. Select either Only, Exclude, or Include All (default).

Filter 2

Use columns to filter data on the report. Column filter options include the following:

Between
Equals
Not Equals
Greater Than
Less Than
Like

Sorting

Use columns to sort and group data on the report. Column sorting options include the following:

Ascending
Descending
Group By
Page Break

Note: Columns that are not available for Group By or Page Break are indicated by 'n/a'.

Totals

Use columns to sub-total and total data on the report. Column total options include the following:

Sum
Average
Count
Totals

Note: Columns that are not available for totals are indicated by 'n/a'.

Account Summary Report Columns

The following columns are available on the Account Summary report:

Column Name	Description	Data Populates From
# Pmt	Number of Payments	Account Profile > Budget Tab
Acct Bal	Account Balance	Account Profile
Acct ID	Account ID	Account Profile
Addr 1	Address 1	Guarantor Information
Addr 2	Address 2	Guarantor Information
Age	Patient Age	Guarantor Information
APC Enrollment	APC Enrollment Note: Automatic Payment Collections is available with InstaMed.	Account Profile > Credit Card > Automatic Payment Collection
APC Max Amount	APC Max Amount Note: Automatic Payment Collections is available with InstaMed.	Account Profile > Credit Card > Maximum $ Amt per Cycle
Bad Debt	Bad Debt Amount	Account Profile
Bdg	Account/Encounter Budget Indicator (Y/N)	Account Profile > Budget Tab
Bdg Cr Dt	Budget Create Date	Account Profile > Budget Tab
Bdg Pmt Amt	Budget Payment Amount	Account Profile > Budget Tab
Beg Bdg Amt	Beginning Budget Amount	Account Profile > Budget Tab
Birth Dt	Birth Date	Guarantor Information
Blood Quantum	Blood Quantum	Guarantor Information > UDS
Card Nbr	Credit Card Number (last 4 digits)	Active Credit Card on File
Cardholder Name	Card Holder Name	Active Credit Card on File
CC on File	Credit Card on File
CC Type	Credit Card Type (Visa, MasterCard, American Express, Discover)	Indicator from the Account Profile
City, State, ZIP	City, State, Zip	Account Profile
Classification/Beneficiary	Classification Beneficiary	Guarantor Information > UDS
Community Code	Community Code	Guarantor Information
Consent to Treat Date	Consent to Treat Date	Guarantor Information > UDS
Consent to Treat Ind	Consent to Treat Indicator	Guarantor Information > UDS
Country	Country	Guarantor Information
County	County	Guarantor Information
Cr Rating	Credit Rating	Account Profile > Properties Tab
Created By	Created By	Account Profile
Crt Dt	Create Date	Account Profile
Day Phone	Day Phone	Guarantor Information
Delinq Dt	Delinquent Date	Account Profile > Budget Tab
Descendancy	Descendancy	Guarantor Information > UDS
Email Addr	Email Address	Guarantor Information
Emp Cont	Contact	Employer Maintenance
Emp Ext	Contact Extension	Employer Maintenance
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Client Def 1 - 14	Enterprise Client Defined 1 - 14 Fields Note: Client Defined names are from Enterprise Preferences > Client Defined Tab.	Guarantor Information > Client Defined
Ethnicity	Ethnicity	Guarantor Information Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
Exp Date	Credit Card Exp Month	Active Credit Card on File
Fam Size	Head of Household Family Size	Family Information
Fam Yr Inc	Head of Household Family Income	Family Information
FSA/HSA	FSA/HSA Indicator (Y/N)	Account Profile
Guar Name	Guarantor Name	Guarantor Information
Guar Type	Guarantor Type	E = Employer P = Person
Hm Phone	Home Phone	Guarantor Information
HOH Name	Head of Household name	Account Profile
Homeless Status	Homeless Status	Guarantor Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Guarantor Information > UDS
Ins1 Amt	Insurance 1 Amount	Account Profile
Ins2 Amt	Insurance 2 Amount	Account Profile
Ins3 Amt	Insurance 3 Amount	Account Profile
Inv	Print Invoice Indicator	Account Profile
Language Barrier	Language Barrier	Guarantor Information > UDS
Last Pat Pay Amt	Last Patient Pymt Amt from Acct	Account Profile
Last Pat Pay Date	Last Patient Pymt Date from Acct	Account Profile
Lst Bdg Let	Last Budget Letter	Account Profile > Budget Tab
Lst Inv Dt	Date of Last Invoice Run	Account Profile
Lst Let Dt	Last Letter Print Date	Account Profile
Lst Self Pay Dt	Last Self Pay Date	Account Profile
Lst Stmt Dt	Last Statement Date	Account Profile
Lst Stmt Prt Dt	Last Statement Print Date	Account Profile
Migrant Worker Status	Migrant Worker Status	Guarantor Information > UDS
Mod Dt	Last Modified Date	Account Profile
Modified By	Last Modified By	Account Profile
Nxt Inv Dt	Next Scheduled Invoice Print Date	Account Profile
Nxt Pmt Due Dt	Budget Next Payment Due Date	Account Profile > Budget Tab
Nxt Stmt Dt	Next Scheduled Statement Print Date	Account Profile
Pat Age in Months	Patient Age in Months	Guarantor Information
Pat Age in Years	Patient Age in Years	Guarantor Information
Pat Amt	Patient Amount	Account Profile
Pct Poverty	Percent of Poverty	Account Profile
Per Nbr	Person Number	Guarantor Information
Portal	Enrolled in the Portal (Y/N)	Account Profile
Poverty Cat	Poverty Category	Account Profile
Prac Name	Practice Name	Practice associated with the guarantor's Account Profile
Pref Language	Preferred Language	Guarantor Information
Corr Language	Correspondence Language	Patient Information > Demographics
Prim Dental Prov Name	Primary Dental Provider Name	Guarantor Information
Primary Med Cov	Primary Medical Coverage	Guarantor Information > UDS
Public Housing Primary	Public Housing Primary Care	Guarantor Information > UDS
Race	Race	Guarantor Information Note: Multiple entries are separated by commas.
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Ref	Refused to Report Income	Family Information
School Based Hlth Care	School Based Health Care	Guarantor Information > UDS
Self Less Bad Debt	Self Less Bad Debt Amount	Account Profile
Sex	Sex at Birth	Guarantor Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Guarantor Information
Site	Site Code	File Maintenance > Locations
SSN	Social Security Number	Guarantor Information
Stmt	Print Statement Indicator	Account Profile
Stmt Counter	Statement Counter	Account Profile
Sup Dng	Suppress Dunning Messages Indicator	Account Profile
Task Cnt	Task Count	Account Profile > Notes Tab
Term Dt	Termination Date	Account Profile > Budget Tab
Tribal Affiliation	Tribal Affiliation	Guarantor Information > UDS
Unappld Amt	Unapplied Amount	Account Profile
Verify Dt	Head of Household Verify Date	Family Information
Veteran Status	Veteran Status	Guarantor Information > UDS
Valid Billing Addr	Valid Billing Address	Real-time address validation message from the USPS.
Valid Sec Addr	Valid Secondary Address	Real-time address validation message from the USPS.

Filter 1

Use parameters to filter data on the report:

No Self Payment Since: Include accounts with no patient payment since a specified date.
Budget Accounts: Include/exclude accounts on budget plans. Select either Only, Exclude, or Include All (default).

Filter 2

Use columns to filter data on the report. Column filter options include the following:

Between
Equals
Not Equals
Greater Than
Less Than
Like

Sorting

Use columns to sort and group data on the report. Column sorting options include the following:

Ascending
Descending
Group By
Page Break

Note: Columns that are not available for Group By or Page Break are indicated by 'n/a'.

Totals

Use columns to sub-total and total data on the report. Column total options include the following:

Sum
Average
Count
Totals

Note: Columns that are not available for totals are indicated by 'n/a'.

Account Summary Report Columns

Filter 1

Filter 2

Sorting

Totals

Recommendations

Account Summary Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns

Budget Plans Reports Columns

Budget Plans Reports Columns

Multiple Encounters Rates per Day Report Columns

Account Summary Report Columns

Filter 1

Filter 2

Sorting

Totals

Account Summary Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns

Budget Plans Reports Columns

Budget Plans Reports Columns

Multiple Encounters Rates per Day Report Columns