Budget Letter Analysis Reports Columns

The following columns are available on the Budget Letter Analysis reports; By Pre-List Status, By Delinquent Status, By Missed Payment Status, and By Underpayment Status:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the guarantor's Account Profile
Guar Name	Guarantor Name	Guarantor Information
Per Nbr	Person Number	Patient Information
Acct Nbr	Account Number	Account Profile
SSN	Social Security Number	Patient Information
Birth Dt	Birth Date	Patient Information
Pat Age	Patient Age	Patient Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
Sex	Sex at Birth	Patient Information
Addr 1	Address 1	Patient Information
Addr 2	Address 2	Patient Information
City, State Zip	City, State, Zip	Patient Information
Hm Phone	Home Phone	Patient Information
Day Phone	Day Phone	Patient Information
Alt Phone	Alternate Phone	Patient Information
Sec Hm Phone	Secondary Home Phone	Patient Information
Cell Phone	Cell Phone	Patient Information
Email Addr	Email Address	Patient Information
County	County	Patient Information
Country	Country	Patient Information
Emp Cont	Employer Contact	Patient Information > Employer
Emp Ext	Employer Contact Phone Extension	Patient Information > Employer
Process Dt	Process Date	Account Profile > Budget Tab
Bdg Type Desc	Budget Type Description	Account Profile > Budget Tab
Bdg Cycle Desc	Budget Cycle Description	Account Profile > Budget Tab
Bdg Cr Dt	Budget Create Date	Account Profile > Budget Tab
Nxt Pmt Due Dt	Budget Next Payment Due Date	Account Profile > Budget Tab
Lst Bdg Let	Last Budget Letter	Account Profile > Budget Tab
Delinq Dt	Delinquent Date	Account Profile > Budget Tab
Pre-List Dt	Pre-List Date	Account Profile > Budget Tab
Term Dt	Termination Date	Account Profile > Budget Tab
# Pmt	Number of Payments	Account Profile > Budget Tab
Bdg Pmt Amt	Budget Payment Amount	Account Profile > Budget Tab
Beg Bdg Amt	Beginning Budget Amount	Account Profile > Budget Tab
Beg Rem Amt	Beginning Remaining Amount	Account Profile > Budget Tab
Crt Dt	Create Date	Account Profile > Budget Tab
Created By	Created By	Account Profile > Budget Tab
Mod Dt	Last Modified Date	Account Profile > Budget Tab
Modified By	Last Modified By	Account Profile > Budget Tab
Homeless Status	Homeless Status	Patient Information > UDS
Migrant Worker	Migrant Worker Status	Patient Information > UDS
Language Barrier	Language Barrier	Patient Information > UDS
Primary Medical	Primary Medical Coverage	Patient Information > UDS
Race	Race	Patient Information Note: Multiple entries are separated by commas.
Ethnicity	Ethnicity	Patient Information Note: Multiple entries are separated by commas.
Tribal Affiliation	Tribal Affiliation	Patient Information > UDS
Blood Quantum	Blood Quantum	Patient Information > UDS
School Based Hlth Care	School Based Health Care	Patient Information > UDS
Public Housing Primary	Public Housing Primary Care	Patient Information > UDS
Veteran Status	Veteran Status	Patient Information
Descendancy	Descendancy	Patient Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Patient Information > UDS
Classification/Beneficiary	Classification/Beneficiary	Patient Information > UDS
Community Code	Community Code	Patient Information
Consent To Treat Ind	Consent To Treat Indicator	Patient Information > UDS
Consent To Treat Date	Consent To Treat Date	Patient Information > UDS
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.

Filter 1

Use parameters to filter data on the report:

Process Date: Include accounts where the budget plan was processed within a date range.

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'.

Budget Letter Analysis Reports Columns

The following columns are available on the Budget Letter Analysis reports; By Pre-List Status, By Delinquent Status, By Missed Payment Status, and By Underpayment Status:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the guarantor's Account Profile
Guar Name	Guarantor Name	Guarantor Information
Per Nbr	Person Number	Patient Information
Acct Nbr	Account Number	Account Profile
SSN	Social Security Number	Patient Information
Birth Dt	Birth Date	Patient Information
Pat Age	Patient Age	Patient Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
Sex	Sex at Birth	Patient Information
Addr 1	Address 1	Patient Information
Addr 2	Address 2	Patient Information
City, State Zip	City, State, Zip	Patient Information
Hm Phone	Home Phone	Patient Information
Day Phone	Day Phone	Patient Information
Alt Phone	Alternate Phone	Patient Information
Sec Hm Phone	Secondary Home Phone	Patient Information
Cell Phone	Cell Phone	Patient Information
Email Addr	Email Address	Patient Information
County	County	Patient Information
Country	Country	Patient Information
Emp Cont	Employer Contact	Patient Information > Employer
Emp Ext	Employer Contact Phone Extension	Patient Information > Employer
Process Dt	Process Date	Account Profile > Budget Tab
Bdg Type Desc	Budget Type Description	Account Profile > Budget Tab
Bdg Cycle Desc	Budget Cycle Description	Account Profile > Budget Tab
Bdg Cr Dt	Budget Create Date	Account Profile > Budget Tab
Nxt Pmt Due Dt	Budget Next Payment Due Date	Account Profile > Budget Tab
Lst Bdg Let	Last Budget Letter	Account Profile > Budget Tab
Delinq Dt	Delinquent Date	Account Profile > Budget Tab
Pre-List Dt	Pre-List Date	Account Profile > Budget Tab
Term Dt	Termination Date	Account Profile > Budget Tab
# Pmt	Number of Payments	Account Profile > Budget Tab
Bdg Pmt Amt	Budget Payment Amount	Account Profile > Budget Tab
Beg Bdg Amt	Beginning Budget Amount	Account Profile > Budget Tab
Beg Rem Amt	Beginning Remaining Amount	Account Profile > Budget Tab
Crt Dt	Create Date	Account Profile > Budget Tab
Created By	Created By	Account Profile > Budget Tab
Mod Dt	Last Modified Date	Account Profile > Budget Tab
Modified By	Last Modified By	Account Profile > Budget Tab
Homeless Status	Homeless Status	Patient Information > UDS
Migrant Worker	Migrant Worker Status	Patient Information > UDS
Language Barrier	Language Barrier	Patient Information > UDS
Primary Medical	Primary Medical Coverage	Patient Information > UDS
Race	Race	Patient Information Note: Multiple entries are separated by commas.
Ethnicity	Ethnicity	Patient Information Note: Multiple entries are separated by commas.
Tribal Affiliation	Tribal Affiliation	Patient Information > UDS
Blood Quantum	Blood Quantum	Patient Information > UDS
School Based Hlth Care	School Based Health Care	Patient Information > UDS
Public Housing Primary	Public Housing Primary Care	Patient Information > UDS
Veteran Status	Veteran Status	Patient Information
Descendancy	Descendancy	Patient Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Patient Information > UDS
Classification/Beneficiary	Classification/Beneficiary	Patient Information > UDS
Community Code	Community Code	Patient Information
Consent To Treat Ind	Consent To Treat Indicator	Patient Information > UDS
Consent To Treat Date	Consent To Treat Date	Patient Information > UDS
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.

Filter 1

Use parameters to filter data on the report:

Process Date: Include accounts where the budget plan was processed within a date range.

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'.

Budget Letter Analysis Reports Columns

Filter 1

Filter 2

Sorting

Totals

Recommendations

Budget Process Status Report Columns

Payments by Line Item Report Columns

Budget Plans Reports Columns

Adjustments by Line Item Report Columns

Refunds by Transaction Report Columns

Account Summary Report Columns

Budget Letter Analysis Reports Columns

Filter 1

Filter 2

Sorting

Totals

Budget Process Status Report Columns

Payments by Line Item Report Columns

Budget Plans Reports Columns

Adjustments by Line Item Report Columns

Refunds by Transaction Report Columns

Account Summary Report Columns