Budget Process Status Report Columns

The following columns are available on the Budget Process Status report:

Column Name	Description	Data Populates From
Process Dt	Process Date	Current System Date The date the Budget Letters or Budget Statements were processed.
Acct Nbr	Account Number	Account Profile
Guar Nm	Guarantor Name	Patient Information
Guar SSN	Guarantor SSN	Patient Information
Guar DOB	Guarantor Birth Date	Patient Information
Guar Sex	Guarantor Sex	Patient Information
Addr 1	Address 1	Patient Information > Demographics
Addr 2	Address 2	Patient Information > Demographics
City	City	Patient Information > Demographics
State	State	Patient Information > Demographics
Zip	Zip Code	Patient Information > Demographics
County	County	Patient Information > Demographics
Phone	Phone	Patient Information > Demographics
Contact	Contact Phone	Patient Information > Demographics
Contact Ph	Contact Phone	Patient Information > Demographics
Fax	Fax Number	Patient Information > Demographics
Day Phone	Day Phone	Patient Information > Demographics
Email	Email	Patient Information > Demographics
Payment Amt	Budget Payment Amount	Account Profile > Budget tab
Paid Amount	Paid Amount	Account Profile > Budget tab
Budget Cycle	Budget Cycle Description	Account Profile > Budget tab
Prev Due Dt	Previous Due Date	Account Profile > Budget tab
Next Due Dt	Next Due Date	Account Profile > Budget tab
First Letter	First Letter	Account Profile > Budget tab Displays Y if Budget First letter was processed.
Normal Letter	Normal Letter	Account Profile > Budget tab Displays Y if Budget Normal letter was processed.
Final Letter	Final Letter	Account Profile > Budget tab Displays Y if Budget Final letter was processed.
Delinq Letter	Delinquent Letter	Account Profile > Budget tab Displays Y if Budget Delinquent letter was processed.
Pre-List Letter	Pre-List Letter	Account Profile > Budget tab Displays Y if Budget Pre-List letter was processed.
Missed Pmt Letter	Missed Payment Letter	Account Profile > Budget tab Displays Y if Budget Missed Payment letter was processed.
Under Pmt Letter	Underpayment Letter	Account Profile > Budget tab Displays Y if Budget Underpayment letter was processed.
Terminated	Terminated	Account Profile > Budget tab Displays Y if Budget Plan was terminated.
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 > Demographics Note: Multiple entries are separated by commas.
Ethnicity	Ethnicity	Patient Information > Demographics 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 > UDS
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 > Demographics
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 > General tab
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information > Demographics
EDI Upload	NextGen EDI Upload	NextGen EDI Confirmation Report If the Upload Export File to NextGenEDI option was selected on the Budget Letters window when letters were generated, the column displays one of the following for each account: Y: Budget Letter was uploaded to NextGen EDI. N: Budget Letter was not uploaded to NextGen EDI. If the Upload Export File to NextGenEDI option was not selected, the column is blank.

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 Process Status Report Columns

Filter 2

Sorting

Totals

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