Claim Status Report Filters

Filter	Description
Claim Status Request Date	The date range of the claim status request.
Claim Status Response Date	The date range of the claim status response.
Claim Status	Includes one or more of the following statuses selected in the report for the claims: Accepted Mixed Rejected Not Reported Pending

Help Guide for NextGen® Enterprise PM 8

Filters in Claim Requests Report

The following table lists the filters available on the Filter 1 section. Filter Description Create Date Select a Create Date range for claims Processed Date Select a Process Date range for claims Request Status Select one or more of the following to be included on the report: Pending Archived HOLD Consolidated Payer Seq Select one or more of the following to be included on the report: Primary Secondary Tertiary Media Type Select one or both of the following to be included on the report: Paper Electronic Name Used to narrow the focus of the report to Patient Names that fall within the beginning and ending name range you enter. You can enter: whole names partial names first initials only Status Cat Code Select a 997 acknowledgement transaction Status Category Code to be included on the report Status Code Select a 277/277u claim Status Code to be included on the report You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not

Help Guide for NextGen® Enterprise PM 8

Statement Exceptions Report Columns

The following columns are available on the Statement Exceptions report: Column Name Description Data Populates From E/I/A/B Source Number Displays one of the following: Account Number (when Source Type = Account) Encounter Number (when Source Type = Encounter) Source Type Source Type Displays one of the following: Account Encounter Guar Name Guarantor Name Account Profile Pat Name Patient Name Patient Information Dt of Svc Date of Service Charge Posting Sv It Service Item ID Charge Posting Sv It Desc Service Item Description Charge Posting Amt Amount Account Profile > Encounters Detail tab Error Description Error Description Displays one of the following: Rendering provider is missing SIM library is missing/outdated Statement has zero balance Statement has credit balance Filter 2 Use columns to filter data on the report.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 sor

Help Guide for NextGen® Enterprise PM 8

Recalculation Results Report Columns

The following columns are available on the Recalculation Results report: Column Name Description Data Populates From Pat Name Patient Name Patient Information Loc Name Location Name Charge Posting E/I Source Number Patient Chart Message Message Description Recalculation Process Severity Severity Description Recalculation Process CPT EOC CPT Episode of Care CPT4 Codes Master File Crt Dt Create Date Charge Posting Sv It Service Item ID Charge Posting Filter 1 Use parameters to filter data on the report: Create Date: Include messages with a Create Date 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 Additional Filters Use additional filters to filter data on the report. Additional filters include the following: Recalc Message Sorting Use columns to sort and group data on the report. Column sorting options include the following: Ascending Descending Group By Page Break

Help Guide for NextGen® Enterprise PM 8

Consolidated Services Claim Report Columns

The following columns are available on the Consolidated Services Claim report: Column Name Description Data Populates From Patient Patient Name Patient Information Enc Encounter Number Patient Chart > Encounters # of Claims Number of Ancillary Claims in CSC CSC Process Claim Total CSC Claim Total CSC Process Payer Payer Name in CSC Claim Encounter Insurance Selection Provider Claim Header Provider in CSC CSC Process Form Form Type CSC Process Message CSC Message CSC Process Help Text CSC Help Text CSC Process Occurs When Describes Scenario that Could Cause CSC to Fail CSC Process Status Claim Status CSC Process COB COB Indicator Encounter Insurance Selection Case # Case Management Number Case Management > General tab Case Desc Case Management Description Case Management > General tab 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 repor

Help Guide for NextGen® Enterprise PM 8

History/Non-History Status Report Columns

The following columns are available on the History/Non-History Status report: Column Name Description Data Populates From Prac Name Practice Name Practice associated with the encounter. Data Maintenance Type Data Maintenance Type Displays one of the following: History Non-History Encounter Number Encounter Number Encounter number associated with the error. Error Description Error Description Description of the error. Record ID Source Number ID number for the encounter in the SQL database. Table Name Table Name Name of the table in the SQL database. For example, "patient_encounter". Filter 2 Columns can be used as a filter for data on the report. Column filter options include the following: Between Equals Not Equals Greater Than Less Than Like Sorting Columns can be used in the sorting and grouping of 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

File Maintenance Help for NextGen® Enterprise 8

Report Totals

Reports can include column totals in the form of sums, averages, or counts. The Totals filter option is located in the Report Filter window Settings List. Use the following table to help you set your report Totals filter. Report Heading Description Column Contains the heading names for the report columns. Note: If you select a column for totals, make sure it is also selected on the Columns filer so it displays on the report. Sum/ Average/ Count Determines the totals you want to include in your report. A indicates the information selected. You can select only one option for each column name. Sum: Total of all the numbers in the column added together. Average: Average of the column (the sum divided by the number of records in the column). Count: Total number of records in the column. Note: When n/a displays for an item, you cannot select the indicated total option. For example, n/a would display for dates because you cannot sum or average dates. Total Adds the sums from all columns to de

Claim Status Report Filters

Recommendations

Filters in Claim Requests Report

Statement Exceptions Report Columns

Recalculation Results Report Columns

Consolidated Services Claim Report Columns

History/Non-History Status Report Columns

Report Totals

Filters in Claim Requests Report

Statement Exceptions Report Columns

Recalculation Results Report Columns

Consolidated Services Claim Report Columns

History/Non-History Status Report Columns

Report Totals