Consolidated Services Claim Report Columns

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

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Error Description Error Description Displays one of the following: Rendering provider is missing SIM library is missing/outdated Statement has zero balance Statement has credit balance Filter 2 Use columns to filter data on the report.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

Claim Status Report Filters

The following table lists the filters available in the Filter 1 section. 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 You can use the following operators on columns in theFilter 2section to filter the data in the report: Between Equals Not Equals Greater Than Less Than Like You can use the Payer section to filter data on the report by payer name. You can use the Provider section to filter data on the report by Provider name. You can use the COLUMN filter in the Sorting section to sort and group data on the report. The column sorting options include the following: Ascending Descending Group By Page Break Note: The columns that are not available for Group By or Page Break are indicated by 'n/a'. You can use the column total options

File Maintenance Help for NextGen® Enterprise 8

Consolidated Services Claim Library Listing Reports

The Consolidated Services Claim Library Listing report includes information from the Consolidated Services Claim library in File Maintenance. Information on the report pulls from the Consolidated Services Claim Maintenance window. The report includes the following information: Column Description Data Populates From Lib Name Library Name Consolidated Services Claim Library Name field Description Consolidated Services Claim Rules Consolidated Services Claim Maintenance window > Description field Eff Dt Effective Date Consolidated Services Claim Maintenance window > Effective Date field Exp Dt Expiration Date Consolidated Services Claim Maintenance window > Expiration Date field Encounter with Greatest Dollar Value Select Responsible Attending with greatest dollar value across same-timespan encounters Displays Y or N Consolidated Services Claim Maintenance window > Claim Header Rules tab > Select Responsible Attending from Encounter with greatest dollar value when two providers of the sam

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

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

Consolidated Services Claim Report Columns

Filter 2

Sorting

Totals

Recommendations

Statement Exceptions Report Columns

Recalculation Results Report Columns

Claim Status Report Filters

Consolidated Services Claim Library Listing Reports

History/Non-History Status Report Columns

Filters in Claim Requests Report

Statement Exceptions Report Columns

Recalculation Results Report Columns

Claim Status Report Filters

Consolidated Services Claim Library Listing Reports

History/Non-History Status Report Columns

Filters in Claim Requests Report