Eligibility Referral Reconciliation Report Columns
The following columns are available on the Eligibility Referral Reconciliation report:
Column Name | Description | Data Populates From |
---|---|---|
Prac Name | Practice Name | Practice associated with the patient's eligibility/referral |
Pat Name | Patient Full Name | Patient Information |
Per Nbr | Person Number | Patient Information |
Insured | Name of Insured | Guarantor Maintenance |
Insured Pat Nbr | Patient's HIC/Policy Number | Insurance Maintenance |
Rendering | Rendering Provider (Requesting Physician) | Requesting Physician from Inquiry |
Payer Name | Payer Name associated with transaction | Insurance Maintenance associated with the transaction |
Inq Type | Type of Inquiry (Eligibility, New Referral, or Referral History) | Type of inquiry selected from the pop-up menu used to access an inquiry |
SubmitStatus | Status of Inquiry | System-generated based on results of the transaction |
Response Status | Response Status | Received from clearinghouse |
Rejection Definition | Rejection Definition | Received from clearinghouse |
Crt Dt | Create Date | System-generated based on the submission date of the inquiry |
Appt Dt | Appointment Date | Appointment Book |
Enc Nbr | Encounter Number | Encounter Maintenance |
Created By | Created By | System-generated based on the User ID of the user who generated the inquiry |
Svr Dt | Server Create Date | The date on which the server was created. |
Modified By | Name of the person who last modified the inquiry | System-generated based on the user ID |
Loc Name | Location Name | Locations master file |
Bill Ind | Billable Indicator | Encounter Maintenance |
Filter 1
- Create Date: Include inquiries submitted within a date range.
- Statuses: Include inquiries by status. Select from Incomplete, Pending, Submit Error, Successful, and Loading Error.
- Inquiry Type: Include/exclude inquiries by type. Select from Eligibility, New Referral, Referral History, and Claims Status.
- Response Status: Include inquiries by response status. Select from Active, Inactive, and Mixed.
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:
- Locations
- Practices
- Primary Payers
Sorting
Use columns to sort and group data on the report. Column sorting options include the following:
- Ascending
- Descending
- Group By
- Page Break
Totals
Use columns to sub-total and total data on the report. Column total options include the following:
- Sum
- Average
- Count
- Totals