NextGen Knowledge Center

Eligibility Referral Reconciliation Report Columns

The following columns are available on the Eligibility Referral Reconciliation report:
Column NameDescriptionData Populates From
Prac NamePractice NamePractice associated with the patient's eligibility/referral
Pat NamePatient Full NamePatient Information
Per NbrPerson NumberPatient Information
InsuredName of InsuredGuarantor Maintenance
Insured Pat NbrPatient's HIC/Policy NumberInsurance Maintenance
RenderingRendering Provider (Requesting Physician)Requesting Physician from Inquiry
Payer NamePayer Name associated with transactionInsurance Maintenance associated with the transaction
Inq TypeType of Inquiry (Eligibility, New Referral, or Referral History)Type of inquiry selected from the pop-up menu used to access an inquiry
SubmitStatusStatus of InquirySystem-generated based on results of the transaction
Response StatusResponse StatusReceived from clearinghouse
Rejection DefinitionRejection DefinitionReceived from clearinghouse
Crt DtCreate DateSystem-generated based on the submission date of the inquiry
Appt DtAppointment DateAppointment Book
Enc NbrEncounter NumberEncounter Maintenance
Created ByCreated BySystem-generated based on the User ID of the user who generated the inquiry
Svr DtServer Create DateThe date on which the server was created.
Modified ByName of the person who last modified the inquirySystem-generated based on the user ID
Loc NameLocation NameLocations master file
Bill IndBillable IndicatorEncounter 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