Eligibility Referral Report Columns

The following columns are available on the Eligibility Referral report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice master file
Pat Name	Patient Full Name	Patient Maintenance
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
Referred To	Referral Rendering	Referred To field on the referral inquiry
Provider Subgrouping 1	Provider Subgrouping 1	Systems tab on the Provider Master (adds data to the list from the Requesting Physician field on the Inquiry)
Provider Subgrouping 2	Provider Subgrouping 2	Systems tab on the Provider Master (adds data to the list from the Requesting field on the Inquiry)
Payer Name	Payer Name associated with transaction	Insurance Maintenance associated with the transaction
Payer Subgrouping 1	Payer Subgrouping 1	Payer Defaults 2 tab on the Payer master (adds data to the list from the Patient Insurances field on the inquiry)
Payer Subgrouping 2	Payer Subgrouping 2	Payer Defaults 2 tab on the Payer master (adds data to the list from the Patient Insurances field on the inquiry)
Contracted Ind	Contracted Indicator	Payer master file
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
Certification Type	Certification Type	Received from clearinghouse
Related Causes	Related Causes	Received from clearinghouse
Release Of Info	Release of Information	Received from clearinghouse
Quantity Qualifier	Quantity Qualifier	Received from clearinghouse
Quantity	Quantity	Received from clearinghouse
Note	Note	Inquiry
Patient Relationship	Patient Relationship	Patient chart
Number of Encs	Number of Encounters	New Referral Inquiry
Accident Date	Accident Date	Received from clearinghouse
(Client Defined 1-10)	Client-defined fields set up in Enterprise Preferences - Client Defined tab	Add/Modify Patient Information - Client Defined tab
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
Mod Dt	Date inquiry was last modified	System-generated based on the submission date of the inquiry
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
Fac Cd	Facility Code	Attached encounter or encounter for the request.

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
Provider Subgrouping 1 and 2
Location Subgrouping 1 and 2
Practices
Primary Payers
Rendering Physicians
Specialty

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'.

Eligibility Referral Report Columns

The following columns are available on the Eligibility Referral report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice master file
Pat Name	Patient Full Name	Patient Maintenance
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
Referred To	Referral Rendering	Referred To field on the referral inquiry
Provider Subgrouping 1	Provider Subgrouping 1	Systems tab on the Provider Master (adds data to the list from the Requesting Physician field on the Inquiry)
Provider Subgrouping 2	Provider Subgrouping 2	Systems tab on the Provider Master (adds data to the list from the Requesting field on the Inquiry)
Payer Name	Payer Name associated with transaction	Insurance Maintenance associated with the transaction
Payer Subgrouping 1	Payer Subgrouping 1	Payer Defaults 2 tab on the Payer master (adds data to the list from the Patient Insurances field on the inquiry)
Payer Subgrouping 2	Payer Subgrouping 2	Payer Defaults 2 tab on the Payer master (adds data to the list from the Patient Insurances field on the inquiry)
Contracted Ind	Contracted Indicator	Payer master file
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
Certification Type	Certification Type	Received from clearinghouse
Related Causes	Related Causes	Received from clearinghouse
Release Of Info	Release of Information	Received from clearinghouse
Quantity Qualifier	Quantity Qualifier	Received from clearinghouse
Quantity	Quantity	Received from clearinghouse
Note	Note	Inquiry
Patient Relationship	Patient Relationship	Patient chart
Number of Encs	Number of Encounters	New Referral Inquiry
Accident Date	Accident Date	Received from clearinghouse
(Client Defined 1-10)	Client-defined fields set up in Enterprise Preferences - Client Defined tab	Add/Modify Patient Information - Client Defined tab
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
Mod Dt	Date inquiry was last modified	System-generated based on the submission date of the inquiry
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
Fac Cd	Facility Code	Attached encounter or encounter for the request.

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
Provider Subgrouping 1 and 2
Location Subgrouping 1 and 2
Practices
Primary Payers
Rendering Physicians
Specialty

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'.

Eligibility Referral Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Eligibility Referral Reconciliation Report Columns

Change in Accounts Receivable by Line Item Report Columns

Transactions by Line Item Summary Report Columns

Service Item Summary - Transaction Source Report Columns

Change in AR w/o Enc Rate Report Columns

Change in Accounts Receivable by Encounter Report Columns

Eligibility Referral Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Eligibility Referral Reconciliation Report Columns

Change in Accounts Receivable by Line Item Report Columns

Transactions by Line Item Summary Report Columns

Service Item Summary - Transaction Source Report Columns

Change in AR w/o Enc Rate Report Columns

Change in Accounts Receivable by Encounter Report Columns