Patient Case Report Columns

The following columns are available on the Patient Case report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient's case
Pat Name	Patient Name	Patient Information
Addr 1	Address 1	Patient Information > Demographics
Addr 2	Address 2	Patient Information > Demographics
City	City	Patient Information > Demographics
State	State	Patient Information > Demographics
Zip	Zip Code	Patient Information > Demographics
County	County	Patient Information > Demographics
Hm Phone	Home Phone	Patient Information > Demographics
Day Phone	Day Phone	Patient Information > Demographics
Alt Phone	Alternate Phone	Patient Information > Demographics
Sec Hm Phone	Secondary Home Phone	Patient Information > Demographics
Cell Ph	Cell Phone	Patient Information > Demographics
Email Addr	Email Address	Patient Information > Demographics
Per Nbr	Person Number	Patient Information
SSN	Social Security Number	Patient Information
Md Rc	Medical Record Number	Patient Information
Case Nbr	Case Number	Case Management > General
Case Sts	Case Status	Case Management > General
Case Desc	Case Description	Case Management > General
Case Eff Date	Case Effective Date	Case Management > General
Case Exp Date	Case Expiration Date	Case Management > General
Prim Case CSC Prog	Case Primary CSC Program	Case Management > Financial > Primary Payer CSC Program
Sec Case CSC Prog	Case Secondary CSC Program	Case Management > Financial > Secondary Payer CSC Program
Ter Case CSC Prog	Case Tertiary CSC Program	Case Management > Financial > Tertiary Payer CSC Program
Referring	Case Referring Provider	Case Management > General
Rendering	Default Rendering Provider	Encounter Maintenance
Ref Add 1	Case Referring Provider Address 1	Providers Master File
Addr 2	Case Referring Provider Address 2	Providers Master File
Ref City	Case Referring Provider City	Providers Master File
Ref St	Case Referring Provider State	Providers Master File
Ref Zip	Case Referring Provider Zip	Providers Master File
Pat Type	Patient Type	Case Management > General
Onset Date	Onset Date	Case Management > General
Crt Dt	Create Date	Modification Information
Occur Cd	Occurrence Code	Case Management > General
Occur St	Occurrence Status	Case Management > General
Payer Name	Group Payer Name	Case Management > Financial
Contracted Ind	Contracted Payer Indicator	Payers Master File
Plan #	Plan Number	Insurance Maintenance
Policy #	Policy Number	Insurance Maintenance
Group Name	Group Name	Insurance Maintenance
Group #	Group Number	Insurance Maintenance
Fin Class	Financial Class	Payers Master File
Case Bal	Case Balance	Case Management
Payer SubGrp 1	Payer Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Payers Master File
Payer SubGrp 2	Payer Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Payers Master File
Diag 1 - 12 Cat	Diagnosis 1 - 12 Category	Diagnosis Categories Master File
Diag 1 - 12	Diagnosis Code 1 - 12	Charge-Level: Codes 1-4 Encounter-Level: Codes 5-12
Diag1 - 12 Desc	Diagnosis 1 - 12 Description	Diagnosis Codes Library
Diag 1 - 12 SubGrp 1	Diagnosis 1 - 12 Subgrouping 1	Diagnosis Codes Library
Diag 1 - 12 SubGrp 2	Diagnosis 1 - 12 Subgrouping 2	Diagnosis Codes Library
Diag 1 - 12 Type	Diagnosis 1 - 12 Type	ICDCM Codes Master File
Disbld Frm	Disability Date From	Case Management > Workers Comp
Dislbd To	Disability Date To	Case Management > Workers Comp
Rtn to Work	Return to Work Date	Case Management > Workers Comp
LtWrk Frm	Light Work Date From	Case Management > Workers Comp
LtWrk To	Light Work Date To	Case Management > Workers Comp
Surg Dt	Surgery Date	Case Management > Workers Comp
Lit Dt	Litigation Date	Case Management > Workers Comp
MRI Date	MRI Date	Case Management > Workers Comp
PT Ptrcl	Physical Therapy Protocol	Case Management > Workers Comp
Release Info	Release Of Information Notes	Case Management > Workers Comp
Acc Desc	Accident Description	Case Management > Workers Comp
Diag 1 - 12 EOC	Diag 1 - 12 Episode of Care	ICDCM Codes Master File

Filter 1

Use parameters to filter data on the report:

Create Date: Include cases created within a date range.
Disabled From: Include cases with Disabled From/To dates within a date range.
Return to Work: Include cases with a Return to Work date within a date range.
Light Work From: Include cases with Light Work From/To dates within a date range.
Surgery Date: Include cases with a Surgery Date within a date range.
Litigation Date: Include cases with a Litigation Date within a date range.
MRI Date: Include cases with an MRI 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:

Diagnosis Category
Diagnosis Subgrouping 1
Diagnosis Subgrouping 2
Marketing Plan Type
Patient Status
Primary Providers
Provider Subgrouping 1
Provider Subgrouping 2
Referring Providers
Rendering Providers

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'.

Patient Case Report Columns

The following columns are available on the Patient Case report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient's case
Pat Name	Patient Name	Patient Information
Addr 1	Address 1	Patient Information > Demographics
Addr 2	Address 2	Patient Information > Demographics
City	City	Patient Information > Demographics
State	State	Patient Information > Demographics
Zip	Zip Code	Patient Information > Demographics
County	County	Patient Information > Demographics
Hm Phone	Home Phone	Patient Information > Demographics
Day Phone	Day Phone	Patient Information > Demographics
Alt Phone	Alternate Phone	Patient Information > Demographics
Sec Hm Phone	Secondary Home Phone	Patient Information > Demographics
Cell Ph	Cell Phone	Patient Information > Demographics
Email Addr	Email Address	Patient Information > Demographics
Per Nbr	Person Number	Patient Information
SSN	Social Security Number	Patient Information
Md Rc	Medical Record Number	Patient Information
Case Nbr	Case Number	Case Management > General
Case Sts	Case Status	Case Management > General
Case Desc	Case Description	Case Management > General
Case Eff Date	Case Effective Date	Case Management > General
Case Exp Date	Case Expiration Date	Case Management > General
Prim Case CSC Prog	Case Primary CSC Program	Case Management > Financial > Primary Payer CSC Program
Sec Case CSC Prog	Case Secondary CSC Program	Case Management > Financial > Secondary Payer CSC Program
Ter Case CSC Prog	Case Tertiary CSC Program	Case Management > Financial > Tertiary Payer CSC Program
Referring	Case Referring Provider	Case Management > General
Rendering	Default Rendering Provider	Encounter Maintenance
Ref Add 1	Case Referring Provider Address 1	Providers Master File
Addr 2	Case Referring Provider Address 2	Providers Master File
Ref City	Case Referring Provider City	Providers Master File
Ref St	Case Referring Provider State	Providers Master File
Ref Zip	Case Referring Provider Zip	Providers Master File
Pat Type	Patient Type	Case Management > General
Onset Date	Onset Date	Case Management > General
Crt Dt	Create Date	Modification Information
Occur Cd	Occurrence Code	Case Management > General
Occur St	Occurrence Status	Case Management > General
Payer Name	Group Payer Name	Case Management > Financial
Contracted Ind	Contracted Payer Indicator	Payers Master File
Plan #	Plan Number	Insurance Maintenance
Policy #	Policy Number	Insurance Maintenance
Group Name	Group Name	Insurance Maintenance
Group #	Group Number	Insurance Maintenance
Fin Class	Financial Class	Payers Master File
Case Bal	Case Balance	Case Management
Payer SubGrp 1	Payer Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Payers Master File
Payer SubGrp 2	Payer Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Payers Master File
Diag 1 - 12 Cat	Diagnosis 1 - 12 Category	Diagnosis Categories Master File
Diag 1 - 12	Diagnosis Code 1 - 12	Charge-Level: Codes 1-4 Encounter-Level: Codes 5-12
Diag1 - 12 Desc	Diagnosis 1 - 12 Description	Diagnosis Codes Library
Diag 1 - 12 SubGrp 1	Diagnosis 1 - 12 Subgrouping 1	Diagnosis Codes Library
Diag 1 - 12 SubGrp 2	Diagnosis 1 - 12 Subgrouping 2	Diagnosis Codes Library
Diag 1 - 12 Type	Diagnosis 1 - 12 Type	ICDCM Codes Master File
Disbld Frm	Disability Date From	Case Management > Workers Comp
Dislbd To	Disability Date To	Case Management > Workers Comp
Rtn to Work	Return to Work Date	Case Management > Workers Comp
LtWrk Frm	Light Work Date From	Case Management > Workers Comp
LtWrk To	Light Work Date To	Case Management > Workers Comp
Surg Dt	Surgery Date	Case Management > Workers Comp
Lit Dt	Litigation Date	Case Management > Workers Comp
MRI Date	MRI Date	Case Management > Workers Comp
PT Ptrcl	Physical Therapy Protocol	Case Management > Workers Comp
Release Info	Release Of Information Notes	Case Management > Workers Comp
Acc Desc	Accident Description	Case Management > Workers Comp
Diag 1 - 12 EOC	Diag 1 - 12 Episode of Care	ICDCM Codes Master File

Filter 1

Use parameters to filter data on the report:

Create Date: Include cases created within a date range.
Disabled From: Include cases with Disabled From/To dates within a date range.
Return to Work: Include cases with a Return to Work date within a date range.
Light Work From: Include cases with Light Work From/To dates within a date range.
Surgery Date: Include cases with a Surgery Date within a date range.
Litigation Date: Include cases with a Litigation Date within a date range.
MRI Date: Include cases with an MRI 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:

Diagnosis Category
Diagnosis Subgrouping 1
Diagnosis Subgrouping 2
Marketing Plan Type
Patient Status
Primary Providers
Provider Subgrouping 1
Provider Subgrouping 2
Referring Providers
Rendering Providers

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'.

Patient Case Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Patient Insurance Report Columns

Adjustments by Line Item Report Columns

Payments by Line Item Report Columns

Patient Recall Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns

Aging Analysis by Encounter Report Columns

Patient Case Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Patient Insurance Report Columns

Adjustments by Line Item Report Columns

Payments by Line Item Report Columns

Patient Recall Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns

Aging Analysis by Encounter Report Columns