Payments by Encounter Report Columns

The following table describes the columns in the Daily by Encounter Payments report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient's encounter
Loc Name	Location Name	Charge Posting
Location SubGrp 1	Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Location SubGrp 2	Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Post Date	Post Date	Transaction Detail
Proc Dt	Process Date	Transaction Detail
Ovr Proc Dt	Override Process Date	Transaction Detail
Bt Dt	Batch date	Batch Maintenance
Bt Nbr	Batch number	Batch Maintenance
Bt Desc	Batch description	Batch Maintenance
Track Desc	Tracking Description	Payment Entry
E/I/A/B	Encounter Invoice Account Budget	Transaction Detail
Dtl E/I/A/B	Details for: Encounter Invoice Account Budget	Transaction Detail This column shows the encounter numbers where an account-level payment was applied.
Src Type	The Source Type can be: Encounter Invoice Account Budget	Transaction Detail
Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Addr1	Address 1	Patient Information
Addr2	Address 2	Patient Information
City	City	Patient Information
Zip	Zip Code	Patient Information
County	County	Patient Information
Sex	Sex at Birth	Patient Information
Birth Dt	Birth Date	Patient Information
Pat Age	Patient Age	Patient Information
Md Rc	Medical Record Number	Patient Chart
Insured Name	Insured Name	Insurance Maintenance
Pat Type	Patient Type	Encounter Maintenance
Collection Agency	Collection Agency	Encounter Maintenance
Case Nbr	Case Management Number	Encounter Maintenance
Case Desc	Case Management Description	Encounter Maintenance
Case Sts	Case Management Status	Encounter Maintenance
Case Emp	Case Management Employer	Encounter Maintenance
Billed Amt	Billed Amount	Charge Posting
Aprv Amt	Approved Amount	Transaction Detail
Alwd Amt	Allowed Amount	Transaction Detail
Tran Dt	Transaction Date	Transaction Detail
Tran Cd	Transaction Code	Transaction Detail
Pmt Amt	Payment Amount	Transaction Detail
Tran Status	Transaction Status	Transaction Detail
Rsn Cds	Transaction Reason Codes	Transaction Detail
Ded Amt	Deductible Amount	Transaction Detail
Source	Source: Account Budget Encounter Invoice	Transaction Detail
Dt of Svc	Date of Service	Transaction Detail
CPT4	CPT 4 Code	Service Items Library
CPT4 Desc	CPT 4 Code Description	Service Items Library
Lib Name	SIM Library Name	Service Items Library
Sv It	Service Item Number	Charge Posting
Sv It Desc	Service Item Description	Service Items Library
COB1 Amt	COB1 Amounts	Balance Control
COB2 Amt	COB2 Amount	Balance Control
COB3 Amt	COB3 Amount	Balance Control
Pat Amt	Patient Amount	Balance Control
Bad Debt	Amount of bad debt associated with the account.	Patient Chart > Financial Tab
Self Less Bad Debt	Amount billed to patient, less any bad debt amount.	Patient Chart > Financial Tab
Unit Price	Unit Price	Charge Posting
Count	Count	Charge Posting
Diag 1 - 12	Diagnosis Code 1 - 12	Charge-Level: Codes 1-4 Encounter-Level: Codes 5-12
Diag 1 - 12 Desc	Diagnosis 1 - 12 Description	Diagnosis Codes Library
Department	Service Item Department	Service Items Library
Modality	Service Item Modality	Service Items Library
Component	Service Item Component: Global, Professional, Technical	Service Items Library
Place Of Svc	Place of Service	Charge Posting
Rv Cd	Service Item Revenue Code	Service Items Library
Aft Care	Service Item After Care Days	Service Items Library
Payer Name	Payer Name	Insurance Maintenance
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
Fin Class	Financial Class	Payers Master File
Rendering	Charge Rendering Provider	Charge Posting
Enc Rendering	Encounter Rendering Provider	Encounter Maintenance
Provider SubGrp 1	Provider Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Providers Master File
Provider SubGrp 2	Provider Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Providers Master File
Addtl Provider	Additional Provider Note: Field name is from Practice Preferences > Charge Entry.	Charge Posting
Admitting	Admitting Provider	Encounter Maintenance
Fst Consult	First Consulting Provider	Encounter Maintenance
Sec Consult	Second Consulting Provider	Encounter Maintenance
Enc Referring	Encounter Referring Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	Charge Posting
Supervisor	Supervising Provider	Encounter Maintenance
Facility	Facility	Encounter Maintenance
Inv Desc 1	Invoice Description 1	Charge Posting
Inv Desc 2	Invoice Description 2	Charge Posting
Fst Bill Dt	First Bill Date	Encounter Maintenance
Lst Bill Dt	Last Bill Date	Encounter Maintenance
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Charge Notes	Charge Notes	Charge Posting
RV Desc	Revenue Description	Service Items Library
Value Code	Value Code	Encounter Maintenance > UB > Value Codes Sub-Tab
Occur Code	Occurrence Code	Encounter Maintenance > UB > Occurrence Codes Sub-Tab
Out	Outsource Indicator	Patient Chart > Financial Tab
Out Dt	Outsource Date	Patient Chart > Financial Tab
Out Agency	Outsource Agency	Patient Chart > Financial Tab
Client Def 1 - 14	Enterprise Client Defined 1 - 14 Fields Note: Client Defined names are from Enterprise Preferences > Client Defined Tab.	Patient Information > Client Defined
Base Unit	Base Unit	Service Items Library
Beg Tm	Begin Time	Charge Posting
End Tm	End Time	Charge Posting
Tot Tm	Total Time	Charge Posting
Anesthesia Alt Code	Anesthesia Alternate Code	Service Items Library
Crt Dt	Create Date	Modification Information
Created By	Created By	Modification Information
Mod Dt	Last Modified Date	Modification Information
Modified By	Last Modified By	Modification Information
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Pat Age in Years (DOS)	Patient Age in Years on the Date of Service	Patient Information
Pat Age in Months (DOS)	Patient Age in Months on the Date of Service	Patient Information
RVU 1	RVU 1	Service Items Library
RVU Total 1	RVU 1 Total	Service Items Library
RVU 2	RVU 2	Service Items Library
RVU Total 2	RVU 2 Total	Service Items Library
RVU 3	RVU 3	Service Items Library
RVU Total 3	RVU 3 Total	Service Items Library
RVU 4	RVU 4	Service Items Library
RVU Total 4	RVU 4 Total	Service Items Library
RVU 5	RVU 5	Service Items Library
RVU Total 5	RVU 5 Total	Service Items Library
RVU 6	RVU 6	Service Items Library
RVU Total 6	RVU 6 Total	Service Items Library
RVU 7	RVU 7	Service Items Library
RVU Total 7	RVU 7 Total	Service Items Library
RVU 8	RVU 8	Service Items Library
RVU Total 8	RVU 8 Total	Service Items Library
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information
Prim Enc Rate SIM	Primary Encounter Rate Service Item	Encounter Maintenance
Prim Enc Rate Amt	Primary Encounter Rate Amount	Encounter Maintenance
Sec Enc Rate SIM	Secondary Encounter Rate Service Item	Encounter Maintenance
Sec Enc Rate Amt	Secondary Encounter Rate Amount	Encounter Maintenance
Ter Enc Rate SIM	Tertiary Encounter Rate Service Item	Encounter Maintenance
Ter Enc Rate Amt	Tertiary Encounter Rate Amount	Encounter Maintenance
Diag 1 - 12 Cat	Diagnosis 1 - 12 Category	Diagnosis Categories Master File
Diag 1 - 12 SubGrp 1	Diagnosis 1 - 12 Sub Grouping 1	Diagnosis Codes Library
Diag 1 - 12 SubGrp 2	Diagnosis 1 - 12 Sub Grouping 2	Diagnosis Codes Library
Diag 1 - 12 Type	Diagnosis 1 - 12 Type	ICDCM Codes Master File
Mrkt Plan Name	Marketing Plan Name	Encounter Maintenance
Mrkt Plan Type	Marketing Plan Type	Encounter Maintenance
Mrkt Desc	Marketing Plan Description	Encounter Maintenance
Diag 1 - 12 Risk Ind	Diagnosis 1 - 12 Risk Indicator	ICDCM Codes Master File
Homeless Status	Homeless Status	Patient Information
Migrant Worker Status	Migrant Worker Status	Patient Information
Language Barrier	Language Barrier	Patient Information
Primary Med Cov	Primary medical Coverage	Patient Information
Race	Race	Patient Information Note: Multiple entries are separated by commas.
Ethnicity	Ethnicity	Patient Information Note: Multiple entries are separated by commas.
Tribal Affiliation	Tribal Affiliation	Patient Information
Blood Quantum	Blood Quantum	Patient Information
Veteran Status	Veteran Status	Patient Information
School Based Hlth Care	School Based Health Care	Patient Information
Public Housing Primary	Public Housing Primary Care	Patient Information
Descendancy	Descendancy	Patient Information
IHS Eligibility Status	IHS Eligibility Status	Patient Information
Classification Beneficiary	Classification Beneficiary	Patient Information
Community Code	Community Code	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information
Consent to Treat Date	Consent to Treat Date	Patient Information
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Refund to	Refund Name	Payment Entry
Ref Addr Line 1	Refund Address Line 1	Payment Entry
Ref Addr Line 2	Refund Address Line 2	Payment Entry
Ref City	Refund City	Payment Entry
Ref State	Refund State	Payment Entry
Ref Zip	Refund Zip	Payment Entry
Ref County	Refund County	Payment Entry
Vendor Matching UD1	Vendor Matching UD1	Payment Entry
Vendor Matching UD2	Vendor Matching UD2	Payment Entry
Vendor Matching UD3	Vendor Matching UD3	Payment Entry
Vendor Matching UD4	Vendor Matching UD4	Payment Entry
Vendor Matching UD5	Vendor Matching UD5	Payment Entry
Vendor Matching UD6	Vendor Matching UD6	Payment Entry
Vendor Matching UD7	Vendor Matching UD7	Payment Entry
Vendor Matching UD8	Vendor Matching UD8	Payment Entry
Vendor Matching UD9	Vendor Matching UD9	Payment Entry
Vendor Matching UD10	Vendor Matching UD10	Payment Entry
Contracted Ind	Contracted Payer Indicator	Payers Master File
Claim/Resub #	Claim/Resubmission #	Encounter Maintenance
Rental Ind	Rental Indicator	Encounter Maintenance
Batch Transaction Category	Batch Transaction Category Note: Field name is from Enterprise Preferences > General Tab.	Batch Maintenance
Guar Name	Guarantor Name	Guarantor Information
Guar Addr 1	Guarantor Address 1	Guarantor Information
Guar Addr 2	Guarantor Address 2	Guarantor Information
Guar City	Guarantor City	Guarantor Information
Guar State	Guarantor State	Guarantor Information
Guar Zip	Guarantor Zip Code	Guarantor Information
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
APC Payment	APC Payment Note: Automatic Payment Collections is available with InstaMed.	Displays Y for credit card payments processed via InstaMed on accounts that are enabled for APC.
Gateway ID	Gateway ID Note: Gateway ID is used with TSYS-Express.	Displays the Gateway ID used for credit card payments processed by TSYS-Express.
CPT EOC	CPT Episode of Care	CPT4 Codes Master File
Diag 1 - 12 EOC	Diag 1 - 12 Episode of Care	ICDCM Codes Master File
Outlet ID	Outlet ID The Outlet ID is the name of the outlet as identified in the Description column in Practice Preferences > Payment Processing on the InstaMed Configuration window.	Displays the name of the Outlet ID selected when processing a payment for InstaMed.
Cost Est ID	Unique ID assigned to an estimate	Estimate Patient Cost window
Cost Est Dt	Date on which the cost estimation was done	Estimate Patient Cost window
Cost Est Ins Resp	Estimated amount the insurer is responsible to pay	Estimate Patient Cost window
Cost Est Pat Resp	Estimated amount the patient is responsible to pay	Estimate Patient Cost window
Cost Est Total	Total estimated cost of a service.	Estimate Patient Cost window
Cost Est Pat Paid Amount	Amount the patient has paid	Estimate Patient Cost window

Filter 1

Use parameters to filter data on the report:

Post Date: Include payments posted within a date range.
Process Date: Include payments processed within a date range.
Transaction Date: Include payments with a transaction date within a date range.
Outsource Date: Include payments on line items outsourced within a date range.
Transaction Type: Include/exclude payments by type. Select Encounter, Invoice, Account and/or Budgets.
Slide %: Include line items where the Sliding Fee adjustment is within a percentage range.
Unposted Transactions: Include/exclude unposted payment transactions. Select either Only or Exclude (default).
Unapplied Transactions: Include/exclude unapplied credits. Select either Exclude or Include All (default).
Outsource: Include/exclude payments on outsourced line items. Select either Only, Exclude, or Include All (default).
In Progress: Include/exclude payments on In Progress encounters. Select either Only, Exclude (default), or Include All.

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:

Creator
Department
Diagnosis Category
Diagnosis Codes
Diagnosis Subgrouping 1
Diagnosis Subgrouping 2
Financial Classes
Location Subgrouping 1
Location Subgrouping 2
Locations
Marketing Plan Type
Patient Types
Payer Subgrouping 1
Payer Subgrouping 2
Payers
Payment Transaction Codes
Provider Subgrouping 1
Provider Subgrouping 2
Referring Providers
Rendering Providers
Secondary Payers
Service Items
Sliding Fee Schedules
Tertiary Payers

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'.

Payments by Encounter Report Columns

The following table describes the columns in the Daily by Encounter Payments report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient's encounter
Loc Name	Location Name	Charge Posting
Location SubGrp 1	Location Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Location SubGrp 2	Location Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Post Date	Post Date	Transaction Detail
Proc Dt	Process Date	Transaction Detail
Ovr Proc Dt	Override Process Date	Transaction Detail
Bt Dt	Batch date	Batch Maintenance
Bt Nbr	Batch number	Batch Maintenance
Bt Desc	Batch description	Batch Maintenance
Track Desc	Tracking Description	Payment Entry
E/I/A/B	Encounter Invoice Account Budget	Transaction Detail
Dtl E/I/A/B	Details for: Encounter Invoice Account Budget	Transaction Detail This column shows the encounter numbers where an account-level payment was applied.
Src Type	The Source Type can be: Encounter Invoice Account Budget	Transaction Detail
Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Addr1	Address 1	Patient Information
Addr2	Address 2	Patient Information
City	City	Patient Information
Zip	Zip Code	Patient Information
County	County	Patient Information
Sex	Sex at Birth	Patient Information
Birth Dt	Birth Date	Patient Information
Pat Age	Patient Age	Patient Information
Md Rc	Medical Record Number	Patient Chart
Insured Name	Insured Name	Insurance Maintenance
Pat Type	Patient Type	Encounter Maintenance
Collection Agency	Collection Agency	Encounter Maintenance
Case Nbr	Case Management Number	Encounter Maintenance
Case Desc	Case Management Description	Encounter Maintenance
Case Sts	Case Management Status	Encounter Maintenance
Case Emp	Case Management Employer	Encounter Maintenance
Billed Amt	Billed Amount	Charge Posting
Aprv Amt	Approved Amount	Transaction Detail
Alwd Amt	Allowed Amount	Transaction Detail
Tran Dt	Transaction Date	Transaction Detail
Tran Cd	Transaction Code	Transaction Detail
Pmt Amt	Payment Amount	Transaction Detail
Tran Status	Transaction Status	Transaction Detail
Rsn Cds	Transaction Reason Codes	Transaction Detail
Ded Amt	Deductible Amount	Transaction Detail
Source	Source: Account Budget Encounter Invoice	Transaction Detail
Dt of Svc	Date of Service	Transaction Detail
CPT4	CPT 4 Code	Service Items Library
CPT4 Desc	CPT 4 Code Description	Service Items Library
Lib Name	SIM Library Name	Service Items Library
Sv It	Service Item Number	Charge Posting
Sv It Desc	Service Item Description	Service Items Library
COB1 Amt	COB1 Amounts	Balance Control
COB2 Amt	COB2 Amount	Balance Control
COB3 Amt	COB3 Amount	Balance Control
Pat Amt	Patient Amount	Balance Control
Bad Debt	Amount of bad debt associated with the account.	Patient Chart > Financial Tab
Self Less Bad Debt	Amount billed to patient, less any bad debt amount.	Patient Chart > Financial Tab
Unit Price	Unit Price	Charge Posting
Count	Count	Charge Posting
Diag 1 - 12	Diagnosis Code 1 - 12	Charge-Level: Codes 1-4 Encounter-Level: Codes 5-12
Diag 1 - 12 Desc	Diagnosis 1 - 12 Description	Diagnosis Codes Library
Department	Service Item Department	Service Items Library
Modality	Service Item Modality	Service Items Library
Component	Service Item Component: Global, Professional, Technical	Service Items Library
Place Of Svc	Place of Service	Charge Posting
Rv Cd	Service Item Revenue Code	Service Items Library
Aft Care	Service Item After Care Days	Service Items Library
Payer Name	Payer Name	Insurance Maintenance
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
Fin Class	Financial Class	Payers Master File
Rendering	Charge Rendering Provider	Charge Posting
Enc Rendering	Encounter Rendering Provider	Encounter Maintenance
Provider SubGrp 1	Provider Subgrouping 1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Providers Master File
Provider SubGrp 2	Provider Subgrouping 2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Providers Master File
Addtl Provider	Additional Provider Note: Field name is from Practice Preferences > Charge Entry.	Charge Posting
Admitting	Admitting Provider	Encounter Maintenance
Fst Consult	First Consulting Provider	Encounter Maintenance
Sec Consult	Second Consulting Provider	Encounter Maintenance
Enc Referring	Encounter Referring Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	Charge Posting
Supervisor	Supervising Provider	Encounter Maintenance
Facility	Facility	Encounter Maintenance
Inv Desc 1	Invoice Description 1	Charge Posting
Inv Desc 2	Invoice Description 2	Charge Posting
Fst Bill Dt	First Bill Date	Encounter Maintenance
Lst Bill Dt	Last Bill Date	Encounter Maintenance
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Charge Notes	Charge Notes	Charge Posting
RV Desc	Revenue Description	Service Items Library
Value Code	Value Code	Encounter Maintenance > UB > Value Codes Sub-Tab
Occur Code	Occurrence Code	Encounter Maintenance > UB > Occurrence Codes Sub-Tab
Out	Outsource Indicator	Patient Chart > Financial Tab
Out Dt	Outsource Date	Patient Chart > Financial Tab
Out Agency	Outsource Agency	Patient Chart > Financial Tab
Client Def 1 - 14	Enterprise Client Defined 1 - 14 Fields Note: Client Defined names are from Enterprise Preferences > Client Defined Tab.	Patient Information > Client Defined
Base Unit	Base Unit	Service Items Library
Beg Tm	Begin Time	Charge Posting
End Tm	End Time	Charge Posting
Tot Tm	Total Time	Charge Posting
Anesthesia Alt Code	Anesthesia Alternate Code	Service Items Library
Crt Dt	Create Date	Modification Information
Created By	Created By	Modification Information
Mod Dt	Last Modified Date	Modification Information
Modified By	Last Modified By	Modification Information
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Pat Age in Years (DOS)	Patient Age in Years on the Date of Service	Patient Information
Pat Age in Months (DOS)	Patient Age in Months on the Date of Service	Patient Information
RVU 1	RVU 1	Service Items Library
RVU Total 1	RVU 1 Total	Service Items Library
RVU 2	RVU 2	Service Items Library
RVU Total 2	RVU 2 Total	Service Items Library
RVU 3	RVU 3	Service Items Library
RVU Total 3	RVU 3 Total	Service Items Library
RVU 4	RVU 4	Service Items Library
RVU Total 4	RVU 4 Total	Service Items Library
RVU 5	RVU 5	Service Items Library
RVU Total 5	RVU 5 Total	Service Items Library
RVU 6	RVU 6	Service Items Library
RVU Total 6	RVU 6 Total	Service Items Library
RVU 7	RVU 7	Service Items Library
RVU Total 7	RVU 7 Total	Service Items Library
RVU 8	RVU 8	Service Items Library
RVU Total 8	RVU 8 Total	Service Items Library
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information
Prim Enc Rate SIM	Primary Encounter Rate Service Item	Encounter Maintenance
Prim Enc Rate Amt	Primary Encounter Rate Amount	Encounter Maintenance
Sec Enc Rate SIM	Secondary Encounter Rate Service Item	Encounter Maintenance
Sec Enc Rate Amt	Secondary Encounter Rate Amount	Encounter Maintenance
Ter Enc Rate SIM	Tertiary Encounter Rate Service Item	Encounter Maintenance
Ter Enc Rate Amt	Tertiary Encounter Rate Amount	Encounter Maintenance
Diag 1 - 12 Cat	Diagnosis 1 - 12 Category	Diagnosis Categories Master File
Diag 1 - 12 SubGrp 1	Diagnosis 1 - 12 Sub Grouping 1	Diagnosis Codes Library
Diag 1 - 12 SubGrp 2	Diagnosis 1 - 12 Sub Grouping 2	Diagnosis Codes Library
Diag 1 - 12 Type	Diagnosis 1 - 12 Type	ICDCM Codes Master File
Mrkt Plan Name	Marketing Plan Name	Encounter Maintenance
Mrkt Plan Type	Marketing Plan Type	Encounter Maintenance
Mrkt Desc	Marketing Plan Description	Encounter Maintenance
Diag 1 - 12 Risk Ind	Diagnosis 1 - 12 Risk Indicator	ICDCM Codes Master File
Homeless Status	Homeless Status	Patient Information
Migrant Worker Status	Migrant Worker Status	Patient Information
Language Barrier	Language Barrier	Patient Information
Primary Med Cov	Primary medical Coverage	Patient Information
Race	Race	Patient Information Note: Multiple entries are separated by commas.
Ethnicity	Ethnicity	Patient Information Note: Multiple entries are separated by commas.
Tribal Affiliation	Tribal Affiliation	Patient Information
Blood Quantum	Blood Quantum	Patient Information
Veteran Status	Veteran Status	Patient Information
School Based Hlth Care	School Based Health Care	Patient Information
Public Housing Primary	Public Housing Primary Care	Patient Information
Descendancy	Descendancy	Patient Information
IHS Eligibility Status	IHS Eligibility Status	Patient Information
Classification Beneficiary	Classification Beneficiary	Patient Information
Community Code	Community Code	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information
Consent to Treat Date	Consent to Treat Date	Patient Information
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Refund to	Refund Name	Payment Entry
Ref Addr Line 1	Refund Address Line 1	Payment Entry
Ref Addr Line 2	Refund Address Line 2	Payment Entry
Ref City	Refund City	Payment Entry
Ref State	Refund State	Payment Entry
Ref Zip	Refund Zip	Payment Entry
Ref County	Refund County	Payment Entry
Vendor Matching UD1	Vendor Matching UD1	Payment Entry
Vendor Matching UD2	Vendor Matching UD2	Payment Entry
Vendor Matching UD3	Vendor Matching UD3	Payment Entry
Vendor Matching UD4	Vendor Matching UD4	Payment Entry
Vendor Matching UD5	Vendor Matching UD5	Payment Entry
Vendor Matching UD6	Vendor Matching UD6	Payment Entry
Vendor Matching UD7	Vendor Matching UD7	Payment Entry
Vendor Matching UD8	Vendor Matching UD8	Payment Entry
Vendor Matching UD9	Vendor Matching UD9	Payment Entry
Vendor Matching UD10	Vendor Matching UD10	Payment Entry
Contracted Ind	Contracted Payer Indicator	Payers Master File
Claim/Resub #	Claim/Resubmission #	Encounter Maintenance
Rental Ind	Rental Indicator	Encounter Maintenance
Batch Transaction Category	Batch Transaction Category Note: Field name is from Enterprise Preferences > General Tab.	Batch Maintenance
Guar Name	Guarantor Name	Guarantor Information
Guar Addr 1	Guarantor Address 1	Guarantor Information
Guar Addr 2	Guarantor Address 2	Guarantor Information
Guar City	Guarantor City	Guarantor Information
Guar State	Guarantor State	Guarantor Information
Guar Zip	Guarantor Zip Code	Guarantor Information
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
APC Payment	APC Payment Note: Automatic Payment Collections is available with InstaMed.	Displays Y for credit card payments processed via InstaMed on accounts that are enabled for APC.
Gateway ID	Gateway ID Note: Gateway ID is used with TSYS-Express.	Displays the Gateway ID used for credit card payments processed by TSYS-Express.
CPT EOC	CPT Episode of Care	CPT4 Codes Master File
Diag 1 - 12 EOC	Diag 1 - 12 Episode of Care	ICDCM Codes Master File
Outlet ID	Outlet ID The Outlet ID is the name of the outlet as identified in the Description column in Practice Preferences > Payment Processing on the InstaMed Configuration window.	Displays the name of the Outlet ID selected when processing a payment for InstaMed.
Cost Est ID	Unique ID assigned to an estimate	Estimate Patient Cost window
Cost Est Dt	Date on which the cost estimation was done	Estimate Patient Cost window
Cost Est Ins Resp	Estimated amount the insurer is responsible to pay	Estimate Patient Cost window
Cost Est Pat Resp	Estimated amount the patient is responsible to pay	Estimate Patient Cost window
Cost Est Total	Total estimated cost of a service.	Estimate Patient Cost window
Cost Est Pat Paid Amount	Amount the patient has paid	Estimate Patient Cost window

Filter 1

Use parameters to filter data on the report:

Post Date: Include payments posted within a date range.
Process Date: Include payments processed within a date range.
Transaction Date: Include payments with a transaction date within a date range.
Outsource Date: Include payments on line items outsourced within a date range.
Transaction Type: Include/exclude payments by type. Select Encounter, Invoice, Account and/or Budgets.
Slide %: Include line items where the Sliding Fee adjustment is within a percentage range.
Unposted Transactions: Include/exclude unposted payment transactions. Select either Only or Exclude (default).
Unapplied Transactions: Include/exclude unapplied credits. Select either Exclude or Include All (default).
Outsource: Include/exclude payments on outsourced line items. Select either Only, Exclude, or Include All (default).
In Progress: Include/exclude payments on In Progress encounters. Select either Only, Exclude (default), or Include All.

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:

Creator
Department
Diagnosis Category
Diagnosis Codes
Diagnosis Subgrouping 1
Diagnosis Subgrouping 2
Financial Classes
Location Subgrouping 1
Location Subgrouping 2
Locations
Marketing Plan Type
Patient Types
Payer Subgrouping 1
Payer Subgrouping 2
Payers
Payment Transaction Codes
Provider Subgrouping 1
Provider Subgrouping 2
Referring Providers
Rendering Providers
Secondary Payers
Service Items
Sliding Fee Schedules
Tertiary Payers

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'.

Payments by Encounter Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Adjustments by Encounter Report Columns

Refunds by Encounter Report Columns

Refunds by Transaction Report Columns

Payments by Line Item Report Columns

Adjustments by Line Item Report Columns

Payments by Transaction Report Columns

Payments by Encounter Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Adjustments by Encounter Report Columns

Refunds by Encounter Report Columns

Refunds by Transaction Report Columns

Payments by Line Item Report Columns

Adjustments by Line Item Report Columns

Payments by Transaction Report Columns