Receivable Analysis Reports Columns

The following columns are available on the Receivable Analysis reports; By Age, By Month, and By Type:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient's encounter
Sect Name	Section Name	Accounts Receivable or Bad Debt
Type Desc	Type Description	Encounter Maintenance
Loc Name	Location Name	Encounter Maintenance
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
Rendering	Charge Rendering Provider	Encounter Maintenance
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
Admitting	Admitting Provider	Encounter Maintenance
Fst Consult	First Consulting Provider	Encounter Maintenance
Sec Consult	Second Consulting Provider	Encounter Maintenance
Referring	Encounter Referring Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	Charge Posting
Addt Prov	Additional Provider Note: Field name is from Practice Preferences > Charge Entry.	Charge Posting
Supervisor	Supervising Provider	Encounter Maintenance
Facility	Facility	Encounter Maintenance
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Pat Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Addr 1	Address 1	Patient Information
Addr 2	Address 2	Patient Information
City	City	Patient Information
State	State	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
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
Pat Type	Patient Type	Encounter Maintenance
Src Type	Source Type	Encounter Maintenance
Status	Encounter/Charge Status	Encounter Maintenance
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 Serv	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
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
Diag 1 - 12 Desc	Diagnosis 1 - 12 Description	Diagnosis Codes Library
Month	Month and Year	Encounter Maintenance
Age	Age	Encounter Maintenance
0-30	0-30 days	Calculated
31-60	31-60 days	Calculated
61-90	61-90 days	Calculated
91-120	91-120 days	Calculated
121-150	121-150 days	Calculated
151-180	151-180 days	Calculated
181-up	181 plus days	Calculated
Total	Total	Calculated
Chg Amt	Charge Amount	Charge Posting
Third Party Pay	Third Party Pay amount	Payment Entry
Pat Pay Amt	Patient Pay amount	Payment Entry
Third Party Adj	Third Party Adjustment amount	Payment Entry
Pat Adj Amt	Patient Adjustment amount	Payment Entry
Third Party Ref	Third Party refund amount	Payment Entry
Pat Ref Amt	Patient Refund amount	Payment Entry
Net	Net	Calculated
Out	Outsource Indicator	Encounter Maintenance
Out Dt	Outsource Date	Encounter Maintenance
Out Agency	Outsource Agency	Encounter Maintenance
Enterprise Client Defined 1 -14	Enterprise Client Defined 1 - 14 Fields	Patient Information > Client Defined
Pat Prov UD 1 - 12	Patient Provider User Defined 1 - 12 Fields Note: Patient Provider names are from Practice Preferences > Providers.	Patient Information > Providers
Diag 1 - 12 Type	Diagnosis 1 - 12 Type	ICDCM Codes Master File
Diag 1 - 12 Sub Grp 1	Diagnosis 1 - 12 Sub Grouping 1	Diagnosis Codes Library
Diag 1 - 12 Sub Grp 2	Diagnosis 1 - 12 Sub Grouping 2	Diagnosis Codes Library
Homeless Status	Homeless Status	Patient Information > UDS
Migrant Worker Status	Migrant Worker Status	Patient Information > UDS
Language Barrier	Language Barrier	Patient Information > UDS
Primary Medical	Primary Medical Coverage	Patient Information > UDS
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 > UDS
Blood Quantum	Blood Quantum	Patient Information > UDS
Veteran Status	Veteran Status	Patient Information
School Based Hlth Care	School Based Health Care	Patient Information > UDS
Public Housing Primary	Public Housing Primary Care	Patient Information > UDS
Descendancy	Descendancy	Patient Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Patient Information > UDS
Classification Beneficiary	Classification Beneficiary	Patient Information > UDS
Community Code	Community Code	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information > UDS
Consent to Treat Date	Consent to Treat Date	Patient Information > UDS
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
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
Contracted Ind	Contracted Payer Indicator	Payers Master File
Total Pmt	Total Payments	Calculated
Total Adj	Total Adjustments	Calculated
Total Ref	Total Refunds	Calculated
%Adjs/Chgs	Gross Adjustment Percentage (Adjustments/Charges)	Calculated
%Pmts/Chgs	Gross Payment Percentage (Payments/Charges)	Calculated
%Refs/Pmts	Gross Refund Percentage (Refunds/Payments)	Calculated
Diag 1 - 12 EOC	Diag 1 - 12 Episode of Care	ICDCM Codes Master File
Net Collections	Net Payments (Pmts-Refs)/Net Charges(Charges-Adj)	Calculated
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.

Filter 1

Use parameters to filter data on the report:

Process Date: Include line items with a Process Date up to and including an end date.
Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Include All (default).
Aging Dates: Age line item balances based on an aging date.
Aging Inv Dates: Age invoice line item balances based on an aging date.
Unapplied Transactions: Include/exclude unapplied credits. Select either Exclude or Include All (default).
Charge Status: Include/exclude line items by status. Select Bad Debt, Billed (default), History, Rebill (default) and/or Unbilled (default).
In Progress: Include/exclude line items 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

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'.

Receivable Analysis Reports Columns

Filter 1

Filter 2

Sorting

Totals

Recommendations

Change in Accounts Receivable by Encounter Report Columns

Change in Accounts Receivable by Line Item Report Columns

Transactions by Line Item Summary Report Columns

Transactions by Encounter Summary with Transaction Code Report Columns