Sliding Fee Patient Report Columns

This report contains fields that can be identified as Protected Content in Enterprise Preferences. These fields identify a patient's sexual orientation and gender identity (SOGI). If any of these fields are identified as protected content fields, then you must have the appropriate security access rights to view the data in these fields.

The following columns are available on the Sliding Fee Patient report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient
Pat Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Prior Lst Name	If the patient has had a name change. The patient's previous last name.	Patient Information
Md Rc	Medical Record Number	Patient Chart
Md Rc Term Dig	Medical Record Number Terminal Digit	Patient Information
Loc Addr 1	Location Address Line 1	Locations Master File
Loc Addr 2	Location Address Line 2	Locations Master File
Loc City	Location City	Locations Master File
Loc State	Location State	Locations Master File
Loc Zip	Location Zip Code	Locations Master File
Loc Phone	Location Phone	Locations Master File
Post Date	Date the charges from that date posted	Transaction Detail
Proc Date	Process Date	Charge Posting
Ovr Proc Dt	Override Process Date	Charge Posting
E/I/A/B	Encounter Invoice Account Budget	Transaction Detail
Dtl E/I/A/B	Details for: Encounter Invoice Account Budget	Transaction Detail
Account Nbr	Account Number	Account Profile
Src Type	Source Type This can be one of the following: Encounter Invoice Account Budget	Encounter or Invoice
Name	Name of patient	Patient Information
City	Patient city of residence	Patient Information
Zip	Patient mailing zip	Patient Information
County	Patient county of residence	Patient Information
Birth Dt	Date of Birth	Patient Information
Pat Age	Patient Age	Patient Information
Insured Name	Insured Name	Insurance Information
Pat Type	Patient Type	Encounter Maintenance
Amount	Price of the SIM	Service Items Library
Aprv Amt	This could be more or less than the Amount depending on overrides or contracts and contract edits.	Service Items Library
Alwd Amt	The amount allowed by the payer contract.	Contract Library
Billed Amount	The total amount billed to the payer for the encounter.	Financial tab in the Patient Chart
Tran Date	Transaction Date	Batch Maintenance
Tran Cd	Transaction Code	Batch Maintenance
Bt Dt	The date that the batch was created.	Batch Maintenance
Bt Nbr	Batch number	Batch Maintenance
Bt Desc	The description entered for tracking the batch.	Batch Maintenance
Track Desc	The description entered for tracking the batch.	Batch Maintenance
Tran Status	The status of the transaction	Batch Maintenance
Rsn Cds	Reason Codes	Reason Code Library
Ded Amt	The deductible amount payable by the patient	Payers Master File
Source	This is an adjustment source pulling from either: Account Budget Encounter Invoice	Payment Entry
Dt of Svc	The date of the service.	Charge Posting
End Dt of Svc	The last date of this particular service. This applies to services that spanned several dates.	Charge Posting
CPT4	The CPT4 code attached to the charge.	Service Items Library
CPT4 Desc	The description of the CPT4 code.	Service Items Library
Sv It	This is the Service Item attached to the charge. This can include a CPT4 code. The Service Item is created by the system administrator.	Charge Posting
Sv It Desc	The is a description of the Service Item.	Service Items Library
Modifier 1	Charge modifier 1	Charge Posting
Modifier 2	Charge modifier 2	Charge Posting
Modifier 3	Charge modifier 3	Charge Posting
Modifier 4	Charge modifier 4	Charge Posting
COB1 Amt	This is the Coordinated benefits primary payment amount.	Balance Control
COB2 Amt	This is the Coordinated benefits secondary payment amount.	Balance Control
COB3 Amt	This is the Coordinated benefits tertiary payment amount.	Balance Control
Pat Amt	The patient amount is the amount of the charge that are actually the patient responsibility.	Balance Control
Ln Itm Amt	The encounter can have several charges that compromise the entire charge for the encounter. The Line Item Amount breaks the charges down by line item per service.	Charge Posting or Transactions tab in the Patient Chart
Bad Debt	The actual amount of bad debt carried by this patient displays in this column.	Financial tab in the Patient Chart
Self Less Bad Debt	Amount billed to patient, less any bad debt amount.	Financial tab in the Patient Chart
Chg Amt	This is the actual amount of the charge.	Charge Posting
Unit Price	Service Items charges are defined on a per unit basis. This field displays the unit price for the Service Item.	Service Items Library
Count	Number of units for this encounter.	Charge Posting
Ovr	Displays whether the process date was overridden.	Transaction Detail
Diag 1	The first, or main, diagnosis.	Charge Posting
Diag 2	The second diagnosis, if any.	Charge Posting
Diag 3	The third diagnosis, if any.	Charge Posting
Diag 4	The fourth diagnosis. if any.	Charge Posting
Diag Desc 1	The full description of Diagnosis 1	Charge Posting
Diag Desc 2	The full description of Diagnosis 2	Charge Posting
Diag Desc 3	The full description of Diagnosis 3	Charge Posting
Diag Desc 4	The full description of Diagnosis 4	Charge Posting
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 Service	Place of Service	Charge Posting
Place of Service Code	The code for the service location.	Places of Service Code Table
RV Code	Service Item Revenue Code	Service Items Library
Aft Care	Service Item After Care Days	Service Items Library
Payer	Primary Payer	Encounter
Financial Class	Financial Class	Payers Master File
Notes	Displays whether there are any notes attached to the patient's chart.	Notes tab on the Patient Chart
Void	This indicates whether this encounter and all its charges were voided or not.	Encounter Maintenance
Rendering	Rendering Provider	Chart Details sub tab of the Patient Information tab of the Patient Chart
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 Prov	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
Enc Referring Addr 1	Referring Provider Address Line 1	Providers Master File
Enc Referring Addr 2	Referring Provider Address Line 2	Providers Master File
Enc Referring City	Referring Provider City	Providers Master File
Enc Referring State	Referring Provider State	Providers Master File
Enc Referring Zip	Referring Provider Zip Code	Providers Master File
Enc Referring County	Referring Provider County	Providers Master File
Chg Referring	Charge Referring Provider	Charge Posting
Referring UPIN#	Referring Unique Provider ID Number	Providers Master File
Supervisor	Supervising Provider	Encounter Maintenance
Onset Dt	The date that the ailment, illness, or injury began.	Encounter Maintenance
Onset Tm	The time the ailment, illness, or injury began.	Encounter Maintenance
Status	The status of the encounter's charges.	Claim Request Lookup
Inv Desc 1	Invoice Description 1	Charge Posting
Inv Desc 2	Invoice Description 2	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
Pat Sts	Patient Status	Patient Information > Status
Pat Sts Rsn	Patient Status Reason	Patient Information > Status
Qual Enc	Qualifying Encounter Indicator	Service Items Library
Out	Outsource Indicator	Patient Chart
Out Date	Outsource Date	Patient Chart
Out Agency	Outsource Agency	Patient Chart
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	Unit associated with an Anesthesia SIM.	Service Items Library
Beg Time	The beginning time of the service.	Charge Posting
End Time	The ending time of the service.	Charge Posting
Tot Time	The total amount of time that the patient spent at the practice, from check-in to check-out.	Charge Posting
Alt Code	If you have set up an alternative code for a CPT4 code in the SIM library, it displays here. An alternative code could easily be a CPT4 for inpatient versus outpatient services. The same service is rendered, but you need to differentiate between where it was performed. The Alternate Code is set up and defined in the SIM library.	Charge Posting
Quad	Mouth Quadrant	Charge Posting
Tooth	Tooth Number	Charge Posting
Surface	Surface Identifier	Charge Posting
Narrative	The narrative is user-entered text describing or explaining some aspect of the SIM. You can find this field on the Narrative tab of the SIM in the SIM Library.	Charge Posting
Crt Dt	Create Date	Modification Information
Modified Dt	Last Modified Date	Modification Information
Modified By	Last Modified By	Modification Information
Facility	Facility	Encounter Maintenance
Addr1	Address 1	Patient Information
Addr2	Address 2	Patient Information
State	State	Patient Information
SSN #	Social Security Number	Patient Information
Md Rc	Medical Record Number	Patient Chart
Hm Phone	Patient home phone number	Patient Information
Employer Desc	A description of the patient employer	Patient Information
Guar Name	Guarantor Name	Guarantor Information
Pat/Guar Rel	Guarantor's Relation To Patient	Guarantor Information
Primary Ins Name	The primary insurance company name	Insurance Maintenance
Primary Ins Addr1	Line 1 of the primary insurance company's address	Insurance Maintenance
Primary Ins Addr2	Line 2 of the primary insurance company's address	Insurance Maintenance
Primary Ins City	Primary insurance city address	Insurance Maintenance
Primary Ins State	Primary insurance state address	Insurance Maintenance
Primary Ins Zip	Primary insurance Zip code	Insurance Maintenance
Primary Ins Grp Name	Primary insurance group name	Insurance Maintenance
Primary Ins Grp #	Primary insurance group number	Insurance Maintenance
Primary Pol #	Primary insurance policy number	Insurance Maintenance
Primary Ins Subscriber Name	Primary insurance subscriber name; the person the policy is listed under	Insurance Maintenance
Primary Ins Subscr Relationship	Primary insurance subscriber's relationship to the patient	Insurance Maintenance
Second Ins Name	Secondary insurance company name	Insurance Maintenance
Second Ins Addr1	Line 1 of secondary insurance's mailing address	Insurance Maintenance
Second Ins Addr2	Line 2 of secondary insurance's mailing address	Insurance Maintenance
Second Ins City	Secondary insurance city of mailing address	Insurance Maintenance
Second Ins State	Secondary insurance state of mailing address	Insurance Maintenance
Second Ind Zip	Zip code of secondary insurance mailing address	Insurance Maintenance
Second Ins Grp Name	Secondary insurance's group name	Insurance Maintenance
Second Ins Grp #	Secondary insurance's group number	Insurance Maintenance
Second Pol #	Secondary insurance policy number	Insurance Maintenance
Second Ins Subscr Name	Secondary insurance subscriber's name	Insurance Maintenance
Second Ins Subscr Relationship	Secondary insurance subscriber's relationship to the patient	Insurance Maintenance
Provider Addr1	Line 1 of the Provider's mailing address	Providers Master File
Provider Addr2	Line 2 of the Provider's mailing address	Providers Master File
Provider City	Provider's city mailing address	Providers Master File
Provider State	Provider's state mailing address	Providers Master File
Provider Zip	Provider's Zip code for mailing address	Providers Master File
Provider Phone	Provider's phone number	Providers Master File
Provider #	Provider's identification number	Providers Master File
Provider Tax ID	Provider's tax identification number	Providers Master File
Provider CLIA	The Clinical Laboratory Improvement Amendments (CLIA) number of the provider. CLIA numbers can be linked at the SIM and Provider levels as well as the Facility and Service Location levels.	Providers Master File
Type of Service	In patient Out patient Office visit	Encounter Maintenance
Service Auth #	The authorization code from the insurance company for approved services.	Encounter Maintenance
Practice Preference User Defined Patient Provider Fields	Practice Preference User Defined Patient Provider Fields	Practice Preferences, Provider tab, User Defined Patient Provider fields
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Prim Dental Prov Name	Primary Dental Provider Name	Encounter Maintenance
Pct Poverty	Percent of Poverty	Patient Information > UDS
Poverty Cat	Poverty Category	Patient Information > UDS
Homeless Status	Homeless Status	Patient Information > UDS
Migrant Worker Status	Migrant Worker Status	Patient Information > UDS
Language Barrier	Language Barrier	Patient Information > UDS
Primary Med Cov	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
Portal Enrollment	Patient Portal Enrollment Status indicates the patient's current NextGen® PxP Portal status. For more information, go to the NextGen Healthcare Success Community and download the NextGen® PxP Portal Provider Guide for NextGen® Enterprise PM .	Patient Portal Enrollment Information
Imm Reg	Immunization Registry Name	Patient Information > Status
Imm Rem	Immunization Reminder Publicity Code	Patient Information > Status
Imm Sts	Immunization Patient Status Designation	Patient Information > Status
Pln Name	Next Due Recall Plan Name	Recall Plan Maintenance
Pln Due Dt	Next Due Recall Plan Return Date	Recall Plan Maintenance
Nxt Appt Dt	Next Appt Date Greater Than Todays Date	Appointment
Nxt Beg Tm	Next Appt Begin Time Greater Than Todays Date	Appointment
Nxt Event	Next Appt Event Greater Than Todays Date	Appointment
Exempt from Person Merge	Exempt from Person Merge Indicator	Patient Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
Sex	Sex at Birth	Patient Information
Gender Identity	Patient Gender Identity	Patient Information Note: Multiple entries are separated by commas. In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field. Notes:
Sexual Orientation	Patient Sexual Orientation	Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
Preferred Pronoun	Patient Gender Pronoun	Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
Current Gender	Current Gender	Patient Information In Enterprise Preferences, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
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.
Pharmacy 1 Name	Pharmacy 1 Name	Patient Information
Pharmacy 1 Phone Number	Pharmacy 1 Phone Number	Patient Information

Filter 1

Use parameters to filter data on the report:

Create Date: Include encounters created within a date range.
Encounter Date: Include encounters within a date range.
Expired: Include/exclude expired patients. Select either Only, Exclude, or Include All (default).
No Encounter for n Days: Include patients with no encounters within a number of days.
Patient Insurance: Include/exclude patients with insurance.

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:

Blood Quantum
Descendancy
Ethnicity
Financial Classes
Homeless Status
IHS Eligibility
Language Barrier
Marketing Plan Type
Migrant Worker Status
Patient Status
Primary Medical Coverage
Primary Payers
Primary Providers
Provider Subgrouping 1
Provider Subgrouping 2
Public Housing Primary Care
Race
Referring Providers
Rendering Providers
School Based Health Care
Sliding Fee Schedules
Tribal Affiliation
Tribal Classification
Veteran Status
Zip Code

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'.

Sliding Fee Patient Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Qualifying Encounter Report Columns

Payments by Line Item Report Columns

Refunds by Transaction Report Columns

Adjustments by Encounter Report Columns