Threshold Tracking Report Columns

The following columns and filters are available on the Threshold Tracking report:

Column Name	Description	Data Populates From
Pat Name	Patient Name	Patient Information. Note: When you select a patient name without an encounter, the Patient Information tab on Patient Chart opens.
Per Nbr	Person Number	Patient Information
Rendering	Encounter Rendering Provider	Encounter Maintenance > General tab
Prog Prim Prov	Program Primary Provider	Program Enrollment on Patient Chart > Patient Information > Programs sub-tab
Program	Encounter Program	Encounter Maintenance > General tab
Location	Encounter Location	Encounter Maintenance > General tab
Enc Nbr	Encounter Number	Encounter Maintenance
Enc Billable Date	Encounter Billable Date	Encounter Maintenance
Enc Status	Encounter Status	Encounter Maintenance
Prog Thresh Payer	Program Threshold Payer	Encounter Insurance selection Displays the name of the primary payer on the encounter that is associated with the program threshold rule.
Prog Thresh Min	Program Threshold Minimum	Practice > Threshold Rules sub-tab in the Programs master file Displays the Minimum value defined for the threshold payer and SIM code.
Prog Thresh Max	Program Threshold Maximum	Practice > Threshold Rules sub-tab in the Programs master file Displays the Maximum value defined for the threshold payer and the SIM code.
Prog Thresh Serv Unit	Program Threshold Service Units	Practice > Threshold Rules sub-tab in the Programs master file Displays the Service Unit (Hours, Units or Encounters) defined for the threshold payer and the SIM code.
Prog Thresh Serv Dur	Program Threshold Service Duration	Practice > Threshold Rules sub-tab in the Programs master file Displays the Service Duration (Encounters, Weeks or Months) defined for the threshold payer and the SIM code.
Prog Thresh Desc	Program Threshold Description	Practice > Threshold Rules sub-tab in the Programs master file Displays the description of the rule defined for the threshold payer and the SIM code.
Enc Thresh Status	Encounter Threshold Status	Displays the status of the encounter relative to the Minimum and Maximum values defined for the threshold payer and the SIM code. Displays one of the following: Less Than Meet Exceed
Enc Thresh Total	Encounter Threshold Total	Charge posting displays the total number of Service Units calculated for the threshold SIM codes on the encounter. The Encounter Threshold Total contributes to the Threshold Total. Example: Threshold Min = 1 hour per week SIM H0001 = 60 minutes per unit Encounter Charge H0001 = 30 minutes Encounter Threshold Total = 0.5 Note: Service units in Hours may report to two decimal places (e.g. 1.75). Units and Encounters report in whole numbers (e.g. 2).
Thresh Total	Threshold Total	Displays the total number of Service Units for the threshold SIM codes on all encounters within the Service Duration. Example: Threshold Min = 1 hour per week SIM H0001 = 60 minutes per unit Encounter 1 Charge H0001 = 30 minutes Encounter 2 Charge H0001 = 30 minutes Encounter Threshold Total for Encounters 1 and 2 = 0.5 Threshold Total for Encounter 1 = 0.5 Threshold Total for Encounter 2 = 1 Note: Service units in Hours may report to two decimal places (e.g. 1.75). Units and Encounters report in whole numbers (e.g. 2).

Filter 1

Use parameters to filter data on the report:

Encounter Billable Date: Include patients with or without encounters within a date range.
Encounter Status: Include or exclude encounters by status. Select Bad Debt, Billed (default), History, Rebill (default), Unbilled (default) and/or In Progress (default).
Pending Charges: Include or exclude pending charges from NextGen Enterprise EHR. Exclude is selected by default. To change the default choice, you should select either EHR Holding Tank Only or Include All.
Patients without Encs: Include or exclude patients enrolled in the threshold program having no encounters. Include All is selected by default. To change the default choice, you should select either Only or Exclude.

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: The Group By check boxes are unavailable for columns that cannot be grouped.

Totals

Use columns to sub-total and total data on the report. Column total options include the following:

Sum
Average
Count
Totals

Note: The check boxes are unavailable for columns that cannot be summed, averaged, counted or totaled.

Threshold Tracking Report Columns

The following columns and filters are available on the Threshold Tracking report:

Column Name	Description	Data Populates From
Pat Name	Patient Name	Patient Information. Note: When you select a patient name without an encounter, the Patient Information tab on Patient Chart opens.
Per Nbr	Person Number	Patient Information
Rendering	Encounter Rendering Provider	Encounter Maintenance > General tab
Prog Prim Prov	Program Primary Provider	Program Enrollment on Patient Chart > Patient Information > Programs sub-tab
Program	Encounter Program	Encounter Maintenance > General tab
Location	Encounter Location	Encounter Maintenance > General tab
Enc Nbr	Encounter Number	Encounter Maintenance
Enc Billable Date	Encounter Billable Date	Encounter Maintenance
Enc Status	Encounter Status	Encounter Maintenance
Prog Thresh Payer	Program Threshold Payer	Encounter Insurance selection Displays the name of the primary payer on the encounter that is associated with the program threshold rule.
Prog Thresh Min	Program Threshold Minimum	Practice > Threshold Rules sub-tab in the Programs master file Displays the Minimum value defined for the threshold payer and SIM code.
Prog Thresh Max	Program Threshold Maximum	Practice > Threshold Rules sub-tab in the Programs master file Displays the Maximum value defined for the threshold payer and the SIM code.
Prog Thresh Serv Unit	Program Threshold Service Units	Practice > Threshold Rules sub-tab in the Programs master file Displays the Service Unit (Hours, Units or Encounters) defined for the threshold payer and the SIM code.
Prog Thresh Serv Dur	Program Threshold Service Duration	Practice > Threshold Rules sub-tab in the Programs master file Displays the Service Duration (Encounters, Weeks or Months) defined for the threshold payer and the SIM code.
Prog Thresh Desc	Program Threshold Description	Practice > Threshold Rules sub-tab in the Programs master file Displays the description of the rule defined for the threshold payer and the SIM code.
Enc Thresh Status	Encounter Threshold Status	Displays the status of the encounter relative to the Minimum and Maximum values defined for the threshold payer and the SIM code. Displays one of the following: Less Than Meet Exceed
Enc Thresh Total	Encounter Threshold Total	Charge posting displays the total number of Service Units calculated for the threshold SIM codes on the encounter. The Encounter Threshold Total contributes to the Threshold Total. Example: Threshold Min = 1 hour per week SIM H0001 = 60 minutes per unit Encounter Charge H0001 = 30 minutes Encounter Threshold Total = 0.5 Note: Service units in Hours may report to two decimal places (e.g. 1.75). Units and Encounters report in whole numbers (e.g. 2).
Thresh Total	Threshold Total	Displays the total number of Service Units for the threshold SIM codes on all encounters within the Service Duration. Example: Threshold Min = 1 hour per week SIM H0001 = 60 minutes per unit Encounter 1 Charge H0001 = 30 minutes Encounter 2 Charge H0001 = 30 minutes Encounter Threshold Total for Encounters 1 and 2 = 0.5 Threshold Total for Encounter 1 = 0.5 Threshold Total for Encounter 2 = 1 Note: Service units in Hours may report to two decimal places (e.g. 1.75). Units and Encounters report in whole numbers (e.g. 2).

Filter 1

Use parameters to filter data on the report:

Encounter Billable Date: Include patients with or without encounters within a date range.
Encounter Status: Include or exclude encounters by status. Select Bad Debt, Billed (default), History, Rebill (default), Unbilled (default) and/or In Progress (default).
Pending Charges: Include or exclude pending charges from NextGen Enterprise EHR. Exclude is selected by default. To change the default choice, you should select either EHR Holding Tank Only or Include All.
Patients without Encs: Include or exclude patients enrolled in the threshold program having no encounters. Include All is selected by default. To change the default choice, you should select either Only or Exclude.

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: The Group By check boxes are unavailable for columns that cannot be grouped.

Totals

Use columns to sub-total and total data on the report. Column total options include the following:

Sum
Average
Count
Totals

Note: The check boxes are unavailable for columns that cannot be summed, averaged, counted or totaled.

Threshold Tracking Report Columns

Filter 1

Filter 2

Sorting

Totals

Recommendations

Threshold Tracking Report Columns

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Program with Threshold Rules Report Columns

Program with Threshold Rules Report Columns

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Service Unit Authorization Report Columns

Threshold Tracking Report Columns

Filter 1

Filter 2

Sorting

Totals

Threshold Tracking Report Columns

Program with Threshold Rules Report Columns

Program with Threshold Rules Report Columns

Program with Threshold Rules Report Columns

Service Unit Authorization Report Columns

Service Unit Authorization Report Columns