Transactions by Line Item Summary Report Columns

The following table describes the columns in the Transactions by Line Item Summary report:

Column Name	Description	Data Pulled From
Prac Name	Practice Name	Practice associated with the patient's encounter
Sect Name	Section Name	Accounts Receivable or Bad Debt
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	Charge Posting
Enc Nbr	Encounter Number	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
Enc Referring	Encounter Referring Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	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
Md Rc	Medical Record Number	Patient Chart
Pat Type	Patient Type	Encounter Maintenance
Src Type	Source Type	Encounter/Account/Invoice/Budget
Payer Name	Payer Name	Encounter Insurance
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
Contracted Ind	Contracted Payer Indicator	Payers Master File
Sec Payer	Secondary Payer Name	Encounter Insurance
Tert Payer	Tertiary Payer Name	Encounter Insurance
Fin Class	Financial Class	Payers Master File
Sv It	Service Item	Charge Posting
Sv It Desc	Service Item Description	Service Items Library
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
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
Unit Price	Unit Price	Charge Posting
UD Price 1	User Defined Price 1 Note: Price name is from Enterprise Preferences > Libraries tab	Service Items Library Note: UD Price is used with Advanced SIM Library Mode.
UD Price 2	User Defined Price 2 Note: Price name is from Enterprise Preferences > Libraries tab	Service Items Library Note: UD Price is used with Advanced SIM Library Mode.
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
Chg Count	Charge Count	Calculated
RVU 1	RVU 1	Service Items Library
RVU Total 1	RVU 1 Total	Calculated (Charge Count x RVU 1)
RVU 2	RVU 2	Service Items Library
RVU Total 2	RVU 2 Total	Calculated (Charge Count x RVU 2)
RVU 3	RVU 3	Service Items Library
RVU Total 3	RVU 3 Total	Calculated (Charge Count x RVU 3)
RVU 4	RVU 4	Service Items Library
RVU Total 4	RVU 4 Total	Calculated (Charge Count x RVU 4)
RVU 5	RVU 5	Service Items Library
RVU Total 5	RVU 5 Total	Calculated (Charge Count x RVU 5)
RVU 6	RVU 6	Service Items Library
RVU Total 6	RVU 6 Total	Calculated (Charge Count x RVU 6)
RVU 7	RVU 7	Service Items Library
RVU Total 7	RVU 7 Total	Calculated (Charge Count x RVU 7)
RVU 8	RVU 8	Service Items Library
RVU Total 8	RVU 8 Total	Calculated (Charge Count x RVU 8)
Chg Amt	Charge Amount	Charge Posting
Adj Count	Adjustment Count	Calculated
Adj Amt	Adjustment Amount	Transaction Detail
Pay Count	Payment Count	Calculated
Pay Amt	Payment Amount	Transaction Detail
Ref Count	Refund Count	Calculated
Ref Amt	Refund Amount	Transaction Detail
Ded Amt	Deductible Amount	Transaction Detail
Out	Outsource Indicator	Encounter Maintenance
Out Dt	Outsource Date	Encounter Maintenance
Out Agency	Outsource Agency	Encounter Maintenance
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
Pat Prov UD1 - 12	Patient Provider User Defined 1 - 12 Fields Note: Patient Provider names are from Enterprise Preferences > Client Defined Tab	Patient Information > Providers
Mrkt Plan Name	Marketing Plane Name	Patient Chart
Mrkt Plan Type	Marketing Plan Type	Patient Chart
Mrkt Desc	Marketing Plan Description	Patient Chart
Mrkt Comments	Marketing Plan Comments	Patient Chart
Homeless Status	Homeless Status	Patient Information > UDS
Migrant Worker	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
School Based Hlth Care	School Based Health Care	Patient Information > UDS
Public Housing Primary	Public Housing Primary Care	Patient Information > UDS
Veteran Status	Veteran Status	Patient Information
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
Year	Year	YYYY
Month	Month	January - December
Mo/Yr	Month and Year	Jan YYYY - Dec YYYY
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.
Chg Ordering	Charge Ordering Provider	Charge Posting
Enc Ordering	Encounter Ordering Provider	Encounter Maintenance
CPT EOC	CPT Episode of Care	CPT4 Codes Master File
Diag 1 - 12 EOC	Diag 1 - 12 Episode of Care	ICDCM Codes Master File
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.
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:

Charge Create Date: Include charges with a Create Date within a date range.
Charge Process Date: Include charges with a Process Date within a date range.
Charge Service Date: Include charges with a Service Date within a date range.
Transaction Post Date: Include transactions with a Post Date within a date range.
Transaction Process Date: Include transactions with a Process Date within a date range.
Transaction Date: Include transactions with a Transaction Date within a date range.
Transaction Type: Include/exclude transactions by type. Select Encounter, Invoice, Account and/or Budget.
Unapplied Transactions: Include/exclude unapplied credits. Select either Exclude or Include All (default).
Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Include All (default).
In Progress: Include/exclude charges and transactions 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:

Department
Diagnosis Category
Diagnosis Codes
Diagnosis Subgrouping 1
Diagnosis Subgrouping 2
Financial Classes
Location Subgrouping 1
Location Subgrouping 2
Locations
Marketing Plan Type
Payer Subgrouping 1
Payer Subgrouping 2
Primary Payers
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'.

Transactions by Line Item Summary Report Columns

The following table describes the columns in the Transactions by Line Item Summary report:

Column Name	Description	Data Pulled From
Prac Name	Practice Name	Practice associated with the patient's encounter
Sect Name	Section Name	Accounts Receivable or Bad Debt
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	Charge Posting
Enc Nbr	Encounter Number	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
Enc Referring	Encounter Referring Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	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
Md Rc	Medical Record Number	Patient Chart
Pat Type	Patient Type	Encounter Maintenance
Src Type	Source Type	Encounter/Account/Invoice/Budget
Payer Name	Payer Name	Encounter Insurance
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
Contracted Ind	Contracted Payer Indicator	Payers Master File
Sec Payer	Secondary Payer Name	Encounter Insurance
Tert Payer	Tertiary Payer Name	Encounter Insurance
Fin Class	Financial Class	Payers Master File
Sv It	Service Item	Charge Posting
Sv It Desc	Service Item Description	Service Items Library
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
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
Unit Price	Unit Price	Charge Posting
UD Price 1	User Defined Price 1 Note: Price name is from Enterprise Preferences > Libraries tab	Service Items Library Note: UD Price is used with Advanced SIM Library Mode.
UD Price 2	User Defined Price 2 Note: Price name is from Enterprise Preferences > Libraries tab	Service Items Library Note: UD Price is used with Advanced SIM Library Mode.
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
Chg Count	Charge Count	Calculated
RVU 1	RVU 1	Service Items Library
RVU Total 1	RVU 1 Total	Calculated (Charge Count x RVU 1)
RVU 2	RVU 2	Service Items Library
RVU Total 2	RVU 2 Total	Calculated (Charge Count x RVU 2)
RVU 3	RVU 3	Service Items Library
RVU Total 3	RVU 3 Total	Calculated (Charge Count x RVU 3)
RVU 4	RVU 4	Service Items Library
RVU Total 4	RVU 4 Total	Calculated (Charge Count x RVU 4)
RVU 5	RVU 5	Service Items Library
RVU Total 5	RVU 5 Total	Calculated (Charge Count x RVU 5)
RVU 6	RVU 6	Service Items Library
RVU Total 6	RVU 6 Total	Calculated (Charge Count x RVU 6)
RVU 7	RVU 7	Service Items Library
RVU Total 7	RVU 7 Total	Calculated (Charge Count x RVU 7)
RVU 8	RVU 8	Service Items Library
RVU Total 8	RVU 8 Total	Calculated (Charge Count x RVU 8)
Chg Amt	Charge Amount	Charge Posting
Adj Count	Adjustment Count	Calculated
Adj Amt	Adjustment Amount	Transaction Detail
Pay Count	Payment Count	Calculated
Pay Amt	Payment Amount	Transaction Detail
Ref Count	Refund Count	Calculated
Ref Amt	Refund Amount	Transaction Detail
Ded Amt	Deductible Amount	Transaction Detail
Out	Outsource Indicator	Encounter Maintenance
Out Dt	Outsource Date	Encounter Maintenance
Out Agency	Outsource Agency	Encounter Maintenance
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
Pat Prov UD1 - 12	Patient Provider User Defined 1 - 12 Fields Note: Patient Provider names are from Enterprise Preferences > Client Defined Tab	Patient Information > Providers
Mrkt Plan Name	Marketing Plane Name	Patient Chart
Mrkt Plan Type	Marketing Plan Type	Patient Chart
Mrkt Desc	Marketing Plan Description	Patient Chart
Mrkt Comments	Marketing Plan Comments	Patient Chart
Homeless Status	Homeless Status	Patient Information > UDS
Migrant Worker	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
School Based Hlth Care	School Based Health Care	Patient Information > UDS
Public Housing Primary	Public Housing Primary Care	Patient Information > UDS
Veteran Status	Veteran Status	Patient Information
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
Year	Year	YYYY
Month	Month	January - December
Mo/Yr	Month and Year	Jan YYYY - Dec YYYY
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.
Chg Ordering	Charge Ordering Provider	Charge Posting
Enc Ordering	Encounter Ordering Provider	Encounter Maintenance
CPT EOC	CPT Episode of Care	CPT4 Codes Master File
Diag 1 - 12 EOC	Diag 1 - 12 Episode of Care	ICDCM Codes Master File
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.
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:

Charge Create Date: Include charges with a Create Date within a date range.
Charge Process Date: Include charges with a Process Date within a date range.
Charge Service Date: Include charges with a Service Date within a date range.
Transaction Post Date: Include transactions with a Post Date within a date range.
Transaction Process Date: Include transactions with a Process Date within a date range.
Transaction Date: Include transactions with a Transaction Date within a date range.
Transaction Type: Include/exclude transactions by type. Select Encounter, Invoice, Account and/or Budget.
Unapplied Transactions: Include/exclude unapplied credits. Select either Exclude or Include All (default).
Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Include All (default).
In Progress: Include/exclude charges and transactions 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:

Department
Diagnosis Category
Diagnosis Codes
Diagnosis Subgrouping 1
Diagnosis Subgrouping 2
Financial Classes
Location Subgrouping 1
Location Subgrouping 2
Locations
Marketing Plan Type
Payer Subgrouping 1
Payer Subgrouping 2
Primary Payers
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'.

Transactions by Line Item Summary Report Columns

Filter 1

Additional Filters

Sorting

Totals

Recommendations

Transactions by Line Item Summary Report Columns

Change in Accounts Receivable by Line Item Report Columns

Change in Accounts Receivable by Line Item Report Columns

Change in Accounts Receivable by Encounter Report Columns

Change in Accounts Receivable by Encounter Report Columns

Transactions by Line Item Summary with Transaction Code Report Columns

Transactions by Line Item Summary Report Columns

Filter 1

Additional Filters

Sorting

Totals

Transactions by Line Item Summary Report Columns

Change in Accounts Receivable by Line Item Report Columns

Change in Accounts Receivable by Line Item Report Columns

Change in Accounts Receivable by Encounter Report Columns

Change in Accounts Receivable by Encounter Report Columns

Transactions by Line Item Summary with Transaction Code Report Columns