UnBilled Encounters Report Columns

The following columns are available on the UnBilled Encounters report:

Column Name	Description	Data Populates From
Enc UD 1 - 4	Encounter User Defined 1 - 4 Fields Note: User defined names are from Practice Preferences > Encounters.	Encounter Maintenance > General tab
Enc Spec UD 1 - 50	Encounter Specific 1 - 50 Fields Note: User defined names are from Practice Preferences > Encounters.	Encounter Maintenance > Encounter Specifics tab
Enc Bill & Collect UD 1 - 4	Encounter Billing/Collections 1 - 4 Fields Note: User defined names are from Practice Preferences > Encounters.	Encounter Maintenance > Billing & Collections tab
Acc Occur Cd	Accident Occurrence Code	Encounter Maintenance
Acc Occur St	Accident Occurrence State	Encounter Maintenance
Addr1	Line 1 of patient mailing address	Patient Information
Addr2	Line 2 of patient mailing address	Patient Information
Admit Dt	Admit Date	Encounter Maintenance
Admit Tm	Admit Time	Encounter Maintenance
Admitting	Admitting Provider	Encounter Maintenance
Attachment Indicator	Attachment Indicator	Encounter Maintenance > Claims > Attachments
Auth Cd	Authorization Code	Insurance Authorization
Bad Debt Dt	Date that the balance was converted to Bad Debt status.	Patient Chart
Blood Quantum	Blood Quantum	Patient Information
Case Desc	Case Management Description	Case Management > General
Case Eff Date	Case Effective Date	Case Management > General
Case Emp	Case Management Employer	Case Management > Financial
Case Exp Date	Case Expiration Date	Case Management > General
Case Nbr	Case Management Number	Case Management > General
Case Sts	Case Management Status	Case Management > General
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Chckout Dt	Check-out Date	Encounter Maintenance
Chg Amt	Charge Amount	Charge Posting
Chg Count	Charge Count	Charge Posting
Chkin Dt	Check-in Date	Encounter Maintenance
City	Patient city mailing address	Patient Information
Classification Beneficiary	Classification Beneficiary	Patient Information
Col Agency	Collection Agency	Patient Chart
Community Code	Community Code	Patient Information
Consent to Treat Date	Consent to Treat Date	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information
Contracted Ind	Contracted Payer Indicator	Payers Master File
Copay Amt	Co-pay amount as indicated by the payer contract.	Insurance Maintenance
Copay Perc	Co-pay percentage	Insurance Maintenance
County	Patient county of residence	Patient Information
Created By	Created By	Modification Information
Crt Dt	Create Date	Modification Information
Ctrl Nbr 10	Control Number 10	Transaction Code Master List
Ctrl Nbr 2	Control Number 2	Transaction Code Master List
Ctrl Nbr 3	Control Number 3	Transaction Code Master List
Ctrl Nbr 4	Control Number 4	Transaction Code Master List
Ctrl Nbr 5	Control Number 5	Transaction Code Master List
Ctrl Nbr 6	Control Number 6	Transaction Code Master List
Ctrl Nbr 7	Control Number 7	Transaction Code Master List
Ctrl Nbr 8	Control Number 8	Transaction Code Master List
Ctrl Nbr 9	Control Number 9	Transaction Code Master List
Current Gender	Current Gender	Patient Information
Date Last Seen	Date the patient was last seen	The General tab on the Encounter Maintenance window
Delay Rsn Cd	Reason for the Collections Letter delay	The Claims tab on the Encounter Maintenance window
Demo Proj ID	Demonstration Project ID	Encounter Maintenance (Claims > Demonstration Project ID field)
Disch Date	Discharge Date	Encounter Maintenance
Discharge Tm	Discharge Time	Encounter Maintenance
Enc Age	Encounter Age	Calculated (Current Date - Create Date)
Enc Dt	Encounter Date	Encounter Maintenance
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Enc Ordering	Encounter Ordering Provider	Encounter Maintenance
Enc Referring	Encounter Referring Provider	Encounter Maintenance
Encounter	Encounter Number	Encounter Maintenance
EPSDT Ref Cd	EPSDT Referral Code	Encounter Maintenance > Claims tab
EPSDT Ref Cond Cd	EPSDT Referral Condition Code	Encounter Maintenance > Claims tab
Ethnicity	Ethnicity	Patient Information Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
ETime	Elapsed Time	Encounter Maintenance
Facility	Facility	Encounter Maintenance
Fin Class	Financial Class	Payers Master File
FQHC	Federally Qualifying Health Claim	Encounter Maintenance
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
FQHC Update Dt	Federally Qualifying Health Claim update date	Encounter Maintenance
Fst Consult	First Consulting	Encounter Maintenance
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.
Group #	Insurance group number	Encounter Maintenance
Group Encounter	Group Encounter Indicator	Group Appointment Displays Y or N
Group Name	Insurance group name	Encounter Maintenance
Guar Name	Guarantor's name	Patient Information
Hearing VSN Rx Date	Hearing/Vision Prescription Date	In NextGen® Optical Management select on Order > Encounter Maintenance
Hold Dt	Do not send Collections Letter until this date	Encounter Maintenance > Billing & Collections tab
Homeless Status	Homeless Status	Patient Information
IHS Eligibility Status	IHS Eligibility Status	Patient Information
Incident-to-Enc	Incident-To Encounter Billing	The General tab on the Encounter Maintenance window
Language Barrier	Language Barrier	Patient Information
Loc Name	Service 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
Lst Bill Dt	Last Bill Date	Encounter Maintenance
Lst Stmt Dt	Date that the last statement was sent to patient.	Patient Chart
Migrant Worker Status	Migrant Worker Status	Patient Information
Mrkt Desc	Marketing Plan Description	Encounter Maintenance
Mrkt Plan Name	Marketing Plan Name	Encounter Maintenance
Mrkt Plan Type	Marketing Plan Type	Encounter Maintenance
Mod Dt	Last Modified Date	Modification Information
Modified By	Last Modified By	Modification Information
Not Asnd Prov Elec Ind	NonPar Provider Authorized to send electronic claim	In NextGen® Optical Management select Order > Encounter Maintenance
Onset Dt	Date that the illness or ailment began.	Encounter Maintenance
Onset Tm	Time that the illness or ailment began.	Encounter Maintenance
Pat Age in Months	Patient Age in Months	Patient Information
Pat Age in Months (DOS)	Patient Age in Months on the Date of Service	Patient Information
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Years (DOS)	Patient Age in Years on the Date of Service	Patient Information
Pat Name	Patient Name	Patient Information
Pat Pay Amt	Patient payment amount	Encounter Maintenance
Pat Pay Amt on DOS	Patient Payment made on the date of service	Encounter Maintenance
Pat Sts	Patient Status	Patient Information
Pat Sts Rsn	Patient Status Reason	Patient Information
Pat Type	Patient Type	Encounter Maintenance
Patient Group	Patient Group Name	Name of the Patient Group linked to a group appointment Note: The group name displays only when the Group Encounter column displays Y.
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.	Add/Modify Payer Information
Per Nbr	Person Number	Patient Information
Plan #	Insurance plan number	Encounter Maintenance
Policy #	Insurance policy number	Encounter Maintenance
Prac Name	Practice Name	Practice associated with the patient's encounter
Pre List	Whether the encounter has been pre-listed.	Patient Chart
Pre List Dt	The date that the encounter was pre-listed.	Patient Chart
Preferred Pronoun	Patient Gender Pronoun	Patient Information In the Enterprise Preferences window, if this field is selected as Protected Content, then you must have the applicable security access rights to view the data in this field.
Prim Case CSC Prog	Case Primary CSC Program	Case Management > Financial > Primary Payer CSC Program
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information
Prim Enc Rate Amt	Primary Encounter Rate Amount	Encounter Maintenance
Prim Enc Rate Bill Status	Primary Encounter Rate Billing Status	The Billing & Collections tab on the Encounter Maintenance window
Prim Enc Rate SIM	Primary Encounter Rate Service Item	Encounter Maintenance
Primary Med Cov	Primary Medical Coverage	Patient Information
Prog Name	Program Name	Patient Chart > Patient Information > Programs Note: Enable Programs must be selected in Practice Preferences and a program must be selected on Encounter Maintenance > General tab.
Prog Desc	Program Description	Patient Chart > Patient Information > Programs
Prog Prim Prov	Program Primary Provider	Patient Chart > Patient Information > Programs tab
Prog Enroll Dt	Program Enrollment Date	Patient Chart > Patient Information > Programs tab
Prog Disch Dt	Program Discharge Date	Patient Chart > Patient Information > Programs tab
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
Public Housing Primary	Public Housing Primary Care	Patient Information
Race	Race	Patient Information Note: Multiple entries are separated by commas.
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Referral Nbr	Referral Number	Patient Chart
Reinstate Dt	Reinstatement Date	Patient Chart
Rendering	Rendering Provider	Charge Posting
Rental Ind	Rental Indicator	Encounter Maintenance
Rpt Trans Cd 10	Report Transaction Code 10	Transaction Code Master List
Rpt Trans Cd 2	Report Transaction Code 2	Transaction Code Master List
Rpt Trans Cd 3	Report Transaction Code 3	Transaction Code Master List
Rpt Trans Cd 4	Report Transaction Code 4	Transaction Code Master List
Rpt Trans Cd 5	Report Transaction Code 5	Transaction Code Master List
Rpt Trans Cd 6	Report Transaction Code 6	Transaction Code Master List
Rpt Trans Cd 7	Report Transaction Code 7	Transaction Code Master List
Rpt Trans Cd 8	Report Transaction Code 8	Transaction Code Master List
Rpt Trans Cd 9	Report Transaction Code 9	Transaction Code Master List
Rpt Type 10	Report Type 10	Transaction Code Master List
Rpt Type 2	Report Type 2	Transaction Code Master List
Rpt Type 3	Report Type 3	Transaction Code Master List
Rpt Type 4	Report Type 4	Transaction Code Master List
Rpt Type 5	Report Type 5	Transaction Code Master List
Rpt Type 6	Report Type 6	Transaction Code Master List
Rpt Type 7	Report Type 7	Transaction Code Master List
Rpt Type 8	Report Type 8	Transaction Code Master List
Rpt Type 9	Report Type 9	Transaction Code Master List
School Based Hlth Care	School Based Health Care	Patient Information
Sec Case CSC Prog	Case Secondary CSC Program	Case Management > Financial > Secondary Payer CSC Program
Sec Consult	Second Consulting	Encounter Maintenance
Sec Enc Rate Amt	Secondary Encounter Rate Amount	Encounter Maintenance
Sec Enc Rate Bill Status	Secondary Encounter Rate Billing Status	The Billing & Collections tab on the Encounter Maintenance window
Sec Enc Rate SIM	Secondary Encounter Rate Service Item	Encounter Maintenance
Sect Name	Section Name	Accounts Receivable or Bad Debt
Sensitive Enc	Sensitive Encounter Indicator	The Patient History tab of the History toolbar in NextGen® Enterprise EHR.
Sex	Sex at Birth	Patient Information
Sexual Orientation	Patient Sexual Orientation	Patient Information
Spec Prog	Special Program	The Claims tab on the Encounter Maintenance window
SSN	Social Security Number	Patient Information
State	Patient state mailing address	Patient Information
Status	Status of the Encounter – Long Description	The Encounters tab on the patient chart
Stmt	Statement	Patient Chart
Supervisor	Supervising Provider	Encounter Maintenance
Svc Auth Exc	Service Authorization Exception code	Encounter Maintenance
Sv Type	Service Type	Encounter Maintenance
Task Cnt	Task Count	Worklog Manager
Ter Case CSC Prog	Case Tertiary CSC Program	Case Management > Financial > Tertiary Payer CSC Program
Ter Enc Rate Amt	Tertiary Encounter Rate Amount	Encounter Maintenance
Ter Enc Rate Bill Status	Tertiary Encounter Rate Billing Status	Encounter Maintenance
Ter Enc Rate SIM	Tertiary Encounter Rate Service Item	Encounter Maintenance
Third Party Pay Amt	Third-party payment amount	Encounter Maintenance
Total Pay Amt	Total Encounter payments. The sum of the Third Party Pay Amt and the Pat Pay Amt columns.	Encounter Maintenance
Tribal Affiliation	Tribal Affiliation	Patient Information
UB Adm Src	Admission Source	Encounter Maintenance > UB tab
UB Bill Class	Billing Class	Encounter Maintenance > UB tab
UB Bill Freq	Billing Frequency	Encounter Maintenance > UB tab
UB Fac Type	Facility Type	Encounter Maintenance > UB tab
UB Hold Date	UB Hold Date	Encounter Maintenance > UB tab
UB Cond Cd 24 - 30	Condition Codes	Encounter Maintenance > UB > Condition Codes tab
UB OC 32a - 35a 32b - 35b	Occurrence Codes	Encounter Maintenance > UB > Occurrence Codes tab
UB OC Dt 32a - 35a 32b - 35b	Occurrence Code Dates	Encounter Maintenance > UB > Occurrence Codes tab
UB VC 39a - 41a 39b - 41b 39c - 41c 39d - 41d	Value Codes	Encounter Maintenance > UB > Value Codes tab
UB VC Amt 39a - 41a 39b - 41b 39c - 41c 39d - 41d	Value Code Amounts	Encounter Maintenance > UB > Value Codes 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
Veteran Status	Veteran Status	Patient Information
VSN Cnd Code Ind	Vision Condition Code Indicator	Transaction Code Master List
VSN Cnd Code Ind 2	Vision Condition Code Indicator 2	Transaction Code Master List
VSN Cnd Code Ind 3	Vision Condition Code Indicator 3	Transaction Code Master List
VSN Code Cat	Vision Code Category	Transaction Code Master List
VSN Code Cat 2	Vision Code Category 2	Transaction Code Master List
VSN Code Cat 3	Vision Code Category 3	Transaction Code Master List
Zip	Patient Zip code	Patient Information

Filter 1

Use parameters to filter data on the report:

Encounter Date: Include encounters within a date range.
Hold Date: Include Unbilled and Rebill encounters that have a Hold Until Date within a date range.
Case: Include/exclude encounters linked to a case. Select either Only, Exclude, or Include All (default).
Encounter Status: Include/exclude encounters by status. Select Bad Debt, Billed, History, Rebill and/or Unbilled (default).
In Progress: Include/exclude In Progress encounters. Select either Only, Exclude (default), or Include All
Encounter Age: Include encounters within an age range in days (Current Date - Create Date = Encounter Age).
Qualifying Encounters: Include/exclude encounters flagged as Qualifying for CHC. Select either Only, Exclude, or Include All (default).

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
Location Subgrouping 1
Location Subgrouping 2
Locations
Marketing Plan Type
Migrant Worker Status
Patient Types
Payer Subgrouping 1
Payer Subgrouping 2
Payers
Primary Medical Coverage
Provider Subgrouping 1
Provider Subgrouping 2
Public Housing Primary Care
Race
Referring Providers
Rendering Providers
School Based Health Care
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'.

UnBilled Encounters Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

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