Unduplicated Patients 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 Unduplicated Patients report:

Column Name	Description	Data Populates From
Account Nbr	Account Number	Account Profile
Addr1	Line 1 of the patient mailing address.	Patient Information
Addr2	Line 2 of the patient mailing address.	Patient Information
Addtl Provider	Additional Provider Note: Field name is from Practice Preferences > Charge Entry.	Charge Posting
Admit Dt	Admit Date	Encounter Maintenance
Admit Tm	Admit Time	Encounter Maintenance
Admitting	Admitting Provider	Encounter Maintenance
Aft Care	Service Item After Care Days	Service Items Library
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
Alwd Amt	The amount allowed by the payer contract.	Contract Library
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
Attachment Indicator	Attachment Indicator
Bad Debt	The actual amount of bad debt carried by this patient displays in this column.	Financial tab in the Patient Chart
Base Unit	Unit associated with an Anesthesia SIM.	Service Items Library
Beg Time	The beginning time of the service.	Charge Posting
Billed Amount	The total amount billed to the payer for the encounter.	Financial tab in the Patient Chart
Birth Dt	Date of Birth	Patient Information
Blood Quantum	Blood Quantum	Patient Information
Bt Desc	The description entered for tracking the batch.	Batch Maintenance
Bt Dt	The date that the batch was created.	Batch Maintenance
Bt Nbr	Batch number	Batch Maintenance
Case Desc	Case Management Description	Encounter Maintenance
Case Emp	Case Management Employer	Encounter Maintenance
Case Nbr	Case Management Number	Encounter Maintenance
Case Sts	Case Management Status	Encounter Maintenance
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Chg Amt	This is the actual amount of the charge.	Charge Posting
Chg Referring	Charge Referring Provider	Charge Posting
City	Patient city of residence	Patient Information
Classification Beneficiary	Classification Beneficiary	Patient Information
Community Code	Community Code	Patient Information
Complaint	Encounter Complaint	Encounter Maintenance
Component	Service Item Component: Global, Professional, Technical	Service Items Library
Consent to Treat Date	Consent to Treat Date	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information
Count	Number of units for this encounter.	Charge Posting
County	Patient county of residence	Patient Information
CPT4	The CPT4 code attached to the charge.	Service Items Library
CPT4 Desc	The description of the CPT4 code.	Service Items Library
Created By	Created By	Modification Information
Crt Dt	Create Date	Modification Information
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.
Ded Amt	The deductible amount payable by the patient	Payers Master File
Department	Service Item Department	Service Items Library
Descendancy	Descendancy	Patient Information
Disch Dt	Discharge Date	Encounter Maintenance
Discharge Tm	Discharge Time	Encounter Maintenance
Dt of Svc	Date of Service	Charge Posting
Dtl E/I/A/B	Details for: Encounter Invoice Account Budget	Transaction Detail
E/I/A/B	Encounter Invoice Account Budget	Transaction Detail
Employer Desc	A description of the patient employer	Patient Information
Enc Homeless Status	Encounter Homeless Status	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 County	Referring Provider County	Providers Master File
Enc Referring State	Referring Provider State	Providers Master File
Enc Referring Zip	Referring Provider Zip Code	Providers Master File
Enc Rendering	Encounter Rendering Provider	Encounter Maintenance
End Dt of Svc	End Date of Service	Charge Posting
End Time	End Time	Charge Posting
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
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.
Facility	Facility	Encounter Maintenance
Fin Class	Financial Class	Payers Master File
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
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 Encounter	Group Encounter Indicator	Group Appointment Displays Y or N
Guar Relationship	The relationship of the Guarantor to the patient.	Modify Guardian Information
Hm Phone	Patient home phone number	Patient Information
Homeless Status	Homeless Status	Patient Information
IHS Eligibility Status	IHS Eligibility Status	Patient Information
Insured Name	Insured Name	Patient Information
Inv Desc 1	On the Charge Posting window, the Invoice Description field is a user-defined text field. You can enter any text to describe this invoice.	Charge Posting
Inv Desc 2	On the Charge Posting window, the Invoice Description field is a user-defined text field. You can enter any text to describe this invoice.	Charge Posting
Language Barrier	Language Barrier	Patient Information
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
Loc Addr 1	Location Line 1 of mailing address	Locations Master
Loc Addr 2	Location Line 2 of mailing address	Locations Master
Loc City	Location mailing address city	Locations Master
Loc Name	Location Name	Encounter Maintenance
Loc Phone	Location phone number	Locations Master
Loc State	Location mailing address state	Locations Master
Loc Zip	Location mailing Zip code	Locations Master
Location SubGrp 1	Location Subgrouping1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Location SubGrp 2	Location Subgrouping2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Md Rc	Medical Record Number	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
Modality	Service Item Modality	Service Items Library
Modified By	Last Modified By	Modification Information
Modified Dt	Last Modified Date	Modification Information
Name	Name of patient	Patient Information
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
Notes	Displays whether there are any notes attached to the patient's chart.	Notes tab on the Patient Chart
Occur Code	Occurrence Code	Encounter Maintenance > UB > Occurrence Codes Sub-Tab
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
Out	Whether this patient balance is out for collections or not.	Patient Chart
Out Agency	The name of the collection agency.	Patient Chart
Out Date	The date that this patient balance was sent to the collection agency.	Patient Chart
Ovr	Displays whether the process date was overridden.	Transaction Detail
Ovr Proc Dt	Override Process Date	Charge Posting
Pat Age	Patient Age	Patient Information
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 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	The name of the patient payer.	Payers Master File
Per Nbr	Person Number	Patient Information
Place of Service	The actual location the service was rendered.	Encounter Maintenance
Place of Service Code	The code for the service location.	Locations Master
Post Date	Date the charges from that date posted	Transaction Detail
Prac Name	Practice Name	The practice associated with the patient's encounter
Pat Prov UD 1 - 12	Patient Provider User Defined 1 - 12 Fields Note: Patient Provider names are from Practice Preferences > Providers.	Patient Information > Providers
Preferred Pronoun	Preferred Gender Pronoun	Patient Information
Prim Dental Prov Name	Primary Dental Provider Name	Encounter Maintenance
Prim Enc Rate Amt	Primary Encounter Rate Amount	Encounter Maintenance
Prim Enc Rate Bill Status	Primary Encounter Rate Billing Status	Encounter Maintenance
Prim Enc Rate SIM	Primary Encounter Rate Service Item	Encounter Maintenance
Primary Ins Grp #	Primary insurance group number	Insurance Maintenance
Primary Ins Name	The primary insurance company name	Insurance Maintenance
Primary Ins Subscr Relationship	Primary insurance subscriber's relationship to the patient	Insurance Maintenance
Primary Ins Subscriber Name	Primary insurance subscriber name; the person the policy is listed under	Insurance Maintenance
Primary Med Cov	Primary medical Coverage	Patient Information
Primary Pol #	Primary insurance policy number	Insurance Maintenance
Proc Date	Process Date	Charge Posting
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.
Referring UPIN#	Referring Unique Provider ID Number	Provider Master
Remarks	Encounter Description	Encounter Maintenance
Rendering	Rendering Provider	Chart Details sub tab of the Patient Information tab of the Patient Chart
Rental Ind	Rental Indicator	Encounter Maintenance
Rsn Cds	Reason Codes	Reason Code Library
RV Code	Service Item Revenue Code	Service Items Library
RV Desc	Revenue Description	Service Items Library
School Based Hlth Care	School Based Health Care	Patient Information
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	Encounter Maintenance
Sec Enc Rate SIM	Secondary Encounter Rate Service Item	Encounter Maintenance
Sec Payer	Secondary Payer Name	Payers Master File
Second Ins Grp #	Secondary insurance's group number	Insurance Maintenance
Second Ins Grp Name	Secondary insurance's group name	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
Second Pol #	Secondary insurance policy number	Insurance Maintenance
Sect Name	Section Name	Accounts Receivable or Bad Debt
Self Less Bad Debt	Amount billed to patient, less any bad debt amount.	Financial tab in the Patient Chart
Service Auth #	The authorization code from the insurance company for approved services.	Encounter Maintenance
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
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.
Source	This is an adjustment source pulling from either: Account Budget Encounter Invoice	Payment Entry
Src Type	Source Type This can be one of the following: Encounter Invoice Account Budget	Encounter or Invoice
SSN #	Social Security Number	Patient Information
State	The patient state of residence.	Patient Information
Status	The status of the encounter's charges.	Claim Request Lookup
Supervisor	Supervising Provider	Encounter Maintenance
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.	Service Items Library
Sv It Desc	The is a description of the Service Item.	Service Items Library
Sv Type	Service Type	Encounter Maintenance
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
Tert Payer	Tertiary Payer Name	Payers Master File
Tot Time	The total amount of time the patient spent at the practice, from check-in to check-out.	Charge Posting
Track Desc	The description entered for tracking the batch.	Batch Maintenance
Tran Cd	Transaction Code	Batch Maintenance
Tran Date	Transaction Date	Batch Maintenance
Tran Status	The status of the transaction	Batch Maintenance
Tribal Affiliation	Tribal Affiliation	Patient Information
Type Desc	Type of Activity Description	Encounter Maintenance
Type of Service	In patient Out patient Office visit	Encounter Maintenance
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
Value Code	Value Code	Encounter Maintenance > UB > Value Codes Sub-Tab
Veteran Status	Veteran Status	Patient Information
Void	This indicates whether this encounter and all its charges were voided or not.	Encounter Maintenance
Zip	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'.

Unduplicated Patients Report Columns

The following columns are available on the Unduplicated Patients report:

Column Name	Description	Data Populates From
Account Nbr	Account Number	Account Profile
Addr1	Line 1 of the patient mailing address.	Patient Information
Addr2	Line 2 of the patient mailing address.	Patient Information
Addtl Provider	Additional Provider Note: Field name is from Practice Preferences > Charge Entry.	Charge Posting
Admit Dt	Admit Date	Encounter Maintenance
Admit Tm	Admit Time	Encounter Maintenance
Admitting	Admitting Provider	Encounter Maintenance
Aft Care	Service Item After Care Days	Service Items Library
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
Alwd Amt	The amount allowed by the payer contract.	Contract Library
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
Attachment Indicator	Attachment Indicator
Bad Debt	The actual amount of bad debt carried by this patient displays in this column.	Financial tab in the Patient Chart
Base Unit	Unit associated with an Anesthesia SIM.	Service Items Library
Beg Time	The beginning time of the service.	Charge Posting
Billed Amount	The total amount billed to the payer for the encounter.	Financial tab in the Patient Chart
Birth Dt	Date of Birth	Patient Information
Blood Quantum	Blood Quantum	Patient Information
Bt Desc	The description entered for tracking the batch.	Batch Maintenance
Bt Dt	The date that the batch was created.	Batch Maintenance
Bt Nbr	Batch number	Batch Maintenance
Case Desc	Case Management Description	Encounter Maintenance
Case Emp	Case Management Employer	Encounter Maintenance
Case Nbr	Case Management Number	Encounter Maintenance
Case Sts	Case Management Status	Encounter Maintenance
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Chg Amt	This is the actual amount of the charge.	Charge Posting
Chg Referring	Charge Referring Provider	Charge Posting
City	Patient city of residence	Patient Information
Classification Beneficiary	Classification Beneficiary	Patient Information
Community Code	Community Code	Patient Information
Complaint	Encounter Complaint	Encounter Maintenance
Component	Service Item Component: Global, Professional, Technical	Service Items Library
Consent to Treat Date	Consent to Treat Date	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information
Count	Number of units for this encounter.	Charge Posting
County	Patient county of residence	Patient Information
CPT4	The CPT4 code attached to the charge.	Service Items Library
CPT4 Desc	The description of the CPT4 code.	Service Items Library
Created By	Created By	Modification Information
Crt Dt	Create Date	Modification Information
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.
Ded Amt	The deductible amount payable by the patient	Payers Master File
Department	Service Item Department	Service Items Library
Descendancy	Descendancy	Patient Information
Disch Dt	Discharge Date	Encounter Maintenance
Discharge Tm	Discharge Time	Encounter Maintenance
Dt of Svc	Date of Service	Charge Posting
Dtl E/I/A/B	Details for: Encounter Invoice Account Budget	Transaction Detail
E/I/A/B	Encounter Invoice Account Budget	Transaction Detail
Employer Desc	A description of the patient employer	Patient Information
Enc Homeless Status	Encounter Homeless Status	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 County	Referring Provider County	Providers Master File
Enc Referring State	Referring Provider State	Providers Master File
Enc Referring Zip	Referring Provider Zip Code	Providers Master File
Enc Rendering	Encounter Rendering Provider	Encounter Maintenance
End Dt of Svc	End Date of Service	Charge Posting
End Time	End Time	Charge Posting
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
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.
Facility	Facility	Encounter Maintenance
Fin Class	Financial Class	Payers Master File
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
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 Encounter	Group Encounter Indicator	Group Appointment Displays Y or N
Guar Relationship	The relationship of the Guarantor to the patient.	Modify Guardian Information
Hm Phone	Patient home phone number	Patient Information
Homeless Status	Homeless Status	Patient Information
IHS Eligibility Status	IHS Eligibility Status	Patient Information
Insured Name	Insured Name	Patient Information
Inv Desc 1	On the Charge Posting window, the Invoice Description field is a user-defined text field. You can enter any text to describe this invoice.	Charge Posting
Inv Desc 2	On the Charge Posting window, the Invoice Description field is a user-defined text field. You can enter any text to describe this invoice.	Charge Posting
Language Barrier	Language Barrier	Patient Information
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
Loc Addr 1	Location Line 1 of mailing address	Locations Master
Loc Addr 2	Location Line 2 of mailing address	Locations Master
Loc City	Location mailing address city	Locations Master
Loc Name	Location Name	Encounter Maintenance
Loc Phone	Location phone number	Locations Master
Loc State	Location mailing address state	Locations Master
Loc Zip	Location mailing Zip code	Locations Master
Location SubGrp 1	Location Subgrouping1 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Location SubGrp 2	Location Subgrouping2 Note: Subgrouping name is from Enterprise Preferences > General Tab.	Locations Master File
Md Rc	Medical Record Number	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
Modality	Service Item Modality	Service Items Library
Modified By	Last Modified By	Modification Information
Modified Dt	Last Modified Date	Modification Information
Name	Name of patient	Patient Information
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
Notes	Displays whether there are any notes attached to the patient's chart.	Notes tab on the Patient Chart
Occur Code	Occurrence Code	Encounter Maintenance > UB > Occurrence Codes Sub-Tab
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
Out	Whether this patient balance is out for collections or not.	Patient Chart
Out Agency	The name of the collection agency.	Patient Chart
Out Date	The date that this patient balance was sent to the collection agency.	Patient Chart
Ovr	Displays whether the process date was overridden.	Transaction Detail
Ovr Proc Dt	Override Process Date	Charge Posting
Pat Age	Patient Age	Patient Information
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 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	The name of the patient payer.	Payers Master File
Per Nbr	Person Number	Patient Information
Place of Service	The actual location the service was rendered.	Encounter Maintenance
Place of Service Code	The code for the service location.	Locations Master
Post Date	Date the charges from that date posted	Transaction Detail
Prac Name	Practice Name	The practice associated with the patient's encounter
Pat Prov UD 1 - 12	Patient Provider User Defined 1 - 12 Fields Note: Patient Provider names are from Practice Preferences > Providers.	Patient Information > Providers
Preferred Pronoun	Preferred Gender Pronoun	Patient Information
Prim Dental Prov Name	Primary Dental Provider Name	Encounter Maintenance
Prim Enc Rate Amt	Primary Encounter Rate Amount	Encounter Maintenance
Prim Enc Rate Bill Status	Primary Encounter Rate Billing Status	Encounter Maintenance
Prim Enc Rate SIM	Primary Encounter Rate Service Item	Encounter Maintenance
Primary Ins Grp #	Primary insurance group number	Insurance Maintenance
Primary Ins Name	The primary insurance company name	Insurance Maintenance
Primary Ins Subscr Relationship	Primary insurance subscriber's relationship to the patient	Insurance Maintenance
Primary Ins Subscriber Name	Primary insurance subscriber name; the person the policy is listed under	Insurance Maintenance
Primary Med Cov	Primary medical Coverage	Patient Information
Primary Pol #	Primary insurance policy number	Insurance Maintenance
Proc Date	Process Date	Charge Posting
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.
Referring UPIN#	Referring Unique Provider ID Number	Provider Master
Remarks	Encounter Description	Encounter Maintenance
Rendering	Rendering Provider	Chart Details sub tab of the Patient Information tab of the Patient Chart
Rental Ind	Rental Indicator	Encounter Maintenance
Rsn Cds	Reason Codes	Reason Code Library
RV Code	Service Item Revenue Code	Service Items Library
RV Desc	Revenue Description	Service Items Library
School Based Hlth Care	School Based Health Care	Patient Information
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	Encounter Maintenance
Sec Enc Rate SIM	Secondary Encounter Rate Service Item	Encounter Maintenance
Sec Payer	Secondary Payer Name	Payers Master File
Second Ins Grp #	Secondary insurance's group number	Insurance Maintenance
Second Ins Grp Name	Secondary insurance's group name	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
Second Pol #	Secondary insurance policy number	Insurance Maintenance
Sect Name	Section Name	Accounts Receivable or Bad Debt
Self Less Bad Debt	Amount billed to patient, less any bad debt amount.	Financial tab in the Patient Chart
Service Auth #	The authorization code from the insurance company for approved services.	Encounter Maintenance
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
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.
Source	This is an adjustment source pulling from either: Account Budget Encounter Invoice	Payment Entry
Src Type	Source Type This can be one of the following: Encounter Invoice Account Budget	Encounter or Invoice
SSN #	Social Security Number	Patient Information
State	The patient state of residence.	Patient Information
Status	The status of the encounter's charges.	Claim Request Lookup
Supervisor	Supervising Provider	Encounter Maintenance
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.	Service Items Library
Sv It Desc	The is a description of the Service Item.	Service Items Library
Sv Type	Service Type	Encounter Maintenance
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
Tert Payer	Tertiary Payer Name	Payers Master File
Tot Time	The total amount of time the patient spent at the practice, from check-in to check-out.	Charge Posting
Track Desc	The description entered for tracking the batch.	Batch Maintenance
Tran Cd	Transaction Code	Batch Maintenance
Tran Date	Transaction Date	Batch Maintenance
Tran Status	The status of the transaction	Batch Maintenance
Tribal Affiliation	Tribal Affiliation	Patient Information
Type Desc	Type of Activity Description	Encounter Maintenance
Type of Service	In patient Out patient Office visit	Encounter Maintenance
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
Value Code	Value Code	Encounter Maintenance > UB > Value Codes Sub-Tab
Veteran Status	Veteran Status	Patient Information
Void	This indicates whether this encounter and all its charges were voided or not.	Encounter Maintenance
Zip	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'.

Unduplicated Patients Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Sliding Fee Patient Report Columns

Billed Encounters Report Columns

Daily Charges By Current User Report Columns

Daily Charges Report Columns

Insurance Aging Analysis Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns

Unduplicated Patients Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Sliding Fee Patient Report Columns

Billed Encounters Report Columns

Daily Charges By Current User Report Columns

Daily Charges Report Columns

Insurance Aging Analysis Report Columns

Service Item Summary - Extended Amount and Transactions Report Columns