Budget Plans Reports Columns

The following columns are available on the General Budget Plans report, the Pre-Listed Plans report, and the Re-Establish Plans report:

Column Name	Description	Data Populates From
# Pmt	Number of Payments	Account Profile > Budget Tab
Acct Nbr	Account Number	Account Profile
Addr 1	Address 1	Guarantor Information
Addr 2	Address 2	Guarantor Information
Bdg Cycle Desc	Budget Cycle Description	Account Profile > Budget Tab
Nxt Pmt Due Dt	Budget Next Payment Due Date	Account Profile > Budget Tab
Bdg Pmt Amt	Budget Payment Amount	Account Profile > Budget Tab
Bdg Rem Amt	Budget Remaining Amount	Account Profile > Budget Tab
Bdg Cr Dt	Budget Create Date	Account Profile > Budget Tab
Bdg Type Desc	Budget Type Description	Account Profile > Budget Tab
Beg Bdg Amt	Beginning Budget Amount	Account Profile > Budget Tab
Birth Dt	Birth Date	Guarantor Information
Blood Quantum	Blood Quantum	Guarantor Information > UDS
City, State Zip	City, State Zip	Guarantor Information
Classification/Beneficiary	Classification/Beneficiary	Guarantor Information > UDS
Community Code	Community Code	Guarantor Information
Consent To Treat Date	Consent To Treat Date	Guarantor Information > UDS
Consent To Treat Ind	Consent To Treat Indicator	Guarantor Information > UDS
Country	Country	Guarantor Information
County	County	Guarantor Information
Created By	Created By	Account Profile > Budget Tab
Crt Dt	Create Date	Account Profile > Budget Tab
Day Phone	Day Phone	Guarantor Information
Delinq Dt	Delinquent Date	Account Profile > Budget Tab
Descendancy	Descendancy	Guarantor Information > UDS
Email Addr	Email Address	Guarantor Information
Emp Cont	Employer Contact	Employer Maintenance
Emp Ext	Employer Contact Phone Extension	Employer Maintenance
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Ethnicity	Ethnicity	Guarantor Information Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
Guar Name	Guarantor Name	Guarantor Information
Hm Phone	Home Phone	Guarantor Information
Homeless Status	Homeless Status	Guarantor Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Guarantor Information > UDS
Language Barrier	Language Barrier	Guarantor Information > UDS
Lst Bdg Let	Last Budget Letter	Account Profile > Budget Tab
Migrant Worker	Migrant Worker Status	Guarantor Information > UDS
Mod Dt	Last Modified Date	Account Profile > Budget Tab
Modified By	Last Modified By	Account Profile > Budget Tab
Pat Age	Patient Age	Patient Information
Per Nbr	Person Number	Guarantor Information
Prac Name	Practice Name	The Practice associated with the account's budget plan
Pref Language	Preferred Language	Guarantor Information
Corr Language	Correspondence Language	Patient Information
Pre-List Dt	Pre-List Date	Account Profile > Budget Tab
Prim Dental Prov Name	Primary Dental Provider Name	Guarantor Information
Primary Medical	Primary Medical Coverage	Guarantor Information > UDS
Process Dt	Process Date	Account Profile > Budget Tab
Public Housing Primary	Public Housing Primary Care	Guarantor Information > UDS
Race	Race	Guarantor Information Note: Multiple entries are separated by commas.
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Restblsh Flag Dt	Re-Establish Flag Date	Account Profile > Budget Tab Note: This column is available on the Re-Establish Plans report only.
School Based Hlth Care	School Based Health Care	Guarantor Information > UDS
Sex	Sex at Birth	Guarantor Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Guarantor Information
SSN	Social Security Number	Guarantor Information
Term Dt	Termination Date	Account Profile > Budget Tab
Tribal Affiliation	Tribal Affiliation	Guarantor Information > UDS
Veteran Status	Veteran Status	Guarantor Information > UDS

Filter 1

Use parameters to filter data on the report:

Create Date: Include accounts where the budget plan was created within a date range.

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: 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'.

Budget Plans Reports Columns

The following columns are available on the General Budget Plans report, the Pre-Listed Plans report, and the Re-Establish Plans report:

Column Name	Description	Data Populates From
# Pmt	Number of Payments	Account Profile > Budget Tab
Acct Nbr	Account Number	Account Profile
Addr 1	Address 1	Guarantor Information
Addr 2	Address 2	Guarantor Information
Bdg Cycle Desc	Budget Cycle Description	Account Profile > Budget Tab
Nxt Pmt Due Dt	Budget Next Payment Due Date	Account Profile > Budget Tab
Bdg Pmt Amt	Budget Payment Amount	Account Profile > Budget Tab
Bdg Rem Amt	Budget Remaining Amount	Account Profile > Budget Tab
Bdg Cr Dt	Budget Create Date	Account Profile > Budget Tab
Bdg Type Desc	Budget Type Description	Account Profile > Budget Tab
Beg Bdg Amt	Beginning Budget Amount	Account Profile > Budget Tab
Birth Dt	Birth Date	Guarantor Information
Blood Quantum	Blood Quantum	Guarantor Information > UDS
City, State Zip	City, State Zip	Guarantor Information
Classification/Beneficiary	Classification/Beneficiary	Guarantor Information > UDS
Community Code	Community Code	Guarantor Information
Consent To Treat Date	Consent To Treat Date	Guarantor Information > UDS
Consent To Treat Ind	Consent To Treat Indicator	Guarantor Information > UDS
Country	Country	Guarantor Information
County	County	Guarantor Information
Created By	Created By	Account Profile > Budget Tab
Crt Dt	Create Date	Account Profile > Budget Tab
Day Phone	Day Phone	Guarantor Information
Delinq Dt	Delinquent Date	Account Profile > Budget Tab
Descendancy	Descendancy	Guarantor Information > UDS
Email Addr	Email Address	Guarantor Information
Emp Cont	Employer Contact	Employer Maintenance
Emp Ext	Employer Contact Phone Extension	Employer Maintenance
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Ethnicity	Ethnicity	Guarantor Information Note: Multiple entries are separated by commas.
Ethnicity Category	Ethnicity Category	Ethnicity Category Mapping Master File Note: Multiple entries are separated by commas.
Guar Name	Guarantor Name	Guarantor Information
Hm Phone	Home Phone	Guarantor Information
Homeless Status	Homeless Status	Guarantor Information > UDS
IHS Eligibility Status	IHS Eligibility Status	Guarantor Information > UDS
Language Barrier	Language Barrier	Guarantor Information > UDS
Lst Bdg Let	Last Budget Letter	Account Profile > Budget Tab
Migrant Worker	Migrant Worker Status	Guarantor Information > UDS
Mod Dt	Last Modified Date	Account Profile > Budget Tab
Modified By	Last Modified By	Account Profile > Budget Tab
Pat Age	Patient Age	Patient Information
Per Nbr	Person Number	Guarantor Information
Prac Name	Practice Name	The Practice associated with the account's budget plan
Pref Language	Preferred Language	Guarantor Information
Corr Language	Correspondence Language	Patient Information
Pre-List Dt	Pre-List Date	Account Profile > Budget Tab
Prim Dental Prov Name	Primary Dental Provider Name	Guarantor Information
Primary Medical	Primary Medical Coverage	Guarantor Information > UDS
Process Dt	Process Date	Account Profile > Budget Tab
Public Housing Primary	Public Housing Primary Care	Guarantor Information > UDS
Race	Race	Guarantor Information Note: Multiple entries are separated by commas.
Race Category	Race Category	Race Category Mapping Master File Note: Multiple entries are separated by commas.
Restblsh Flag Dt	Re-Establish Flag Date	Account Profile > Budget Tab Note: This column is available on the Re-Establish Plans report only.
School Based Hlth Care	School Based Health Care	Guarantor Information > UDS
Sex	Sex at Birth	Guarantor Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Guarantor Information
SSN	Social Security Number	Guarantor Information
Term Dt	Termination Date	Account Profile > Budget Tab
Tribal Affiliation	Tribal Affiliation	Guarantor Information > UDS
Veteran Status	Veteran Status	Guarantor Information > UDS

Filter 1

Use parameters to filter data on the report:

Create Date: Include accounts where the budget plan was created within a date range.

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: 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'.

Budget Plans Reports Columns

Filter 1

Filter 2

Sorting

Totals

Recommendations

Budget Plans Reports Columns

Account Summary Report Columns

Account Summary Report Columns

Multiple Encounters Rates per Day Report Columns

Multiple Encounters Rates per Day Report Columns

Budget Letter Analysis Reports Columns

Budget Plans Reports Columns

Filter 1

Filter 2

Sorting

Totals

Budget Plans Reports Columns

Account Summary Report Columns

Account Summary Report Columns

Multiple Encounters Rates per Day Report Columns

Multiple Encounters Rates per Day Report Columns

Budget Letter Analysis Reports Columns