Collections Follow Up Report Columns

The following columns are available on the Collections Follow Up report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient's encounter
Sect Name	Section Name	Accounts Receivable or Bad Debt
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
Rendering	Charge Rendering Provider	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
Enc Rendering	Enc Rendering Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	Charge Posting
Enc Referring	Encounter Referring Provider Name	Encounter Maintenance
Supervisor	Supervising Provider	Encounter Maintenance
Facility	Facility	Encounter Maintenance
E/I/A/B	Encounter Account Invoice Budget	Transaction Detail
ST	Source Type - Abbreviation	Transaction Detail
Src Type	Source Type	Transaction Detail
Name	Patient/Employer Name	Patient/Employer Account Profile
Addr 1	Address Line 1	Patient Information
Addr 2	Address Line 2	Patient Information
City	City	Patient Information
State	State	Patient Information
Zip	Zip Code	Patient Information
County	County	Patient Information
Md Rc	Medical Record Number	Patient Chart
Pat Type	Patient Type	Encounter Maintenance
Pat Sts	Patient Status	Patient Information
Pat Sts Rsn	Patient Status Reason	Patient Information
Place Of Serv	Place of Service	Service Items Library
Rv Cd	Revenue Code	Service Items Library
Aft Care	After Care Period	Service Items Library
Fin Class	Financial Class	Payers Master File
Sts	Status of the Encounter – Short Description	Encounter Information on Patient Chart
Status	Status of the Encounter – Long Description	Encounter Information on Patient Chart
Prim Payer	Primary Insurance	Insurance Maintenance
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
Notes	Notes	Charge Posting
Out Agency	Collection Agency	Patient Chart
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
Base Unit	Base Unit Price of Anesthesia This field is used to calculate the price for a SIM when it is designated and used as an anesthesia SIM.	Service Items Library
Pct Poverty	Percent of Poverty	Patient Information
Poverty Cat	Poverty Category	Patient Information
Homeless Status	Homeless Status	Patient Information
Migrant Worker Status	Migrant Worker Status	Patient Information
Language Barrier	Language Barrier	Patient Information
Pref Language	Preferred Language	Patient Information
Corr Language	Correspondence Language	Patient Information
Primary Med Cov	Primary medical Coverage	Patient Information
Mrkt Plan Name	Marketing Plan Name	Encounter Maintenance
Mrkt Plan Type	Marketing Plan Type	Encounter Maintenance
Mrkt Desc	Marketing Plan Description	Encounter Maintenance
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
Blood Quantum	Blood Quantum	Patient Information
Veteran Status	Veteran Status	Patient Information
School Based Hlth Care	School Based Health Care	Patient Information
Public Housing Primary	Public Housing Primary Care	Patient Information
Descendancy	Descendancy	Patient Information
IHS Eligibility Status	IHS Eligibility Status	Patient Information
Classification Beneficiary	Classification Beneficiary	Patient Information
Community Code	Community Code	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information
Consent to Treat Date	Consent to Treat Date	Patient Information
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information
Prim Enc Rate SIM	Primary Rate SIM	Encounter Maintenance
Prim Enc Rate Amt	Primary Encounter Rate Amount	Encounter Maintenance
Sec Enc Rate SIM	Secondary Rate SIM	Encounter Maintenance
Sec Enc Rate Amt	Secondary Encounter Rate Amount	Encounter Maintenance
Ter Enc Rate SIM	Tertiary Rate SIM	Encounter Maintenance
Ter Enc Rate Amt	Tertiary Encounter Rate Amount	Encounter Maintenance
Contracted Ind	Contracted Payer Indicator	Payers Master File
Fup Dt	Follow-Up Date	Encounter Maintenance
Last Pat Pay Date	Last Patient Pymt Date from Acct	Patient's Account
Last Pat Pay Amt	Last Patient Pymt Amt from Acct	Patient's Account
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.

Filter 1

Use parameters to filter data on the report:

Follow Up Date: Include encounters that have a Follow Up Date within a date range.
Encounter Status: Include/exclude encounters by status. Select Bad Debt, Billed, History, Rebill and/or Unbilled.
Encounter Age: Include encounters within an age range in days (Current Date - Create Date = Encounter Age).
In Progress: Include/exclude 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:

Financial Classes
Location Subgrouping 1
Location Subgrouping 2
Locations
Patient Types
Payer Subgrouping 1
Payer Subgrouping 2
Payers
Provider Subgrouping 1
Provider Subgrouping 2
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'.

Collections Follow Up Report Columns

The following columns are available on the Collections Follow Up report:

Column Name	Description	Data Populates From
Prac Name	Practice Name	Practice associated with the patient's encounter
Sect Name	Section Name	Accounts Receivable or Bad Debt
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
Rendering	Charge Rendering Provider	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
Enc Rendering	Enc Rendering Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	Charge Posting
Enc Referring	Encounter Referring Provider Name	Encounter Maintenance
Supervisor	Supervising Provider	Encounter Maintenance
Facility	Facility	Encounter Maintenance
E/I/A/B	Encounter Account Invoice Budget	Transaction Detail
ST	Source Type - Abbreviation	Transaction Detail
Src Type	Source Type	Transaction Detail
Name	Patient/Employer Name	Patient/Employer Account Profile
Addr 1	Address Line 1	Patient Information
Addr 2	Address Line 2	Patient Information
City	City	Patient Information
State	State	Patient Information
Zip	Zip Code	Patient Information
County	County	Patient Information
Md Rc	Medical Record Number	Patient Chart
Pat Type	Patient Type	Encounter Maintenance
Pat Sts	Patient Status	Patient Information
Pat Sts Rsn	Patient Status Reason	Patient Information
Place Of Serv	Place of Service	Service Items Library
Rv Cd	Revenue Code	Service Items Library
Aft Care	After Care Period	Service Items Library
Fin Class	Financial Class	Payers Master File
Sts	Status of the Encounter – Short Description	Encounter Information on Patient Chart
Status	Status of the Encounter – Long Description	Encounter Information on Patient Chart
Prim Payer	Primary Insurance	Insurance Maintenance
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
Notes	Notes	Charge Posting
Out Agency	Collection Agency	Patient Chart
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
Base Unit	Base Unit Price of Anesthesia This field is used to calculate the price for a SIM when it is designated and used as an anesthesia SIM.	Service Items Library
Pct Poverty	Percent of Poverty	Patient Information
Poverty Cat	Poverty Category	Patient Information
Homeless Status	Homeless Status	Patient Information
Migrant Worker Status	Migrant Worker Status	Patient Information
Language Barrier	Language Barrier	Patient Information
Pref Language	Preferred Language	Patient Information
Corr Language	Correspondence Language	Patient Information
Primary Med Cov	Primary medical Coverage	Patient Information
Mrkt Plan Name	Marketing Plan Name	Encounter Maintenance
Mrkt Plan Type	Marketing Plan Type	Encounter Maintenance
Mrkt Desc	Marketing Plan Description	Encounter Maintenance
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
Blood Quantum	Blood Quantum	Patient Information
Veteran Status	Veteran Status	Patient Information
School Based Hlth Care	School Based Health Care	Patient Information
Public Housing Primary	Public Housing Primary Care	Patient Information
Descendancy	Descendancy	Patient Information
IHS Eligibility Status	IHS Eligibility Status	Patient Information
Classification Beneficiary	Classification Beneficiary	Patient Information
Community Code	Community Code	Patient Information
Consent to Treat Ind	Consent to Treat Indicator	Patient Information
Consent to Treat Date	Consent to Treat Date	Patient Information
Enc Homeless Status	Encounter Homeless Status	Encounter Maintenance
Prim Dental Prov Name	Primary Dental Provider Name	Patient Information
Prim Enc Rate SIM	Primary Rate SIM	Encounter Maintenance
Prim Enc Rate Amt	Primary Encounter Rate Amount	Encounter Maintenance
Sec Enc Rate SIM	Secondary Rate SIM	Encounter Maintenance
Sec Enc Rate Amt	Secondary Encounter Rate Amount	Encounter Maintenance
Ter Enc Rate SIM	Tertiary Rate SIM	Encounter Maintenance
Ter Enc Rate Amt	Tertiary Encounter Rate Amount	Encounter Maintenance
Contracted Ind	Contracted Payer Indicator	Payers Master File
Fup Dt	Follow-Up Date	Encounter Maintenance
Last Pat Pay Date	Last Patient Pymt Date from Acct	Patient's Account
Last Pat Pay Amt	Last Patient Pymt Amt from Acct	Patient's Account
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.

Filter 1

Use parameters to filter data on the report:

Follow Up Date: Include encounters that have a Follow Up Date within a date range.
Encounter Status: Include/exclude encounters by status. Select Bad Debt, Billed, History, Rebill and/or Unbilled.
Encounter Age: Include encounters within an age range in days (Current Date - Create Date = Encounter Age).
In Progress: Include/exclude 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:

Financial Classes
Location Subgrouping 1
Location Subgrouping 2
Locations
Patient Types
Payer Subgrouping 1
Payer Subgrouping 2
Payers
Provider Subgrouping 1
Provider Subgrouping 2
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'.

Collections Follow Up Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Collections Follow Up Report Columns

Transactions by Encounter Summary with Transaction Code Report Columns

Transactions by Encounter Summary with Transaction Code Report Columns

Aging Analysis by Encounter Report Columns

Aging Analysis by Encounter Report Columns

Transactions by Encounter Summary Report Columns

Collections Follow Up Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Collections Follow Up Report Columns

Transactions by Encounter Summary with Transaction Code Report Columns

Transactions by Encounter Summary with Transaction Code Report Columns

Aging Analysis by Encounter Report Columns

Aging Analysis by Encounter Report Columns

Transactions by Encounter Summary Report Columns