Column Filters in Service Item Summary - Transaction Source Report

Use the following parameters in the Filter 1 section to filter the 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.
• Outsource Date: Include line items outsourced 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.
• Charge Type: Include/exclude charges by type. Select Encounter and/or Invoice.
• Unposted Transactions: Include/exclude unposted transactions. Select either Only or Exclude (default).
• Slide %: Include line items where the Sliding Fee adjustment is within a percentage range.
• 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 Exclude (default) or Include All.
• Void Charges: Include/exclude voided charges. Select either Only, Exclude, or Include All (default).

The additional column filters include the following:

• 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
• Payers
• Provider Subgrouping 1
• Provider Subgrouping 2
• Referring Providers
• Rendering Providers
• Secondary Payers
• Service Items
• Sliding Fee Schedules
• Tertiary Payers