Policy Holder Report Columns

The following columns are available on the Policy Holder report:

Column Name	Description	Data Populates From
Payer Name	Payer Name	Payers Master File
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
Contracted Ind	Contracted Payer Indicator	Payers Master File
Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Addr1	Address 1	Patient Information
Addr2	Address 2	Patient Information
City	Person City/State/Zip	Patient Information
Country	Person Country	Patient Information
County	Person County	Patient Information
Hm Phone	Home Phone	Patient Information
Day Phone	Day Phone	Patient Information
Alt Phone	Alternate Phone	Patient Information
Sec Hm Phone	Secondary Home Phone	Patient Information
Cell Phone	Cell Phone	Patient Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
Birth Dt	Birth date of the patient	Patient Information
Pat Age	Patient Age	Patient Information
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Cont	Relationship Emergency Contact Name	Patient Chart, Demographics tab, Relationship/Guar/Cont sub tab
Cont Phone	Relationship Emergency Contact Phone	Patient Chart, Demographics tab, Relationship/Guar/Cont sub tab
Contact Fax	Relationship Emergency Contact Fax number	Patient Chart, Demographics tab, Relationship/Guar/Cont sub tab
Email Addr	Email Address	Patient Information
Lst Enc	Date of the patient last encounter	Patient Chart
Act	Active patient indicator	Patient Information
Avail	Include/Exclude Indicator	Include/Exclude list in System Admin Module
Co Amt	Co-pay Amount	Payers Master File
Ded Amt	Deductible Amount	Payers Master File
Co Type	Co-Pay Type	Patient Maintenance
Co Perc	Co-Pay Percentage	Patient Maintenance
Fr Ins Cd	Front of Insurance Card	ICS
Bck Ins Cd	Back of Insurance Card	ICS
Pol Eff	The date that the insurance policy is in effect.	Insurance Maintenance
Pol Exp	The date that the insurance policy expires	Insurance Maintenance
Pol Nbr	Insurance policy number	Insurance Maintenance
Plan #	Insurance plan number	Insurance Maintenance
Not	Notification Indicator	Patient Maintenance
Ver	Verification Indicator	Patient Maintenance
Auth	Authorization Pre-certification indicator	Insurance Maintenance
Group Name	Insurance group name	Insurance Maintenance
Group #	Insurance group number	Insurance Maintenance
MSP	Medicare Secondary Payer Reason	Insurance Maintenance
Medi #	Medi Gap ID number Medicare supplemental plan (better known as “Medi-Gap” plans for picking up the “gaps” in Medicare Parts A, B and C).	Insurance Maintenance
Sig	Sig Events Source description	Patient Maintenance
Orig Payer Num	Original Payer Number	Payers Master File
Med Cv	Medical Coverage Indicator	Patient Maintenance
Dent Cv	Dental Coverage Indicator	Patient Maintenance
Pres Cv	Prescription Coverage Indicator	Patient Maintenance
Eye Cv	Vision Coverage Indicator	Patient Maintenance
WC Cv	Workman's Compensation Indicator	Patient Maintenance
Def COB	Coordination of Benefits	Patient Maintenance
Emp	Employer Name	Patient Maintenance
Def Pay Dt	Default Payer date	Payers Master File
NDex	County Code	Patient Maintenance
Claim Type	Claim Type	Patient Maintenance
Ins Type	Insurance Type	Patient Maintenance
BCBS	Blue Cross Blue Shield Plan Code	Payers Master File
KP	Kenpak Indicator KenPAK is a Kentucky Medicaid Plan.	Payers Master File
Note	Note Indicator	Insurance Maintenance
NEIC/Pyr#	NEIC/Payer number	Payers Master File
Addr1	Payer address line 1	Payers Master File
Addr2	Payer address line 2	Payers Master File
City, State, Zip	Payer city, state, Zip	Payers Master File
Country	Payer country	Payers Master File
County	Payer country	Payers Master File
Payer Email Addr	Payer email address	Payers Master File
National Plan ID	National Plan ID number	Payers Master File
MP	MediPass Indicator	Payers Master File
Edt	No edit indicator
Crs	ERA Crossover Flag indicator	Payers Master File
OPN	Display override policy number indicator	Payers Master File
Hid	Hidden indicator	Payers Master File
Fin Class	Financial Class	Payers Master File
Def Pay Trans	Default payment transaction description	Payers Master File
Def Adj Trans	Default adjustment transaction description	Payers Master File
Sub Lib	Submitter Profile Library indicator	Submitter Profile Library
UB Sub Lib	UB Submitter Profile	Submitter Profile Library
Trans ID	Transmitter ID	Payers Master File
UB Trans ID	UB transmitter ID	Payers Master File
Med	Media Type description	Payers Master File
Sec Med	Secondary Media Type	Payers Master File
Ter Med	Tertiary Media Type	Payers Master File
Mgd Care Cont	Managed care contract indicator	Payers Master File
Rsn Cd Lib	Reason Code Library	Practice Preferences
Place of Serv	Place of Service	Charge Posting
UB	UB Field 52	Payers Master File
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
Pro	Pro-rate indicator	Payers Master File
Co Resp	Co-pay responsibility	Payers Master File
Form Temp	Form template description	Form Templates Master
CE Lib	Claim Edit Library description	Claim Edit Library
Nt Tmp	Note template indicator	Payers Master File
Nt Tmp Desc	Note template description	Payers Master File
Enc Co	Encounter co-pay required indicator	Encounter Maintenance
Addtl Tran1-6	Transaction descriptions for transaction codes 1-6	Transaction Master
Co Perc	Co-pay percentage indicator	Payers Master File
Clm Sub	Claim Submitter type	Claim Submitter Library
Ref Auth	Referral Authorization Required	Payers Master File
Ref Frm	Referral Indicator	Payers Master File
Lab Fac	Laboratory Facility used indicator	Charge Posting
Rad Fac	Radiology Facility used indicator	Charge Posting
Diag Code	Diagnosis Code indicator	Charge Posting
Accept Asn	Default accept assignment indicator	Payers Master File
Def Deduct	Default Deductible Amount	Payers Master File
Plan Type	Plan Type	Payers Master File
Max Chg	Maximum claim charges	Payers Master File
GA B Hlth	Georgia Better Health indicator	Payers Master File
Req Pol Nbr	Policy Number Required Indicator	Payers Master File
Pol Nbr Frmt	Policy Format Indicator	Payers Master File
Req Grp Nbr	Group Number Required Indicator	Payers Master File
Grp Nbr Frmt	Group Number Format Indicator	Payers Master File
Crt Dt	Create Date The date the record was created.	Insurance Maintenance, Who/When, Modification Information
Created By	Created By The user that created the record.	Insurance Maintenance, Who/When, Modification Information
Mod Dt	Last Modified Date The date the record was last modified.	Insurance Maintenance, Who/When, Modification Information
Modified By	Last Modified By The user that last modified the record.	Insurance Maintenance, Who/When, Modification Information
Enc Rate Lib	Encounter Rate Billing Library	This populates from the Encounter Rate Billing Library.
TPL Code	Third Party Liability Carrier Code	Insurance Information
Source of Payment Typology	Source of Payment Typology	Payers Master File > System Tab
Practice Source of Payment Typology	Practice Source of Payment Typology	Payers Master File > Practice Tab
Medicare Replacement	Payer Medicare Replacement Indicator	Payers Master File

Filter 1

Use parameters to filter data on the report:

Policy Effective Date: Include insurances with an effective date within a date range.
Policy Expiration Date: Include insurances with an expiration date within a date range.
Active: Include/exclude active insurances. 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:

Payer Subgrouping 1
Payer Subgrouping 2
Primary Payers

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'.

Policy Holder Report Columns

The following columns are available on the Policy Holder report:

Column Name	Description	Data Populates From
Payer Name	Payer Name	Payers Master File
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
Contracted Ind	Contracted Payer Indicator	Payers Master File
Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Addr1	Address 1	Patient Information
Addr2	Address 2	Patient Information
City	Person City/State/Zip	Patient Information
Country	Person Country	Patient Information
County	Person County	Patient Information
Hm Phone	Home Phone	Patient Information
Day Phone	Day Phone	Patient Information
Alt Phone	Alternate Phone	Patient Information
Sec Hm Phone	Secondary Home Phone	Patient Information
Cell Phone	Cell Phone	Patient Information
Sex Code	Sex at Birth Abbreviation (M/F/U)	Patient Information
Birth Dt	Birth date of the patient	Patient Information
Pat Age	Patient Age	Patient Information
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Cont	Relationship Emergency Contact Name	Patient Chart, Demographics tab, Relationship/Guar/Cont sub tab
Cont Phone	Relationship Emergency Contact Phone	Patient Chart, Demographics tab, Relationship/Guar/Cont sub tab
Contact Fax	Relationship Emergency Contact Fax number	Patient Chart, Demographics tab, Relationship/Guar/Cont sub tab
Email Addr	Email Address	Patient Information
Lst Enc	Date of the patient last encounter	Patient Chart
Act	Active patient indicator	Patient Information
Avail	Include/Exclude Indicator	Include/Exclude list in System Admin Module
Co Amt	Co-pay Amount	Payers Master File
Ded Amt	Deductible Amount	Payers Master File
Co Type	Co-Pay Type	Patient Maintenance
Co Perc	Co-Pay Percentage	Patient Maintenance
Fr Ins Cd	Front of Insurance Card	ICS
Bck Ins Cd	Back of Insurance Card	ICS
Pol Eff	The date that the insurance policy is in effect.	Insurance Maintenance
Pol Exp	The date that the insurance policy expires	Insurance Maintenance
Pol Nbr	Insurance policy number	Insurance Maintenance
Plan #	Insurance plan number	Insurance Maintenance
Not	Notification Indicator	Patient Maintenance
Ver	Verification Indicator	Patient Maintenance
Auth	Authorization Pre-certification indicator	Insurance Maintenance
Group Name	Insurance group name	Insurance Maintenance
Group #	Insurance group number	Insurance Maintenance
MSP	Medicare Secondary Payer Reason	Insurance Maintenance
Medi #	Medi Gap ID number Medicare supplemental plan (better known as “Medi-Gap” plans for picking up the “gaps” in Medicare Parts A, B and C).	Insurance Maintenance
Sig	Sig Events Source description	Patient Maintenance
Orig Payer Num	Original Payer Number	Payers Master File
Med Cv	Medical Coverage Indicator	Patient Maintenance
Dent Cv	Dental Coverage Indicator	Patient Maintenance
Pres Cv	Prescription Coverage Indicator	Patient Maintenance
Eye Cv	Vision Coverage Indicator	Patient Maintenance
WC Cv	Workman's Compensation Indicator	Patient Maintenance
Def COB	Coordination of Benefits	Patient Maintenance
Emp	Employer Name	Patient Maintenance
Def Pay Dt	Default Payer date	Payers Master File
NDex	County Code	Patient Maintenance
Claim Type	Claim Type	Patient Maintenance
Ins Type	Insurance Type	Patient Maintenance
BCBS	Blue Cross Blue Shield Plan Code	Payers Master File
KP	Kenpak Indicator KenPAK is a Kentucky Medicaid Plan.	Payers Master File
Note	Note Indicator	Insurance Maintenance
NEIC/Pyr#	NEIC/Payer number	Payers Master File
Addr1	Payer address line 1	Payers Master File
Addr2	Payer address line 2	Payers Master File
City, State, Zip	Payer city, state, Zip	Payers Master File
Country	Payer country	Payers Master File
County	Payer country	Payers Master File
Payer Email Addr	Payer email address	Payers Master File
National Plan ID	National Plan ID number	Payers Master File
MP	MediPass Indicator	Payers Master File
Edt	No edit indicator
Crs	ERA Crossover Flag indicator	Payers Master File
OPN	Display override policy number indicator	Payers Master File
Hid	Hidden indicator	Payers Master File
Fin Class	Financial Class	Payers Master File
Def Pay Trans	Default payment transaction description	Payers Master File
Def Adj Trans	Default adjustment transaction description	Payers Master File
Sub Lib	Submitter Profile Library indicator	Submitter Profile Library
UB Sub Lib	UB Submitter Profile	Submitter Profile Library
Trans ID	Transmitter ID	Payers Master File
UB Trans ID	UB transmitter ID	Payers Master File
Med	Media Type description	Payers Master File
Sec Med	Secondary Media Type	Payers Master File
Ter Med	Tertiary Media Type	Payers Master File
Mgd Care Cont	Managed care contract indicator	Payers Master File
Rsn Cd Lib	Reason Code Library	Practice Preferences
Place of Serv	Place of Service	Charge Posting
UB	UB Field 52	Payers Master File
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
Pro	Pro-rate indicator	Payers Master File
Co Resp	Co-pay responsibility	Payers Master File
Form Temp	Form template description	Form Templates Master
CE Lib	Claim Edit Library description	Claim Edit Library
Nt Tmp	Note template indicator	Payers Master File
Nt Tmp Desc	Note template description	Payers Master File
Enc Co	Encounter co-pay required indicator	Encounter Maintenance
Addtl Tran1-6	Transaction descriptions for transaction codes 1-6	Transaction Master
Co Perc	Co-pay percentage indicator	Payers Master File
Clm Sub	Claim Submitter type	Claim Submitter Library
Ref Auth	Referral Authorization Required	Payers Master File
Ref Frm	Referral Indicator	Payers Master File
Lab Fac	Laboratory Facility used indicator	Charge Posting
Rad Fac	Radiology Facility used indicator	Charge Posting
Diag Code	Diagnosis Code indicator	Charge Posting
Accept Asn	Default accept assignment indicator	Payers Master File
Def Deduct	Default Deductible Amount	Payers Master File
Plan Type	Plan Type	Payers Master File
Max Chg	Maximum claim charges	Payers Master File
GA B Hlth	Georgia Better Health indicator	Payers Master File
Req Pol Nbr	Policy Number Required Indicator	Payers Master File
Pol Nbr Frmt	Policy Format Indicator	Payers Master File
Req Grp Nbr	Group Number Required Indicator	Payers Master File
Grp Nbr Frmt	Group Number Format Indicator	Payers Master File
Crt Dt	Create Date The date the record was created.	Insurance Maintenance, Who/When, Modification Information
Created By	Created By The user that created the record.	Insurance Maintenance, Who/When, Modification Information
Mod Dt	Last Modified Date The date the record was last modified.	Insurance Maintenance, Who/When, Modification Information
Modified By	Last Modified By The user that last modified the record.	Insurance Maintenance, Who/When, Modification Information
Enc Rate Lib	Encounter Rate Billing Library	This populates from the Encounter Rate Billing Library.
TPL Code	Third Party Liability Carrier Code	Insurance Information
Source of Payment Typology	Source of Payment Typology	Payers Master File > System Tab
Practice Source of Payment Typology	Practice Source of Payment Typology	Payers Master File > Practice Tab
Medicare Replacement	Payer Medicare Replacement Indicator	Payers Master File

Filter 1

Use parameters to filter data on the report:

Policy Effective Date: Include insurances with an effective date within a date range.
Policy Expiration Date: Include insurances with an expiration date within a date range.
Active: Include/exclude active insurances. 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:

Payer Subgrouping 1
Payer Subgrouping 2
Primary Payers

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'.

Policy Holder Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Policy Holder Report Columns

Patient Insurance Report Columns

Patient Insurance Report Columns

Payments by Line Item Report Columns

Payments by Line Item Report Columns

Payments by Transaction Report Columns

Policy Holder Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Policy Holder Report Columns

Patient Insurance Report Columns

Patient Insurance Report Columns

Payments by Line Item Report Columns

Payments by Line Item Report Columns

Payments by Transaction Report Columns