Report Columns and Subcolumns

The Columns configuration enables you to select the desired columns and display values on the Estimate Patient Cost report.

The following columns appear on the report based on your selection. The data for the fields are sourced from the fields on the Estimate Patient Cost window. By default, the report displays the cost estimates done today.

Column Name	Description
Practice Name	Name of the current practice. Appears by default.
Cost Est ID	The unique identifier of the cost estimate. Appears by default.
Cost Est Dt	Date when the cost estimate was performed. Appears by default.
Transaction Dt	Date of transaction. Appears by default.
Pat Name	Name of the person or patient. Appears by default.
Payer/Self Pay	Self-Pay or name of the payer. Appears by default.
Provider	Name of the rendering provider. Appears by default.
Est Ins Amt	Estimated insurance amount. Appears by default.
Act Ins Amt	Actual insurance amount. Appears by default.
Diff Ins Amt	Difference in insurance amount. Appears by default.
Est Pat Amt	Estimated patient amount. Appears by default.
Act Pat Amt	Actual patient amount. Appears by default.
Diff Pat Amt	Difference in patient amount. Appears by default.
Pat Paid Amt	Amount paid by the patient. Appears by default.
Prac ID	Practice identifier. Appears by default.
Pat DOB	Patient date of birth.
Pat Addr	Patient Address.
Guar Name	Guarantor name.
Guar DOB	Guarantor date of birth.
Guar Addr	Guarantor address.
Guar Rel	Guarantor relation.
Created By	Name of the cost estimate creator.
Est Source	Source from where the cost estimate was initiated.
Location	Location selected in the cost estimate. Appears by default.
Service Type	Service type selected in the cost estimate. Appears by default.
Appt Dt	Appointment date.
Enc Dt	Encounter billable date.
Enc Number	Encounter number.
Diag Code 1 to Diag Code 12	Assigned diagnosis codes.
Chk/EFT #	Check or EFT number.
Percentage to Req	Percentage of the cost to be collected in advance. Appears by default.
Pat Agrees to Pay	Amount patient agrees to pay. Appears by default.
Min Amt	Minimum amount the patient agrees to pay.
Total Pat Est Amt	Total estimate amount the patient agrees to pay.
Other Amt	Other amount the patient agrees to pay.
Est Total Chg Amt	Estimated total charge amount. Appears by default.
Est Total Alwd Amt	Estimated total allowed amount. Appears by default.
Est Total Adj Amt	Estimated total adjustment amount. Appears by default.
Act Total Chg Amt	Actual total charge amount.
Act Total Alwd Amt	Actual total allowed amount.
Act Total Adj Amt	Actual total adjustment amount.
Est Total Copay Amt	Estimated total copay amount. Appears by default.
Est Total Ded Amt	Estimated total deduction amount. Appears by default.
Est Total Coins Amt	Estimated total coinsurance amount. Appears by default.
Act Total Copay Amt	Actual total copay amount.
Act Total Ded Amt	Actual total deduction amount.
Act Total Coins Amt	Actual total coinsurance amount.
Est Total Non-Cov Amt	Estimated total non-covered amount.
Proc Dt	Payment process date.
Post Dt	Payment post date.
Network Type	Network type
Coverage Level	Coverage level

You can select the subcolumns that should appear on the report when you expand an estimate.

Column Name	Description
Svc Item	Service item code. Appears by default.
CPT	CPT®4 code. Appears by default.
M1	Modifier 1. Appears by default.
M2	Modifier 2.
M3	Modifier 3.
M4	Modifier 4.
Units	Units. Appears by default.
Est Svc Chg Amt	Estimated service item charge amount. Appears by default.
Est Svc Alwd Amt	Estimated service item allowed amount. Appears by default.
Est Svc Adj Amt	Estimated service adjustment amount. Appears by default.
Act Svc Chg Amt	Actual service item charge amount.
Act Svc Alwd Amt	Actual service item allowed amount.
Act Svc Adj Amt	Actual service item adjustment amount.
Est Svc Copay Amt	Estimated service item co-pay amount. Appears by default.
Est Svc Ded Amt	Estimated service item deductible amount. Appears by default.
Est Svc Coins Amt	Estimated service item coinsurance amount. Appears by default.
Act Svc Copay Amt	Actual service item co-pay amount.
Act Svc Ded Amt	Actual service item deductible amount.
Act Svc Coins Amt	Actual service item coinsurance amount.
Est Svc Non-Cov Amt	Estimated service item non-covered amount.
DOS	Date of service.
Fac	Facility services.

Report Columns and Subcolumns

The Columns configuration enables you to select the desired columns and display values on the Estimate Patient Cost report.

Column Name	Description
Practice Name	Name of the current practice. Appears by default.
Cost Est ID	The unique identifier of the cost estimate. Appears by default.
Cost Est Dt	Date when the cost estimate was performed. Appears by default.
Transaction Dt	Date of transaction. Appears by default.
Pat Name	Name of the person or patient. Appears by default.
Payer/Self Pay	Self-Pay or name of the payer. Appears by default.
Provider	Name of the rendering provider. Appears by default.
Est Ins Amt	Estimated insurance amount. Appears by default.
Act Ins Amt	Actual insurance amount. Appears by default.
Diff Ins Amt	Difference in insurance amount. Appears by default.
Est Pat Amt	Estimated patient amount. Appears by default.
Act Pat Amt	Actual patient amount. Appears by default.
Diff Pat Amt	Difference in patient amount. Appears by default.
Pat Paid Amt	Amount paid by the patient. Appears by default.
Prac ID	Practice identifier. Appears by default.
Pat DOB	Patient date of birth.
Pat Addr	Patient Address.
Guar Name	Guarantor name.
Guar DOB	Guarantor date of birth.
Guar Addr	Guarantor address.
Guar Rel	Guarantor relation.
Created By	Name of the cost estimate creator.
Est Source	Source from where the cost estimate was initiated.
Location	Location selected in the cost estimate. Appears by default.
Service Type	Service type selected in the cost estimate. Appears by default.
Appt Dt	Appointment date.
Enc Dt	Encounter billable date.
Enc Number	Encounter number.
Diag Code 1 to Diag Code 12	Assigned diagnosis codes.
Chk/EFT #	Check or EFT number.
Percentage to Req	Percentage of the cost to be collected in advance. Appears by default.
Pat Agrees to Pay	Amount patient agrees to pay. Appears by default.
Min Amt	Minimum amount the patient agrees to pay.
Total Pat Est Amt	Total estimate amount the patient agrees to pay.
Other Amt	Other amount the patient agrees to pay.
Est Total Chg Amt	Estimated total charge amount. Appears by default.
Est Total Alwd Amt	Estimated total allowed amount. Appears by default.
Est Total Adj Amt	Estimated total adjustment amount. Appears by default.
Act Total Chg Amt	Actual total charge amount.
Act Total Alwd Amt	Actual total allowed amount.
Act Total Adj Amt	Actual total adjustment amount.
Est Total Copay Amt	Estimated total copay amount. Appears by default.
Est Total Ded Amt	Estimated total deduction amount. Appears by default.
Est Total Coins Amt	Estimated total coinsurance amount. Appears by default.
Act Total Copay Amt	Actual total copay amount.
Act Total Ded Amt	Actual total deduction amount.
Act Total Coins Amt	Actual total coinsurance amount.
Est Total Non-Cov Amt	Estimated total non-covered amount.
Proc Dt	Payment process date.
Post Dt	Payment post date.
Network Type	Network type
Coverage Level	Coverage level

You can select the subcolumns that should appear on the report when you expand an estimate.

Column Name	Description
Svc Item	Service item code. Appears by default.
CPT	CPT®4 code. Appears by default.
M1	Modifier 1. Appears by default.
M2	Modifier 2.
M3	Modifier 3.
M4	Modifier 4.
Units	Units. Appears by default.
Est Svc Chg Amt	Estimated service item charge amount. Appears by default.
Est Svc Alwd Amt	Estimated service item allowed amount. Appears by default.
Est Svc Adj Amt	Estimated service adjustment amount. Appears by default.
Act Svc Chg Amt	Actual service item charge amount.
Act Svc Alwd Amt	Actual service item allowed amount.
Act Svc Adj Amt	Actual service item adjustment amount.
Est Svc Copay Amt	Estimated service item co-pay amount. Appears by default.
Est Svc Ded Amt	Estimated service item deductible amount. Appears by default.
Est Svc Coins Amt	Estimated service item coinsurance amount. Appears by default.
Act Svc Copay Amt	Actual service item co-pay amount.
Act Svc Ded Amt	Actual service item deductible amount.
Act Svc Coins Amt	Actual service item coinsurance amount.
Est Svc Non-Cov Amt	Estimated service item non-covered amount.
DOS	Date of service.
Fac	Facility services.

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