NextGen Knowledge Center

Report Filters

Filter 1 in the configuration options contains the following filters.

FilterDescriptionDefault Value
Cost Estimate DateDisplays cost estimates based on the cost estimate date completed between the specific period or specific start and end dates.
  • Period: Today
  • Start date: current date
  • End date: current date
Transaction DateDisplays cost estimates based on the transaction date completed between the specific period or specific start and end dates.Period: (None)

Start and end dates are not available for selection.

Unposted TransactionDisplays cost estimates based on transactions that have not yet been posted. You can select Include or Exclude unposted transactions.Include
Estimate AmountDisplays cost estimates with Patient Estimate Amount or Insurance Estimate Amount or bothPatient Estimate Amount and Insurance Estimate Amount
Estimate IdDisplays cost estimates based on the specific range of cost estimate IDs0 to 0
Estimation SourceDisplays cost estimates based on the specific cost estimation sources:
  • Appointment
  • Encounter
  • Person
  • Patient
None of the estimation sources are selected
Payer/Self PayDisplays cost estimates based on payer selection:
  • Payer
  • Self Pay
Payer and Self Pay
Allowed AmountDisplays cost estimates based on the source of the allowed amount:
  • Both
  • Contract
  • Transaction History
None of the allowed amount sources are selected
Estimation Reimbursement TypeDisplays cost estimates based on the reimbursement type:
  • Modifier Reimbursement
  • Multiple Procedure Discounting
None of the reimbursement types are selected
Network TypeDisplays cost estimate based on <None>, In Network, or Out of Network values for copay or coinsurance.The following are the default values for network type:
  • <None>
  • In Network
  • Out of Network
Coverage LevelDisplays cost estimate based on <None>, Individual, or Family values for copay or coinsurance.The following are the default values for coverage level:
  • <None>
  • Individual
  • Family
You can use the following operators on columns in the Filter 2 section to filter the data in the report.
  • Between
  • Equals
  • Not Equals
  • Greater Than
  • Less Than
  • Like
You can use the following additional filters to filter data on the report.
  • Creator
  • Diagnosis Codes
  • Fin Classes
  • Location SubGroup1
  • Location SubGroup2
  • Locations
  • Patient Types
  • Payers
  • Provider SubGroup1
  • Provider SubGroup2
  • Provider
  • Service Items
  • Service Type
  • Sliding Fee Schedules
You can use the column filters in the Sorting section to sort and group data on the report. The column sorting options include the following:
  • Ascending
  • Descending
  • Group By
You can use the column total options in theTotalssection to subtotal and total data on the report. The column total options include the following:
  • Sum
  • Average
  • Count
  • Totals
Report Filters