Transactions by Encounter Summary with Transaction Code Report Columns

The following table describes the columns in the Transactions by Encounter Summary with Transaction Code report:

Column Name	Description	Data Pulled From
Prac Name	Practice Name	Practice associated with the patient's encounter
Sect Name	Section Name	Accounts Receivable or Bad Debt
Loc Name	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	Rendering Provider	Encounter Maintenance
Enc Rendering	Encounter Rendering Provider	Encounter Maintenance
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
Admitting	Admitting Provider	Encounter Maintenance
Fst Consult	First Consulting Provider	Encounter Maintenance
Sec Consult	Second Consulting Provider	Encounter Maintenance
Enc Referring	Encounter Referring Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	Charge Posting
Supervisor	Supervising Provider	Create Encounter/Encounter Maintenance
Facility	Facility	Encounter Maintenance
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Pat Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Addr1	Line 1 of the patient mailing address	Patient Information
Addr2	Line 2 of the patient mailing address	Patient Information
City	Patient city mailing address	Patient Information
State	Patient state of residence	Patient Information
Zip	Patient Zip code	Patient Information
County	Patient county of residence	Patient Information
Sex	Sex at Birth	Patient Information
Birth Dt	Patient date of birth	Patient Information
Pat Age	Patient age	Patient Information
Md Rc	Medical Record Number	Patient Chart
Pat Type	Patient type	Encounter Maintenance
Src Type	The Source Type can be: Account Encounter Invoice Budget	Charge Posting
Payer Name	Payer Name	Encounter Insurance
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
Fin Class	Financial Class	Payers Master File
Sv It	Service Item	Charge Posting
Sv It Desc	Service Item description	Service Items Library
Unit Price	Unit Price	Service Items Library
Department	Service Item Department	Service Items Library
Modality	Service Item Modality	Service Items Library
Component	Service Item Component: Global, Professional, Technical	Service Items Library
Place of Service	Place of Service	Charge Posting
After Care	Service Item After Care Days	Service Items Library
Chg Count	Number of charges	Charge Posting
Chg Amount	Charge Amount	Charge Posting
Adj Amt	Adjusted Amount	Charge Posting
Pay Count	Count of Payments	Calculated
Pay Amt	Pay Amount	Charge Posting
Ref Count	Count of Refunds	Calculated
Refund Amt	Refund Amount	Charge Posting
Ded Amt	The deductible the patient must pay according to their insurance plan.	Transaction Detail
Out	Indicates whether these charges have been outsourced for collections.	Patient Chart
Out Dt	The date the charges were sent to collections.	Patient Chart
Out Agency	The collection agency that the debt was outsourced to.	Patient Chart
Sec Payer	Secondary Payer Name	Payers Master File
Tert Payer	Tertiary Payer Name	Payers Master File
User Defined Fields 1-8	These are user-define fields that are defined in Practice Preferences.	Practice Preferences
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Pat Age in Years (DOS)	Patient Age in Years on the Date of Service	Patient Information
Pat Age in Months (DOS)	Patient Age in Months on the Date of Service	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
RVU 1	Relative Value Unit 1	Service Items Library
RVU Total 1	Relative Value Unit Total 1	Service Items Library
RVU 2	Relative Value Unit 2	Service Items Library
RVU Total 2	Relative Value Unit Total 2	Service Items Library
RVU 3	Relative Value Unit 3	Service Items Library
RVU Total 3	Relative Value Unit Total 3	Service Items Library
RVU 4	Relative Value Unit 4	Service Items Library
RVU Total 4	Relative Value Unit Total 4	Service Items Library
RVU 5	Relative Value Unit 5	Service Items Library
RVU Total 5	Relative Value Unit Total 5	Service Items Library
RVU 6	Relative Value Unit 6	Service Items Library
RVU Total 6	Relative Value Unit Total 6	Service Items Library
RVU 7	Relative Value Unit 7	Service Items Library
RVU Total 7	Relative Value Unit Total 7	Service Items Library
RVU 8	Relative Value Unit 8	Service Items Library
RVU Total 8	Relative Value Unit Total 8	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
Primary Med Cov	Primary medical Coverage	Patient Information
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
Contracted Ind	Contracted Payer Indicator	Payers Master File
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
Rental Ind	Rental Indicator	Encounter Maintenance
Year	Year	YYYY
CPT EOC	CPT Episode of Care	CPT4 Codes Master File
Month	Month	January - December
Mo/Yr	Month and Year	Jan YYYY - Dec YYYY
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.
Chg Ordering	Charge Ordering Provider	Charge Posting
Enc Ordering	Encounter Ordering Provider	Encounter Maintenance
APC Payment	APC Payment Note: Automatic Payment Collections is available with InstaMed.	Displays Y for credit card payments processed via InstaMed on accounts that are enabled for APC.
Gateway ID	Gateway ID Note: Gateway ID is used with TSYS-Express.	Displays the Gateway ID used for credit card payments processed via TSYS-Express.
Outlet ID	Outlet ID The Outlet ID is the name of the outlet as identified in the Description column in Practice Preferences > Payment Processing on the InstaMed Configuration window.	Displays the name of the Outlet ID selected when processing a payment for InstaMed.
Cost Est ID	Unique ID assigned to an estimate	Estimate Patient Cost window
Cost Est Dt	Date on which the cost estimation was done	Estimate Patient Cost window
Cost Est Ins Resp	Estimated amount the insurer is responsible to pay	Estimate Patient Cost window
Cost Est Pat Resp	Estimated amount the patient is responsible to pay	Estimate Patient Cost window
Cost Est Total	Total estimated cost of a service.	Estimate Patient Cost window
Cost Est Pat Paid Amount	Amount the patient has paid	Estimate Patient Cost window

Filter 1

Use parameters to filter data on the report:

Post Date: Include transactions with a Post Date within a date range.
Process Date: Include transactions with a Process Date within a date range.
Transaction Date: Include transactions with a Transaction Date within a date range.
Transaction Type: Include/exclude transactions by type. Select Encounter, Invoice, Account and/or Budget.
Unapplied Transactions: Include/exclude unapplied credits. Select either Exclude or Include All (default).
Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Include All (default).
In Progress: Include/exclude transactions on 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:

Department
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
Transaction Codes

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'.

Transactions by Encounter Summary with Transaction Code Report Columns

The following table describes the columns in the Transactions by Encounter Summary with Transaction Code report:

Column Name	Description	Data Pulled From
Prac Name	Practice Name	Practice associated with the patient's encounter
Sect Name	Section Name	Accounts Receivable or Bad Debt
Loc Name	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	Rendering Provider	Encounter Maintenance
Enc Rendering	Encounter Rendering Provider	Encounter Maintenance
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
Admitting	Admitting Provider	Encounter Maintenance
Fst Consult	First Consulting Provider	Encounter Maintenance
Sec Consult	Second Consulting Provider	Encounter Maintenance
Enc Referring	Encounter Referring Provider	Encounter Maintenance
Chg Referring	Charge Referring Provider	Charge Posting
Supervisor	Supervising Provider	Create Encounter/Encounter Maintenance
Facility	Facility	Encounter Maintenance
FQHC Qual Enc	FQHC Qualifying Encounter Indicator	Encounter Maintenance > Claims
CCBHC Qual Enc	CCBHC Qualifying Encounter Indicator	Encounter Maintenance > Encounter Specifics
Pat Name	Patient Name	Patient Information
Per Nbr	Person Number	Patient Information
Addr1	Line 1 of the patient mailing address	Patient Information
Addr2	Line 2 of the patient mailing address	Patient Information
City	Patient city mailing address	Patient Information
State	Patient state of residence	Patient Information
Zip	Patient Zip code	Patient Information
County	Patient county of residence	Patient Information
Sex	Sex at Birth	Patient Information
Birth Dt	Patient date of birth	Patient Information
Pat Age	Patient age	Patient Information
Md Rc	Medical Record Number	Patient Chart
Pat Type	Patient type	Encounter Maintenance
Src Type	The Source Type can be: Account Encounter Invoice Budget	Charge Posting
Payer Name	Payer Name	Encounter Insurance
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
Fin Class	Financial Class	Payers Master File
Sv It	Service Item	Charge Posting
Sv It Desc	Service Item description	Service Items Library
Unit Price	Unit Price	Service Items Library
Department	Service Item Department	Service Items Library
Modality	Service Item Modality	Service Items Library
Component	Service Item Component: Global, Professional, Technical	Service Items Library
Place of Service	Place of Service	Charge Posting
After Care	Service Item After Care Days	Service Items Library
Chg Count	Number of charges	Charge Posting
Chg Amount	Charge Amount	Charge Posting
Adj Amt	Adjusted Amount	Charge Posting
Pay Count	Count of Payments	Calculated
Pay Amt	Pay Amount	Charge Posting
Ref Count	Count of Refunds	Calculated
Refund Amt	Refund Amount	Charge Posting
Ded Amt	The deductible the patient must pay according to their insurance plan.	Transaction Detail
Out	Indicates whether these charges have been outsourced for collections.	Patient Chart
Out Dt	The date the charges were sent to collections.	Patient Chart
Out Agency	The collection agency that the debt was outsourced to.	Patient Chart
Sec Payer	Secondary Payer Name	Payers Master File
Tert Payer	Tertiary Payer Name	Payers Master File
User Defined Fields 1-8	These are user-define fields that are defined in Practice Preferences.	Practice Preferences
Pat Age in Years	Patient Age in Years	Patient Information
Pat Age in Months	Patient Age in Months	Patient Information
Pat Age in Years (DOS)	Patient Age in Years on the Date of Service	Patient Information
Pat Age in Months (DOS)	Patient Age in Months on the Date of Service	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
RVU 1	Relative Value Unit 1	Service Items Library
RVU Total 1	Relative Value Unit Total 1	Service Items Library
RVU 2	Relative Value Unit 2	Service Items Library
RVU Total 2	Relative Value Unit Total 2	Service Items Library
RVU 3	Relative Value Unit 3	Service Items Library
RVU Total 3	Relative Value Unit Total 3	Service Items Library
RVU 4	Relative Value Unit 4	Service Items Library
RVU Total 4	Relative Value Unit Total 4	Service Items Library
RVU 5	Relative Value Unit 5	Service Items Library
RVU Total 5	Relative Value Unit Total 5	Service Items Library
RVU 6	Relative Value Unit 6	Service Items Library
RVU Total 6	Relative Value Unit Total 6	Service Items Library
RVU 7	Relative Value Unit 7	Service Items Library
RVU Total 7	Relative Value Unit Total 7	Service Items Library
RVU 8	Relative Value Unit 8	Service Items Library
RVU Total 8	Relative Value Unit Total 8	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
Primary Med Cov	Primary medical Coverage	Patient Information
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
Contracted Ind	Contracted Payer Indicator	Payers Master File
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
Rental Ind	Rental Indicator	Encounter Maintenance
Year	Year	YYYY
CPT EOC	CPT Episode of Care	CPT4 Codes Master File
Month	Month	January - December
Mo/Yr	Month and Year	Jan YYYY - Dec YYYY
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.
Chg Ordering	Charge Ordering Provider	Charge Posting
Enc Ordering	Encounter Ordering Provider	Encounter Maintenance
APC Payment	APC Payment Note: Automatic Payment Collections is available with InstaMed.	Displays Y for credit card payments processed via InstaMed on accounts that are enabled for APC.
Gateway ID	Gateway ID Note: Gateway ID is used with TSYS-Express.	Displays the Gateway ID used for credit card payments processed via TSYS-Express.
Outlet ID	Outlet ID The Outlet ID is the name of the outlet as identified in the Description column in Practice Preferences > Payment Processing on the InstaMed Configuration window.	Displays the name of the Outlet ID selected when processing a payment for InstaMed.
Cost Est ID	Unique ID assigned to an estimate	Estimate Patient Cost window
Cost Est Dt	Date on which the cost estimation was done	Estimate Patient Cost window
Cost Est Ins Resp	Estimated amount the insurer is responsible to pay	Estimate Patient Cost window
Cost Est Pat Resp	Estimated amount the patient is responsible to pay	Estimate Patient Cost window
Cost Est Total	Total estimated cost of a service.	Estimate Patient Cost window
Cost Est Pat Paid Amount	Amount the patient has paid	Estimate Patient Cost window

Filter 1

Use parameters to filter data on the report:

Post Date: Include transactions with a Post Date within a date range.
Process Date: Include transactions with a Process Date within a date range.
Transaction Date: Include transactions with a Transaction Date within a date range.
Transaction Type: Include/exclude transactions by type. Select Encounter, Invoice, Account and/or Budget.
Unapplied Transactions: Include/exclude unapplied credits. Select either Exclude or Include All (default).
Outsource: Include/exclude outsourced line items. Select either Only, Exclude, or Include All (default).
In Progress: Include/exclude transactions on 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:

Department
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
Transaction Codes

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'.

Transactions by Encounter Summary with Transaction Code Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Recommendations

Transactions by Encounter Summary with Transaction Code Report Columns

Change in Accounts Receivable by Encounter Report Columns

Change in Accounts Receivable by Encounter Report Columns

Receivable Analysis Reports Columns

Receivable Analysis Reports Columns

Transactions by Encounter Summary Report Columns

Transactions by Encounter Summary with Transaction Code Report Columns

Filter 1

Filter 2

Additional Filters

Sorting

Totals

Transactions by Encounter Summary with Transaction Code Report Columns

Change in Accounts Receivable by Encounter Report Columns

Change in Accounts Receivable by Encounter Report Columns

Receivable Analysis Reports Columns

Receivable Analysis Reports Columns

Transactions by Encounter Summary Report Columns