Filter Name |
Description |
A/R Age |
Limits the report by the A/R age range (e.g., 30 days, 60 days, 90 days). |
Adjustment Code |
Limits the report by a specific adjustment code. |
Appointment Reason |
Limits the report by an appointment reason (e.g., Counseling, Office Visit, Sick Visit). |
Appointment Status |
Limits the report by an appointment status (e.g., Cancelled, Confirmed, No-Show). |
Balance |
Limits the report by the balance range/service line balances due (e.g., $10+, $50+, $100+). |
Balances to show / Show Balance |
Shows all balances or open/unapplied balances only. |
Batch # / Encounter Batch # |
Open text box to limit the report by a specific batch number. |
Collection Category |
Limits the report by a collection category (e.g., Collections, Current). |
Columns |
The summarization method for the report (e.g., Month, Quarter, Year). |
Contract |
Limits the report by contract if the practice has Contracts and Fees. |
Date of Service Age |
Limits the report by age of service lines (e.g., 16-30 days, 31-45 days, 46-60 days). |
Date Type |
Limits the report by the date type (e.g., Posting Date, Date of Service, Service Date). |
Department |
Limits the report by a department if the practice has Departments. |
Diagnose(s) |
Open text box allows to filter by more than one diagnosis code separated by semicolons and/or a diagnosis code range using a hyphen (e.g., M54.51; M62.83-M62.838; M54.59). |
Encounter Status |
Limits the report by an encounter status (e.g., Drafts, Submitted, Rejected). |
Group by / Group report by |
Groups the report by a grouping option (e.g., Provider, Service location, Payer Scenario). |
Insurance Company |
Limits the report by a specific insurance company. |
Insurance / Insurance Plan |
Limits the report by a specific insurance plan. |
Patient |
Limits the report by a specific patient. |
Payer Scenario |
Limits the report by a payer scenario (e.g., HMO, PPO, Commercial). |
Payer Type |
Limits the report by a payer type (e.g., Insurance, Patient). |
Payment Method / Payment Type |
Limits the report payment method (e.g., Check, Credit Card, Cash). |
Procedure Code |
Limits the report by a specific procedure code. |
Procedure(s) |
Open text box allows to filter by more than one procedure code separated by semicolons and/or a procedure code range using a hyphen (e.g., 99212; 99203-99205; 99214). |
Provider |
Limits the report by a specific provider. |
Referring Physician |
Limits the report by a specific Referring Physician. |
Rendering Provider |
Limits the report by a specific rendering provider. |
Resource Type |
Limits the report by a specific appointment Resource. |
Revenue Category |
Limits the report by a revenue category (e.g., Category II, Category III, Medicine). |
Schedule Style |
The style for printing appointments (e.g., Normal, Fixed Time Slots). |
Scheduling Provider |
Limits the report by a specific scheduling provider. |
Service Location |
Limits the report by a specific service location. |
Sort By |
Sorts the report by a specific field of the report being generated. |
Start Aging From |
Sets the date used for aging the receivables (e.g., Last Billed Date, Posting Date, Service Date). |
Subgroup by |
Subgroup the report by a subgrouping option (e.g., Provider, Service Location, Payer Scenario). |
Total All Receipts By |
Method for calculating the receipts for all providers (e.g., Payments Applied, Payments Received). |
Transaction Type |
Limits the report by a transaction type (e.g., Charges, Adjustments, Receipts). |