Category: Report Central

Description I6. Posting Detail Report is a detailed payment posting report that captures the applied transaction details, the balance amount after posting, and the payment details. Additionally, the report also shows the amount allowed and the portion that is applied to copay, coins, or deductible per the remit. Multiple Excel exports are available in the […]

Description I7 report lists the place of service and the total paid (by the provider) for each place of service where the services were rendered. Significance 1. The I7 report shows only those payments that are applied; Unapplied payments are not covered in the report. 2. The report shows the payment split-up of each provider […]

Description I8 is a detailed charge report that captures the majority of charge transaction fields. Multiple Excel exports give varying levels of information. This master charge report can be used extensively for charge capture information, analytics, and reconciliation purposes. Significance 1. This is the master charge report. All the charge details are captured in this […]

Description I9 is a detailed charge report with the payment activity for the date of services reflected on the report. Significance 1. The I9 report is similar to the I8 report; both differ in the fields that are displayed. While I8 report shows you the primary, secondary, and tertiary insurance details like insurance name, plan, […]

Description The I10 report lists all the procedures billed by insurance with a count of the procedures and totals of billed, paid, and adjusted. Significance The I10 report is a procedure-based report that provides charges, receipts, and adjustments for each procedure performed under insurance in the given accounting date range. I10 report provides insurance-wise on-account […]

Description I11 report lists all the adjustments with the patients, date of service, and the adjustment reason. Summary and detailed filters are available in the report. The summary report is high-level and does not include any patient/DOS details. Search Filters for the I11 Report Field Description Acct. Date Acct. date of adjustment posting; Provide the […]

Description This is a report that shows all charges for the selected date range, the patient payments applied with a breakup of copay/deductible paid and other patient payments, insurance paid, and the adjustment total and balance for all patients. Utility PDF output of I13 report has practice info on the header. Info includes Practice name, […]

Description This is a line-wise activity report containing the applied, reversed, and transferred amounts, and each activity is reported in a separate line and with the user who processed the activity. Search Filters of I14 Report Field Description Acct. date Provide the accounting date range of the payment activity. Payment Date Provide the payment date […]

Description Mostly used for institutional billing, the report contains some UB04-specific information and shows the billed and paid amounts. Additionally, the aging in the report shows the responsible entity that owes the balance (patient/insurance). Search Filters for the I15 Report Field Description Acct. Date Line Level Accounting Date DOS Provide Date of Service range Legal […]

Description An I16 report compares the actual posted with the fee schedule (based on the allowed) and reports the variance. Significance 1. The I16 report provides a patient-wise listing of underpayments made by insurance. Only those claims whose payment accounting date falls in the given period will be displayed. Utility 1. All underpaid entries will […]