The Outstanding Claims By Company report lists Insurance claims with an Outstanding status, sorted by the Insurance company which the claims are associated to.
This documentation contains the following sections:
- Providers: Filters the report based on the provider listed on the Insurance claim.
- Offices: Filters the report based on the office listed on the Insurance claim.
- Insurances: Filters the report based on specific Insurances as listed in the Insurance Companies Reference.
- Claim Creation Date/Date of Service drop down: Determines whether the start or end date fields filter by Claim Creation Date or the Date of Service.
- Start/End Date: Filters the report based on a date range set and the Claim Creation Date or Date of Service, whichever is selected in the drop down above.
- Show Aging Total Claim Balance: This option will adjust the aging table (30+ days, 60+ days, etc.) so it takes into account the Total Claim Balance (both paid and unpaid amounts).
- Show Aging Open Claim Balance: This option will adjust the aging table (30+ days, 60+ days, etc.) so it takes into account the Open Claim Balance (the unpaid balance).
- Claims to Include: Allows the selection of Both, Electronic, or Paper claims.
- Plan Type: Filters results based on the Plan Type within the Insurance Reference.
- Insurance Company: The Insurance Company associated to the outstanding claim.
- Phone #: The phone number listed for the Insurance Company associated to the outstanding claim.
- Claims: The total amount of claims outstanding for the Insurance Company result.
- Current: The total amount outstanding on the claims for the Insurance Company result.
- 30+ Days: The total amount which is 30+ days outstanding.
- 60+ Days: The total amount which is 60+ days outstanding.
- 90+ Days: The total amount which is 90+ days outstanding.
- 120+ Days: The total amount which is 120+ days outstanding.
- Total: The total aging amount per company.
- Timely Filing Limit: The timely filing amount associated to the outstanding claims.
- Plan Name: The Plan Name associated to the claim for the Insurance Company result.
- Plan Type: The Plan Type associated to the Insurance Company.
- Claims: The amount of claims associated to this Plan for the Insurance Company result.
- Current: The total amount outstanding on the claims for the Insurance Company result.
- 30+ Days: The total amount which is 30+ days outstanding.
- 60+ Days: The total amount which is 60+ days outstanding.
- 90+ Days: The total amount which is 90+ days outstanding.
- 120+ Days: The total amount which is 120+ days outstanding.
- Patient #: The patient number associated to the outstanding claim.
- Patient Last, First: The first and last name on the patient account.
- Claim Charges: The amount of the charges on the outstanding claim.
- Ins. Paid: The amount which has been paid by Insurance.
- Pat. Paid: The amount which has been paid by the patient.
- Write-Offs: The write-off amount on the outstanding claim for the patient.
- Balance: The remaining balance on the outstanding claim.
- Days Open: The amount of days in which the claim has been open.
- Posted: The date on which the claim was posted.
- Type: The type of claim (Paper or Electronic).
- First Proc. Date: The first Procedure Date which is listed on the claim.
- Birthday: The patient birthdate.
- Subscriber: The patient's Insurance subscriber number.
- Pr/Off: The Provider ID and Office ID that this claim is associated with.
- Days to Timely File: The number of days to timely file the claim.
- Procedure Date: Lists the Procedure Date of the Procedure on the claim.
- Procedure Code: Lists the Procedure Code on the claim.
- Procedure Description: Lists the Procedure Description for the Procedure Code on the claim.
- Procedure Fee: Lists the Procedure Fee for the Procedure Code on the claim.
- Allowed: Lists the Allowed amount for the Procedure Code on the claim.
- Pat. Portion: The amount which the claim defined as patient responsibility.
- Ins. Portion: The amount which the claim defined as Insurance responsibility.
- Pat. Paid: The amount which has been paid on the procedure by the patient.
- Ins. Paid: The amount which has been paid on the procedure by the Insurance Company.
- Write Off: Lists the Write-Off for the Procedure Code on the claim.
- Balance: The remaining claim balance.