Version 21.3
When to Use this Report
The Billing Transaction Analysis report is commonly used for:
- Financial Summary Reporting
- CPT Utilization
Use this report to view your charges, payments, or adjustments for a day, a week, a month, or any time frame that you wish to isolate your data. For example, if you wish to look at all charges that were posted into the system for a period of a week, select the Date of Service (DOS) to be "Between" the two dates (1), and view the Charges Summary Tile (6).
About Daily Reports: Transaction Analysis
Path: Tools > Reporting > Daily Reports > Transaction Analysis
This report shows charges, payments, and adjustment transactions for a specified time frame based off of grid criteria (Charge/Payment date, Posting (Entry), Daysheet, Daysheet ID).
Daily Reports: Transaction Analysis Map
Hover over each of the Summary Tiles, to see specific data. For instructions on how to drill down and expand that information from the Summary Tiles, please see the Drill Down section of the Data Element Tutorial.
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Note: All columns in the Detailed Report section will show by default. To hide columns, see the Visualization section of the Maximized Elements article. |
Filters and Summary Tiles
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Number |
Section | Description |
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1
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Date of Service (DOS) |
This is the date the service was performed. Select the date(s) for the displayed record's date range. Items that meet the criteria and fall within the selected date range will appear in the detailed reports grid. See the Dates section of the Filter Tutorial article for the different selections.
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2
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Posted Date | Select the date(s) to display the transactions for the posted date selected AS LONG AS they were also daysheeted. See the Dates section of the Filter Tutorial article for the different selections. |
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3
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Daysheet Date | This is the effective Daysheet date. Select the date(s) for the displayed record's date range. Reports that meet the criteria and fall within the selected date range will appear in the detailed reports grid. See the Dates section of the Filter Tutorial article for the different selections. |
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4
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Daysheet ID | Put in a range to display data based on the OP assigned Daysheet ID that was created during the selected date range. |
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5
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Archive Flag | Choose an Archive Flag to show the transactions with only that flag. This identifies if the transaction has been daysheeted or not. |
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6
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Charges | The Charges Summary Tile displays the total amount of charges for the combined services rendered. |
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7
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Insurance Paid | This Summary tile shows the total total amount paid by the insurance in the filtered report (totals from the Insurance Paid column). |
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8
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Patient Paid |
This Summary tile shows the total total amount paid by the patients in the filtered report (totals from the Patient Paid column).
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9
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Patient Adjustments |
The Patient Adjustments Summary tile displays total of all Patient Adjustment transactions with the processed daysheets (total from the Patient Adjustment column).
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10
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Insurance Adjustments |
The Insurance Adjustments Summary tile displays total of all Insurance Adjustment transactions with the processed daysheets (total from the Insurance Adjustment column).
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11
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Total Patients | This Summary tile shows a true patient count, not a line item count. Patients can show up multiple times in the grid below and only be counted once in the tile. |
Detailed Report
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Number |
Section | Description |
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a
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Rendering Provider | The Provider who performed the service. |
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b
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Date of Service (DOS) |
The Date of Service (DOS) column lists the date of service for the indicated transaction.
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c
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Patient | The Patient column displays the patient's first and last name and the patient identifier for the indicated transaction. |
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d
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CPT |
The CPT code column lists the medical code for the visit on the date of service.
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e
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Charge |
The Charge column displays the total charges from the provider for the selected transaction.
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f
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Patient Owed |
The Patient Owed column indicates the amount that the patient owes for this particular transaction.
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g
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Total Collected | The Total Collected column displays the total amount paid by the insurance carrier and the patient (adding the Insurance Paid column and Patient Paid column together). |
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h
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Patient Paid | The Patient Pay column displays the total amount paid by the patient. |
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i
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Insurance Paid | The Insurance Paid column displays the amount paid by the insurance carrier. |
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j
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Insurance Adjustment |
The Insurance Adjustment column indicates the amount the insurance adjusted.
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k
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Daysheet ID | The Daysheet ID column displays the daysheet identifier for the indicated transaction. |
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l
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Accepts Assignment | Whether the provider is agreeing to the payers contracted rates. |
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m
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Adjustment Reason | The reason the adjustment is being made for either the payer or the patient. |
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n
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Assisted By | The name of the provider that is assisting the rendering provider. |
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o
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Auto Accident State of Injury | Will document the state the accident took place in. |
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p
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Billing Provider | The provider with Billing Credentials that billed for the service |
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q
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Check # |
The Check # column displays the check number for the indicated transaction.
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r
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Claim # |
The Claim # column displays the number for the claim where the transaction occurred.
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s
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Claim Frequency | The number of times the claim has been filed. |
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t
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Claim Status Category |
This column lists the status category of the claim. These group your claims according to the last claim phase the claim went through. See this article for how claim statuses are defined.
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other
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Archive Flag | Identifies if this line has been daysheeted or not. The Archive Flag numbers listed in the colum:
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other
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Transaction ID # | The official Transaction ID in OP. |
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other
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Entered by Staff | The name of the staff member who entered this transaction. |
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other
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Deposit Method | The Deposit Method column displays the type of pay method (eg Cash, Check, Credit Card). |
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other
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Daysheet Date | The Daysheet Date column displays the date that the daysheet was created. |
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other
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Date Posted | The Posted Date column displays the date the indicated transactions were posted. |
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other
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Locations | The Location(s) where the indicated service was performed. |
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other
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Primary Insurance | The Primary Insurance for the indicated patient. |
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other
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Status | The Status column indicates the print status of the claim, which can be found on the Other Items tab of the claim. (eg Payment, NotPrinted, CORRECTED). |
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other
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Status 2 | The Status 2 column indicates next level description of the Print Status of the claim (eg 837 submitted electronically, HCFA paper printed, CORRECTED). |
