Version 21.3
When to Use this Report
Use this report to view all transactions associated with a claim. This is similar to the Transaction Analysis, but you search by Claim Date instead of Charge/Payment date. This allows you to view all claims created within that time frame. Below each claim, you can see all charges, payments and adjustments made against that claim, regardless of the date associated with the charge, payment or adjustment.
About Daily Reports: Claim Analysis
Path: Tools > Reporting > Daily Reports > Claim Analysis
Daily Reports: Claim 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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Claim Date |
This is the date the claim was created. 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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Rendering Provider | Select the Rendering Provider to filter the data by the claims created by a specific or multiple provider(s). |
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3
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Location | Select the Location, if your practice is multi-location, to filter the data by claims at a specific or multiple location(s). |
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4
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Total Claims | This Summary tile displays the total number of claims identified by the filters you selected above. |
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5
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Charges
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The Charges Summary Tile displays the total amount of charges for the combined services rendered.
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6
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Insurance Paid
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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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7
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Insurance Adjustments
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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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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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Total Collected |
The Total Collected Summary tile displays the total of the Insurance Paid and Patient Paid tiles.
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11
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Total Adjustments | The Total Adjustments Summary tile displays the total of the Insurance Adjustments and Patient Adjustments tiles. |
Detailed Report
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Number |
Section | Description |
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a
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Claim Date | This column displays the date the claim was created. |
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b
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Claim # | This column displays the Claim #. |
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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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Charges/Payment Date | This column displays the date the charges/payment was created. |
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e
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CPT Code |
The CPT code column lists the medical code for the visit on the date of service.
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f
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CPT Description | This column shows the description of the CPT code. |
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g
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Charge |
The Charge column displays the total charges from the provider for the selected transaction.
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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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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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k
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Patient Adjustment | The Patient Adjustment column indicates the amount the patient was adjusted. |
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l
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Insurance Adjustment |
The Insurance Adjustment column indicates the amount the insurance adjusted.
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m
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Total Adjusted | This column displays the total amount adjusted for both the insurance carrier and the patient (adding the Patient Adjustment and Insurance Adjustment columns together). |
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n
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Adjustment Reason | The reason the adjustment is being made for either the payer or the patient. |
