Version 21.3
When to Use this Report
Use this report to view Practice Level Insurance Adjustments (PLAs) for a specified period. For example, when users process Electronic Remittances, and there is an Insurance Adjustment (ex: take back or interest payment) OP will create a PLA adjustment transaction to balance the electronic remittance.
About Daily Reports: Practice Level Adjustments
Path: Tools > Reporting > Daily Reports > Practice Level Adjustments
Daily Reports: Practice Level Adjustments 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. 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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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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Total Charges | The Total 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 | This Summary tile shows the total amount paid by the insurance carrier in the filtered report (totals from the Insurance Paid column). |
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7
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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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8
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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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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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Detailed Report
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Number |
Section | Description |
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a
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Daysheet ID | The Daysheet ID column displays the daysheet identifier for the indicated transaction. |
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b
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Daysheet Date | The Daysheet Date column displays the date that the daysheet was created. |
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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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Claim # | The Claim # column displays the number for the claim where the transaction occurred. |
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e
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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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f
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End Date (DOS) | Lists the end date, may be different than the DOS if the service is extended past the original date of service. |
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g
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Date Posted | The Date Posted column displays the date the indicated transactions were posted. |
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h
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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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i
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CPT Description | This column lists the description of the CPT code for the visit on the date of service. |
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j
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Modifier 1 | This column lists the Modifier for the CPT code for the visit on the date of service. |
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k
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Charge | The Charge column displays the total charges from the provider for the selected transaction. |
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l
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Insurance Paid | The Insurance Paid column displays the amount paid by the insurance carrier. |
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m
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Insurance Adjustment |
The Insurance Adjustment column indicates the amount the insurance adjusted.
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n
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Insurance Balance | Balance for the Insurance. |
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o
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Patient Paid | The Patient Pay column displays the total amount paid by the patient. |
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p
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Patient Adjustment |
The Patient Adjustment column indicates the amount of the charge adjustment that was written off for a particular CPT code.
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q
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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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r
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Patient Balance | Balance that the patient has yet to pay for this service |
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s
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Place of Service (POS) |
The POS (Place of Service) indicates the location where the service occurred.
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t
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Billing Provider | The Provider with Billing credentials associated with performing the service. |
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u
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Rendering Provider | The Rendering Provider column lists the name of the Provider who performed the service. |
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v
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Supervising Provider | The name of the Supervising provider (if any) for the service. |
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w
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Entered by Staff | The name of the staff member who entered this transaction |
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.x
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Primary Insurance | The name of the Primary Insurance for the patient associated with this transaction. |
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y
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Location ID # | The Location ID in OP. This is useful for practices that have multiple locations. |
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z
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Other Facility ID # | If the service took place in another facility (ie a hospital), this column will pull the Facility ID on the Basic Info tab of your claim. |
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i
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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. |
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ii
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Transaction # | The official Transaction ID in OP. |
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iii
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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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iv
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DX Code 1 | This column lists the DX Code associated with the claim. |
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v
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DX Description 1 | This column lists the description of the DX Code associated with the claim. |
