Charge / Debit Data

Charge/Debit Data holds all information related to charges and debits within a customer's account. Charges and Debits are grouped together in this data set, but can easily be filtered one way or the other using the "Charge or Debit?" report field. Common fields used by both Charges and Debits are represented directly under the Charge/Debit Data category. Charge-specific and Debit-specific report fields can be found in the "Charges" and "Debits" sub-categories respectively.

Certain fields are represented both at the higher Charge/Debits level and then again in each specific sub-category. One example of this is the "Amount" report field. The Amount field found directly under the Charge/Debit Data category can be used to display amounts of both charges and debits within the same column or filter both charges and debits at the same time by their amount. In comparison, the "Amount" fields located within the "Charges" and "Debits" sub-categories are broke into distinct columns.

For example, the "Amount" field located in the "Charges" sub-category will display each charge amount, but will always display 0.00 in the case that the row containing it pertains to a debit. The same is true for the "Amount" field located under the "Debits" sub-category. This way, users may display both charges and debits within a report, but not necessarily include both amounts in the same category. This is useful when totaling charge amounts and debit amounts separately or when filtering by charge amount and debit amount separately.

 Name Description
Billing Provider IDThe unique identifier of the billing provider associated with a particular charge or debit. The results displayed in this field are linked to the Provider section of the application.
Charge/Debit IDThe transaction number for a particular charge or debit.
Claim IDThe unique identifier of the claim that a particular charge or debit is associated with. The results displayed in this field are linked to the Claim section of the application.
Facility IDThe unique identifier of the facility that a particular charge or debit is associated with. The results displayed in this field are linked to the Facility section of the application.
Patient IDThe unique identifier of the patient that a particular charge or debit is associated with. The results displayed in this field are linked to the Patient section of the application.
Payment Plan IDThe unique identifier for charges associated to a payment plan.
Practice IDThe unique identifier of the practice a particular charge or debit is associated with. The results displayed in this field are linked to the Practice section of the application.
Referring Provider IDThe unique identifier of the referring provider associated with a particular charge or debit. The results displayed in this field are linked to the Referring Provider section of the application.
Rendering Provider IDThe unique identifier of the rendering provider associated with a particular charge or debit. The results displayed in this field are linked to the Provider section of the application.
Charge or Debit?Displays Charge if the record pertains to a charge. Displays Debit if the record pertains to a debit. This field can be especially useful in filtering a report to show only charges or only debits. Often, this field is used as a static filter.
Deleted?Displays Yes if the charge or debit has been marked as deleted. Displays No otherwise. It's best practice to use this as a static filter set to No to ensure deleted charges/debits are not displaying on reports.
Has Facility?Displays Yes if the charge or debit has a Facility ID associated with it. Displays No otherwise. This can be useful as a filter to show only charges/debits that are associated with a facility.
Has Payment Plan?Displays Yes if the charge or debit is on a Payment Plan. Displays No otherwise. This can be useful as a filter to show only charges/debits that are associated with a payment plan.
UsernameDisplays the username of the user that last created/altered the charge or debit.
Deleted DateDisplays the date that a charge or debit was most recently marked as deleted.
Entered DateDisplays the date that a charge or debit was entered into the system.
AmountDisplays the amount of the charge or debit. This field is useful if both charges and debits are being accounted for in a report and a total sum of all is desired. For a breakdown of amount specifically for charges or for debits, please see the report fields of the same name in the Charges and Debits sub-categories.