Charges


 Name Description
Charge IDThe unique identifier for a particular charge.
Balance Due ToDetermines who this charge's balance is due to based on the charge status. This field will place the charge into one of three "Balance Due To" groups based on the status. The three groups are Insurance, Patient, and Other. Charges will be classified into one of these three groups based on the following inclusion rules:
  • Insurance
    • Send to [Payer] via Clearinghouse
    • Claim at [Payer]
    • User Print & Mail to [Payer]
    • Pending [Payer]
    • Appeal at [Payer]
    • Denied at [Payer]
  • Patient
    • Balance Due Patient
    • Pending Patient
    • Collections
  • Other
    • On Hold
    • Paid
    • Incomplete
    • Deleted
    • Waiting for Review
    • Pending Physician

For a detailed analysis of a charge's specific status (ungrouped), please use either the Status w/ Payer or Status w/o Payer report fields.

Diagnosis Pointer ListDisplays a list of all diagnosis pointers associated with this charge.
Entered AgeGroups this charge into a particular age category based on its Entered Date. In this context, age is defined as the number of days that have passed since the charge's Entered Date. The age category thresholds are as follows:

  • Less than 30 days
  • 31 to 60 days
  • 61 to 90 days
  • 91 to 120 days
  • 121 to 150 days
  • 151 to 180 days
  • 181 to 365 days
  • Over 1 Year

Note: When each category is displayed it will be preceded by an alphabetical letter denoting its order in relation to each other age category. These letters are only used for proper ordering on reports and should otherwise be ignored.

First Bill Date AgeGroups this charge into a particular age category based on its First Bill Date Age. In this context, age is defined as the number of days that have passed since the change was first billed. The age category thresholds are as follows:

  • Less than 30 days
  • 31 to 60 days
  • 61 to 90 days
  • 91 to 120 days
  • 121 to 150 days
  • 151 to 180 days
  • 181 to 365 days
  • Over 1 Year

Note: When each category is displayed it will be preceded by an alphabetical letter denoting its order in relation to each other age category. These letters are only used for proper ordering on reports and should otherwise be ignored.

Fromdate AgeGroups this charge into a particular age category based on its Fromdate. In this context, age is defined as the number of days that have passed since the change's Fromdate. The age category thresholds are as follows:

  • Less than 30 days
  • 31 to 60 days
  • 61 to 90 days
  • 91 to 120 days
  • 121 to 150 days
  • 151 to 180 days
  • 181 to 365 days
  • Over 1 Year

Note: When each category is displayed it will be preceded by an alphabetical letter denoting its order in relation to each other age category. These letters are only used for proper ordering on reports and should otherwise be ignored.

Incomplete?Displays Yes if the Incomplete option is selected on this charge's claim. Displays No otherwise.
Last Bill DateGroups this charge into a particular age category based on its Last Bill Date Age. In this context, age is defined as the number of days that have passed since the change was last billed. The age category thresholds are as follows:

  • Less than 30 days
  • 31 to 60 days
  • 61 to 90 days
  • 91 to 120 days
  • 121 to 150 days
  • 151 to 180 days
  • 181 to 365 days
  • Over 1 Year

Note: When each category is displayed it will be preceded by an alphabetical letter denoting its order in relation to each other age category. These letters are only used for proper ordering on reports and should otherwise be ignored.

Modifier 1Associated with the first Modifier on this charge. This can be found in the M1 field on each charge line.
Modifier 2Associated with the second Modifier on this charge. This can be found in the M2 field on each charge line.
Modifier 3Associated with the third Modifier on this charge. This can be found in the M3 field on each charge line.
Modifier 4Associated with the fourth Modifier on this charge. This can be found in the M4 field on each charge line.
Modifier ListDisplays a concatenated list of all 4 modifiers associated with this charge. For example, if this charge has:

  • Modifier 1 = A
  • Modifier 2 = B
  • Modifier 3 = C
  • Modifier 4 = D

Then this report field would display: "A B C D".

POS CodeDisplays the POS code associated with this charge.
POS DescriptionDisplays the description of the POS code associated with this charge.
Rev CodeDisplays the Rev Code associated with this charge. Note: Rev Codes are only applicable to charges on institutional claims.
Status (w/ Payer)Displays the current status of this charge, substituting the current payer's name in place of the word [Payer]. Specifically, the current payer's name will appear in the following statuses:

  • Send to [Payer] via Clearinghouse
  • Claim at [Payer]
  • User Print & Mail to [Payer]
  • Pending [Payer]
  • Appeal at [Payer]
  • Denied at [Payer] 
Status (w/o Payer)Displays the current status of this charge without the current payer's name. This means that the following charge statuses will display exactly as they appear in the following list:

  • Send to Insurance via Clearinghouse
  • Claim at Insurance
  • User Print & Mail to Insurance
  • Pending Insurance
  • Appeal at Insurance
  • Denied at Insurance
TOS CodeDisplays the TOS code associated with this charge.
TOS DescriptionDisplays the description of the TOS code associated with this charge.
First Bill DateDisplays the date on which this charge was first billed.
From DateDisplays the From Date of this charge.
Last Bill DateDisplays the date on which this charge was most recently billed.
To DateDisplays the To Date of this charge.
Entered Age (Days)Displays the number of days that have passed since this charge's Entered Date.
From First Bill Date Age (Days)Displays the  number of days that have passed since this charge was first billed.
Fromdate Age (Days)Displays the number of days that have passed since the charge's From Date
Last Bill Date Age (Days)Displays the number of days that have passed since this charge was most recently billed.
UnitsDisplays the number of units on this charge.
Allowed AmountDisplays the allowed amount of this charge.
AmountDisplays the amount of this charge.
BalanceDisplays the current balance of this charge. If this field is present on a report that is showing both charges and debits, this field will always display $0.00 for rows representing debits.
Balance at CollectionsDisplays the current balance of this charge if the status of the charge is set to Collections. Otherwise, the field will always display $0.00
Balance Due InsuranceDisplays the current balance of this charge if the status of the charge is set to one of the following:

  • Send to [Payer] via Clearinghouse
  • Claim at [Payer]
  • User Print & Mail to [Payer]
  • Pending [Payer]
  • Appeal at [Payer]
  • Denied at [Payer]

Otherwise, this field will always display $0.00. Additionally, if this field is present on a report that is showing both charges and debits, this field will always display $0.00 for rows representing debits.

Balance Due OtherDisplays the current charge balance of this charge if the status of the charge is set to one of the following:

  • On Hold
  • Waiting for Review
  • Pending Physician

Otherwise, this field will always display $0.00. Additionally, if this field is present on a report that is showing both charges and debits, this field will always display $0.00 for rows representing debits.

Balance Due PatientDisplays the current charge balance of this charge if the status of the charge is set to one of the following:

  • Balance Due Patient
  • Paid
  • Pending Patient

Otherwise, this field will always display $0.00. Additionally, if this field is present on a report that is showing both charges and debits, this field will always display $0.00 for rows representing debits.

Insurance AdjustmentsDisplays an adjustment representing total insurance adjustments that have been applied to this charge. The total insurance adjustment amount will not account for adjustments that have been marked as deleted
Patient AdjustmentsDisplays an amount representing total patient adjustments that have been applied to this charge. The total patient adjustment amount will not account for adjustments that have been marked as deleted.
Total AdjustmentsDisplays an amount representing all adjustments (patient and insurance) that have been applied to this charge. The total adjustment amount will not account for adjustments that have been marked as deleted.
Unit PriceDisplays the unit price of this charge.