Charges

Balance Due Aging

The Balance Due Aging sub-category, found under the Charge/Debit Data > Charges, corresponds to the aging buckets of all balances, regardless of their charge status (i.e., due insurance, due patient, collections, hold).

To see the balance for a specific charge status (i.e., due insurance, due patient, collections, hold), filter your report by Status, with or without the payer name.

 Name Description
121 to 150 daysDisplays the balance of all charges, regardless of their status that is 121 - 150 days old.
151 to 180 daysDisplays the balance of all charges, regardless of their status that is 151 - 180 days old.
181 to 365 daysDisplays the balance of all charges, regardless of their status that is 181 - 365 days old.
31 to 60 daysDisplays the balance of all charges, regardless of their status that is 31 - 60 days old.
61 to 90 daysDisplays the balance of all charges, regardless of their status that is 61 - 90 days old.
91 to 120 daysDisplays the balance of all charges, regardless of their status that is 91 - 120 days old.
Less than 30 daysDisplays the balance of all charges, regardless of their status that is 1 - 30 days old.
Over 1 yearDisplays the balance of all charges, regardless of their status that is more than 365 days old.

Chiro


 Name Description
Symptoms Description
Displays the description of the Chrio symptoms associated with the charge.

CPT Code


 Name Description
CPT CodeDisplays the CPT code on this charge.
DescriptionDisplays the full description of this charge's CPT code. For a shorter description, please use the Short Description report field located under the CPT Code Data category.

Current Payer


 Name Description
Payer IDDisplays the unique identifier of this charge's current payer.
Member IDDisplays the member ID associated with this charge's patient and with the payer that is currently being billed for this charge.
NameDisplays the name of this charge's current payer.
Payer TypeDisplays the payer type of this charge's current payer. For more information on specific values displayed by payer type fields, please see the Payer Type field under the Payer Data Category

Drug Info


 Name Description
DescriptionDisplays the description of the drug code associated with the charge.
Drug Code
Displays the drug code associated with the charge.
Drug Code Format
Displays the drug code format associated with the charge.
Drug Days
Displays the number of drug days associated with the charge.
Drug Units
Displays the number of drug units associated with the charge.
Drug UOMDisplays the drug's unit of measurement associated with the charge.
Prescription #Displays the drug's prescription number associated with the charge.
Prescription Months
Displays the drug's prescription months associated with the charge.
Prescription Date
Displays the drug's prescription date associated with the charge.
Drug Price
Displays the drug's price associated with the charge.

Payments


 Name Description
Last Payment EnteredDisplays the Entered Date of the last payment on this charge.
Last Payment ReceivedDisplays the Received Date of the last payment on this charge.
Insurance PaymentsDisplays the total amount of insurance payments associated with this charge.
Patient PaymentsDisplays the total amount of non-deleted patient payments associated with the charge. The amount displayed in this field is the same that would be displayed if the user were to sum the "Amount" field (found under Credit Data) under the following conditions:

  • The payment's charge ID is equal to this charge's ID
  • The payment's source (Source w/o Payer) is one of the following:
    • Patient
  • The payment is not deleted.
Patient Payments (w/o Co-pays)Displays the total amount of non-deleted patient payments, excluding patient co-pays, associated with the charge. The amount displayed in this field is the same that would be displayed if the user were to sum the "Total Applied" field (found under Credit Data) under the following conditions:

  • The payment's charge ID is equal to this charge's ID
  • The payment's source (Source w/o Payer) is one of the following:
    • Patient
  • The payment is not deleted.

Total Patient Co-paysDisplays the total amount of all patient co-pays associated with this charge.
Total PaymentsDisplays the total amount of all payments associated with this charge.
Total TransfersDisplays the total amount of transfers associated with this charge. That is, the total amount of account credits that have been applied toward this charge.
Insurance TransfersDisplays insurance transfers associated with this charge. That is, any insurance account credits that have been applied toward this charge.
Patient TransfersDisplays patient transfers associated with this charge. That is, any patient account credits that have been applied toward this charge. 

Primary Payer


 Name Description
Payer IDDisplays the unique identifier of this charge's primary payer. 
Group #Displays the Group Number associated with this charge's patient and with the charge's primary payer. 
Member IDDisplays the member ID associated with this charge's patient and with the charge's primary payer.
NameDisplays the name of this charge's primary payer.
Payer TypeDisplays the payer type of this charge's primary payer.
Payment DateDisplays the payment date on the charge by the payer currently set as the primary payer.
Contract AmountDisplays the charge amount based on the Contract Amount agreed upon by the payer currently set as the primary payer.
Primary BalanceDisplays the charge balance if the primary payer is currently being billed for this charge. Otherwise, this field will display $0.00
Primary Paid AmountDisplays the sum of all payments made on the charge by the payer currently set as the primary payer.

RVUs


 Name Description
Facility
Displays the practice's expense RVUs for a Facility.
Non-Facility
Displays the practice's expense RVUs for a non-facility.
Total Facility
Displays the total overhead practice expense RVUs for a Facility.
Total Non-Facility
Displays the total overhead practice expense RVUs for a non-facility.
Total WorkDisplays the RVUs involved in the total work/prep rendered.
WorkDisplays the RVUs involved in the work performed by the provider.

Secondary Payer


 Name Description
Payer IDDisplays the unique identifier of this charge's secondary payer. 
Group #
Displays the Group Number associated with this charge's patient and with the charge's secondary payer.
Member IDDisplays the member ID associated with this charge's patient and with the charge's secondary payer.
NameDisplays the name of this charge's secondary payer.
Payer TypeDisplays the payer type of this charge's secondary payer.
Payment Date
Displays the payment date on the charge by the payer currently set as the secondary payer.
Contract AmountDisplays the charge amount based on the Contract Amount agreed upon by the payer currently set as the secondary payer.
Secondary BalanceDisplays the charge balance if the secondary payer is currently being billed for this charge. Otherwise, this field will display 0.
Secondary Paid AmountDisplays the sum of all payments made on the charge by the payer currently set as the secondary payer.

Service Information


 Name Description
Emergency? Displays "Yes" if the charge on the claim is classified as an "Emergency" under Claim > Claim > Charges > Other > Service Information.

Tertiary Payer


 Name Description
Payer IDDisplays the unique identifier of this charge's tertiary payer. 
Group #
Displays the Group Number associated with this charge's patient and with the charge's tertiary payer. 
Member IDDisplays the member ID associated with this charge's patient and with the charge's tertiary payer.
NameDisplays the name of this charge's tertiary payer.
Payer TypeDisplays the payer type of this charge's tertiary payer.
Payment Date
Displays the payment date on the charge by the payer currently set as the tertiary payer.
Contract Amount
Displays the charge amount based on the Contract Amount agreed upon by the payer currently set as the tertiary payer.
Tertiary BalanceDisplays the charge balance if the tertiary payer is currently being billed for this charge. Otherwise, this field will display $0.00
Tertiary Paid AmountDisplays the sum of all payments made on the charge by the payer currently set as the tertiary payer.