Claim Data

Claim Data holds all information related to claims within a customer's account. 

 Name Description
Claim IDDisplays the unique identifier of a particular claim.
Facility IDDisplays the unique identifier of the facility associated with a claim. If no facility is associated with the claim, this field will display 0.
Office IDDisplays the unique identifier of the office location associated with the claim. If no office location is associated with the claim, this field will display 0.
Patient IDDisplays the account number of the patient associated with a claim.
Practice IDDisplays the unique identifier of the practice associated with a claim
Referring Provider IDDisplays the unique identifier of the referring provider associated with a claim.
Rendering Provider IDDisplays the unique identifier of the rendering provider associated with a claim. 
Current Payer PriorityDisplays the priority of the current payer on the claim. This  means:

  • If the current payer is the primary payer, this field will display "Primary".
  • If the current payer is the secondary payer, this field will display "Secondary".
  • If the current payer is the tertiary payer, this field will display "Tertiary".
  • If the claim is not currently at a payer, this field will display 'None".
Deleted?Displays "Yes" if the claim 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 claims are not displaying on reports.
Has Facility?Displays "Yes" if the claim has a Facility associated with it. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with a Facility.
Has Referring?Displays "Yes" if the claim has a Referring Provider associated with hit. Displays "No" otherwise. This can be useful as a filter to only show claims that are associated with a Referring Provider.
ICD ListDisplays a list of all the claim's ICD codes, one after another.
Incomplete?Displays "Yes" if the claim "Incomplete" option is selected on the claim. Displays "No" otherwise.
Reference #Displays the data entered in the Reference # field on the claim, if applicable.
TypeDisplays this claim's type, which can be one of the following:

  • Professional
  • Institutional
UsernameDisplays the username of the user that last created/altered the claim.
Date EnteredDisplays the date that this claim was entered into the application.
Followup DateDisplays the Followup Date of the claim.
From DateDisplays the From Date of the claim.
Set to Status DueDisplays the date that this claim's status was last updated.
To DateDisplays the To Date of the claim.
Amount PaidDisplays the total amount that has been paid on this claim.
BalanceDisplays the total amount of this claim that is still outstanding.
Total AmountDisplays the original total amount of charges on the claim.