Credit Data

Credit Data

Credit Data holds all information related to credit within a customer's account. In the CollaborateMD application, a credit can be classified as a payment, adjustment, or account credit. 

 Name Description
Charge IDThe transaction number of the charge associated with this credit.
Claim IDThe unique identifier of the claim associated with this credit.
Credit IDThe transaction number associated with this credit.
Facility IDThe unique identifier of the facility associated with the charge that this credit was applied to. If this credit is not associated with a particular charge, this field will display 0.
Patient IDThe account number of the patient associated with this credit.
Payer IDThe unique identifier of the payer associated with this credit. This field will only display a Payer ID if the credit came from a payer.
Practice IDThe unique identifier of the Practice associated with this credit.
Provider IDThe unique identifier of the Provider associated with this credit.
Applied to Payment Plan?Displays "Yes" if this credit has been made to a payment plan. This field will display "No" otherwise.
DOS to Received AgeGroups this credit into a particular age category based on the amount of time that has passed between its associated charge's DOS and the date that the credit was received. The age category threshold are as follows:

  • Less Than 30 days
  • 30 to 60 days
  • 60 to 90 days
  • 90 to 120 days
  • 120 to 150 days
  • 150 to 180 days
  • 180 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. 

If there is no charge associated with this particular credit, this field will display "N/A".

Delete UserDisplays the username of the user that marked this field as deleted.
Deleted?Displays "Yes" if this credit has been marked as deleted. This field will display "No" otherwise.
Is Refund/Reversal?Displays "Yes" if this credit is either a refund or a reversal. Otherwise, this field will display "No".
Is Transfer?Displays "Yes" if this credit is a transfer. Otherwise, this field will display "No".
MemolineDisplays the memoline associated with this credit.
Payment TypeClassifies this payment's type into one of the following categories:

  • Cash
  • Check
  • Credit Card
  • Other
  • Visa
  • MasterCard
  • American Express
  • Discover
  • HCA
Refund/Reversal?Displays "Refund" or "Reversal"
Source (w/ Payer)Displays the source of the credit, with the associated payer's name substituted where applicable. The possible statues are as follows:

  • Unknown
  • Patient (Payment)
  • [Payer] (Payment)
  • Copay
  • Patient Adjustment
  • [Payer] Adjustment
  • Account Credit
  • Transfer
Source (w/o Payer)Displays the source of the credit. The possible statues are as follows:

  • Unknown
  • Patient (Payment)
  • Insurance (Payment)
  • Copay
  • Patient Adjustment
  • Insurance Adjustment
  • Account Credits
  • Transfer
UsernameDisplays the username of the user that entered this credit into the system.
Deleted DateDisplays the date that this credit was marked as deleted.
EnteredDisplays the date that this credit was entered into the system.
ReceivedDisplays the date that this credit was received (for payments, this will be the check date).
Contract IDThe unique identifier of the contract associated with this credit.
Receipt #Displays the sequential receipt number for any payments coming from a patient payment or patient copay. If there is no receipt number it is because the payment came before receipts were being used or the payment is not from a patient.
Allowed AmountDisplays the allowed amount as dictated by the patient's insurance. If there is no insurance associated with the payment/charge then this field will display 0.00.
Contract RateThe contract price associated with this credit.
Deductible AmountDisplays the deductible amount of this credit only if the credit represents a deductible. Otherwise, this field displays 0.
Total AppliedDisplays the total amount of this credit that has been applied.
Note: When using this field, in the event you see a negative amount it represents a refund or reversal.
Total PaidDisplays the total amount of this credit regardless of how much has been applied.
Total Refund AmountDisplays the total applied refund amount if the credit represents a refund. Otherwise, this field will display 0.
Total Reversal AmountDisplays the total applied reversal amount if this credit represents a reversal. Otherwise, this field will  display 0.


Account Credits


 Name Description
TypeDisplays the type of this account credit. Possible types are:

  • Insurance
  • Patient
Amount RemainingDisplays the remaining amount on this account credit.
Amount UsedDisplays the amount that has been used from this account credit.
Original AmountDisplays the total original amount of this account credit.


Adjustments


 Name Description
Adjustment IDThe unique identifier of the adjustment.
Adjustment CodeThe adjustment code associated with this adjustment credit.
Adjustment AmountThe adjustment amount associated with this adjustment credit.
Insurance Adjustment AmountDisplays the value of the "Total Applied" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Insurance Adjustment"

Otherwise, this field will display 0.

Patient Adj Amount
(w/ Transfers)
Displays the value of the "Total Applied" field (found under Credit Data)as long as following conditions are met:

  • The credit's source is "Patient Adjustment" or "Transfer"

Otherwise, this field will display 0.

Patient Adj Amount
(w/o Transfers)
Displays the value of the "Total Applied" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Patient Adjustment"

Otherwise, this field will display 0.


Payer


 Name Description
Payer IDThe unique identifier of this credit's payer.
Payer NameDisplays the name of this credit's payer.
Payer TypeDisplays the payer type of this credit's payer.


Payments


 Name Description
Payment IDThe unique identifier of the payment.
Check #The check number associated with this payment.
Other Ref #The other reference number associated with the insurance payment.
Insurance Applied AmountDisplays the value of the "Total Applied" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Insurance Payment"

Otherwise, this field will display 0.

Insurance Paid AmountDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Insurance Payment"

Otherwise, the field will display 0.

Patient Applied AmountDisplays the value of the "Total Applied" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Patient Payment"

Otherwise, this field will display 0.

Patient Copay AmountDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Copay"

Otherwise, this field will display 0.

Patient Paid Amount
(w/ Copays)
Displays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Patient Payment" or "Copays"

Otherwise, this field will display 0.

Patient Paid Amount
(w/o Copays)
Displays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Patient Payment"

Otherwise, this field will display 0.

Payment Applied AmountDisplays the payment amounts applied to charges.
Payment Total Amount
(w/ Copays)
Displays the payment total amount including copays.
Payment Total Amount
(w/o Copays)
Displays the payment total amount without copays. Note: This field will always display $0.00 in the case that the payment is patient copay.
Primary Deductible AmountDisplays the value of the "Deductible Amount" field (found under Credit Data) as long as this credit was paid by a charge's primary payer.
Secondary Deductible AmountDisplays the value of the "Deductible Amount" field (found under Credit Data) as long as this credit was paid by a charge's secondary payer.
Tertiary Deductible AmountDisplays the value of the "Deductible Amount" field (found under Credit Data) as long as this credit was paid by a charge's tertiary payer.
Transfer AmountDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's source is "Transfer"

Otherwise, this field will display 0.

Patient Transfer AmountDisplays the value of patient account credits.
Insurance Transfer AmountDisplays the value of insurance account credits.


Payments - Paid Amount by Type


 Name Description
American ExpressDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "American Express"

Otherwise, this field will display 0.

CashDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "Cash"

Otherwise, this field will display 0.

CheckDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "Check"

Otherwise, this field will display 0.

Credit CardDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "Credit Card"

Otherwise, this field will display 0.

DiscoverDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "Discover"

Otherwise, this field will display 0.

HCADisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "HCA"

Otherwise, this field will display 0.

Master CardDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "MasterCard"

Otherwise, this field will display 0.

VisaDisplays the value of the "Total Paid" field (found under Credit Data) as long as the following conditions are met:

  • The credit's Payment Type is "Visa"

Otherwise, this field will display 0.