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Audit IDThis is the User ID of the MacPractice user who entered the line item. A User's ID is defined in the References Ability > Users. Posted DateThe date the transaction was posted in the Ledger. This cannot be edited. Proc. DateThe date the item was performed. This can be edited in the original transaction (such as in the charge window for a Procedure's Date). CodeThis column will include the Procedure Code or an identifying short description of the transactions. DescriptionThe description of the transaction will be shown in this column. For Procedures, it will include the Procedure Description in the Charge Window. ProviderThis column will show the Provider selected within the transaction. StatusThe status of a claim. DiscountIf a discount is set in the Account tab, the amount of the discount appears in this column. DebitThis is the amount of money charged to the account. Debit items will inflate the balance. CreditThis is the amount of money subtracted from the account. Credit items will decrease the balance. Write-OffAny applicable Write-Off appears is this column. BalanceThis represents the balance as of the placement of the line item. This may not match the Acct. Balance. Payment AmountThis is the total amount of a payment regardless of what may or may not have been applied. OpenThis will display the amount of money still owed for the line item. Insurance PortionThis column shows amount of the charge that is estimated the insurance company will pay based on how the user has set up Insurance Estimating. Otherwise, when a claim is created without Insurance Estimating, MacPractice assumes 100% will be paid. The remaining amount after the payment has been applied will go into Patient Portion. Patient PortionThis will display the amount of the charge that is the patient's responsibility to pay. Patient PaidThis column displays the amount that a patient has paid toward the line item. Insurance PaidThis will show the amount that an insurance company has paid on the line item. In CollectionThis will say "Yes" or "No" depending on the collections status. Collection Transmittal NumberThis column displays a Transmittal Number that correlates to submitted Collections in the Collections Manager. UnappliedThis shows how much of a payment has not been applied to a charge or refunded back to the patient/provider/insurance. Form AmountThis column shows the total amount of all charges tied to the claim/statement on that line. Thru DateThis column will show the To Date from the New Charge window. UnitsThe number of Units entered in the New Charge window for that specific procedure. Diagnosis 1-4These columns will indicate the Diagnosis codes (if any) that were listed in the New Charge Window for the procedure. Emerg.This states "Yes" or "No" if the Emergency box in the New Charge window has been checked. AcceptThis column will show "Yes" or "No" depending on if the Provider Accepts Assignment on a claim item. For other items, this column will be blank. Ins. PlanThis displays the Insurance Plan associated to the claim line. Ins. HolderThis shows the primary person who holds the insurance. FeeThis column is the amount charged for the Fee alone. Fee TaxThis is the amount charged for the tax associated with the Fee. Is LabIf Requires Lab is checked in the New Charge window, this column will say either "Yes" or "No". Lab FeeThis is the amount charged for the Lab. (Canadian only) Lab TaxThis is the amount charged for the tax associated with the Lab. (Canadian only) Lab CostThis will display the Lab Cost as designated in the New Charge window. Lab PlaceThis column will show the Lab Name the lab was preformed based on the lab selected in the New Charge window. Original FeeThis will display the base fee of the charge before any added discounts or fees. ScheduleThis column will show the Fee Schedule selected within the New Charge window for the line item. TimeThis displays the Schedule Units entered in the New Charge window. Procedure TypeThis column will display the Procedure Type set in the New Charge window. TOSThis pulls from the Type of Service field in the New Charge window. This column is precent in DDS, however it cannot be edited. POSThis information pulls from the selection a user made in the New Charge window under the Place of Service field. Tooth and Surface*Not present in MacPractice DC or 20/20* These pull from the Tooth and Surface fields in the New Charge window. QuadThis will pull from the Area of Oral Cavity selection the user made in the New Charge window. Record #This is the number automatically assigned to the item chronologically in all of MacPractice. This number cannot be edited or changed in any way, and is generally used in the back end of MacPractice to keep the records in order. Claim Number*New in Build 11.6.12+* A system-assigned number to each Claim. These end in E or P, and indicate whether the claim in question is an Electronic claim or a Paper Claim. Pri. DeductibleThis column will show the amount pulling from the deductible primary insurance. This number will be calculated based on how you've setup your Insurance Plans and the Deductible amount entered in the Patient ability > Patient tab > Insurance sub-tab. Sec. DeductibleThis shows the amount pulling from the deductible secondary insurance. This number will be calculated based on how you've setup your Insurance Plans and the Deductible amount entered in the Patient ability > Patient tab > Insurance sub-tab. |
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Below the Transactions Table is the Balance Information. This will give you a quick summary of the totals of the entire account.
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Acct. BalanceThis number is the total unpaid amount that is owed on the account. Ins. PortionThis number is the total amount estimated to be owed to the Account from Insurance. If multiple Patients exist in the Account, this number will most likely not match one Patient's balance. This is based on a couple of different factors.
The Insurance Portion is also included in the Aging Table below. The first column will show the Balance Total for the Insurance Portion. Then the total will be broken down by 0-30 Days, 31-60 Days, 61-90 Days, 91-120 Days, and 120+ Days. Pat. PortionThis number is the total amount estimated to be owed to the Account from the Patient or Patients on the Account. If multiple Patients exist in the Account, this number will most likely not match one Patient's balance. If Insurance Estimating is used, this number will reflect what the Patient is most likely to pay based on the details entered into MacPractice. The Patient Portion is also included in the Aging Table below. The first column will show the Balance Total for the Patient Portion. Then the total will be broken down by 0-30 Days, 31-60 Days, 61-90 Days, 91-120 Days, and 120+ Days. UnappliedThis is the amount of payments that have been posted to the Account but not yet applied to any charges. This number will appear in red if it is any amount except $0.00. Unapplied payments will appear in the Transactions Table for every Patient in the Account, but may be intended for a charge on a specific Patient's Ledger. Primary CoverageThis number reflects the cost that insurance is expected to cover in a year. This number is set in the Insurance tab of the Patient Ability. Insurance payments will cause this number to decrease (so if Insurance pays $100, then $100 will be removed from the Primary Coverage). The number will also decrease if Insurance Estimating is used. This serves to keep an estimate of how much an insurance company is likely to pay on the patient's behalf. This does not take into effect any service the insurance may cover outside of the office if it is not kept track of in the office's Ledger. If no Insurance Plan is set for the Patient, then "No Insurance Plan" will appear. Once a Plan has been applied, the Primary Coverage will appear in blue text. If multiple Insurance Companies are used by the patient, this number will only reflect the Primary Coverage from the Primary Insurance (or the Insurance Company listed on the top of the Patient's Insurance tab.) This will only apply to the selected Patient. If there are multiple Patients on the Account, another Patient will need to be selected in order to see their Primary Coverage. DeductibleThis is the Deductible that the patient will pay based on their Insurance carrier. Similar to Primary Coverage, this number is set in the Insurance tab of the Patient Ability. A Deductible is applied if the Charge has a Procedure Type that is designated Applies to Deductible in the Plans tab inside the Insurance Company Reference. If no Insurance Plan is set for the Patient, then "No Insurance Plan" will appear. Once a Plan has been applied, the Deductible will appear in blue text. If multiple Insurance Companies are used by the patient, this number will only reflect the Deductible from the Primary Insurance (or the Insurance Company listed on the top of the Patient's Insurance tab.) This will only apply to the selected Patient. If there are multiple Patients on the Account, another Patient will need to be selected in order to see their Deductible. |