The Insurance Collections Report lists the Insurance claims which have been collected upon and those which are still awaiting payment. This includes both paid/closed claims and accepted claims.

This documentation contains the following sections:

1 Filter Options
2 Results Columns
- 2.1 Unexpanded
- 2.2 First Expansion
- 2.3 Second Expansion
- 2.4 Third Expansion

Filter Options

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Providers: Filters the report based on the provider listed on the Insurance claim.
Offices: Filters the report based on the office listed on the Insurance claim.
Insurances: Filters the report based on specific Insurances as listed in the Insurance Companies Reference.
Claim Creation Date/Date of Service drop down: Determines whether the start or end date fields filter by Claim Creation Date or the Date of Service.
Start/End Date: Filters the report based on a date range set and the Claim Creation Date or Date of Service, whichever is selected in the drop down above.
Claims to Include: Allows the selection of Both, Electronic, or Paper claims.
Plan Type: Filters results based on the Plan Type within the Insurance Reference.

Results Columns

Unexpanded

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Insurance Company: Lists the company for which the claim was created.
Total Claims Filed: Lists the total number of claims filed for the Insurance Company result.
Open Claims: Lists the total number of open claims for the Insurance Company result.
Paid Claims: Lists the total number of paid claims for the Insurance Company result.
Total Charges: Lists the total claim charges presented on the total claims for the Insurance Company result.
It is important to note that if a charge has been filed for both a primary claim and a secondary claim, this total value will count the charge value twice.
Total Allowed: Lists the total Allowed amount for the total charges on the total claims for the Insurance Company result.
Total Write-Offs: Lists the Total Write-Offs listed on the total paid claims for the Insurance Company result.
Total Paid: Lists the total dollar amount paid on the total claims for the Insurance Company result.
Paid/Allowed(%): List the percentage of Paid (total) claims in terms of the Amount which is Allowed for those claims.

First Expansion

Plan Name: Lists the name of the specific plan within the Insurance Company result.
Plan Type: Lists the Plan Type of the Insurance Company result (by Plan name).
Total Claims Filed: Lists the Total number of claims which were filed under this plan type and Insurance Company result.
Open Claims: Lists the total number of open claims for this Plan under the Insurance Company result.
Paid Claims: Lists the total number of paid claims for this Plan under the Insurance Company result.
Total Charges: Lists the total charges of the claims for this Plan under the Insurance Company result.
Total Allowed: Lists the total Allowed amount of the claims for this Plan under the Insurance Company result.
Total Write-Offs: Lists the total Write-Offs of the paid claims for this Plan under the Insurance Company result.
Total Paid: Lists the total paid to the claims for this Plan under the Insurance Company result.
Paid/Allowed (%): Lists the percentage of Paid amount in terms of the amount which was allowed for the total claims under this Plan type within the Insurance Company result.

Second Expansion

Claim Status: Lists the Claim Status for the claim, such as Outstanding, Paid/Closed, Accepted, and so on.
Patient Account: Lists the specific patient account number for which claims were submitted.
Date Created: Lists the date in which the claims were created and provides a link back to the Patient's Ledger.
Date Sent: List the date in which the claim was sent.
Claim Type: List the type of claim (Paper or Electronic).
Total Charges: List the Total Charges on the claims listed.
Total Allowed: Lists the Total Allowed Amount on the claims listed.
Total Write-Offs: Lists the total Write-Offs for the claims listed.
Total Paid: Lists the total amount paid for the claims listed.
Paid/Allowed (%): Lists the percentage of the paid amount over the amount that is allowed for the claims listed.

Third Expansion

Procedure Code: Lists the Procedure Code on the claim.
Procedure Date: Lists the Procedure Date of the Procedure on the claim.
Procedure Desc: Lists the Procedure Description for the Procedure Code on the claim.
Procedure Fee: Lists the Procedure Fee for the Procedure Code on the claim.
Allowed: Lists the Allowed amount for the Procedure Code on the claim.
Write Off: Lists the Write-Off added to any Insurance Payment applied to the Procedure Code on the claim.
Paid Amount: Lists the total Paid Amount for the Procedure code on the claim.
Paid/Allowed (%): Lists the percentage of the paid amount over the amount that is allowed for the Procedure Code on the claim.