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

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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

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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

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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.