The Outstanding Claims By Company report lists Insurance claims with an Outstanding status, sorted by the Insurance company which the claims are associated to.

This documentation contains the following sections:

Filter Options

Open

• 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.

• Show Aging Total Claim Balance: This option will adjust the aging table (30+ days, 60+ days, etc.) so it takes into account the Total Claim Balance (both paid and unpaid amounts).

• Show Aging Open Claim Balance: This option will adjust the aging table (30+ days, 60+ days, etc.) so it takes into account the Open Claim Balance (the unpaid balance).

• 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

Open

• Insurance Company: The Insurance Company associated to the outstanding claim.

• Phone #: The phone number listed for the Insurance Company associated to the outstanding claim.

• Claims: The total amount of claims outstanding for the Insurance Company result.

• Current: The total amount outstanding on the claims for the Insurance Company result.

• 30+ Days: The total amount which is 30+ days outstanding.

• 60+ Days: The total amount which is 60+ days outstanding.

• 90+ Days: The total amount which is 90+ days outstanding.

• 120+ Days: The total amount which is 120+ days outstanding.

• Total: The total aging amount per company.

• Timely Filing Limit: The timely filing amount associated to the outstanding claims.

First Expansion

• Plan Name: The Plan Name associated to the claim for the Insurance Company result.

• Plan Type: The Plan Type associated to the Insurance Company.

• Claims: The amount of claims associated to this Plan for the Insurance Company result.

• Current: The total amount outstanding on the claims for the Insurance Company result.

• 30+ Days: The total amount which is 30+ days outstanding.

• 60+ Days: The total amount which is 60+ days outstanding.

• 90+ Days: The total amount which is 90+ days outstanding.

• 120+ Days: The total amount which is 120+ days outstanding.

Second Expansion

• Patient #: The patient number associated to the outstanding claim.

• Patient Last, First: The first and last name on the patient account.

• Claim Charges: The amount of the charges on the outstanding claim.

• Ins. Paid: The amount which has been paid by Insurance.

• Pat. Paid: The amount which has been paid by the patient.

• Write-Offs: The write-off amount on the outstanding claim for the patient.

• Balance: The remaining balance on the outstanding claim.

• Days Open: The amount of days in which the claim has been open.

• Posted: The date on which the claim was posted.

• Type: The type of claim (Paper or Electronic).

• First Proc. Date: The first Procedure Date which is listed on the claim.

• Birthday: The patient birthdate.

• Subscriber: The patient's Insurance subscriber number.

• Pr/Off: The Provider ID and Office ID that this claim is associated with.

• Days to Timely File: The number of days to timely file the claim.

Third Expansion

• Procedure Date: Lists the Procedure Date of the Procedure on the claim.

• Procedure Code: Lists the Procedure Code on the claim.

• Procedure Description: 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.

• Pat. Portion: The amount which the claim defined as patient responsibility.

• Ins. Portion: The amount which the claim defined as Insurance responsibility.

• Pat. Paid: The amount which has been paid on the procedure by the patient.

• Ins. Paid: The amount which has been paid on the procedure by the Insurance Company.

• Write Off: Lists the Write-Off for the Procedure Code on the claim.

• Balance: The remaining claim balance.