Report Types and Report Names - Part 3

This article presents all of the reports in the Reports Reporting Suite, separated by report type, and includes a brief description and the data source and/or purpose of each report. Report Types and Report Names - Part 1 and Part 2 start this article. 

 = Also an Enterprise Report

Production

Report Type	Report Name	Description
Production	Charge Summary – Analysis Grid	Description: Analyze charge ledger information (e.g., total charge, total payment, date of service). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Use this report to understand the amount details posted to the charge. Report data may take up to one hour to refresh.
Production	Diagnosis Code Detail – Analysis Grid	Description: Analyze diagnosis codes by date of service. Data source/Report purpose: Analyzes diagnosis codes. Report data may take up to one hour to refresh.
Production	Diagnosis Code Summary – Analysis Grid	Description: View and print diagnosis usage frequency. Data source/Report purpose: Use this report to quickly total diagnosis codes in a specified time range. Report data may take up to one hour to refresh.
Production	E/M Charge Performance	Description: Review charge performance (e.g., units, charge, charge per unit, etc.) for each E&M code category compared to the Medicare national average. Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when running the report at different points in time. Report data is updated daily at 11:59 PM PT.
Production	E/M Payment Performance	Description: Review payment performance (e.g., units, payment, expected, etc.) for each E&M code category. Data source/Report purpose: Charge ledger reports match the on-screen ledgers. The charges are pulled for claims finalized in the selected time period (e.g., insurance and patient balance became $0.00). This is a point-in-time report, resulting in different values for the same time period when running the report at different points in time. Report data is updated daily at 11:59 PM PT.
Production	Procedure Code Charge Performance	Description: Review procedure code performance (e.g., units, charge, charge per unit, etc.). The top 20 procedure codes are displayed in a bar chart. A data table also shows each procedure code billed in the specified reporting period.  Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when running the report at different points in time. Report data is updated daily at 11:59 PM PT.
Production	Procedure Code Payment Performance	Description: Review procedure code performance (e.g., units, payment, expected, etc.). The top 20 procedure codes are displayed in a bar chart. A data table also shows each procedure code billed in the specified reporting period. Data source/Report purpose: Charge ledger reports match the on-screen ledgers. The charges are pulled for claims finalized in the selected time period (e.g., insurance and patient balance became $0.00). This is a point-in-time report, resulting in different values for the same time period when running the report at different points in time. Report data is updated daily at 11:59 PM PT.
Production	RVU – Analysis Grid	Description: Analyze RVU amounts. Data source/Report purpose: Assesses the RVU health of a practice. Report data may take up to one hour to refresh.
Production	Service Line Summary – Analysis Grid	Description: Analyze charge, adjustment, payment, and write-off amounts by procedure code. Includes year-to-date (YTD) totals. Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of amounts posted to the charge. Report data may take up to one hour to refresh.
Production	Service Line Details – Analysis Grid	Description: Analyze service line charge ledger details (e.g., procedure codes, charge, adjustment, payment, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of amounts posted to the charge. Report data may take up to one hour to refresh.
Production	Service Line Details by Billing Provider	Description: View and print service line charge ledger amounts grouped by billing provider (e.g., procedure code, charge, adjustment, payment, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of amounts posted to the charge. Report data may take up to one hour to refresh.
Production	Service Line Details by Rendering Provider	Description: View and print service line charge ledger amounts grouped by rendering provider (e.g., procedure code, charge, adjustment, payment, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of amounts posted to the charge. Report data may take up to one hour to refresh.
Production	Service Line Details by Servicing Provider	Description: View and print service line charge ledger amounts grouped by servicing provider (e.g., procedure code, charge, adjustment, payment, etc.). Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of amounts posted to the charge. Report data may take up to one hour to refresh.
Production	Service Line Summary – Analysis Grid	Description: Analyze charge, adjustment, payment, and write-off amounts by procedure code. Includes year-to-date (YTD) totals. Data source/Report purpose: Charge ledger reports match the on-screen ledgers. This is a point-in-time report, resulting in different values for the same time period when generated at different points in time. Use this report to understand the details of amounts posted to the charge. Report data may take up to one hour to refresh.

Transaction

Report Type	Report Name	Description
Transaction	Adjustment Details – Analysis Grid	Description: Analyze insurance adjustments, patient responsibility codes, and write-off transaction details (e.g., adjustment amount, adjustment reason, % of charge). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Detailed Applied Payment – Analysis Grid	Analyze transaction details for applied payments (e.g., provider, payer, insurance payment, etc.). Data source/Report purpose: Combination of payment and ledger transactions. Only applied payments are exported. Ledger transaction reports track balance-changing events. The amounts do not change when comparing reports from the same time period and two different points in time and if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Insurance Adjustment – Analysis Grid	Description: Analyze adjustment transaction details (e.g., ledger date, group codes, reason codes, amounts, etc.). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Overpayment – Analysis Grid	Description: Analyze applied overpayment transactions (e.g., ledger date, provider, overpayment amount, etc.). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Payment Summary by Location and Billing Provider	Description: Analyze and balance payment details tied to ledger transactions by location and billing provider (e.g., cash, check, credit card, etc.). Data source/Report purpose: Combination of payment and ledger transactions. If the payment is applied, the location and provider report from the transaction. If the payment is unapplied, the location and provider report from the payment. Report data may take up to one hour to refresh.
Transaction	Payment Summary by Location and Rendering Provider	Description: Analyze and balance payment details tied to ledger transactions by location and rendering provider (e.g., cash, check, credit card, etc.). Data source/Report purpose: Combination of payment and ledger transactions. If the payment is applied, the location and provider report from the transaction. If the payment is unapplied, the location and provider report from the payment. Report data may take up to one hour to refresh.
Transaction	Payment Summary by Location and Servicing Provider	Description: Analyze and balance payment details tied to ledger transactions by location and rendering provider (e.g., cash, check, credit card, etc.). Data source/Report purpose: Combination of payment and ledger transactions. If the payment is applied, the location and provider report from the transaction. If the payment is unapplied, the location and provider report from the payment. Report data may take up to one hour to refresh.
Transaction	Summary Applied Payment by Servicing Provider and Location – Analysis Grid	Description: Analyze summary applied payment information (e.g., cash, credit card, insurance payment, etc.) by servicing provider and location.  Data source/Report purpose: Combination of payment and ledger transactions. Exports only applied payments. Ledger transaction reports track balance-changing events. The amounts do not change when comparing reports from the same time period and two different points in time and if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Summary Applied Payment by Servicing Provider and Payer – Analysis Grid	Description: Analyze summary applied payment information (e.g., cash, credit card, insurance payment, etc.) by servicing provider and payer. Data source/Report purpose: Combination of payment and ledger transactions. Exports only applied payments. Ledger transaction reports track balance-changing events. The amounts do not change when comparing reports from the same time period and two different points in time and if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Details – Analysis Grid	Description: Analyze ledger transactions (e.g., charge, adjustment, payment, etc.). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Summary by Billing Provider	Description: View and print ledger transactions summary totals by billing provider (e.g., charge, adjustment, payment). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Summary by Group Name	Description: View and print ledger transactions summary totals by group name (e.g., charge, adjustment, payment). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Summary by Payer	Description: View and print ledger transactions summary totals by payer (e.g., charge, adjustment, payment). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Summary by Payer Group	Description: View and print ledger transactions summary totals by payer group (e.g., charge, adjustment, payment). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Summary by Referring Provider	Description: View and print ledger transactions summary totals by referring provider (e.g., charge, adjustment, payment). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Summary by Rendering Provider	Description: View and print ledger transactions summary totals by rendering provider (e.g., charge, adjustment, payment). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Transaction Summary by Servicing Provider	Description: View and print ledger transactions summary totals by servicing provider (e.g., charge, adjustment, payment). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.
Transaction	Write-off – Analysis Grid	Description: Analyze write-off transactions (e.g., patient, reason, amount). Data source/Report purpose: Ledger transaction reports track AR balance-changing events. The amounts do not change when comparing values for the same time period when running the report at different points in time, but only if the ledger date has been closed. Report data may take up to one hour to refresh.