Facts
In Microsoft Excel, ‘Facts’ are the actual numbers that you are able to analyze/report on. This type of data is quantitative (numbers).
- Fact Claim Charges: This data is derived from the charges (aka Procedures) on a claim.
- Charge Amount: The included charge dollar amount(s).
- Charge Default RVU: RVUs as set in the Procedure for the currently included charges; will be totaled across all charges unless/until broken out by Procedure Code.
- Charge Total RVU: Charge units x Default RVUs (as set in the Procedure) for the currently included charges.
- Charge Unit Amount: Total Charge Units x Charge Amount for the currently included charges.
- Charge Units: The total charge units across all included claims.
- Claim Count: The total claims making up the included charges.
- Procedure Count: The number of unique procedures used across all included claims.
- Fact Claim Payments: This data is derived from payments that are posted against procedures. Keep in mind, both Payments and Adjustments are categorized as ‘Payments’. So, it is often helpful to use a dimension (described below) to separate out Payments and Adjustments.
- Claim Count with Payments: The total included claims which have payments recorded.
- Payment Amount: The included payment dollar amount(s).
- Payments Count: The count of all included payments.
Dimensions
In Microsoft Excel, ‘Dimensions’ are how you might analyze or break down a number. This type of data is qualitative (categories).
- Claim Level: The current billing level (primary, secondary, tertiary, etc.) of the included claims.
- Dim Level Type: The different billing levels, categorized by an iSalus internal unique identifier.
- Level Type Code: The different billing levels, categorized by code.
- 1 = Primary, 2 = Secondary, 3 = Tertiary, C = Completed, S = Statement, U = Unassigned
- Level Type Description: The different billing levels by description.
- Update Date: The last date the description of the Claim Level was modified within the database.
- Claim Owner: The current user assigned as Owner on the included claim(s).
- Dim User: Users who are assigned as owner(s) on the included claim(s), categorized by an iSalus internal unique identifier.
- Update Date: The last date the user information tied to the owner was modified within the database.
- User Code: The user ID of the owner(s) assigned to the included claim(s).
- User Name: The full user name of the owner(s) assigned to the included claim(s).
- Claim Primary Carrier: The current primary insurance carrier on the included claim(s).
- Carrier Claim Filing Type: The Source of Pay (as chosen in Payer Setup) for the primary carrier on the included claim(s).
- Carrier EDI: The clearinghouse (as chosen in Payer Setup) for the primary carrier on the included claim(s).
- Carrier Financial Class: The Financial Class assigned to each payer (within Payer Setup) for the primary carrier on the included claim(s).
- Carrier Name: The descriptive payer name (as entered in Payer Setup) for the primary carrier on the included claim(s).
- Carrier Payer ID: The claim submission payer ID (as entered in Payer Setup) for the primary carrier on the included claim(s).
- Dim Primary Carrier: The primary carrier on the included claim(s), categorized by an iSalus internal unique identifier.
- Update Date: The last date the description of the Primary Carrier was modified within the database.
- Claim Primary Diagnosis: The current diagnosis code in the first (primary) diagnosis field on the included claim(s).
- Diagnosis Code: The ICD alphanumeric code on the included claim(s).
- Diagnosis Code Description: Both the ICD alphanumeric code and the text description on the included claim(s).
- Diagnosis Description: The text description for the primary ICD code on the included claim(s).
- Dim Primary Diagnosis: The primary diagnosis on the included claim(s), categorized by an iSalus internal unique identifier.
- Update Date: The last date the description of the ICD alphanumeric was modified within the database.
- Claim Status: The current Claim Status on the included claim(s).
- Claim Status Description: The text description for the current Claim Status on the included claim(s).
- Dim Claim Status: The current Claim Status on the included claim(s), categorized by an iSalus internal unique identifier.
- Update Date: The last date the description of the Claim Status was modified within the database.
- Claim Submission Type: The current Submission (Billing) Type (Electronic vs. Paper) on the included claim(s).
- Billing Type Code: The current Submission (Billing Type) on the included claim(s), by code.
- E = Electronic, P = Paper
- Billing Type Description: The text description of the current Submission (Billing Type) on the included claim(s).
- Dim Billing Type: The current Submission (Billing) Type on the included claim(s), categorized by an iSalus internal unique identifier.
- Update Date: The last date the description of the Claim Submission (Billing) Type was modified within the database.
- Billing Type Code: The current Submission (Billing Type) on the included claim(s), by code.
- Claim Substatus: The current Claim Substatus on the included claim(s).
- Claim Sub Status Description: The text description for the current Claim Substatus on the included claim(s).
- Dim Claim Substatus: The current Claim Substatus on the included claim(s), categorized by an iSalus internal unique identifier.
- Update Date: The last date the description of the Claim Substatus was modified within the database.
- Claim Type: The current Claim Type (Medical, Dental, EPSDT, DME, etc.) on the included claim(s). NOTE: Medical is the default Claim Type on all claims.
- Claim Type Code: The current Claim Type on the included claim(s), by code.
- F = Medical
- Claim Type Description: The text description of the current Claim Type on the included claim(s).
- Dim Claim Type: The current Claim Type on the included claim(s), categorized by an iSalus internal unique identifier.
- Update Date: The last date the description of the Claim Type was modified within the database.
- Claim Type Code: The current Claim Type on the included claim(s), by code.
- Client: The current Client Database information on the included claim(s).
- Client Alias: The client database assigned alias, associated with the included claim(s), which may be used to log into the database in the Company field on the login page.
- Client Key: The client database auto assigned (when a new database is generated) key associated with the included claim(s).
- Client Name: The client database auto assigned Company Name, associated with the included claim(s), which may be used to log into the database in the Company field on the login page.
- Dim Client: The iSalus internal unique identifier for the client database associated with the included claim(s).
- Update Date: The last date the assigned Company Name was modified within the database.
- Date Claim Charge Analytic: The claim charge data date(s) as of the last time the data analytics was updated. iSalus does not recommend using this date.
- Date Claim Charge Analytic.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim charge(s) starting by Year; example:
- 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
- Date Claim Charge Analytic.Date Value: Selecting this value will break out the included claim charge(s) by calendar date, regardless of year.
- Date Claim Charge Analytic.DateID: The iSalus unique identifier for the Claim Charge Analytic calendar date.
- Date Claim Charge Analytic.Quarter Value: Selecting this value will break out the included claim charge(s) by Quarter, regardless of year.
- Date Claim Charge Analytic.Year Month: Selecting this value will break out the included claim charge(s) by calendar month, regardless of year.
- Date Claim Charge Analytic.Year Value: Selecting this value will break out the included claim charge(s) by year, with no additional breakdown.
- Date Claim Charge Analytic.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim charge(s) starting by Year; example:
- Date Claim Charge Post: The claim charge data date(s) based on when the charges were posted/entered. This field can not be changed by users.
- Date Claim Charge Post.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim charge(s) starting by Year; example:
- 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
- Date Claim Charge Post.Date Value: Selecting this value will break out the included claim charge(s) by calendar date, regardless of year.
- Date Claim Charge Post.DateID: The iSalus unique identifier for the Claim Charge Post calendar date.
- Date Claim Charge Post.Quarter Value: Selecting this value will break out the included claim charge(s) by Quarter, regardless of year.
- Date Claim Charge Post.Year Month: Selecting this value will break out the included claim charge(s) by calendar month, regardless of year.
- Date Claim Charge Post.Year Value: Selecting this value will break out the included claim charge(s) by year, with no additional breakdown.
- Date Claim Charge Post.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim charge(s) starting by Year; example:
- Date Claim Charge Service: The claim charge data date(s) as of the Charge Date of Service. This field can be changed by users.
- Date Claim Charge Service.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim charge(s) starting by Year; example:
- 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
- Date Claim Charge Service.Date Value: Selecting this value will break out the included claim charge(s) by calendar date, regardless of year.
- Date Claim Charge Service.DateID: The iSalus unique identifier for the Claim Charge Service calendar date.
- Date Claim Charge Service.Quarter Value: Selecting this value will break out the included claim charge(s) by Quarter, regardless of year.
- Date Claim Charge Service.Year Month: Selecting this value will break out the included claim charge(s) by calendar month, regardless of year.
- Date Claim Charge Service.Year Value: Selecting this value will break out the included claim charge(s) by year, with no additional breakdown.
- Date Claim Charge Service.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim charge(s) starting by Year; example:
- Date Claim Payment Analytic: The claim Payment data date(s) as of the last time the data analytics was updated. iSalus does not recommend using this date.
- Date Claim Payment Analytic.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim payment(s) starting by Year; example:
- 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
- Date Claim Payment Analytic.Date Value: Selecting this value will break out the included claim payment(s) by calendar date, regardless of year.
- Date Claim Payment Analytic.DateID: The iSalus unique identifier for the Claim Payment Analytic calendar date.
- Date Claim Payment Analytic.Quarter Value: Selecting this value will break out the included claim payment(s) by Quarter, regardless of year.
- Date Claim Payment Analytic.Year Month: Selecting this value will break out the included claim payment(s) by calendar month, regardless of year.
- Date Claim Payment Analytic.Year Value: Selecting this value will break out the included claim payment(s) by year, with no additional breakdown.
- Date Claim Payment Analytic.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim payment(s) starting by Year; example:
- Date Claim Payment Deposit: The claim Payment data date(s) based on Payment Deposit Date. This field can be changed by users.
- Date Claim Payment Deposit.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim payment(s) starting by Year; example:
- 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
- Date Claim Payment Deposit.Date Value: Selecting this value will break out the included claim payment(s) by calendar date, regardless of year.
- Date Claim Payment Deposit.DateID: The iSalus unique identifier for the Claim Payment Deposit calendar date
- Date Claim Payment Deposit.Quarter Value: Selecting this value will break out the included claim payment(s) by Quarter, regardless of year.
- Date Claim Payment Deposit.Year Month: Selecting this value will break out the included claim payment(s) by calendar month, regardless of year.
- Date Claim Payment Deposit.Year Value: Selecting this value will break out the included claim payment(s) by year, with no additional breakdown.
- Date Claim Payment Deposit.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim payment(s) starting by Year; example:
- Date Claim Payment Post: The claim Payment data date(s) based on Payment Post Date. This field can not be changed by users.
- Date Claim Payment Post.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim payment(s) starting by Year; example:
- 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
- Date Claim Payment Post.Date Value: Selecting this value will break out the included claim payment(s) by calendar date, regardless of year.
- Date Claim Payment Post.DateID: The iSalus unique identifier for the Claim Payment Post calendar date
- Date Claim Payment Post.Quarter Value: Selecting this value will break out the included claim payment(s) by Quarter, regardless of year.
- Date Claim Payment Post.Year Month: Selecting this value will break out the included claim payment(s) by calendar month, regardless of year.
- Date Claim Payment Post.Year Value: Selecting this value will break out the included claim payment(s) by year, with no additional breakdown.
- Date Claim Payment Post.Year Value – Quarter Value – Year Month – Date Value: Selecting this value will break out the included claim payment(s) starting by Year; example:
- Patient: Patient demographics information which applies to the included claim(s)
- Patient City – Patient Zip Code: This will provide the patient's city of residence on the included claim(s), and will further break down to the patient's zip code, then patient chart number.
- Patient City
- Patient Address 1
- Patient Address 2
- Patient Birth Date
- Patient Chart: Patient Chart Number, but hovering over chart number will tooltip additional patient demographic information
- Patient Employment Status
- Patient External ID:
- Patient First Name
- Patient Full Name (First Name Last Name)
- Patient Gender
- Patient is Active: Active Checkbox in Patient Setup is checked
- Patient is Living: RHC Date field is blank in Patient Setup
- Patient is Reportable: Reportable Checkbox in Patient Setup is checked
- Patient Label: Patient Demographics which could be used to print an address label.
- Patient Last Name
- Patient Marital Status
- Patient Reverse Name: Last name, First name
- Patient RHC Date: Patient Date of Death – Respirations Have Ceased
- Patient State
- Patient Suffix Name
- Patient Zip Code
- Update Date: The last date any Patient Setup field was modified within the database.
- Payment or Adjustment: Used only with Fact Claim Payment data, this breaks out the amounts of payments vs. adjustments for the included payment(s).
- Dim Payment Type: The Payment Type on the included payment(s), categorized by an iSalus internal unique identifier.
- Payment Type Code: The Payment Type on the included payment(s), by code.
- Adj = Adjustments, Pay = Payments
- Payment Type Description: The Payment Type on the included payment(s), by text.
- Update Date: The last date the description of the Payment Type was modified within the database.
- Payment Paid By: Used only with Fact Claim Payment data, this breaks out who are the payers on the included payment(s).
- Dim Payment Paid By: The category of payer on the included payment(s), categorized by an iSalus internal unique identifier.
- Payment Paid By Code: The category of payer on the included payment(s), by code.
- * = Unknown, PAT = Patient, PYR = Payer, RSP = Responsible Party
- Payment Paid By Description: The category of payer on the included payment(s), by text.
- Update Date: The last date the Payment Paid By was modified within the database.
- Posting Method: Used only with Fact Claim Payment data, this breaks out the payment method(s) used to make the included payment(s), such as cash, check, credit card, etc.
- Dim Posting Method: The posting method(s) on the included payment(s), categorized by an iSalus internal unique identifier.
- Posting Method Description: The posting method(s) on the included payment(s), by text.
- Update Date: The last date the Posting (Payment) Method was modified within the database.
- Posting Type: Used only with Fact Claim Payment data, this breaks out the payment or adjustment type(s) for the included payments, such as Insurance Check, Co-Pay, Courtesy Write-Off, etc.
- Dim Posting Type: The posting type(s) on the included payments/adjustments, categorized by an iSalus internal unique identifier.
- Posting Type Description: The posting method(s) on the included payment(s), by text.
- Update Date: The last date the Posting (Payment) Type was modified within the database.
- Procedure: The current procedure(s), either CPT or HCPCS, on the included claim(s).
- Dim Procedure: The procedure(s) on the included claim(s), categorized by an iSalus internal unique identifier.
- Procedure Code: The procedure code(s) on the included claim(s).
- Procedure Code Description: Both the procedure alphanumeric code(s) and the text description for the included claim(s).
- Procedure Description: The text description for any procedure code(s) on the included claim(s).
- Procedure Group: The Code Class assigned to each CPT/HCPCS code(s) on the included claim(s).
- Procedure Modifier: Modifiers used with procedures on the included claim(s).
- Procedure POS: The Place of Service assigned to each CPT/HCPCS code(s) at the procedure code level on the included claim(s), by text description.
- Update Date: The last date the Procedure Code was modified within the database.
- Provider Alternate: The Alternate Provider (if any) currently on the included claim(s).
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Alternate.Dim Provider: The Alternate Provider on the included claim(s), categorized by an iSalus internal unique identifier.
- Provider Alternate.Provider City
- Provider Alternate.Provider DEA (alphanumeric value)
- Provider Alternate.Provider First Name
- Provider Alternate.Provider Full Name (First Name Last Name)
- Provider Alternate.Provider Last Name
- Provider Alternate.Provider Middle Name
- Provider Alternate.Provider NPI (numeric value)
- Provider Alternate.Provider NPI Name
- Provider Alternate.Provider Reverse Name (Last Name, First Name)
- Provider Alternate.Provider State
- Provider Alternate.Provider Suffix Name
- Provider Alternate.Provider Zip Code
- Provider Alternate.Update Date: The last date the Provider was modified within the database.
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Attending: The Attending Provider (if any) currently on the included claim(s).
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Attending.Dim Provider: The Attending Provider on the included claim(s), categorized by an iSalus internal unique identifier.
- Provider Attending.Provider City
- Provider Attending.Provider DEA (alphanumeric value)
- Provider Attending.Provider First Name
- Provider Attending.Provider Full Name (First Name Last Name)
- Provider Attending.Provider Last Name
- Provider Attending.Provider Middle Name
- Provider Attending.Provider NPI (numeric value)
- Provider Attending.Provider NPI Name
- Provider Attending.Provider Reverse Name (Last Name, First Name)
- Provider Attending.Provider State
- Provider Attending.Provider Suffix Name
- Provider Attending.Provider Zip Code
- Provider Attending.Update Date: The last date the Provider was modified within the database
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Ordering: The Ordering Provider (if any) currently on the included claim(s).
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Ordering.Dim Provider: The Ordering Provider on the included claim(s), categorized by an iSalus internal unique identifier.
- Provider Ordering.Provider City
- Provider Ordering.Provider DEA (alphanumeric value)
- Provider Ordering.Provider First Name
- Provider Ordering.Provider Full Name (First Name Last Name)
- Provider Ordering.Provider Last Name
- Provider Ordering.Provider Middle Name
- Provider Ordering.Provider NPI (numeric value)
- Provider Ordering.Provider NPI Name
- Provider Ordering.Provider Reverse Name (Last Name, First Name)
- Provider Ordering.Provider State
- Provider Ordering.Provider Suffix Name
- Provider Ordering.Provider Zip Code
- Provider Ordering.Update Date: The last date the Provider was modified within the database.
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Purchasing: The Purchasing Provider (if any) currently on the included claim(s).
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Purchasing.Dim Provider: The Purchasing Provider on the included claim(s), categorized by an iSalus internal unique identifier.
- Provider Purchasing.Provider City
- Provider Purchasing.Provider DEA (alphanumeric value)
- Provider Purchasing.Provider First Name
- Provider Purchasing.Provider Full Name (First Name Last Name)
- Provider Purchasing.Provider Last Name
- Provider Purchasing.Provider Middle Name
- Provider Purchasing.Provider NPI (numeric value)
- Provider Purchasing.Provider NPI Name
- Provider Purchasing.Provider Reverse Name (Last Name, First Name)
- Provider Purchasing.Provider State
- Provider Purchasing.Provider Suffix Name
- Provider Purchasing.Provider Zip Code
- Provider Purchasing.Update Date: The last date the Provider was modified within the database.
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Referring: The Referring Provider (if any) currently on the included claim(s).
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Referring.Dim Provider: The Referring Provider on the included claim(s), categorized by an iSalus internal unique identifier.
- Provider Referring.Provider City
- Provider Referring.Provider DEA (alphanumeric value)
- Provider Referring.Provider First Name
- Provider Referring.Provider Full Name (First Name Last Name)
- Provider Referring.Provider Last Name
- Provider Referring.Provider Middle Name
- Provider Referring.Provider NPI (numeric value)
- Provider Referring.Provider NPI Name
- Provider Referring.Provider Reverse Name (Last Name, First Name)
- Provider Referring.Provider State
- Provider Referring.Provider Suffix Name
- Provider Referring.Provider Zip Code
- Provider Referring.Update Date: The last date the Provider was modified within the database.
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Rendering: The Rendering Provider currently on the included claim(s).
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Rendering.Dim Provider: The Rendering Provider on the included claim(s), categorized by an iSalus internal unique identifier.
- Provider Rendering.Provider City
- Provider Rendering.Provider DEA (alphanumeric value)
- Provider Rendering.Provider First Name
- Provider Rendering.Provider Full Name (First Name Last Name)
- Provider Rendering.Provider Last Name
- Provider Rendering.Provider Middle Name
- Provider Rendering.Provider NPI (numeric value)
- Provider Rendering.Provider NPI Name
- Provider Rendering.Provider Reverse Name (Last Name, First Name)
- Provider Rendering.Provider State
- Provider Rendering.Provider Suffix Name
- Provider Rendering.Provider Zip Code
- Provider Rendering.Update Date: The last date the Provider was modified within the database.
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Supervising: The Supervising Provider (if any) currently on the included claim(s).
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Provider Supervising.Dim Provider: The Supervising Provider on the included claim(s), categorized by an iSalus internal unique identifier.
- Provider Supervising.Provider City
- Provider Supervising.Provider DEA (alphanumeric value)
- Provider Supervising.Provider First Name
- Provider Supervising.Provider Full Name (First Name Last Name)
- Provider Supervising.Provider Last Name
- Provider Supervising.Provider Middle Name
- Provider Supervising.Provider NPI (numeric value)
- Provider Supervising.Provider NPI Name
- Provider Supervising.Provider Reverse Name (Last Name, First Name)
- Provider Supervising.Provider State
- Provider Supervising.Provider Suffix Name
- Provider Supervising.Provider Zip Code
- Provider Supervising.Update Date: The last date the Provider was modified within the database.
- Additional Provider Fields (some self-explanatory); all fields apply only to included claim(s):
- Service Location: The Service Location currently on the included claim(s). Most fields are self-explanatory.
- Dim Service Location: The Service Location on the included claim(s), categorized by an iSalus internal unique identifier.
- Service Location City
- Service Location Name
- Service Location State
- Service Location Type: Facility, Lab, Other
- Service Location Zip Code
- Update Date: The last date the Service Location was modified within the database.