After drilling into the Monthly Financial Report, you will see the Monthly Financial Detail Report with the appropriate detail based on your selection.
At this point, users have several options under actions on each line:
- Open the Claim: This selection will open the selected claim.
- Open the Claim Comment: This selection will open the claim comment for the selected claim.
- Open the Claim Communication: This selection will create a new communication with the selected claim attached.
- Open the Patient: This selection will open the patient on the selected patient.
- Open the Patient Comment: This selection will open the patient comment for the selected patient.
- Open the Patient Communication: This selection will create a new communication with the selected patient attached.
The Monthly Financial Detail Report contains the following information:
- Claim ID: The ID of the claim.
- Claim Status: The status of the claim.
- Claim DOS: The date of service of the claim.
- Claim Submission Date: The date of the claim was submitted.
- Chart: The patient's account number.
- Patient Name: The full name of the claim's patient, in "[Last Name], [First Name] [Middle Name]" format.
- Primary Payer: The primary payer assigned to the claim.
- Secondary Payer: The secondary payer assigned to the claim.
- Tertiary Payer: The tertiary payer assigned to the claim.
- Charges: The total charges on the claim.
- Patient Payments: The amount paid by the responsible party posted to the claim.
- Insurance Payments: The amount paid by the primary payer, secondary, and/or tertiary payer posted to the claim.
- Total Payments: The combined patient and insurance payment posted to the claim.
- Total Adjustments: The adjustment amount posted to the claim.
- Balance: The total remaining balance on the claim.
- Deposit ID: The Deposit ID associated with the patient/insurance for the posted payment/adjustment on the claim.
- Receipt ID: The Receipt ID associated with the patient payment on the claim.
