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Understanding the Clinical reports

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GW - Technical Writer
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This topic explains what the data fields on the Clinical reports correspond to in Ascend Academic and how the measures are calculated for the Clinical reports. ClickTap any of the following report names to show and hide the details of that report:

Predetermination - Tracking

This report has the following data fields and measures:

  • Appointment

    • Appt Time - The starting time of an appointment.

    • Appt Date - The date of an appointment.

    • Scheduled? - If a procedure is scheduled.

    • Appt Status - The status of an appointment.

  • Case

    • Case Status - The status of a treatment plan case.

    • Case Name - The name of a treatment plan case.

  • Current Status

    • Case Status - The status of a version of a procedure at a given date in time based on its revision history.

  • Location

    • Time Zone - The time zone of a location in your organization.

    • Location - The name of a location in your organization.

    • Website - The website address of a location in your organization.

  • Measures

    • Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.

    • Patient Count - The number of distinct patients on the report.

    • Procedure Count - The number of distinct procedures on the report.

  • Organization Recare

    • Recare Type - The recare type.

  • Patient

    • Fee Schedule - Patient's assigned fee schedule.

    • Billing Type Code -

    • Billing Type Description -

    • Chart Number - The chart number of a patient.

    • Birth Date - The birth date of a patient.

    • Discount Plan - The discount plan assigned to a patient.

    • Ethnicity - The ethnicity of the patient.

    • Financial Status - The financial status of the patient.

    • Gender - The gender of a patient.

    • State - The state of a patient.

    • City - The city of a patient.

    • Postal Code - The ZIP Code/postal code of a patient.

    • Is Simulation - States whether or not a patient is a simulation patient or a real patient.

    • External ID - The external ID of a patient.

    • Patient Status - The status of a patient (such as active or inactive).

    • Preferred Location - The preferred location for a patient.

    • Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Ascend Academic to identify them).

    • Primary Provider - The name of a patient's primary provider. Uses a Last name, First name format.

    • Special Needs - The special needs of a patient/

    • Patient - The name of a patient. Uses a Last name, First name format.

  • Patient Date of Birth.Patient

    • Year - The birth year of a patient.

    • Month - The birth month of a patient.

    • Day - The birth day of a patient.

    • Birth Date - The birth date of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

  • Patient Primary Ins

    • Pat. Prim. Plan - The name of an insurance plan.

    • Pat. Prim. Carrier - The name of an insurance carrier.

    • Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Patient Secondary Ins Plan

    • Pat. Sec. Plan - The name of an insurance plan.

    • Pat. Sec. Carrier - The name of an insurance carrier.

    • Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Predetermination

    • PreD Created Date - The date a predetermination was created. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Sent Date - The date an insurance pre-authorization was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Status Date - The date of a status change of an insurance predetermination. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Carrier - The name of an insurance carrier.

    • PreD ID - The unique ID of an insurance predetermination.

    • PreD Coverage Type - Whether a predetermination was submitted for primary or secondary insurance coverage. This field reflects only the most recent submission.

    • PreD PayerID - The payer ID of an insurance carrier.

    • PreD Plan - The name of an insurance plan.

    • PreD Status Note - The text of a status note of an insurance predetermination.

    • PreD Status Source - The source of a status change of an insurance predetermination (such as a payer or a user).

    • PreD Status - The status of an insurance predetermination.

  • Procedure

    • Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.

    • Proc Alias - The alias procedure code of a procedure.

    • Proc Category - The Procedure Code Category of a procedure.

    • Proc Code - The procedure code of a procedure.

    • Proc Desc - The abbreviated description of a procedure.

    • Proc Description - The description of a procedure.

  • Provider

    • Prov - The short name of a provider (the ID that appears throughout Ascend Academic to identify them).

    • Provider - The name of a provider. Uses a "Last name, First name" format.

    • Specialty - The specialty of a provider.

    • Specialty (obsolete) -

    • Prov (obsolete) -

    • Provider (obsolete) -

  • Reason

    • Reason - The "Other" reason(s) specified for an appointment.

  • Transaction Date.Date (ISO)

    • Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).

  • Transaction Date.Date (YMD)

    • Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).

    • Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

    • Day - The day of the month of a ledger entry.

  • Transaction Date.Date (local)

    • Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Predetermination - Unsent

This report has the following data fields and measures:

  • Appointment

    • Appt Time - The starting time of an appointment.

    • Appt Date - The date of an appointment.

    • Scheduled? - If a procedure is scheduled.

    • Appt Status - The status of an appointment.

  • Case

    • Case Status - The status of a treatment plan case.

    • Case Name - The name of a treatment plan case.

  • Current Status

    • Case Status - The status of a version of a procedure at a given date in time based on its revision history.

  • Location

    • Time Zone - The time zone of a location in your organization.

    • Location - The name of a location in your organization.

    • Website - The website address of a location in your organization.

  • Measures

    • Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.

    • Patient Count - The number of distinct patients on the report.

    • Procedure Count - The number of distinct procedures on the report.

  • Organization Recare

    • Recare Type - The recare type.

  • Patient

    • Fee Schedule - Patient's assigned fee schedule.

    • Billing Type Code -

    • Billing Type Description -

    • Chart Number - The chart number of a patient.

    • Birth Date - The birth date of a patient.

    • Discount Plan - The discount plan assigned to a patient.

    • Ethnicity - The ethnicity of the patient.

    • Financial Status - The financial status of the patient.

    • Gender - The gender of a patient.

    • State - The state of a patient.

    • City - The city of a patient.

    • Postal Code - The ZIP Code/postal code of a patient.

    • Is Simulation - States whether or not a patient is a simulation patient or a real patient.

    • External ID - The external ID of a patient.

    • Patient Status - The status of a patient (such as active or inactive).

    • Preferred Location - The preferred location for a patient.

    • Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Ascend Academic to identify them).

    • Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

    • Special Needs - The special needs of a patient/

    • Patient - The name of a patient. Uses a "Last name, First name" format.

  • Patient Date of Birth.Patient

    • Year - The birth year of a patient.

    • Month - The birth month of a patient.

    • Day - The birth day of a patient.

    • Birth Date - The birth date of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

  • Patient Primary Ins

    • Pat. Prim. Plan - The name of an insurance plan.

    • Pat. Prim. Carrier - The name of an insurance carrier.

    • Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Patient Secondary Ins Plan

    • Pat. Sec. Plan - The name of an insurance plan.

    • Pat. Sec. Carrier - The name of an insurance carrier.

    • Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Predetermination

    • PreD Created Date - The date a predetermination was created. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Sent Date - The date an insurance predetermination was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Status Date - The date of a status change of an insurance predetermination. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Carrier - The name of an insurance carrier.

    • PreD ID - The unique ID of an insurance predetermination.

    • PreD Coverage Type - Whether a predetermination was submitted for primary or secondary insurance coverage. This field reflects only the most recent submission.

    • PreD PayerID - The payer ID of an insurance carrier.

    • PreD Plan - The name of an insurance plan.

    • PreD Status Note - The text of a status note of an insurance predetermination.

    • PreD Status Source - The source of a status change of an insurance predetermination (such as a payer or a user).

    • PreD Status - The status of an insurance predetermination.

  • Procedure

    • Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.

    • Proc Alias - The alias procedure code of a procedure.

    • Proc Category - The Procedure Code Category of a procedure.

    • Proc Code - The procedure code of a procedure.

    • Proc Desc - The abbreviated description of a procedure.

    • Proc Description - The description of a procedure.

  • Provider

    • Prov - The short name of a provider (the ID that appears throughout the system to identify them).

    • Provider - The name of a provider. Uses a "Last name, First name" format.

    • Specialty - The specialty of a provider.

    • Specialty (obsolete) -

    • Prov (obsolete) -

    • Provider (obsolete) -

  • Reason

    • Reason - The "Other" reason(s) specified for an appointment.

  • Transaction Date.Date (ISO)

    • Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).

  • Transaction Date.Date (YMD)

    • Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).

    • Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

    • Day - The day of the month of a ledger entry.

  • Transaction Date.Date (local)

    • Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Treatment Tracker

This report has the following data fields and measures:

  • Appointment

    • Appt Time - The starting time of an appointment.

    • Appt Date - The date of an appointment.

    • Scheduled? - If a procedure is scheduled.

    • Appt Status - The status of an appointment.

  • Case

    • Case Status - The status of a treatment plan case.

    • Case Name - The name of a treatment plan case.

  • Current Status

    • Case Status - The status of a version of a procedure at a given date in time based on its revision history.

  • Location

    • Time Zone - The time zone of a location in your organization.

    • Location - The name of a location in your organization.

    • Website - The website address of a location in your organization.

  • Measures

    • Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.

    • Patient Count - The number of distinct patients on the report.

    • Procedure Count - The number of distinct procedures on the report.

  • Organization Recare

    • Recare Type - The recare type.

  • Patient

    • Fee Schedule - Patient's assigned fee schedule.

    • Billing Type Code -

    • Billing Type Description -

    • Chart Number - The chart number of a patient.

    • Birth Date - The birth date of a patient.

    • Discount Plan - The discount plan assigned to a patient.

    • Ethnicity - The ethnicity of the patient.

    • Financial Status - The financial status of the patient.

    • Gender - The gender of a patient.

    • State - The state of a patient.

    • City - The city of a patient.

    • Postal Code - The ZIP Code/postal code of a patient.

    • Is Simulation - States whether or not a patient is a simulation patient or a real patient.

    • External ID - The external ID of a patient.

    • Patient Status - The status of a patient (such as active or inactive).

    • Preferred Location - The preferred location for a patient.

    • Primary Prov - The short name of a patient's primary provider (the ID that appears throughout the system to identify them).

    • Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

    • Special Needs - The special needs of a patient/

    • Patient - The name of a patient. Uses a "Last name, First name" format.

  • Patient Date of Birth.Patient

    • Year - The birth year of a patient.

    • Month - The birth month of a patient.

    • Day - The birth day of a patient.

    • Birth Date - The birth date of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

  • Patient Primary Ins

    • Pat. Prim. Plan - The name of an insurance> plan.

    • Pat. Prim. Carrier - The name of an insurance carrier.

    • Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Patient Secondary Ins Plan

    • Pat. Sec. Plan - The name of an insurance plan.

    • Pat. Sec. Carrier - The name of an insurance carrier.

    • Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Predetermination

    • PreD Created Date - The date a predetermination was created. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Sent Date - The date an insurance predetermination was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Status Date - The date of a status change of an insurance predetermination. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Carrier - The name of an insurance carrier.

    • PreD ID - The unique ID of an insurance predetermination.

    • PreD Coverage Type - Whether a predetermination was submitted for primary or secondary insurance coverage. This field reflects only the most recent submission.

    • PreD PayerID - The payer ID of an insurance carrier.

    • PreD Plan - The name of an insurance plan.

    • PreD Status Note - The text of a status note of an insurance predetermination.

    • PreD Status Source - The source of a status change of an insurance predetermination (such as a payer or a user).

    • PreD Status - The status of an insurance predetermination.

  • Procedure

    • Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.

    • Proc Alias - The alias procedure code of a procedure.

    • Proc Category - The Procedure Code Category of a procedure.

    • Proc Code - The procedure code of a procedure.

    • Proc Desc - The abbreviated description of a procedure.

    • Proc Description - The description of a procedure.

  • Provider

    • Prov - The short name of a provider (the ID that appears throughout Ascend Academic to identify them).

    • Provider - The name of a provider. Uses a "Last name, First name" format.

    • Specialty - The specialty of a provider.

    • Specialty (obsolete) -

    • Prov (obsolete) -

    • Provider (obsolete) -

  • Reason

    • Reason - The "Other" reason(s) specified for an appointment.

  • Transaction Date.Date (ISO)

    • Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).

  • Transaction Date.Date (YMD)

    • Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).

    • Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

    • Day - The day of the month of a ledger entry.

  • Transaction Date.Date (local)

    • Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Unscheduled Treatment

This report has the following data fields:

  • Procedure

    • Procedure Count - The number of distinct procedures on the report.

    • Procedure Category - The Procedure Code Category of a treatment-planned procedure.

    • Abbreviated Description - The abbreviated description of a treatment-planned procedure.

    • Description - The description of a treatment-planned procedure.

    • Code - The procedure code of a treatment-planned procedure.

    • Proc Alias - The alias for a treatment-planned procedure.

    • Amount - The amount of a treatment-planned procedure.

    • Location Fee - The fee for a scheduled procedure (treatment-planned or not).

    • Recare Type - The type of recare.

    • Recare Description - The description of a recare type.

    • Recare Interval - The interval of a recare type.

    • Case Status - The status of a treatment plan.

    • Current Status - The current status of a treatment plan.

    • Procedure Status - The status of a treatment-planned procedure.

    • Transaction Date - The date that a treatment-planned procedure was posted.

    • Case Expiration Date - The expiration date of a treatment plan.

    • Current Status Date - The date of the current status of a treatment plan.

    • Duration - The total time required for a treatment plan.

    • Case Name - The name of a treatment plan.

    • Visit - The visit a treatment-planned procedure belongs to.

    • Case Note - The note attached to a treatment plan.

  • Patient

    • Patient - The name of a patient. Uses a "Last name, First name" format.

    • Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Status - The status of a patient (such as active or inactive).

    • Email - The email address of a patient's primary contact person.

    • Phone - The first phone number listed for the primary contact person for a patient.

    • Address - The address of the primary contact person for a patient.

    • Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • First Name - The first name of a patient.

    • Last Name - The last name of a patient.

    • Middle Name - The middle name of a patient.

    • Preferred Name - The preferred name or nickname of a patient.

    • Gender - The gender of a patient.

    • Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Address Line 1 - The street address of the primary contact person for a patient.

    • Address Line 2 - The second line of the street address of the primary contact person for a patient.

    • City - The city of the primary contact person for a patient.

    • State - The state of the primary contact person for a patient.

    • ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.

    • PrimaryContactName - The name of the primary contact person for a patient. Uses a "Last name, First name" format.

    • Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Chart Number - The chart number of a patient.

    • Remaining Benefits Primary - The benefits that remain on a patient's primary insurance plan.

    • Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary insurance plan.

    • Remaining Benefits Secondary - The benefits that remain on a patient's secondary insurance plan.

    • Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary insurance plan.

    • Renewal Month Primary - The renewal month for a patient's primary insurance plan.

    • Renewal Month Secondary - The renewal month for a patient's secondary insurance plan.

    • Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

    • Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Ascend Academic to identify them).

  • Primary Guarantor

    • Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.

    • Status - The patient status of a patient's primary guarantor (such as active or inactive).

    • Email - The email address of a patient's primary guarantor.

    • Phone - The primary phone number of a patient's primary guarantor.

    • Address - The address of a patient's primary guarantor.

    • First Name - The first name of a patient's primary guarantor.

    • Last Name - The last name of a patient's primary guarantor.

    • Middle Name - The middle name of a patient's primary guarantor.

    • Preferred Name - The preferred name or nickname of a patient's primary guarantor.

    • Gender - The gender of a patient's primary guarantor.

    • Date Of Birth - The birth date of a patient's primary guarantor.

    • Address Line 1 - The street address of a patient's primary guarantor.

    • Address Line 2 - The second line of the street address of a patient's primary guarantor.

    • City - The city of a patient's primary guarantor.

    • State - The state of a patient's primary guarantor.

    • ZIP Code - The ZIP Code/postal code of a patient's primary guarantor.

  • Primary Contact

    • Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.

    • Status - The patient status of a patient's primary contact (such as active or inactive).

    • Email - The email address of a patient's primary contact.

    • Phone - The primary phone number of a patient's primary contact.

    • Address - The address of a patient's primary contact.

    • First Name - The first name of a patient's primary contact.

    • Last Name - The last name of a patient's primary contact.

    • Middle Name - The middle name of a patient's primary contact.

    • Preferred Name - The preferred name or nickname of a patient's primary contact.

    • Gender - The gender of a patient's primary contact.

    • Date Of Birth - The birth date of a patient's primary contact.

    • Address Line 1 - The street address of a patient's primary contact.

    • Address Line 2 - The second line of the street address of a patient's primary contact.

    • City - The city of a patient's primary contact.

    • State - The state of a patient's primary contact.

    • ZIP Code - The ZIP Code/postal code of a patient's primary contact.

  • Location

    • Location - The name of a location in your organization.

  • Appointment

    • Appointment Status - The status of an appointment.

    • Date Scheduled - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Start Time - The starting time of an appointment.

    • Count - The number of scheduled appointments.

    • Reason - The "Other" reason(s) specified for an appointment.

    • Scheduled? - If a procedure is scheduled.

  • Ledger

    • Ledger Type - The type of ledger entry (such as an insurance payment or a credit adjustment).

    • Note - The note of a ledger entry.

    • Description - The description of a ledger entry.

    • Category - The category (type of transaction) that a ledger entry pertains to.

    • Subcategory - The subcategory that a ledger entry pertains to.

  • Provider

    • Specialty - The specialty of a provider.

    • Active - The status of a provider (active or inactive).

    • IsPrimaryProvider - Whether a provider is a primary-care provider (such as a dentist or hygienist).

    • SignatureOnFile - Whether a provider has a signature on file.

    • MedicareNumber - The Medicare Number of a provider.

    • CommercialNumber - The commercial number of a provider.

    • Title - A provider's title.

    • CS - A provider's CS.

    • ProviderNumber - A provider's number.

    • StateLicenseNUmber - The state license number of a provider.

    • Tin - The TIN of a provider.

    • UPin - The UPIN of a provider.

    • BlueCrossNumber - The Blue Cross Number of a provider.

    • BlueShieldNumber - The Blue Shield Number of a provider.

    • Prov - The short name of a provider (the ID that appears throughout Ascend Academic to identify them).

    • DEA - The DEA Number of a provider.

    • Npi - The NPI of a provider.

    • Provider - The name of a provider. Uses a "Last name, First name" format.

    • MedicaidID - The Medicaid ID of a provider.

  • Patient Primary Ins Plan

    • Pat. Prim. Fee Schedule - The fee schedule associated with an insurance plan.

    • Pat. Prim. Plan - The name of an insurance plan.

    • Pat. Prim. Carrier - The name of an insurance carrier.

  • Patient Secondary Ins Plan

    • Pat. Sec. Fee Schedule - The fee schedule associated with an insurance plan.

    • Pat. Sec. Plan - The name of an insurance plan.

    • Pat. Sec. Carrier - The name of an insurance carrier.

  • Predetermination

    • PreD Created Date - The date a predetermination was created. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Sent Date - The date an insurance predetermination was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Status Date - The date of a status change of an insurance predetermination. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Carrier - The name of an insurance carrier.

    • PreD ID - The unique ID of an insurance predetermination.

    • PreD Coverage Type - Whether a predetermination was submitted for primary or secondary insurance coverage. This field reflects only the most recent submission.

    • PreD PayerID - The payer ID of an insurance carrier.

    • PreD Plan - The name of an insurance plan.

    • PreD Status Note - The text of a status note of an insurance predetermination.

    • PreD Status Source - The source of a status change of an insurance predetermination (such as a payer or a user).

    • PreD Status - The status of an insurance predetermination.

    • PreD Phone - The phone number of the contact person for an insurance carrier.

    • PreD Ext - The phone extension of the contact person for an insurance carrier.

    • PreD URL - The website address of an insurance carrier.

Unscheduled Treatment - Pie Chart

This report has the following data fields and measures:

  • Appointment

    • Appt Time - The starting time of an appointment.

    • Appt Date - The date of an appointment.

    • Scheduled? - If a procedure is scheduled.

    • Appt Status - The status of an appointment.

  • Case

    • Case Status - The status of a treatment plan case.

    • Case Name - The name of a treatment plan case.

  • Current Status

    • Case Status - The status of a version of a procedure at a given date in time based on its revision history.

  • Location

    • Time Zone - The time zone of a location in your organization.

    • Location - The name of a location in your organization.

    • Website - The website address of a location in your organization.

  • Measures

    • Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.

    • Patient Count - The number of distinct patients on the report.

    • Procedure Count - The number of distinct procedures on the report.

  • Organization Recare

    • Recare Type - The recare type.

  • Patient

    • Fee Schedule - Patient's assigned fee schedule.

    • Billing Type Code -

    • Billing Type Description -

    • Chart Number - The chart number of a patient.

    • Birth Date - The birth date of a patient.

    • Discount Plan - The discount plan assigned to a patient.

    • Ethnicity - The ethnicity of the patient.

    • Financial Status - The financial status of the patient.

    • Gender - The gender of a patient.

    • State - The state of a patient.

    • City - The city of a patient.

    • Postal Code - The ZIP Code/postal code of a patient.

    • Is Simulation - States whether or not a patient is a simulation patient or a real patient.

    • External ID - The external ID of a patient.

    • Patient Status - The status of a patient (such as active or inactive).

    • Preferred Location - The preferred location for a patient.

    • Primary Prov - The short name of a patient's primary provider (the ID that appears throughout the system to identify them).

    • Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

    • Special Needs - The special needs of a patient/

    • Patient - The name of a patient. Uses a "Last name, First name" format.

  • Patient Date of Birth.Patient

    • Year - The birth year of a patient.

    • Month - The birth month of a patient.

    • Day - The birth day of a patient.

    • Birth Date - The birth date of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

  • Patient Primary Ins

    • Pat. Prim. Plan - The name of an insurance plan.

    • Pat. Prim. Carrier - The name of an insurance carrier.

    • Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Patient Secondary Ins Plan

    • Pat. Sec. Plan - The name of an insurance plan.

    • Pat. Sec. Carrier - The name of an insurance carrier.

    • Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Predetermination

    • PreD Created Date - The date a predetermination was created. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Sent Date - The date an insurance predetermination was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Status Date - The date of a status change of an insurance predetermination. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Carrier - The name of an insurance carrier.

    • PreD ID - The unique ID of an insurance predetermination.

    • PreD Coverage Type - Whether a predetermination was submitted for primary or secondary insurance coverage. This field reflects only the most recent submission.

    • PreD PayerID - The payer ID of an insurance carrier.

    • PreD Plan - The name of an insurance plan.

    • PreD Status Note - The text of a status note of an insurance predetermination.

    • PreD Status Source - The source of a status change of an insurance predetermination (such as a payer or a user).

    • PreD Status - The status of an insurance predetermination.

  • Procedure

    • Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.

    • Proc Alias - The alias procedure code of a procedure.

    • Proc Category - The Procedure Code Category of a procedure.

    • Proc Code - The procedure code of a procedure.

    • Proc Desc - The abbreviated description of a procedure.

    • Proc Description - The description of a procedure.

  • Provider

    • Prov - The short name of a provider (the ID that appears throughout Ascend Academic to identify them).

    • Provider - The name of a provider. Uses a "Last name, First name" format.

    • Specialty - The specialty of a provider.

    • Specialty (obsolete) -

    • Prov (obsolete) -

    • Provider (obsolete) -

  • Reason

    • Reason - The "Other" reason(s) specified for an appointment.

  • Transaction Date.Date (ISO)

    • Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).

  • Transaction Date.Date (YMD)

    • Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).

    • Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

    • Day - The day of the month of a ledger entry.

  • Transaction Date.Date (local)

    • Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Analysis Procedure Tracking REport Builder

This report has the following data fields and measures:

  • Conditions

    • SNODENT Code - A SNODENT code.

    • SNODENT Description - The description of a SNODENT code.

    • ICD10Code - An ICD-10 diagnostic code.

    • ICD10Term - The description of an ICD-10 diagnostic code.

    • Cond. Affected Area - The general treatment area of a condition.

  • Patient Condition

    • Cond. Status - The status (active or treated) of a patient's condition.

Analysis Treatment Plan Report Builder

This report has the following data fields and measures:

  • Appointment

    • Appt Time - The starting time of an appointment.

    • Appt Date - The date of an appointment.

    • Scheduled? - If a procedure is scheduled.

    • Appt Status - The status of an appointment.

  • Case

    • Case Status - The status of a treatment plan case.

    • Case Name - The name of a treatment plan case.

  • Current Status

    • Case Status - The status of a version of a procedure at a given date in time based on its revision history.

  • Location

    • Time Zone - The time zone of a location in your organization.

    • Location - The name of a location in your organization.

    • Website - The website address of a location in your organization.

  • Measures

    • Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.

    • Patient Count - The number of distinct patients on the report.

    • Procedure Count - The number of distinct procedures on the report.

  • Organization Recare

    • Recare Type - The recare type.

  • Patient

    • Fee Schedule - Patient's assigned fee schedule.

    • Billing Type Code -

    • Billing Type Description -

    • Chart Number - The chart number of a patient.

    • Birth Date - The birth date of a patient.

    • Discount Plan - The discount plan assigned to a patient.

    • Ethnicity - The ethnicity of the patient.

    • Financial Status - The financial status of the patient.

    • Gender - The gender of a patient.

    • State - The state of a patient.

    • City - The city of a patient.

    • Postal Code - The ZIP Code/postal code of a patient.

    • Is Simulation - States whether or not a patient is a simulation patient or a real patient.

    • External ID - The external ID of a patient.

    • Patient Status - The status of a patient (such as active or inactive).

    • Preferred Location - The preferred location for a patient.

    • Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Ascend Academic to identify them).

    • Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

    • Special Needs - The special needs of a patient/

    • Patient - The name of a patient. Uses a "Last name, First name" format.

  • Patient Date of Birth.Patient

    • Year - The birth year of a patient.

    • Month - The birth month of a patient.

    • Day - The birth day of a patient.

    • Birth Date - The birth date of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

  • Patient Primary Ins

    • Pat. Prim. Plan - The name of an insurance plan.

    • Pat. Prim. Carrier - The name of an insurance carrier.

    • Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Patient Secondary Ins Plan

    • Pat. Sec. Plan - The name of an insurance plan.

    • Pat. Sec. Carrier - The name of an insurance carrier.

    • Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

  • Predetermination

    • PreD Created Date - The date a predetermination was created. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Sent Date - The date an insurance pre-authorization was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Status Date - The date of a status change of an insurance pre-authorization. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • PreD Carrier - The name of an insurance carrier.

    • PreD ID - The unique ID of an insurance pre-authorization.

    • PreD Coverage Type - Whether a predetermination was submitted for primary or secondary insurance coverage. This field reflects only the most recent submission.

    • PreD PayerID - The payer ID of an insurance carrier.

    • PreD Plan - The name of an insurance plan.

    • PreD Status Note - The text of a status note of an insurance pre-authorization.

    • PreD Status Source - The source of a status change of an insurance pre-authorization (such as a payer or a user).

    • PreD Status - The status of an insurance pre-authorization.

  • Procedure

    • Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.

    • Proc Alias - The alias procedure code of a procedure.

    • Proc Category - The Procedure Code Category of a procedure.

    • Proc Code - The procedure code of a procedure.

    • Proc Desc - The abbreviated description of a procedure.

    • Proc Description - The description of a procedure.

  • Provider

    • Prov - The short name of a provider (the ID that appears throughout Ascend Academic to identify them).

    • Provider - The name of a provider. Uses a "Last name, First name" format.

    • Specialty - The specialty of a provider.

    • Specialty (obsolete) -

    • Prov (obsolete) -

    • Provider (obsolete) -

  • Reason

    • Reason - The "Other" reason(s) specified for an appointment.

  • Transaction Date.Date (ISO)

    • Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).

  • Transaction Date.Date (YMD)

    • Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).

    • Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

    • Day - The day of the month of a ledger entry.

  • Transaction Date.Date (local)

    • Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Interactive Treatment Plan Report Builder

This report has the following data fields:

  • Procedure

    • Procedure Count - The number of distinct procedures on the report.

    • Procedure Category - The Procedure Code Category of a treatment-planned procedure.

    • Abbreviated Description - The abbreviated description of a treatment-planned procedure.

    • Description - The description of a treatment-planned procedure.

    • Code - The procedure code of a treatment-planned procedure.

    • Proc Alias - The alias for a treatment-planned procedure.

    • Amount - The amount of a treatment-planned procedure.

    • Location Fee - The fee for a scheduled procedure (treatment-planned or not)..

    • Recare Type - The type of recare.

    • Recare Description - The description of a recare type.

    • Recare Interval - The interval of a recare type.

    • Case Status - The status of a treatment plan.

    • Current Status - The current status of a treatment plan.

    • Procedure Status - The status of a treatment-planned procedure.

    • Transaction Date - The date that a treatment-planned procedure was posted.

    • Case Expiration Date - The expiration date of a treatment plan.

    • Current Status Date - The date of the current status of a treatment plan.

    • Duration - The total time required for a treatment plan.

    • Case Name - The name of a treatment plan.

    • Visit - The visit a treatment-planned procedure belongs to.

    • Case Note - The note attached to a treatment plan.

  • Patient

    • Patient - The name of a patient. Uses a "Last name, First name" format.

    • Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Status - The status of a patient (such as active or inactive).

    • Email - The email address of a patient's primary contact person.

    • Phone - The first phone number listed for the primary contact person for a patient.

    • Address - The address of the primary contact person for a patient.

    • Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • First Name - The first name of a patient.

    • Last Name - The last name of a patient.

    • Middle Name - The middle name of a patient.

    • Preferred Name - The preferred name or nickname of a patient.

    • Gender - The gender of a patient.

    • Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Address Line 1 - The street address of the primary contact person for a patient.

    • Address Line 2 - The second line of the street address of the primary contact person for a patient.

    • City - The city of the primary contact person for a patient.

    • State - The state of the primary contact person for a patient.

    • ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.

    • PrimaryContactName - The name of the primary contact person for a patient. Uses a "Last name, First name" format.

    • Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Chart Number - The chart number of a patient.

    • External ID - The external ID of a patient.

    • Remaining Benefits Primary - The benefits that remain on a patient's primary insurance plan.

    • Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary insurance plan.

    • Remaining Benefits Secondary - The benefits that remain on a patient's secondary insurance plan.

    • Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary insurance plan.

    • Renewal Month Primary - The renewal month for a patient's primary insurance plan.

    • Renewal Month Secondary - The renewal month for a patient's secondary insurance plan.

    • Primary Prov - The short name of a patient's primary provider (the ID that appears throughout the system to identify them).

    • Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

  • Primary Guarantor

    • Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.

    • Status - The patient status of a patient's primary guarantor (such as active or inactive).

    • Email - The email address of a patient's primary guarantor.

    • Phone - The primary phone number of a patient's primary guarantor.

    • Address - The address of a patient's primary guarantor.

    • First Name - The first name of a patient's primary guarantor.

    • Last Name - The last name of a patient's primary guarantor.

    • Middle Name - The middle name of a patient's primary guarantor.

    • Preferred Name - The preferred name or nickname of a patient's primary guarantor.

    • Gender - The gender of a patient's primary guarantor.

    • Date Of Birth - The birth date of a patient's primary guarantor.

    • Address Line 1 - The street address of a patient's primary guarantor.

    • Address Line 2 - The second line of the street address of a patient's primary guarantor.

    • City - The city of a patient's primary guarantor.

    • State - The state of a patient's primary guarantor.

    • ZIP Code - The ZIP Code/postal code of a patient's primary guarantor.

  • Primary Contact

    • Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.

    • Status - The patient status of a patient's primary contact (such as active or inactive).

    • Email - The email address of a patient's primary contact.

    • Phone - The primary phone number of a patient's primary contact.

    • Address - The address of a patient's primary contact.

    • First Name - The first name of a patient's primary contact.

    • Last Name - The last name of a patient's primary contact.

    • Middle Name - The middle name of a patient's primary contact.

    • Preferred Name - The preferred name or nickname of a patient's primary contact.

    • Gender - The gender of a patient's primary contact.

    • Date Of Birth - The birth date of a patient's primary contact.

    • Address Line 1 - The street address of a patient's primary contact.

    • Address Line 2 - The second line of the street address of a patient's primary contact.

    • City - The city of a patient's primary contact.

    • State - The state of a patient's primary contact.

    • ZIP Code - The ZIP Code/postal code of a patient's primary contact.

  • Location

    • Location - The name of a location in your organization.

  • Appointment

    • Appointment Status - The status of an appointment.

    • Date Scheduled - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Start Time - The starting time of an appointment.

    • Count - The number of scheduled appointments.

    • Reason - The "Other" reason(s) specified for an appointment.

    • Scheduled? - If a procedure is scheduled.

  • Ledger

    • LedgerKey - The type of ledger entry (such as an insurance payment or a credit adjustment).

    • Note - The note of a ledger entry.

    • Description - The description of a ledger entry.

    • Category - The category (type of transaction) that a ledger entry pertains to.

    • Subcategory - The subcategory that a ledger entry pertains to.

  • Provider

    • Specialty - The specialty of a provider..

    • Active - The status of a provider (active or inactive).

    • IsPrimaryProvider - Whether a provider is a primary-care provider (such as a dentist or hygienist).

    • SignatureOnFile - Whether a provider has a signature on file.

    • MedicareNumber - The Medicare Number of a provider.

    • CommercialNumber - The commercial number of a provider.

    • Title - A provider's title.

    • CS - A provider's CS.

    • ProviderNumber - A provider's number.

    • StateLicenseNUmber - The state license number of a provider.

    • Tin - The TIN of a provider.

    • UPin - The UPIN of a provider.

    • BlueCrossNumber - The Blue Cross Number of a provider.

    • BlueShieldNumber - The Blue Shield NUmber of a provider.

    • Prov - The short name of a provider (the ID that appears throughout Ascend Academic to identify them).

    • DEA - The DEA Number of a provider.

    • Npi - The NPI of a provider.

    • Provider - The name of a provider. Uses a "Last name, First name" format.

    • MedicaidID - The Medicaid ID of a provider.

  • Patient Primary Ins Plan

    • Pat. Prim. Fee Schedule - The fee schedule associated with an insurance plan.

    • Pat. Prim. Plan - The name of an insurance plan.

    • Pat. Prim. Carrier - The name of an insurance carrier.

  • Patient Secondary Ins Plan

    • Pat. Sec. Fee Schedule - The fee schedule associated with an insurance plan.

    • Pat. Sec. Plan - The name of an insurance plan.

    • Pat. Sec. Carrier - The name of an insurance carrier.

  • Pre-authorization

    • Pre-auth ID - The unique ID of an insurance pre-authorization.

    • Pre-auth Payer ID - The payer ID of an insurance carrier.

    • Pre-auth Status - The status of an insurance pre-authorization.

    • Pre-auth Status Note - The text of a status note of an insurance pre-authorization.

    • Pre-auth Status Source - The source of a status change of an insurance pre-authorization (such as a payer or a user).

    • Pre-auth Status Date - The date of a status change of an insurance pre-authorization. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Pre-auth Carrier - The name of an insurance carrier.

    • Pre-auth Plan - The name of an insurance plan.

    • Pre-auth Sent Date - The date an insurance pre-authorization was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Pre-auth Phone - The phone number of the contact person for an insurance carrier

    • Pre-auth Ext - The phone extension of the contact person for an insurance carrier.

    • Pre-auth URL - The website address of an insurance carrier.

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