Understanding the Insurance reports

This report has the following data fields and measures:

• Aging

  • Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).

• Applied Date.Date (ISO)

  • Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).

• Applied Date.Date (YMD)

  • Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).

  • Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.

• Applied Date.Date (local)

  • Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Created Date.Date (ISO)

  • Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).

• Created Date.Date (YMD)

  • Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).

  • Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month that a ledger entry is added to the database.

• Created Date.Date (local)

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

• Description

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

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

  • Description - The description of a ledger entry.

  • Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.

  • Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.

• First Visit Date.Date (ISO)

  • Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).

• First Visit Date.Date (YMD)

  • Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).

  • Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).

• First Visit Date.Date (local)

  • Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Insurance Claim

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

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

  • Claim Status - The status of an insurance claim.

  • Claim Carrier - The name of an insurance carrier.

  • Claim Payer ID - The payer ID of an insurance carrier.

  • Billing Prov TIN - The TIN of a billing provider for an insurance claim.

  • Billing Provider - The name of a billing provider (which can be a person or a location) for an insurance claim. Uses a "Last name, First name" or a "Location name" format.

  • Billing Prov NPI - The NPI of a billing provider for an insurance claim.

  • Claim ID - The unique ID of an insurance claim.

  • Claim Status Note - The text of a status note of an insurance claim.

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

  • Coverage Type - The type of coverage for an insurance claim (such as primary or secondary).

  • Rendering Prov NPI - The NPI of the rendering provider for an insurance claim.

  • Rendering Provider - The name of a rendering provider for an insurance claim. Uses a "Last name, First name" format.

  • Claim Plan - The name of an insurance plan.

  • Claim Plan Address - The address associated with an insurance plan.

• 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

  • Active w/ Recare - The number of distinct patients on the report who are active and have recare attached to their records.

  • Amount - The amount of a ledger entry.

  • Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.

  • Applied Payments - The amount of a payment that is applied to a procedure.

  • Average Charge - The average amount of the Charges.

  • Billed to Insurance - The amount that is billed to insurance for a ledger entry that is attached to a claim with any status other than Unsent.

  • Charge Adjustments - The amount of a charge adjustment.

  • Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).

  • Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.

  • Contracted Fee - The contracted fee between a provider and a patient's primary insurance carrier.

  • Count - The number of items for the corresponding row and column on the report.

  • Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).

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

  • Perio Patients - The number of distinct patients on the report who have a perio exam.

  • Procedure Charges - The amount of a ledger entry for a procedure.

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

  • Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.

  • Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.

  • Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).

• Miscellaneous

  • On First Visit - If a patient has a first visit date on a given date.

• Organization

  • Organization Type - Indicates whether the organization is real or for testing purposes only.

  • Customer ID - Your organization's customer ID (which can be used to log in).

  • Organization Name - The name of your organization (or the organization log-in ID).

• Organization Recare

  • Recare Type - The recare type.

• Patient

  • 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.

  • 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.

  • 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 Dentrix Ascend to identify him or her).

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

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

• 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.

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

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

• Payment Source

  • Source of Payment - The source of a payment (such as self-pay or medicaid).

• Primary Guarantor

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

• 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.

• Procedure Treatment Area

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

• Production or Collection

  • Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.

• Provider

  • Specialty - The specialty of a provider.

  • Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).

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

• Referred By

  • Referred By - The name of a patient or non-patient source that referred a given patient.

• Referred By Geo

  • Referrer State - The state of a referral source.

  • Referrer City - The city of a referral source.

  • Referrer Postal Code - The ZIP Code/postal code of a referral source.

• Referred By.Specialty

  • Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).

• Referred By.Type

  • Referral Type - The type of referral (such as marketing or professional).

• Service Date.Date (ISO)

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

• Service Date.Date (YMD)

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

  • Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month of a completed procedure.

• Service Date.Date (local)

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

• 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).

This report has the following data fields and measures:

• Coverage End.Date (ISO)

  • Date - The date that coverage ends for a patient's insurance plan. Uses the international date format (yyyy-mm-dd).

• Coverage End.Date (YMD)

  • Year - The year that coverage ends for a patient's insurance plan. Uses the four-digit identifier (yyyy).

  • Month - The month that coverage ends for a patient's insurance plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month that coverage ends for a patient's insurance plan.

• Coverage End.Date (local)

  • Date - The date that coverage ends for a patient's insurance plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Coverage Start.Date (ISO)

  • Date - The date that coverage begins for a patient's insurance plan. Uses the international date format (yyyy-mm-dd).

• Coverage Start.Date (YMD)

  • Year - The year that coverage begins for a patient's insurance plan. Uses the four-digit identifier (yyyy).

  • Month - The month that coverage begins for a patient's insurance plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month that coverage begins for a patient's insurance plan.

• Coverage Start.Date (local)

  • Date - The date that coverage begins for a patient's insurance plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Insurance

  • Insurance Carrier - The name of an insurance carrier.

  • Payor ID - The payor ID of an insurance carrier.

  • Insurance Plan - The name of an insurance plan.

  • Plan Address - The address associated with an insurance plan.

  • Payment Responsibility Order - The coverage order of a patient's insurance plan (primary, secondary, third, and so forth).

  • Subscriber ID # - The subscriber ID of a patient's insurance plan.

• Measures

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

• Organization

  • Organization Type - Indicates whether the organization is real or for testing purposes only.

  • Customer ID - Your organization's customer ID (which can be used to log in).

  • Organization Name - The name of your organization (or the organization log-in ID).

• Patient

  • 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.

  • 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.

  • 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 Dentrix Ascend to identify him or her).

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

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

• 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.

This report has the following data fields and measures:

• Insurance

  • Insurance Carrier - The name of an insurance carrier.

  • PayorID - The payor ID of an insurance carrier.

• Measures

  • Provider Count - The number of distinct providers (primary and secondary) on the report.

• Organization

  • Organization Type - Indicates whether the organization is real or for testing purposes only.

  • Customer ID - Your organization's customer ID (which can be used to log in).

  • Organization Name - The name of your organization (or the organization log-in ID).

• Provider

  • Specialty - The specialty of a provider.

  • Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).

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

This report has the following data fields and measures:

• Coverage End.Date (ISO)

  • Date - The date that coverage ends for a patient's insurance plan. Uses the international date format (yyyy-mm-dd).

• Coverage End.Date (YMD)

  • Year - The year that coverage ends for a patient's insurance plan. Uses the four-digit identifier (yyyy).

  • Month - The month that coverage ends for a patient's insurance plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month that coverage ends for a patient's insurance plan.

• Coverage End.Date (local)

  • Date - The date that coverage ends for a patient's insurance plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Coverage Start.Date (ISO)

  • Date - The date that coverage begins for a patient's insurance plan. Uses the international date format (yyyy-mm-dd).

• Coverage Start.Date (YMD)

  • Year - The year that coverage begins for a patient's insurance plan. Uses the four-digit identifier (yyyy).

  • Month - The month that coverage begins for a patient's insurance plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

  • Day - The day of the month that coverage begins for a patient's insurance plan.

• Coverage Start.Date (local)

  • Date - The date that coverage begins for a patient's insurance plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Insurance

  • Insurance Carrier - The name of an insurance carrier.

  • Payor ID - The payor ID of an insurance carrier.

  • Insurance Plan - The name of an insurance plan.

  • Plan Address - The address associated with an insurance plan.

  • Payment Responsibility Order - The coverage order of a patient's insurance plan (primary, secondary, third, and so forth).

  • Subscriber ID # - The subscriber ID of a patient's insurance plan.

• Measures

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

• Organization

  • Organization Type - Indicates whether the organization is real or for testing purposes only.

  • Customer ID - Your organization's customer ID (which can be used to log in).

  • Organization Name - The name of your organization (or the organization log-in ID).

• Patient

  • 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.

  • 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.

  • 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 Dentrix Ascend to identify him or her).

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

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

• 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.

This report has the following data fields and measures:

• Insurance

  • Insurance Carrier - The name of an insurance carrier.

  • PayorID - The payor ID of an insurance carrier.

• Measures

  • Provider Count - The number of distinct providers (primary and secondary) on the report.

• Organization

  • Organization Type - Indicates whether the organization is real or for testing purposes only.

  • Customer ID - Your organization's customer ID (which can be used to log in).

  • Organization Name - The name of your organization (or the organization log-in ID).

• Provider

  • Specialty - The specialty of a provider.

  • Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).

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