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Understanding the Daily Huddle reports

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

  • DH Collection % - MTD

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 Acsend Academic 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 the system to identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH Collection % - Yesterday

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 Ascend Academic to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 Ascend Academic to identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH Collections - MTD

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 Ascend Academic to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 the system to identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH Collections - Yesterday

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 the system to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 Ascend Academic to identifythem).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH Completed Production - MTD

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 the system to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 Ascend Academic to identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH Completed Production - Yesterday

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 Ascend Academic to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 Ascend Academic to identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH New Patients Scheduled - Remaining Month

    This report has the following data fields and measures:

    • Appointment

      • Appt Time - The time of an appointment.

      • Scheduled? - If a procedure is scheduled.

      • Appt Status - The status of an appointment.

    • Date (ISO)

      • Date - A date. Uses the international date format (yyyy-mm-dd).

    • Date (YMD)

      • Year - A year. Uses the four-digit identifier (yyyy).

      • Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Day - A day of the month.

    • Date (local)

      • Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Cases

      • Dental Lab - The name of a dental lab.

      • Dental Lab Phone - The phone number of a dental lab.

      • Lab Case Status - The status of a lab case.

      • Lab Case Note - The note attached to a lab case.

      • Lab Due Date - The due date of a lab case. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Due Date (YMD)

      • Due Date Year - The year of the due date of a lab case. Uses the four-digit identifier (yyyy).

      • Due Date Month - The month of the due date of a lab case. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Due Date Day - The day of the month of the due date of a lab case.

    • 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

      • Adjusted Procedure Fee - The fee (from an insurance plan's fee schedule or, if there is not insurance coverage, from a patient's discount fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of net scheduled production, which is similar to the Adjusted Procedure Fee measure, see "Understanding scheduled and actual production calculations."

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

      • Appointment Count - The number of distinct appointments on the report.

      • Base Procedure Fee - The fee (from the rendering provider's preferred fee schedule or, if not an applicable, from a location's preferred fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of how the rendering provider and fee are determined and gross scheduled production, see "Understanding scheduled and actual production calculations."

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

      • Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.

    • Operatory

      • Op - The short name (or ID) of an operatory.

      • Operatory - The description of an operatory.

    • 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 the system to identify them).

      • 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. 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.

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

    • 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.

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

    • 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

      • Specialty - The specialty of a 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.

    • Reason

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

  • DH New Patients Scheduled - Today

    This report has the following data fields and measures:

    • Appointment

      • Appt Time - The time of an appointment.

      • Scheduled? - If a procedure is scheduled.

      • Appt Status - The status of an appointment.

    • Date (ISO)

      • Date - A date. Uses the international date format (yyyy-mm-dd).

    • Date (YMD)

      • Year - A year. Uses the four-digit identifier (yyyy).

      • Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Day - A day of the month.

    • Date (local)

      • Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Cases

      • Dental Lab - The name of a dental lab.

      • Dental Lab Phone - The phone number of a dental lab.

      • Lab Case Status - The status of a lab case.

      • Lab Case Note - The note attached to a lab case.

      • Lab Due Date - The due date of a lab case. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Due Date (YMD)

      • Due Date Year - The year of the due date of a lab case. Uses the four-digit identifier (yyyy).

      • Due Date Month - The month of the due date of a lab case. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Due Date Day - The day of the month of the due date of a lab case.

    • 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

      • Adjusted Procedure Fee - The fee (from an insurance plan's fee schedule or, if there is not insurance coverage, from a patient's discount fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of net scheduled production, which is similar to the Adjusted Procedure Fee measure, see "Understanding scheduled and actual production calculations."

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

      • Appointment Count - The number of distinct appointments on the report.

      • Base Procedure Fee - The fee (from the rendering provider's preferred fee schedule or, if not an applicable, from a location's preferred fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of how the rendering provider and fee are determined and gross scheduled production, see "Understanding scheduled and actual production calculations."

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

      • Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.

    • Operatory

      • Op - The short name (or ID) of an operatory.

      • Operatory - The description of an operatory.

    • 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 the system to identify them).

      • 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. 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.

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

    • 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.

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

    • 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

      • Specialty - The specialty of a 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.

    • Reason

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

  • DH New Patients Scheduled Chart

    This report has the following data fields and measures:

    • Appointment

      • Appt Time - The time of an appointment.

      • Scheduled? - If a procedure is scheduled.

      • Appt Status - The status of an appointment.

    • Date (ISO)

      • Date - A date. Uses the international date format (yyyy-mm-dd).

    • Date (YMD)

      • Year - A year. Uses the four-digit identifier (yyyy).

      • Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Day - A day of the month.

    • Date (local)

      • Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Cases

      • Dental Lab - The name of a dental lab.

      • Dental Lab Phone - The phone number of a dental lab.

      • Lab Case Status - The status of a lab case.

      • Lab Case Note - The note attached to a lab case.

      • Lab Due Date - The due date of a lab case. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Due Date (YMD)

      • Due Date Year - The year of the due date of a lab case. Uses the four-digit identifier (yyyy).

      • Due Date Month - The month of the due date of a lab case. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Due Date Day - The day of the month of the due date of a lab case.

    • 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

      • Adjusted Procedure Fee - The fee (from an insurance plan's fee schedule or, if there is not insurance coverage, from a patient's discount fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of net scheduled production, which is similar to the Adjusted Procedure Fee measure, see "Understanding scheduled and actual production calculations."

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

      • Appointment Count - The number of distinct appointments on the report.

      • Base Procedure Fee - The fee (from the rendering provider's preferred fee schedule or, if not an applicable, from a location's preferred fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of how the rendering provider and fee are determined and gross scheduled production, see "Understanding scheduled and actual production calculations."

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

      • Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.

    • Operatory

      • Op - The short name (or ID) of an operatory.

      • Operatory - The description of an operatory.

    • 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 Ascend Academic to identify them).

      • 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. 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.

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

    • 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.

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

    • 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

      • Specialty - The specialty of a 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.

    • Reason

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

  • DH New Patients Seen - MTD

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 Ascend Academic to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 Ascend Academic to identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH New Patients Seen - Yesterday

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 the system to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 Ascend Academic to identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH New Patients Seen Chart

    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 Status - The status of an insurance claim.

      • Claim Carrier - The name of an insurance carrier.

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

      • 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. Only the locations that you have access to are available.

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

    • Measures

      • 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.

      • 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 the system to identify them).

      • 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. 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.

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

    • 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.

      • Sec. Subscriber ID - The ID of the subscriber of 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 the systemto identify them).

      • 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).

    • IsApplied

      • Is Applied - If the amount has been applied to a charge.

  • DH Scheduled Production - Remaining Month

    This report has the following data fields and measures:

    • Appointment

      • Appt Time - The time of an appointment.

      • Scheduled? - If a procedure is scheduled.

      • Appt Status - The status of an appointment.

    • Date (ISO)

      • Date - A date. Uses the international date format (yyyy-mm-dd).

    • Date (YMD)

      • Year - A year. Uses the four-digit identifier (yyyy).

      • Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Day - A day of the month.

    • Date (local)

      • Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Cases

      • Dental Lab - The name of a dental lab.

      • Dental Lab Phone - The phone number of a dental lab.

      • Lab Case Status - The status of a lab case.

      • Lab Case Note - The note attached to a lab case.

      • Lab Due Date - The due date of a lab case. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Due Date (YMD)

      • Due Date Year - The year of the due date of a lab case. Uses the four-digit identifier (yyyy).

      • Due Date Month - The month of the due date of a lab case. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Due Date Day - The day of the month of the due date of a lab case.

    • 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

      • Adjusted Procedure Fee - The fee (from an insurance plan's fee schedule or, if there is not insurance coverage, from a patient's discount fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of net scheduled production, which is similar to the Adjusted Procedure Fee measure, see "Understanding scheduled and actual production calculations."

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

      • Appointment Count - The number of distinct appointments on the report.

      • Base Procedure Fee - The fee (from the rendering provider's preferred fee schedule or, if not an applicable, from a location's preferred fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of how the rendering provider and fee are determined and gross scheduled production, see "Understanding scheduled and actual production calculations."

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

      • Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.

    • Operatory

      • Op - The short name (or ID) of an operatory.

      • Operatory - The description of an operatory.

    • 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 Ascend Academic to identify them).

      • 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. 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.

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

    • 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.

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

    • 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

      • Specialty - The specialty of a 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.

    • Reason

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

  • DH Scheduled Production - Today

    This report has the following data fields and measures:

    • Appointment

      • Appt Time - The time of an appointment.

      • Scheduled? - If a procedure is scheduled.

      • Appt Status - The status of an appointment.

    • Date (ISO)

      • Date - A date. Uses the international date format (yyyy-mm-dd).

    • Date (YMD)

      • Year - A year. Uses the four-digit identifier (yyyy).

      • Month - A month. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Day - A day of the month.

    • Date (local)

      • Date - A date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Cases

      • Dental Lab - The name of a dental lab.

      • Dental Lab Phone - The phone number of a dental lab.

      • Lab Case Status - The status of a lab case.

      • Lab Case Note - The note attached to a lab case.

      • Lab Due Date - The due date of a lab case. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

    • Lab Due Date (YMD)

      • Due Date Year - The year of the due date of a lab case. Uses the four-digit identifier (yyyy).

      • Due Date Month - The month of the due date of a lab case. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

      • Due Date Day - The day of the month of the due date of a lab case.

    • 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

      • Adjusted Procedure Fee - The fee (from an insurance plan's fee schedule or, if there is not insurance coverage, from a patient's discount fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of net scheduled production, which is similar to the Adjusted Procedure Fee measure, see "Understanding scheduled and actual production calculations."

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

      • Appointment Count - The number of distinct appointments on the report.

      • Base Procedure Fee - The fee (from the rendering provider's preferred fee schedule or, if not an applicable, from a location's preferred fee schedule) for a procedure that is attached to an appointment.

        Note: For an explanation of how the rendering provider and fee are determined and gross scheduled production, see "Understanding scheduled and actual production calculations."

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

      • Procedure Count - The number of distinct procedures (treatment-planned or not) that are attached to appointments on the report.

    • Operatory

      • Op - The short name (or ID) of an operatory.

      • Operatory - The description of an operatory.

    • 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 Ascend Academic to identify them).

      • 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. 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.

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

    • 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.

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

    • 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

      • Specialty - The specialty of a 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.

    • Reason

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

Related Topics

  • None

Related Errors/Questions

  • None

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