The Charge Summary Report is found on the Reports Dashboard.

• Use Filters and Reporting Groups to determine the information that appears on the Report.
• Use the Save Report Filters to retain the same filters for running later.
• Use the Job Scheduler to automate the Report.

Charge Summary

The Charge Summary Report provides a high level view of Charges with Patient and Insurance Balances. Each line is a summary of the Charges representing an Encounter.

Example: A Patient has a visit with 3 Procedure Codes: 99214, J3310, and 73564.

• The Charge Summary Report will show one Encounter summary line with these columns:

• ID: Patient's ID plus Encounter ID (13297e8150)
• Patient: Patient's Name
• Insurance: The Patient's Primary Insurance
• Facility: Facility Abbreviation
• Diag: The Primary Diagnosis Code
• Ins/Bal: The Insurance Balance for the reported Encounter only
• Post Date: Date the Charge was posted.
• Service Date: Date of Service
• Charges: Sum of the 3 Charges on this Encounter
• Ins/Chrg: Amount that actually is submitted on the claim
• Pat/Chrg: Charges that were entered on this Encounter as Patient Responsibility.
• Pat/Bal: The Patient Balance for Charges entered as Patient Responsibility.

• Use Date: Run the Report by Charge Post Date or Procedure Service Date.

• Use Charge Post Date: View the charges that were posted on a specific date(s). This may include multiple Dates of Service.
• Use Procedure Service Date: View the actual charges for a specific Date of Service.

Charge Summary Report vs. Daily Charges Report

• The Daily Charges Report shows line item detail.
• The Charge Summary Report is an Encounter summary with one line representing the Encounter.

Learn More

• Reports Criteria Overview
• Report/Table Filter Criteria
• Use Reporting Groups
• My Reports