Charge Summary Report
Charge Summary Overview
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.
