Payments & Adjustments Report

Payments & Adjustments Report

Payments & Adjustments Report

Use this report to find details on any transaction posted by User, date range, time, etc.

  • Example: You notice on your Practice Analysis report that your Adjustments are unusually high. On the Payments & Adjustments Report, you can see exactly what those adjustments are.

Payments and Adjustment Transaction Codes

  • IP: Insurance Payment
  • PP: Patient Payment
  • PRF: Patient Refund
  • IRF: Insurance Refund
  • PPC: Patient Collections Payment
  • IPC: Insurance Collections Payment
  • CO codes: Contractual Obligation
  • CR: Corrections and Reversals - Credit
  • OA: Other Adjustment - Credit
  • PCA: Patient Credit Applied
  • PD: Patient Debit Adjustment
  • PDC: Patient Discount - Self Pay
  • PR Codes: Patient Responsibility
  • WOI: Write-off Insurance
  • WOP: Write-off Patient
  • WOCP: Write-off Courtesy Patient
  • SBWO: Write-off Small Balance
  • WOCOL: Write-off Small Balance

Filter Criteria

  • Date Type: Post Date, Date of Service, Received Date, or Entered Date.
  • Date Span: Choose the Date Range from the dropdown.
  • Posted From/Posted To: Enter to compare totals with the Date Range chosen above.
  • Reference Batch: Use to run specified Reference Batches.
  • Receipt: Use to run specified Receipt number.
  • Transaction Code: Use to run specified Transaction Codes
  • Transaction Code Groups: Use to filter by specific Transaction Code Groups only, such as, Adjustments and Write-Offs in one code group.
  • Primary Diagnosis: Use to filter by the Primary Diagnosis Code.
  • Any Diagnosis: Use to filter on any Diagnosis Code regardless of position.
  • Include Undone Transactions: Checked by default. It gives the same numbers as end-of-month report (Undo and Reversed Payments). Uncheck if these are not to be included.
  • Include Non-Significant Transactions: These are transactions, such as, Transfers from one responsible to another. (Not often used)
  • Detailed Adjustments: If selected, the report will include Totals by individual CO and PR codes.
  • Exclude Provider Transactions: If selected, the report will exclude Transactions with Providers listed.
  • Show Debit Amounts as Negative in Details: Shows negative amounts with a negative sign.
  • Totals Only:
  • If selected, the report gives the Totals for each Transaction Code broken down by Transaction Category, such as, Payments, Adjustments, Refunds, etc.
  • If deselected, other fields become available, including Patient details.
  • Deselect the checkbox when using this Report as a Collections Report.
  • Include Fields: Use the Uncheck link to clear all the checkboxes.

Totals Only Example


Totals Only Deselected Example

Notes

This is best run in Landscape Orientation.

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