• Group By: The Report can be grouped by User or by Function.

• User ID

• One or multiple Users can be included or excluded using the Lookup Icon.

• If left blank, the report will include All Users.

If the report is generated from a Parent Database, the data will include information from all Databases linked to that Master.

1. When the report is generated from a Child Database, the data will only include information from that Database, even if it is linked to a Master.
   

The specific information entered can be found in the Change Log, such as specific Patients or Appointments.

Columns

• Registration includes new Patients only.
• Appointments created by User.
• Notes contains the count of all billing Notes that were added on the Patient or Encounter Dashboards.
  
• This includes Notes that are associated with Reversed Encounters.
• Charges includes New Charges only.

• The Incomplete Charges (DFTs) that are received via an Interface are credited to HL7.

• Charges ($) displays total dollar amount of the Charge column.
• Charges Completed is the count of Charges that are completed by a specific User.
• Charges Completed $ displays the total dollar amount of the Charge Completed column.

• Payments: By User per individual transaction (multiples can exist on a Receipt)

• Based on Reporting Group Payment which includes IP/PP
• Payments posted using the Apply button or one of the dropdown functions on the Remit screen is credited to ERA/User. Example: ERA/CSMITH.
• It does not include when Post Manual or Post Expert is used on an ERA.

• Payments $ displays the total dollar amount of the Payments column.
• Adjustments reports the number of Adjustments done by each User.

• Adjustments posted using the Apply button or one of the dropdown functions on the Remit screen are credited to ERA/User.

• It does not include when Post Manual or Post Expert is used on an ERA.

• Adjustments $ displays the total dollar amount of the Adjustments column.
• Refunds reports Refunds done per User.

• Refunds posted using the Apply button or one of the dropdown functions on the Remit screen are credited to ERA/User.

• Refunds $ displays the total dollar amount of the Refunds column.

• Displays as a negative number.

• Write-Offs reports Write-Offs per User.
• Write-Offs $ Displays the total dollar amount of the Write-Offs column.
• Transfers reports Transfers of money from one responsibility bucket to another. Example: When the Insurance payment is posted, the balance transfers from the Insurance and transfers to the Patient or Secondary Insurance.
• Transfers $ displays the total dollar amount of the Transfers.

• When the Transfer is complete the dollar amount will be zero.
• It may not be zero if there is a Charge Reversal, a Refund, or Write-Off.
  
• This includes Transfers related to Reversed Encounters.