Report Code

Utilization by Age and Gender (A), Utilization by Procedure Category (C), Utilization by Diagnosis Group (D), Utilization by Poverty Level (P), and Utilization by Race (R).  

From Date / To Date

(optional)

Used for all Report Codes

These dates are not required. Leaving it blank causes Intellect to search all records up until the <To Date> or, if blank, today's date. Type the first and last entry dates for the data to include in the report.
Note: For the Utilization by Diagnosis Group report, this is always the entry date of services posted.

Provider    

Used for all Report Codes

The default is all providers (leave blank). To filter the results based on a specific provider, type the Utility --► Provider <Provider Code>.
This field accepts multiple values separated by commas with no spaces, a range of codes entered with a hyphen and no spaces, or accepts the asterisk * to return all departments starting with the portion of the code entered prior to the *.

Used for all Report Codes

The default is all departments (leave blank). To filter the results based on a specific department, type the Utility --► Provider <Department> name or number.

This field accepts multiple values separated by commas with no spaces, a range of codes entered with a hyphen and no spaces, or accepts the asterisk * to return all departments starting with the portion of the code entered prior to the *.

Category

Used for all  Report Codes

The default is all categories (leave blank). To request the report for a specific category, type the Utility --► Category <Category Code>.

This field accepts multiple values, separated by commas with no spaces, or the asterisk * to return all Categories starting with the portion of the code entered prior to the *.

Note: This report includes this information based on the category assigned to the patient at the time of posting charges, which at the time of running the report may not be the patient's current category.

Sex

Used for all  Report Codes

The default (leave blank) is no specific gender. To filter the results based on a specific gender, use the drop-down to select 'M' Male, 'F' Female, or 'U' Unknown (if the gender is not known or unapplicable).

Age From / Age To

Required for the Utilization by Age and Gender Report (A)
Type the minimum and maximum age for patients to be included in this report, determined by patient age at the date of service.

Date Selection

Used for all  Report Codes

This field defaults to the Entry Date. Use the drop-down to make an alternate selection.

Who

Used for all  Report Codes

The default is blank; i.e., not filtering by the Ledger --►Accounting or Ledger --►Open Item <W> Who column.

Accept the blank default, OR use the drop-down list to filter by the selected Who type.

Facility

Used for all  Report Codes

The default is all facilities (leave blank). To request the report for a specific facility, type the Utility --► Facility <Facility Code>. 

This field accepts multiple values separated by commas with no spaces, or a range of codes entered with a hyphen and no spaces, or the asterisk * to return all Facilities starting with the portion of the code entered prior to the *.

Insurance Code

Used for all  Report Codes

The default is all primary insurers (leave blank). To request the report for a specific primary insurer, type the Utility --► Insurance <Insurance Co Code>.

This field accepts multiple values, separated by commas with no spaces, or the asterisk * to return all Insurers starting with the portion of the code entered prior to the *.

Referring Code

Used for all  Report Codes

The default is all referrals (leave blank). To request the report for a specific referral source, type the Utility --► Referring <Referrer Code>.

This field accepts multiple values, separated by commas with no spaces, or the asterisk * to return all Referrers starting with the portion of the code entered prior to the *.