OnSTAFF 2000

Detail Report Grid

Detail Reports

Report Codes: C - Detail Procedure Report, P - Detail Payment/Adjustment Report, X - Deleted Charges Report, D - Diagnosis Report, S - Summary Diagnosis Report,

L - Mailing Labels*, F - Letters* (* For patients selected in Report Code D)

From Date

To Date

Defines entry, service, last payment or first billing date(s) of the charge(s) determined by the entry made on the Date Selection field

P X

Always entry date(s) of the requested payment/adjustment detail or in the case of X, clinic date when charge was deleted

D S L F

Always entry date(s) of charges associated with the requested diagnosis(es). See NOTE 1.

Provider Code

C P D S L F

Press Enter to include all providers, OR, a specific code. See NOTE 2.

NOT USED.

Date From

To Date

Always the entry date(s) of payments and adjustments posted against the charges specified in the first set of dates, or when left blank, ALL payments and adjustments posted to date against the charges specified in the first set of dates. The report will contain pay/adj details when these dates are used, or when left blank, will summarize that information.

Always the clinic date of deleted charges.

NOT USED.

D S L F

These dates define the service date(s) of ONLY those charges selected as a result of the above date fields, associated with the requested diagnosis(es). See NOTE 1.

Category Code

C P D S L F

Press Enter to include all, M* for example, to include all whose code begins with M, OR, a specific code. See NOTE 2.

NOT USED.

Sex

C P D S L F

M = Male, F = Female.

NOT USED.

Age From

Age To

C P D S L F

Press Enter to include all ages, OR, enter the age range in whole years only.

NOT USED.

Code C

C P D S L F

Press Enter to include all, 9* for example, to include all codes that begin with 9, OR, a specific code. See NOTE 3.

NOT USED.

Diagnosis Code

C P X

NOT USED.

D L F

Press Enter to include all diagnosis codes, 1* for example, to include all /Utility/Diagnosis <Diagnosis Codes> that begin with 1, OR a specific /Utility/Diagnosis <Diagnosis Code>.

Same as D with this exception: The asterisk (i.e., 1*) is NOT USED.

Facility Code

C P D S L F

Press Enter to include all, L* for example to include all codes that begin with L, OR, a specific code. See NOTE 2.

NOT USED.

Referring Code

C P D S L F

Press Enter to include all, L* for example to include all codes that begin with L, OR, a specific code. See NOTE 2.

NOT USED.

Insurance Code

C P D S L F

Press Enter to include all, L* for example to include all codes that begin with L, OR, a specific code. See NOTE 2.

NOT USED.

Sorted

D-Doctor, F-Facility, R-Referring, I-Insurance, S-Service Date, E-Entry Date, P-Panel Code (/Utility/Procedure <Code C>), C-Category, N-Patient Name, blank-Patient Account Number.

E-Entry Date Always.

X D S L F

NOT USED.

Payment (A/U)

This defaults to A automatically. A-include ALL charges with or without a balance. U-include charges that have NOT received any payment to date. B-include charges with a balance.

P X D S L F

NOT USED.

Billed (A/U/B)

This defaults to A automatically. A-All charges, U-Unbilled charges, B-Billed charges.

P X D S L F

NOT USED.

Who (P/S/T/G)

This defaults to * automatically. /Ledger/Accounting or Open Item <W> (WHO) column equals: P, S, T, G, Q, Y

P X D S L F

NOT USED.

Date Selection

This defaults to the /Utility/Set Up/Parameter <Entry/Service Date (E/S)> entry (usually E). E-Entry date of the charge. S-Service date of the charge. P-Last Payment date of the charge. B-First Billing date of the charge.

P X D S L F

E-Entry date Always.

File Name

C P X D S

NOT USED.

This defaults to PcsLabel, the file name for mailing labels for patients.

DLC-Detail Letter for billing method by Clinic. DLD-Detail Letter for billing method by Doctor. See NOTE 4.

Department Code

C P X D S

Press Enter to include all, M* for example, to include all whose code begins with M, OR, a specific /Utility/Provider <Department Code>.

L F

NOT USED.

NOTE 1: The first set of dates define the entry date(s) of charges associated with the requested diagnosis(es). The second set of dates define the service date(s) of ONLY those charges selected as a result of the first set of dates, associated with the requested diagnosis(es). For example, to include ALL information for the month of March (regardless of their entry date), complete the two from/to date fields as follows: 03/01/2000 to (today's date); 03/01/2000 to 03/31/2000. When more than one date of service is posted during the same charge session only the first charge date will be printed on the report.

NOTE 2: When referring to 'code' (or 'codes'), this is referring to it's /Utility code. For example, "to include all codes that begin with…" is referring to all /Utility/Provider, Category, Diagnosis, Facility, Referring or Insurance, <Provider Code> <Category Code>, <Diagnosis Code>, <Facility Code>, <Referring Code> or <Insurance Code>.

NOTE 3: In most cases, /Utility/Procedure <Code C> is the field used for CPT Coding. Whether this is true in your case or not, the report looks to this field ONLY for it's Panel Code criteria. Keep in mind procedures with HCPCs (usually entered on Code E) and X codes (usually entered on Code R) will need to have the Code C value entered on this field in order for this to be captured in the report. Printing a procedure listing from /Utility/Procedure/Print will list Code R, C, and E for you.

NOTE 4: The billing method is determined by the value entered in the /Utility/Set Up/Parameter <Billing> field. Do Not Change This Entry. The billing method will be displayed in the Ctrl X screen in version 7.01.

Unique information about the printed report for Report Code C and P:

Report Heading: Report Code C: DETAIL PROCEDURE REPORT

Report Code P: DETAIL PAYMENT/ADJUSTMENT REPORT

Report Code X: DETAIL DELETED CHARGE(S) REPORT

Referring: The /Utility/Referring <Referring Code> (ONLY when it's <Doctor/Other (D/O)> = D) based on the /Utility/Set Up/Parameter <Referring (P/C/F)> entry:

P, the /New Patient <Referral> entry will print

C, the /Charges/Charge <Rdr.> entry at the time of posting charges will print

F, On-Staff first checks the /Charges/Charge <Rdr.> entry and if blank, then the /New Patient <Referral> will print

POS, Posting Date, Code: Report Code C: when requesting the report and dates are entered in the second set of date fields, the following applies

Report Code P: the following applies

POS: The payment description used at the time of posting will print under the POS heading. NOTE that ONLY the description of the code entered in the /Payment/Open_Item <S_Pay> field will print (i.e., codes entered in the <S_Adj> field WILL NOT be described on this report).

Posting Date: The entry date of the noted activity (charge, payment, adjustment) will print under the Posting Date heading.

Code: The remark code used to define the noted payment or adjustment will print under the Code heading.

Approved: If a fee schedule is involved, Approved will print that fee schedule's <Approved> amount. If conversion rate/unit value set up is involved, Approved will print the contract approved amount by multiplying the conversion rate times the unit value for the noted procedure. For further information regarding conversion rate/unit value set up, see Session II Training Documentation Software Requirements for Contract Set Up.

Unique information about the printed report for Report Code D:

Report Heading: This is a twofold report:

DIAGNOSIS REPORT

SUMMARY DIAGNOSIS REPORT

DOS : When more than one date of service is posted during the same charge session, only the first charge date will be noted on the printed report.

PATIENT COUNT : The number of patients within the specified category that match the requested criteria.

% : The percent of the report item's PATIENT COUNT to the overall total for that column.

Unique information about the printed report for Report Code F:

Report Code F prints a letter to patients based on the selected criteria. Remember, this report must be requested using the same criteria (field entries) used to request Report Code D.

If you currently have letterhead printing on your follow up and recall letters and would like it also on the letter that prints here, contact the Software Support Department.

If you would like additional letters or would like this letter changed, contact the Software Support Department.

Unique information about the printed report for Report Code C:

Software Requirements to have the right side of the report include a column for ‘Balance’ :

/Utility/Set Up/Printer/Report Setup for Rep# 573 <Width> must equal 180.