Understanding the Insurance reports

Aging

• Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).

Applied Date (ISO)

• Date (Applied) - The date when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses the international date format (yyyy-mm-dd).

Applied Date (YMD)

• Year (Applied) - The year when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses the four-digit identifier (yyyy).

• Month (Applied) - The month when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Applied) - The day of the month when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date.

Applied Date (local)

• Date (Applied) - The date when a payment (or any portion thereof), a credit adjustment (or any portion thereof), or an unapplied credit was applied to a charge. For a procedure or charge adjustment, the Applied Date is the Transaction Date. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Credit Card Processing

• Account Name - The name of the Worldpay account that was used to process a credit card transaction through Dentrix Ascend Pay (Worldpay).

• Card Holder - The name on the credit card that was used to process a credit card transaction through Dentrix Ascend Pay (Worldpay).

• Card Source - The method that was used to process a credit card transaction through Dentrix Ascend Pay (Worldpay): Online or Terminal (in-office).

• Card Type - The type of card that was used for a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay): Amex, Discover, Mastercard, or Visa.

• Reference Number - The external ID that Worldpay assigns to a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay).

• Transaction ID - The internal ID that Dentrix Ascend assigns to a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay).

• Transaction Type - The type of a credit card transaction that was processed through Dentrix Ascend Pay (Worldpay): Credit Card Payment, Credit Card Refund, or Credit Card Void.

Description

• Category - The category (type of transaction) that a ledger entry pertains to.

• Subcategory - The subcategory that a ledger entry pertains to.

• Description - The description of a ledger entry.

• Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.

• Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.

First Visit Date (ISO)

• Date (First Visit) - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).

First Visit Date (YMD)

• Year (First Visit) - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).

• Month (First Visit) - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (First Visit) - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).

First Visit Date (local)

• Date (First Visit) - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Insurance Claim

• Claim Sent Date - The date an insurance claim was sent. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Claim Status Date - The date of a status change of an insurance claim. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• Claim Status - The status of an insurance claim.

• Claim Carrier - The name of an insurance carrier.

• Claim Payer ID - The payer ID of an insurance carrier.

• Billing Prov TIN - The TIN of a billing provider for an insurance claim.

• Billing Provider - The name of a billing provider (which can be a person or a location) for an insurance claim. Uses a "Last name, First name" or a "Location name" format.

• Billing Prov NPI - The NPI of a billing provider for an insurance claim.

• Claim ID - The unique ID of an insurance claim.

• Claim Status Note - The text of a status note of an insurance claim.

• Claim Status Source - The source of a status change of an insurance claim (such as a payer or a user).

• Coverage Type - The type of coverage for an insurance claim (such as primary or secondary).

• Rendering Prov NPI - The NPI of the rendering provider for an insurance claim.

• Rendering Provider - The name of a rendering provider for an insurance claim. Uses a "Last name, First name" format.

• Claim Plan - The name of an insurance plan.

• Claim Plan Address - The address associated with an insurance plan.

Location

• Time Zone - The time zone of a location in your organization.

• Location - The name of a location in your organization. Only the locations that you have access to are available.

• Website - The website address of a location in your organization.

• Service Location - The name of a location in your organization where a procedure is performed. Only the locations that you have access to are available.

• Transaction Location - The name of a location in your organization where a transaction is entered. Only the locations that you have access to are available.

Measures

• Active w/ Recare - The number of distinct patients on the report who are active and have an applicable recare procedure (D1110, D1120, or D4910) posted in their records.

• Amount - The amount of a ledger entry.

• Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.

• Applied Payments - The amount of a payment that is applied to a procedure.

• Average Charge - The average amount of the Charges.

• Billed to Insurance - The amount that is billed to insurance for a ledger entry that is attached to a claim with any status other than Unsent.

• Charge Adjustments - The amount of a charge adjustment.

• Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).

• Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.

• Contracted Fee - The contracted fee between a provider and a patient's primary insurance carrier.

• Count - The number of items for the corresponding row and column on the report.

• Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).

• Guar. Portion (Est) - The estimated guarantor portion of Charges. This measure references only the current version of the estimate.

• Patient Count - The number of distinct patients on the report.

• Perio Patients - The number of distinct patients on the report who have the applicable perio exam procedure (D4910) posted in their records.

• Prim. Ins. Portion (Est) - The estimated primary insurance portion of Charges. This measure references only the current version of the estimate.

• Procedure Charges - The amount of a ledger entry for a procedure.

• Procedure Count - The number of distinct procedures on the report.

• Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.

• Sec. Ins. Portion (Est) - The estimated secondary insurance portion of Charges. This measure references only the current version of the estimate.

• Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.

• Unapplied Credit or Outstanding Balance - The amount of a credit that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).

• Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).

• Write-off (Est) - The estimated write-off for Charges. This measure references only the current version of the estimate.

Miscellaneous

• Posted Automatically? - If a transaction is a write-off adjustment that has been posted automatically.

• Is Applied - If the amount has been applied to a charge.

• On First Visit - If a patient has a first visit date on a given date.

Modified Date (ISO)

• Date (Modified) - The date when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses the international date format (yyyy-mm-dd).

Modified Date (YMD)

• Year (Modified) - The year when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses the four-digit identifier (yyyy).

• Month (Modified) - The month when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Modified) - The day of the month when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment).

Modified Date (local)

• Date (Modified) - The date when a transaction was created initially, modified, or applied to a charge (if the transaction is a credit adjustment or payment). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Organization

• Organization Type - Indicates whether the organization is real or for testing purposes only.

• Customer ID - Your organization's customer ID (which can be used to log in).

• Organization Name - The name of your organization (or the organization log-in ID).

Organization Recare

• Recare Type - The recare type.

Patient

• Ortho Patient - Whether a patient is flagged as an orthodontic patient ("Y" if yes; "N" if no).

• Chart Number - The chart number of a patient.

• Discount Plan - The discount plan assigned to a patient.

• Gender - The gender of a patient.

• State - The state of a patient.

• City - The city of a patient.

• Postal Code - The ZIP Code/postal code of a patient.

• Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• External ID - The external ID of a patient.

• Ascend Patient ID - The ID of a patient in Dentrix Ascend.

• Patient Status - The status of a patient (such as active or inactive).

• Preferred Location - The preferred location for a patient.

• Primary Contact Email - The email address of a patient's primary contact person.

• Primary Contact Name - The name of a patient's primary contact. Uses a "Last name, First name" format.

• Primary Contact Phone - The first phone number listed for the primary contact person for a patient.

• Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

• Patient - The name of a patient. Uses a "Last name, First name" format.

Patient Birth Date

• Birth Date - The birth date of a patient.

Patient Demographics

• Ethnicity Code - The CDC code used for the ethnicity of a patient.

• Ethnicity - The CDC description used for the ethnicity of a patient.

• Race Code - The CDC code used for the race of a patient.

• Race - The CDC description used for the race of a patient.

Patient Primary Ins

• Pat. Prim. Plan - The name of an insurance plan.

• Pat. Prim. Carrier - The name of an insurance carrier.

• Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

• Pat. Prim. Fee Schedule - The fee schedule associated with an insurance plan.

Patient Secondary Ins

• Pat. Sec. Plan - The name of an insurance plan.

• Pat. Sec. Carrier - The name of an insurance carrier.

• Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

• Pat. Sec. Fee Schedule - The fee schedule associated with an insurance plan.

Payment Info

• Bank - The bank account number associated with a transaction.

• Check # - The check number associated with a transaction.

• Payment Reference Info - The bank account and check number associated with a transaction. The two numbers are separated by a slash (/).

• Reference # - The reference number associated with a transaction.

Payment Source

• Source of Payment - The source of a payment (such as self-pay or medicaid).

Primary Guarantor

• Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.

Procedure

• Proc. Recare Type - The recare type that is associated with a procedure.

• Proc Alias - The alias procedure code of a procedure.

• Proc Category - The Procedure Code Category of a procedure.

• Proc Code - The procedure code of a procedure.

• Proc Desc - The abbreviated description of a procedure.

• Proc Description - The description of a procedure.

Procedure Treatment Area

• Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.

Production or Collection

• Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.

Provider

• Specialty - The specialty of a provider.

• Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Provider - The name of a provider. Uses a "Last name, First name" format.

Referred By

• Referred By - The name of a patient or non-patient source that referred a given patient.

Referred By Geo

• Referrer State - The state of a referral source.

• Referrer City - The city of a referral source.

• Referrer Postal Code - The ZIP Code/postal code of a referral source.

Referred By.Specialty

• Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).

Referred By.Type

• Referral Type - The type of referral (such as marketing or professional).

Revision History

• Revision History - One of the following:

  • Current – Either the latest version of a modified transaction or the original transaction (if the transaction has never been modified). A deleted transaction does not have a current version. Only the current transaction is shown on the ledger if you are using the normal, simplified view.

  • Obsolete – A revised transaction that was either deleted or modified and is no longer the current version. A transaction cancellation is always an obsolete transaction. An obsolete transaction can be shown on the ledger only if you are viewing transaction revisions.

Revision Order

• Revision Order - The order in which original, cancellation, and revised transactions were posted as part of a transaction's revision history. An unchanged transaction is always the original and the current version. The numbering starts at 1 with the original version. Then, if the transaction was modified or deleted, the number increases until either the current version is reached (for a modified transaction) or the cancellation transaction is reached (for a deleted transaction).

Revision Type

• Revision Type - One of the following:

  • Original – The original, unchanged transaction.

  • Revision – A revised transaction. A revision pertains to either the current version or an obsolete version of a transaction (if the transaction was modified multiple times). A modified transaction may have multiple revisions. A deleted transaction has revisions only if the transaction was modified and then deleted.

  • Cancellation – A reversing transaction. A cancellation is posted automatically when a transaction is modified or deleted.

Service Date (ISO)

• Date (Service) - The date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses the international date format (yyyy-mm-dd).

Service Date (YMD)

• Year (Service) - The year of the date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses the four-digit identifier (yyyy).

• Month (Service) - The month of the date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Service) - The day of the month of the date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to.

Service Date (local)

• Date (Service) - The date of service of a procedure or charge adjustment (see Transaction Date). A credit adjustment or payment (or any portion thereof) uses the date of service of the charge that the credit or payment amount was applied to. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Transaction Date (ISO)

• Date (Trans) - The date entered when posting or modifying a transaction. Uses the international date format (yyyy-mm-dd).

Transaction Date (YMD)

• Year (Trans) - The year of the date entered when posting or modifying a transaction. Uses the four-digit identifier (yyyy).

• Month (Trans) - The month of the date entered when posting or modifying a transaction. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Trans) - The day of the month of the date entered when posting or modifying a transaction.

Transaction Date (local)

• Date (Trans) - The date entered when posting or modifying a transaction. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Coverage End Date.Date (ISO)

• Date (Cov. End) - The date that coverage ends for a patient's insurance plan. Uses the international date format (yyyy-mm-dd).

Coverage End Date.Date (YMD)

• Year (Cov. End) - The year that coverage ends for a patient's insurance plan. Uses the four-digit identifier (yyyy).

• Month (Cov. End) - The month that coverage ends for a patient's insurance plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Cov. End) - The day of the month that coverage ends for a patient's insurance plan.

Coverage End Date.Date (local)

• Date (Cov. End) - The date that coverage ends for a patient's insurance plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Coverage Start Date.Date (ISO)

• Date (Cov. Start) - The date that coverage begins for a patient's insurance plan. Uses the international date format (yyyy-mm-dd).

Coverage Start Date.Date (YMD)

• Year (Cov. Start) - The year that coverage begins for a patient's insurance plan. Uses the four-digit identifier (yyyy).

• Month (Cov. Start) - The month that coverage begins for a patient's insurance plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).

• Day (Cov. Start) - The day of the month that coverage begins for a patient's insurance plan.

Coverage Start Date.Date (local)

• Date (Cov. Start) - The date that coverage begins for a patient's insurance plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

Insurance

• Insurance Carrier - The name of an insurance carrier.

• Payer ID - The payer ID of an insurance carrier.

• Insurance Plan - The name of an insurance plan.

• Plan Address - The address associated with an insurance plan.

• Insurance Plan Order - The position (primary, secondary, third, or so forth) of a patient's insurance plan in the coverage order.

• Plan Order End Date - The date when the position (primary, secondary, third, or so forth) of a patient's insurance plan in the coverage order ended.

• Plan Order Start Date - The date when the position (primary, secondary, third, or so forth) of a patient's insurance plan in the coverage order started.

• Subscriber ID # - The subscriber ID of a patient's insurance plan.

• Subscriber - The name of the sbscriber of a patient's insurance plan. Uses a "Last name, First name" format.

Measures

• Patient Count - The number of distinct patients on the report.

Organization

• Organization Type - Indicates whether the organization is real or for testing purposes only.

• Customer ID - Your organization's customer ID (which can be used to log in).

• Organization Name - The name of your organization (or the organization log-in ID).

Patient

• Ortho Patient - Whether a patient is flagged as an orthodontic patient ("Y" if yes; "N" if no).

• Chart Number - The chart number of a patient.

• Discount Plan - The discount plan assigned to a patient.

• Gender - The gender of a patient.

• State - The state of a patient.

• City - The city of a patient.

• Postal Code - The ZIP Code/postal code of a patient.

• Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).

• External ID - The external ID of a patient.

• Ascend Patient ID - The ID of a patient in Dentrix Ascend.

• Patient Status - The status of a patient (such as active or inactive).

• Preferred Location - The preferred location for a patient.

• Primary Contact Email - The email address of a patient's primary contact.

• Primary Contact Name - The name of a patient's primary contact. Uses a "Last name, First name" format..

• Primary Contact Phone - The phone number of a patient's primary contact.

• Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.

• Patient - The name of a patient. Uses a "Last name, First name" format.

Patient.Birth Date

• Birth Date - The birth date of a patient.

Patient Demographics

• Ethnicity Code - The CDC code used for the ethnicity of a patient.

• Ethnicity - The CDC description used for the ethnicity of a patient.

• Race Code - The CDC code used for the race of a patient.

• Race - The CDC description used for the race of a patient.

Patient Primary Ins

• Pat. Prim. Plan - The name of an insurance plan.

• Pat. Prim. Carrier - The name of an insurance carrier.

• Prim. Subscriber ID - The ID of the subscriber of an insurance plan.

Patient Secondary Ins

• Pat. Sec. Plan - The name of an insurance plan.

• Pat. Sec. Carrier - The name of an insurance carrier.

• Sec. Subscriber ID - The ID of the subscriber of an insurance plan.

Insurance

• Insurance Carrier - The name of an insurance carrier.

• Payer ID - The payer ID of an insurance carrier.

Measures

• Provider Count - The number of distinct providers (primary and secondary) on the report.

Organization

• Organization Type - Indicates whether the organization is real or for testing purposes only.

• Customer ID - Your organization's customer ID (which can be used to log in).

• Organization Name - The name of your organization (or the organization log-in ID).

Provider

• Specialty - The specialty of a provider.

• Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).

• Provider - The name of a provider. Uses a "Last name, First name" format.