Description
I20 report gives a detailed view on all payment postings in the given accounting date sorted by provider. Each row in the report shows the posting accounting date, patient name, provider name, CPT against which the posting is done, DOS, amount posted, payer, current line status and the remaining amount in the line. Also, insurance and patient aging details are displayed bucket-wise.
Significance
1. I20 report has an excel output which displays the month-wise sum of receipts and on-account balance of each provider (screenshot provided beneath this article).
Search Filters for the I20 Report
| Filter | Description |
| Acct. Date | Accounting Date of Payment posting |
| Legal Entity | To filter the report for a specific legal entity |
| Provider | To filter by a specific provider |
| Case Type | To filter results pertaining to a specific case type |
Search Screen of I20 Report
Important Columns in I20 Report
| Acct. Date (Payment Posting Acct. Date) |
| Provider |
| Case Type |
| Patient |
| Case # |
| Legal Entity |
| Insurance(Primary, Secondary, Tertiary) |
| DOS Range |
| CPT |
| Rev Code |
| Units |
| Charges |
| Paid By (Patient, Insurance, Primary, Secondary, Tertiary) |
| Adj. Amt |
| Rem. Amt. (Remaining amount in the line after posting) |
| Line Status (Current line status) |
| Insurance Aging Buckets (Current,31-60, 61-90,91-120, 121-150, 151-180, >180) |
| Patient Aging Buckets (Current,31-60, 61-90,91-120, 121-150, 151-180, >180) |
Sample I20 Report
Output Options of I20 report
| 1 | To download the report as an Excel Spreadsheet. |
| 2 | To output the results to an excel file showing sum of Receipts and On-account Balance of each provider |
Sample Excel file showing Sum of receipts and On-Account Balance
