Description
This is similar to the I15. Monthly Census Report with subtotals by Provider and Case Type.
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
