Description
The I29. Payment and Adjudication Report provides a detailed financial and claim adjudication audit trail for encounter charges, clearinghouse rejections, payer adjudications, and bank deposit payments. It links accession-level billed charges with primary, secondary, and tertiary insurance payments, patient responsibilities, Claim Adjustment Reason Codes (CARCs), clearinghouse 277CA rejections, and actual bank deposit dates.
Significance
1. This report provides granular visibility into the complete payment and adjudication lifecycle across multi-level payers (Primary, Secondary, and Tertiary) as well as patient responsibilities.
2. Connects posted payment accounting dates directly to Bank Deposit Dates, enabling seamless daily and monthly bank reconciliation.
3. Surfaces both Clearinghouse Rejections (277CA edits) and Payer Denial Codes alongside Payer Remarks, facilitating faster denial identification and AR follow-up.
4. Allows comparison of contracted fee schedule expected amounts against EOB allowed amounts to immediately flag payer underpayments.
Utility
The report enables reconciliation of patient and insurance payments against bank deposits, analysis of clearinghouse rejections and payer denials, auditing of fee schedule allowables versus EOB reimbursements, and operational tracking of line-level AR follow-ups and patient statements.
Search Filters for the I29 Report
* Date range selection is restricted to a maximum period of 365 days.
| Field | Description |
| Search Date By | Allows filtering records by Payment Acct Date or Creation Date. |
| Date Range (From & To) | The date range for the selected date type (restricted to a maximum of 365 days). |
| Calculate Date As | Quick date presets (e.g., Today, This Week, Month to Date, Last Month, Year to Date, Custom). |
| Insurance / Payer | To filter by a specific payer across Primary, Secondary, or Tertiary levels. |
| Payment Type | To filter payments by category: All / Insurance / Self-Pay. |
| Place of Service (POS) | To filter by standard 2-digit Place of Service code (e.g., 11 – Office, 81 – Independent Lab). |
| Service Location | To filter results by one or more practice service locations. |
| View / Export Option | Radio buttons to choose between on-screen View (HTML) or direct file export. |
Search Screen of I29 Report
Sample Output of I29 Report
Possible Outputs of I29 Report
| Output | Download and View Sample |
| Detailed Excel |  |