Description

The entire encounter line activities that occurred during the selected accounting date/DOS/Last Modified Date range are provided in I8. Encounter Line Activities Report.

Significance

This report pulls up the line-level details related to a charge. It is a fairly large report that often pulls bulk data and is the first in PracticeSuite to include offline reporting feature. 

Utility

Status and sub status filters can be used to filter patients who have got lines billed to patient responsibility, or those in Collection. Patients paying in Installments can be easily filtered by the sub status filter. Practices can use this report to pick up a summary of the encounter line activities that occurred during a day, month, quarter, etc.

Table 1 lists the filter options in the I8 report.

Field Description
Legal Entity Provide a legal entity if you want to view results related to a specific LE
Patient You can search with either first name of last name
Acct. Date Accounting Date
DOS Date of Service
Creation Date Charge Creation Date
Last Modified Date Date the charge was last modified
Rendering Provider Select Encounter Option to filter with encounter-level provider and Line Option to filter with line-level provider
Case Type Choose an appropriate Case Type from the drop-down
User User who created the charge. Choose one from the drop-down.
POS Place of Service. Provide Value or Description and select from the drop-down
Service Location This drop-down gets populated on entering a valid POS
Primary Insurance To view results for a specific primary insurance
Secondary Insurance  To view results for a specific secondary insurance
Tertiary Insurance  To view results for a specific tertiary insurance
CPT To search using  a specific CPT code
Referring Provider Referring Provider
Line Status Select one from drop-down
Line Sub Status Select one from drop-down
Diagnosis Code To filter using diagnosis code
PSTS#Batch# If a PSTS# batch# was provided at the time of Charge entry, you can provide it here to search for the payment
Modifier To search using modifiers
Referral Source Select an appropriate option from the drop-down
Show Over Payments Only Show only those claims where over payments were made (Remaining Amount is negative).
Include Void Charges To include voided charges in the search result.
Exclude New To exclude all unposted charges from the report

Table 1

The I8 report also provides direct export options which when clicked directs the output to excel/CSV formats so that the user can view the excel/CSV outputs without having to wait for the report to load on screen; see Table 2. The highlighted portion in Image 1 is the Run Offline Option. The offline reports feature reduces redundant iterations in report generation. With this feature users can redownload a previously generated report without having to rerun the report. 

Option Description
View To view the report( normal way of running the report)
Download Excel Direct excel Options are ‘Summary Report’, ‘Encounter Report’, Detailed Report’, ‘Accounting Period Activities’. Select an option.
Download CSV Direct CSV Options are ‘Detailed CSV’, ‘PCCN CSV’ . Select the one appropriate.
Run Offline Select this option to run report offline. Drop-down shows Pending reports as well as the previous five completed ones run by the user.

Table 2

Image 1

The previous five offline reports run by the user can be viewed in the drop-down right next to Run Offline radio button; see Image 1.1.

Image 1.1

The offline reports will also appear in the Report Central Favorites tab under section titled ‘Batch Reports’ as shown in Image 1.2. Reports ready for download will show up with a tick and pending reports will show with an hourglass icon.

Image 1.2

Image 2 is a sample output.

Image 2

Select the  icon to download the report in CSV format and  icon to download the report as PDF.

Note: In the detailed Excel report, the sheet “Accounting Period Activities” highlights in yellow the charges from closed months that had changes made to them in the current reporting period; see Image 3.

Image 3