I8 is a detailed charge report that captures the majority of charge transaction fields. Multiple Excel exports give varying levels of information. This master charge report can be used extensively for charge capture information, analytics, and reconciliation purposes.


1. This is the master charge report. All the charge details are captured in this report.

2. Offline Reporting feature included; it is a fairly large report that often pulls bulk data. Users can retrieve previously run reports from the offline report drop-down without having to rerun the report.

3. A direct export option is available to extract the data directly to an Excel format without having to wait for the report to load on the screen.


1. The report can be run using Accounting date or DOS. It can even be run using line status and sub-status. Line status is a multi-selection drop-down; you can select multiple statuses using control keys. Again, provider search is a multi-select drop-down. You can also select which provider you want to run it for: the encounter provider or the line-level provider.

2. Status and sub-status filters can be used to filter patients who have lines billed to patient responsibility or those in collection or pre-collection. e.g., select Line sub status as “Pre-collection,” and the report will display all patients in pre-collections.

3. Select VOID from the line status search to exclusively filter void lines.

4. Patients paying in installments can be easily traced by selecting ‘INSTALLMENT’ from the sub-status filter.

5. Practices can use this report to pick up a summary of the encounter line activities that occurred during a day, month, quarter, etc.

Search Filters in 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 or last name
Acct. Date Line level 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 procedure 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
Account Type To filter the report using patient’s account type provided in the demographics screen.
Supervising provider To filter by supervising provider
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

Report Direct Download/View Options of I8 Report

The I8 report provides direct export options, which, when clicked, direct the output to Excel or CSV formats so that the user can view the Excel or CSV outputs without having to wait for the report to load on screen; see Table 2. The highlighted portion in Image 2 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

Offline Reporting

The previous five offline reports run by the user can be viewed in the drop-down right next to Run Offline radio button in the I8 report screen; see Image 1.1.

Image 1.1

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

Image 1.2

Search Screen of I8 Report

Image 2

Sample I8 Report

Image 3

Possible Outputs: Excel, CSV, 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 4.

Image 4

Fields in Various Outputs of I8 Report

Summary Report Excel

Encounter Report Excel

Detailed Report Excel

Accounting period Activities Excel

Detailed CSV

Offline Report

Important Fields Recently Added to I8 Report

New Field Added Detailed Excel Detailed CSV  Offline
Type of Service  
Authorization  #  
Line status at Closing Accounting period  
Last Claim#
Line Note
Resubmission Code
Original Ref#
Adjustment Reason
Copay, Deductible, Co-insurance
12 DX codes
Patient Creation Date
Adjustment Reason
Attending Physician(Box #76 of UB04 claims)
Primary, Secondary and Tertiary Ins. Addresses
Supervising provider
Contractual Adjustment Amt.

Billed Amount – Allowed Amount

Allowed Amt.

(Allowed Amount=  Allowed Amount Posted/No. of Units)

If no postings, the allowed amount will be zero.

Actual Expected Amt.

Actual Expected Amt= Actual Paid Amt.(includes Co-pay, Co-ins, Deductible)