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Claim Alerts report – Define tab

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Path: Reports>Financial>Claim Alerts
Path: Claims>Reports>Claim Alerts

Use the Define tab to specify information that you want to include in the report. This tab contains the following common options that you need to complete as appropriate for your agency:

  • Date Range
  • Patients
  • Pay Source/Insurance
  • Billing/Claim Cycle
  • Multiple Business Units Consolidation

The Define tab contains the following options unique only to this report:

Option Description

Alerts

Select the alerts you want to include in the report. Each alert is reported on a separate page. By default, all alerts are selected. To get detailed information on each alert, see About Claim Alerts report.

Select the Exclude alerts when no resource NPI and agency NPI is used instead check box if you do not want to include the alerts where physicians do not have the resource NPI and use agency NPI for this purpose. This check box is available only if the Missing NPI Numbers for physicians or Missing NPI numbers for rendering providers alert is selected.

Show

Use this section to define the report types. Both options allow you to view general information on claims that are not generated within the report date range. Also, you can view the reason codes for not generating the claims and a legend with the explanation of all reasons at the bottom of the report.

Summary

Select to view general information on claims that are not generated within the report date range.

Summary and Detail

Select to view the summary and the detailed information on the claims that are not generated within the report date range.

Note: This section is available only for the following alerts: Episodic Claims, CTI Document not Signed, Pending Non-Episodic Claims, and Services with Duration Under Minimum Billing Time.

If the sections of the generated report you are interested in contain any claims that should not be there, review all the services for the report time frame and make corrections if needed.

 

Date Range

Specify the date range for the report. The begin date is the earliest day and the end date is the last day to
include transactions in the report.

  • In some reports, you need to complete the As of Date field to view the transactions committed as of the specified date.
  • Note: This topic contains common date range options for the financial reports. Not all of the listed options may
  • be present in the report you are currently viewing depending on the report design.
Patients

Select one of the following options to include patients in the report:

Field Description

All Patients

Select to run the report for all the patients in the Business Unit.

Individual Patients

Select to run the report for the individual patients in the Business Unit. This option is available only if the Multiple Business Unit Consolidation check box is clear.

Patient List

Select to run the report for the patients belonging to the certain list. You can select only
one patient list at a time.

Note: This topic contains common options for selecting patients for the financial reports. Not all of the listed options may be present in the report you are currently viewing depending on the report design.

Pay Source/Insurance

Specify the pay source to include in the report. If this option is blank, the report includes information about all the insurers billed within the specified date range.

  • To view or modify the information about the patient's pay sources, go to Patient>General>Payers.
Billing/Claim Cycle

Specify the billing cycle to include in the report. Billing cycles are defined in Administration>Financial>Billing Cycles.

  • If this option is blank, the report includes information from all the claim cycles reported within the specified date range.
  • In some financial reports, you can only select the name of the cycle, others show the date range for the closed cycles.
Multiple Business Units Consolidation

Select the Multiple Business Unit Consolidation check box to consolidate data in the report across different levels.

  • For each level you select, define the values you want to include.
  • The levels are listed from the most general to the most specific.
  • When this check box is selected, you cannot see data for individual patients, only for all patients.

 

 

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