Financial Definitions Report
Reports > General > Definitions Lists > Financial Definitions
With the Financial Definitions report, you can print a list of all items set up in Administration > Financial. The list includes an item and its description, as well as other important information related to the item such as whether this item is default or active. Also, the report shows related rates and costs, if applicable. Data on this list corresponds to the data that appear when you open the item in the appropriate Administration > Financial window. The only difference is that here the same information is structured and displayed in the format of the report page.
In the following examples, the report is generated for Adjustment Types and Insurance Clearinghouse.
Financial Definitions Report – Adjustment Types
|
Field Name
|
Definition
|
|
Code
|
Code of the adjustment type.
|
|
Description
|
Name of the adjustment type.
|
|
Column Heading
|
Kind of the adjustment type.
|
|
Active
|
Active or inactive status of the adjustment type.
|
|
Contract Invoice
|
The presence or absence of this adjustment type in the Adjustments section of the Contract Invoices window.
|
|
CSP
|
The presence or absence of the contingent secondary payer (CSP).
|
|
Interest
|
The presence or absence of the adjustment type interest.
|
|
Payer Denial
|
Displays whether the Payer Denial option is turned on.
|
|
Suppr. Payment
|
Displays whether the Suppress Payment Amount option is turned on.
|
|
Insurance
|
Name of the insurance codes attached to this adjustment type.
|
|
GL Account
|
Name of the General Ledger Accounts attached to this adjustment type for the corresponding insurance code.
|
|
Payer Writeoff Codes
|
Writeoff codes used by the payer to associate to the adjustment codes.
|
Financial Definitions Report – Define Tab
Use the Define tab to select the information you want to include in the report. Each item selected in the Options grid is printed on the separate page. The grid displays a list of items (code and description) for which you can generate the report:
|
|
|
>
|
General Ledger Accounts
|
|
|
|
|
>
|
Insurance Clearinghouse
|
|
|
|
|
|
|
|
|
|
|
|
>
|
Collection Notes Action Type
|
|
|
|
>
|
Collection Notes Entry Type
|
|
|
|
|
|
|
|
|
|
|
Generating List of Financial Definitions
|
1.
|
Go to Reports > General > Definitions Lists > Financial Definitions.
|
|
2.
|
In the Options grid of the Define tab, select the items to include in the report.
|
|
3.
|
Click Preview to generate the report.
|
If you change the criteria on the Define tab after preview, you should close and then open the Preview tab again to reflect your changes.
|
4.
|
If needed, print or save the report in the necessary format using the Preview toolbar.
|
