Report:  Patient List by Primary Payer

(Topic Last Updated On:  05/05/2010)

This report displays a list of all patients grouped by Billing Provider, as assigned to each patient on the Payment Information screen.  Each patient's basic payment information is displayed on this report, including each's Patient and 3rd Party balance amounts, 'Charge Option' and 'Charge Amount'.  Balance and patient count totals are provided for each Billing Provider.  This report is used for a variety of purposes in facilities using the Monthly Billing (MediCal) functionality of Methasoft.

Report Column Explanations

Patient ID

This column displays the 'Patient ID' number of each patient as entered on the Patient Profile screen.

CID

This column displays the 'State ID (CID)' number of each patient as entered on the Patient Profile screen.

SSN

This column displays the 'SSN' number of each patient as entered on the Patient Profile screen.

Patient Name

This column displays the full name of each patient as entered on the Patient Profile screen.

Insurance ID

This column displays the 'Insurance ID' number of each patient as entered on the Patient Profile screen.

Patient Balance

This column displays each patient's current balance amount for Methasoft's 'Patient' balance type.  Negative values indicate the balance is a credit balance.

3rd Party Balance

This column displays each patient's current balance amount for Methasoft's '3rd Party' balance type.  Negative values indicated the balance is a credit balance.

Charge Option

This column displays the 'Charge Option' selected for each patient in the 'Payment Information' section on the Payment Information screen.

Charge Amount

This column displays the 'Charge Amount' entered for each patient in the 'Payment Information' section on the Payment Information screen.

Report Field Explanations

Billing Provider

This field serves as a header and displays the 'Billing Provider' selected for each patient displayed below it, as selected for each on the Payment Information screen.

Total Patients

This field displays the total number of patients assigned to each 'Billing Provider' on the Payment Information screen.

Criteria Explanations

Billing Provider

This parameter allows users to limit the report's data to display only patients assigned on the Payment Information screen to the 'Billing Provider' selected here.

Counselor

This parameter allows users to limit the report's data to display only patients assigned on the Patient Profile screen to the 'Counselor' selected here.

Site

This parameter is irrelevant for Methasoft users.  Only a facility's Home Site will appear available for selection in this field, and 'All' will be selected by default.