This topic explains what the data fields on the Clinical reports correspond to in Dentrix Ascend and how the measures are calculated for the Clinical reports. Click (or tap) any of the following report names to show and hide the details of that report:
Treatment Tracker
This report has the following data fields and measures:
Appointment
Scheduled? - If a procedure is scheduled.
Appt Status - The status of an appointment.
Case
Case Name - The name of a treatment plan case.
Case Status - The status of a treatment plan case.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation.
Website - The website address of a location in your organisation.
Measures
Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.
Patient Count - The number of distinct patients on the report.
Procedure Count - The number of distinct procedures on the report.
Organization Recare
Recare Type - The recall type.
Patient
Chart Number - The chart number of a patient.
Birth Date - The birth date of a patient.
Discount Plan - The discount plan assigned to a patient.
Gender - The gender of a patient.
State - The state of a patient.
City - The city of a patient.
Postal Code - The ZIP Code/postal code of a patient.
External ID - The external ID of a patient.
Patient Status - The status of a patient (such as active or inactive).
Preferred Location - The preferred location for a patient.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Patient - The name of a patient. Uses a "Last name, First name" format.
Patient Primary Ins
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Carrier - The name of a third party.
Prim. Subscriber ID - The ID of the subscriber of a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Carrier - The name of a third party.
Sec. Subscriber ID - The ID of the subscriber of a third-party plan.
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Procedure
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Proc Alias - The alias procedure code of a procedure.
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Proc Category - The Procedure Code Category of a procedure.
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Proc Code - The procedure code of a procedure.
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Proc Desc - The abbreviated description of a procedure.
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Proc Description - The description of a procedure.
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Provider
Specialty - The specialty of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Provider - The name of a provider. Uses a "Last name, First name" format.
Reason
Reason - The "Other" reason(s) specified for an appointment.
Transaction Date.Date (ISO)
Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).
Transaction Date.Date (YMD)
Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a ledger entry.
Transaction Date.Date (local)
Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Unscheduled Treatment
This report has the following data fields:
Procedure
Procedure Count - The number of distinct procedures on the report.
Procedure Category - The Procedure Code Category of a treatment-planned procedure.
Abbreviated Description - The abbreviated description of a treatment-planned procedure.
Description - The description of a treatment-planned procedure.
Code - The procedure code of a treatment-planned procedure.
Proc Alias - The alias for a treatment-planned procedure.
Amount - The amount of a treatment-planned procedure.
Location Fee - The fee for a scheduled procedure (treatment-planned or not)..
Recare Type - The type of recall.
Recare Description - The description of a recall type.
Recare Interval - The interval of a recall type.
Case Status - The status of a treatment plan.
Current Status - The current status of a treatment plan.
Procedure Status - The status of a treatment-planned procedure.
Entry Date - The date that a treatment-planned procedure was posted.
Case Expiration Date - The expiration date of a treatment plan.
Current Status Date - The date of the current status of a treatment plan.
Duration - The total time required for a treatment plan.
Case Name - The name of a treatment plan.
Visit - The visit a treatment-planned procedure belongs to.
Case Note - The note attached to a treatment plan.
Patient
Patient - The name of a patient. Uses a "Last name, First name" format.
Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Status - The status of a patient (such as active or inactive).
Email - The email address of a patient's primary contact person.
Phone - The first phone number listed for the primary contact person for a patient.
Address - The address of the primary contact person for a patient.
Time Zone - The time zone where the primary contact person for a patient lives.
Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Name - The first name of a patient.
Last Name - The last name of a patient.
Middle Name - The middle name of a patient.
Preferred Name - The preferred name or nickname of a patient.
Gender - The gender of a patient.
Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Address Line 1 - The street address of the primary contact person for a patient.
Address Line 2 - The second line of the street address of the primary contact person for a patient.
City - The city of the primary contact person for a patient.
State - The state of the primary contact person for a patient.
ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.
PrimaryContactName - The name of the primary contact person for a patient. Uses a "Last name, First name" format.
Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Chart Number - The chart number of a patient.
Remaining Benefits Primary - The benefits that remain on a patient's primary third-party plan.
Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary third-party plan.
Remaining Benefits Secondary - The benefits that remain on a patient's secondary third-party plan.
Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary third-party plan.
Renewal Month Primary - The renewal month for a patient's primary third-party plan.
Renewal Month Secondary - The renewal month for a patient's secondary third-party plan.
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Status - The patient status of a patient's primary guarantor (such as active or inactive).
Email - The email address of a patient's primary guarantor.
Phone - The primary phone number of a patient's primary guarantor.
Address - The address of a patient's primary guarantor.
First Name - The first name of a patient's primary guarantor.
Last Name - The last name of a patient's primary guarantor.
Middle Name - The middle name of a patient's primary guarantor.
Preferred Name - The preferred name or nickname of a patient's primary guarantor.
Gender - The gender of a patient's primary guarantor.
Date Of Birth - The birth date of a patient's primary guarantor.
Address Line 1 - The street address of a patient's primary guarantor.
Address Line 2 - The second line of the street address of a patient's primary guarantor.
City - The city of a patient's primary guarantor.
State - The state of a patient's primary guarantor.
ZIP Code - The ZIP Code/postal code of a patient's primary guarantor.
Primary Contact
Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.
Status - The patient status of a patient's primary contact (such as active or inactive).
Email - The email address of a patient's primary contact.
Phone - The primary phone number of a patient's primary contact.
Address - The address of a patient's primary contact.
First Name - The first name of a patient's primary contact.
Last Name - The last name of a patient's primary contact.
Middle Name - The middle name of a patient's primary contact.
Preferred Name - The preferred name or nickname of a patient's primary contact.
Gender - The gender of a patient's primary contact.
Date Of Birth - The birth date of a patient's primary contact.
Address Line 1 - The street address of a patient's primary contact.
Address Line 2 - The second line of the street address of a patient's primary contact.
City - The city of a patient's primary contact.
State - The state of a patient's primary contact.
ZIP Code - The ZIP Code/postal code of a patient's primary contact.
Location
Location - The name of a location in your organisation.
Appointment
Appointment Status - The status of an appointment.
Date Scheduled - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Start Time - The starting time of an appointment.
Count - The number of scheduled appointments.
Reason - The "Other" reason(s) specified for an appointment.
Scheduled? - If a procedure is scheduled.
Ledger
Ledger Type - The type of ledger entry (such as an insurance payment or a credit adjustment).
Note - The note of a ledger entry.
Description - The description of a ledger entry.
Category - The category (type of transaction) that a ledger entry pertains to.
Subcategory - The subcategory that a ledger entry pertains to.
Provider
Specialty - The specialty of a provider..
Active - The status of a provider (active or inactive).
IsPrimaryProvider - Whether a provider is a primary-care provider (such as a dentist or hygienist).
SignatureOnFile - Whether a provider has a signature on file.
MedicareNumber - The Medicare Number of a provider.
CommercialNumber - The commercial number of a provider.
Title - A provider's title.
CS - A provider's CS.
ProviderNumber - A provider's number.
StateLicenseNUmber - The state license number of a provider.
Tin - The TIN of a provider.
UPin - The UPIN of a provider.
BlueCrossNumber - The Blue Cross Number of a provider.
BlueShieldNumber - The Blue Shield NUmber of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
DEA - The DEA Number of a provider.
Npi - The NPI of a provider.
Provider - The name of a provider. Uses a "Last name, First name" format.
MedicaidID - The Medicaid ID of a provider.
Patient Primary Ins Plan
Pat. Prim. Carrier - The name of a third party.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Carrier - The name of a third party.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Unscheduled Treatment - Pie Chart
This report has the following data fields and measures:
Appointment
Scheduled? - If a procedure is scheduled.
Appt Status - The status of an appointment.
Case
Case Name - The name of a treatment plan case.
Case Status - The status of a treatment plan case.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation.
Website - The website address of a location in your organisation.
Measures
Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.
Patient Count - The number of distinct patients on the report.
Procedure Count - The number of distinct procedures on the report.
Organization Recare
Recare Type - The recall type.
Patient
Chart Number - The chart number of a patient.
Birth Date - The birth date of a patient.
Discount Plan - The discount plan assigned to a patient.
Gender - The gender of a patient.
State - The state of a patient.
City - The city of a patient.
Postal Code - The ZIP Code/postal code of a patient.
External ID - The external ID of a patient.
Patient Status - The status of a patient (such as active or inactive).
Preferred Location - The preferred location for a patient.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Patient - The name of a patient. Uses a "Last name, First name" format.
Patient Primary Ins
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Carrier - The name of a third party.
Prim. Subscriber ID - The ID of the subscriber of a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Carrier - The name of a third party.
Sec. Subscriber ID - The ID of the subscriber of a third-party plan.
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Procedure
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Proc Alias - The alias procedure code of a procedure.
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Proc Category - The Procedure Code Category of a procedure.
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Proc Code - The procedure code of a procedure.
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Proc Desc - The abbreviated description of a procedure.
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Proc Description - The description of a procedure.
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Provider
Specialty - The specialty of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Provider - The name of a provider. Uses a "Last name, First name" format.
Reason
Reason - The "Other" reason(s) specified for an appointment.
Transaction Date.Date (ISO)
Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).
Transaction Date.Date (YMD)
Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a ledger entry.
Transaction Date.Date (local)
Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Analysis Treatment Plan Report Builder
This report has the following data fields and measures:
Appointment
Scheduled? - If a procedure is scheduled.
Appt Status - The status of an appointment.
Case
Case Name - The name of a treatment plan case.
Case Status - The status of a treatment plan case.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation.
Website - The website address of a location in your organisation.
Measures
Amount - The fee for a procedure (treatment-planned or not) that is attached to an appointment.
Patient Count - The number of distinct patients on the report.
Procedure Count - The number of distinct procedures on the report.
Organization Recare
Recare Type - The recall type.
Patient
Chart Number - The chart number of a patient.
Birth Date - The birth date of a patient.
Discount Plan - The discount plan assigned to a patient.
Gender - The gender of a patient.
State - The state of a patient.
City - The city of a patient.
Postal Code - The ZIP Code/postal code of a patient.
External ID - The external ID of a patient.
Patient Status - The status of a patient (such as active or inactive).
Preferred Location - The preferred location for a patient.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Patient - The name of a patient. Uses a "Last name, First name" format.
Patient Primary Ins
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Carrier - The name of a third party.
Prim. Subscriber ID - The ID of the subscriber of a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Carrier - The name of a third party.
Sec. Subscriber ID - The ID of the subscriber of a third-party plan.
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Procedure
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Proc Alias - The alias procedure code of a procedure.
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Proc Category - The Procedure Code Category of a procedure.
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Proc Code - The procedure code of a procedure.
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Proc Desc - The abbreviated description of a procedure.
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Proc Description - The description of a procedure.
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Provider
Specialty - The specialty of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Provider - The name of a provider. Uses a "Last name, First name" format.
Reason
Reason - The "Other" reason(s) specified for an appointment.
Transaction Date.Date (ISO)
Date - The date of a ledger entry. Uses the international date format (yyyy-mm-dd).
Transaction Date.Date (YMD)
Year - The year of a ledger entry. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry was entered. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a ledger entry.
Transaction Date.Date (local)
Date - The date of a ledger entry. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Interactive Treatment Plan Report Builder
This report has the following data fields:
Procedure
Procedure Count - The number of distinct procedures on the report.
Procedure Category - The Procedure Code Category of a treatment-planned procedure.
Abbreviated Description - The abbreviated description of a treatment-planned procedure.
Description - The description of a treatment-planned procedure.
Code - The procedure code of a treatment-planned procedure.
Proc Alias - The alias for a treatment-planned procedure.
Amount - The amount of a treatment-planned procedure.
Location Fee - The fee for a scheduled procedure (treatment-planned or not)..
Recare Type - The type of recall.
Recare Description - The description of a recall type.
Recare Interval - The interval of a recall type.
Case Status - The status of a treatment plan.
Current Status - The current status of a treatment plan.
Procedure Status - The status of a treatment-planned procedure.
Transaction Date - The date that a treatment-planned procedure was posted.
Case Expiration Date - The expiration date of a treatment plan.
Current Status Date - The date of the current status of a treatment plan.
Duration - The total time required for a treatment plan.
Case Name - The name of a treatment plan.
Visit - The visit a treatment-planned procedure belongs to.
Case Note - The note attached to a treatment plan.
Patient
Patient - The name of a patient. Uses a "Last name, First name" format.
Last Procedure Date - The date of the procedure that was performed most recently on a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Status - The status of a patient (such as active or inactive).
Email - The email address of a patient's primary contact person.
Phone - The first phone number listed for the primary contact person for a patient.
Address - The address of the primary contact person for a patient.
Time Zone - The time zone where the primary contact person for a patient lives.
Last Visit - The date of a patient's most recent visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Visit - The date of a patient's first visit. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
First Name - The first name of a patient.
Last Name - The last name of a patient.
Middle Name - The middle name of a patient.
Preferred Name - The preferred name or nickname of a patient.
Gender - The gender of a patient.
Date of Birth - The date of birth of a patient. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Address Line 1 - The street address of the primary contact person for a patient.
Address Line 2 - The second line of the street address of the primary contact person for a patient.
City - The city of the primary contact person for a patient.
State - The state of the primary contact person for a patient.
ZIP Code - The ZIP Code/postal code of the primary contact person for a patient.
PrimaryContactName - The name of the primary contact person for a patient. Uses a "Last name, First name" format.
Next Appointment Date - The date of a patient's next appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Chart Number - The chart number of a patient.
External ID - The external ID of a patient.
Remaining Benefits Primary - The benefits that remain on a patient's primary third-party plan.
Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary third-party plan.
Remaining Benefits Secondary - The benefits that remain on a patient's secondary third-party plan.
Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary third-party plan.
Renewal Month Primary - The renewal month for a patient's primary third-party plan.
Renewal Month Secondary - The renewal month for a patient's secondary third-party plan.
Primary Prov - The short name of a patient's primary provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Primary Provider - The name of a patient's primary provider. Uses a "Last name, First name" format.
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Status - The patient status of a patient's primary guarantor (such as active or inactive).
Email - The email address of a patient's primary guarantor.
Phone - The primary phone number of a patient's primary guarantor.
Address - The address of a patient's primary guarantor.
First Name - The first name of a patient's primary guarantor.
Last Name - The last name of a patient's primary guarantor.
Middle Name - The middle name of a patient's primary guarantor.
Preferred Name - The preferred name or nickname of a patient's primary guarantor.
Gender - The gender of a patient's primary guarantor.
Date Of Birth - The birth date of a patient's primary guarantor.
Address Line 1 - The street address of a patient's primary guarantor.
Address Line 2 - The second line of the street address of a patient's primary guarantor.
City - The city of a patient's primary guarantor.
State - The state of a patient's primary guarantor.
ZIP Code - The ZIP Code/postal code of a patient's primary guarantor.
Primary Contact
Primary Contact - The name of a patient's primary contact. Uses a "Last name, First name" format.
Status - The patient status of a patient's primary contact (such as active or inactive).
Email - The email address of a patient's primary contact.
Phone - The primary phone number of a patient's primary contact.
Address - The address of a patient's primary contact.
First Name - The first name of a patient's primary contact.
Last Name - The last name of a patient's primary contact.
Middle Name - The middle name of a patient's primary contact.
Preferred Name - The preferred name or nickname of a patient's primary contact.
Gender - The gender of a patient's primary contact.
Date Of Birth - The birth date of a patient's primary contact.
Address Line 1 - The street address of a patient's primary contact.
Address Line 2 - The second line of the street address of a patient's primary contact.
City - The city of a patient's primary contact.
State - The state of a patient's primary contact.
ZIP Code - The ZIP Code/postal code of a patient's primary contact.
Location
Location - The name of a location in your organisation.
Appointment
Appointment Status - The status of an appointment.
Date Scheduled - The date of an appointment. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Start Time - The starting time of an appointment.
Count - The number of scheduled appointments.
Reason - The "Other" reason(s) specified for an appointment.
Scheduled? - If a procedure is scheduled.
Ledger
Ledger Type - The type of ledger entry (such as an insurance payment or a credit adjustment).
Note - The note of a ledger entry.
Description - The description of a ledger entry.
Category - The category (type of transaction) that a ledger entry pertains to.
Subcategory - The subcategory that a ledger entry pertains to.
Provider
Specialty - The specialty of a provider..
Active - The status of a provider (active or inactive).
IsPrimaryProvider - Whether a provider is a primary-care provider (such as a dentist or hygienist).
SignatureOnFile - Whether a provider has a signature on file.
MedicareNumber - The Medicare Number of a provider.
CommercialNumber - The commercial number of a provider.
Title - A provider's title.
CS - A provider's CS.
ProviderNumber - A provider's number.
StateLicenseNUmber - The state license number of a provider.
Tin - The TIN of a provider.
UPin - The UPIN of a provider.
BlueCrossNumber - The Blue Cross Number of a provider.
BlueShieldNumber - The Blue Shield NUmber of a provider.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
DEA - The DEA Number of a provider.
Npi - The NPI of a provider.
Provider - The name of a provider. Uses a "Last name, First name" format.
MedicaidID - The Medicaid ID of a provider.
Patient Primary Ins Plan
Pat. Prim. Carrier - The name of a third party.
Pat. Prim. Plan - The name of a third-party plan.
Pat. Prim. Fee Schedule - The fee schedule associated with a third-party plan.
Patient Secondary Ins Plan
Pat. Sec. Carrier - The name of a third party.
Pat. Sec. Plan - The name of a third-party plan.
Pat. Sec. Fee Schedule - The fee schedule associated with a third-party plan.
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