This topic explains what the data fields on the Financial reports correspond to in Dentrix Ascend and how the measures are calculated for the Financial reports. Click (or tap) any of the following report names to show and hide the details of that report:
Active Patients in Recare
Adjusted Production
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Adjustment Summary
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Applied Collection
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Collection Detail
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Fee Schedule
This report has the following data fields:
Fee Schedule
FeeScheduleName - The name of a fee schedule.
Procedure
Fee - A procedure's default fee.
Procedure Category - The procedure code category of a procedure.
Description - A procedure's description.
Abbreviated Description - A procedure's abbreviated description.
Code - A procedure's code.
Proc Alias - The alias for a procedure code.
Active - A procedure's code status (active or inactive).
Bill To Insurance - Whether a procedure code is billable to a third party.
Insurance Utilization
Payment Tags
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Production by Provider Type - Pie Chart
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Production by Referral Source
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Production by Referring Patient
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Production Detail
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Production Summary - HSPA
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Production Trends - Chart
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Provider Aging
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Provider Production
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
-
Description
-
Category - The category (type of transaction) that a ledger entry pertains to.
-
Subcategory - The subcategory that a ledger entry pertains to.
-
Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
-
First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Transaction Detail
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Transaction Summary
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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).
Unapplied Credits
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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 Ledger Report Builder
This report has the following data fields and measures:
Aging
Aging - An aged balance (0-30, 31-60, 61-90, 91-120, and >120 days).
Applied Date.Date (ISO)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the international date format (yyyy-mm-dd).
Applied Date.Date (YMD)
Year - The year when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the four-digit identifier (yyyy).
Month - The month when a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month when a payment, a credit adjustment, or an unallocated credit was applied to a charge.
Applied Date.Date (local)
Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date.Date (ISO)
Date - The date that a ledger entry is added to the database. Uses the international date format (yyyy-mm-dd).
Created Date.Date (YMD)
Year - The year that a ledger entry is added to the database. Uses the four-digit identifier (yyyy).
Month - The month that a ledger entry is added to the database. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that a ledger entry is added to the database.
Created Date.Date (local)
Date - The date that a ledger entry is added to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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Description
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Category - The category (type of transaction) that a ledger entry pertains to.
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Subcategory - The subcategory that a ledger entry pertains to.
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Description - The description of a ledger entry.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
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First Visit Date.Date (ISO)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the international date format (yyyy-mm-dd).
First Visit Date.Date (YMD)
Year - The year of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the four-digit identifier (yyyy).
Month - The month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest).
First Visit Date.Date (local)
Date - The date of a patient's first visit (based on the first appointment or ledger entry, whichever is oldest). Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance Claim
Claim Status - The status of a third-party claim.
Claim Carrier - The name of a third party.
Claim Payor ID - The payor ID of a third party.
Claim Plan - The name of a third-party plan.
Claim Plan Address - The address associated with a third-party plan.
Location
Time Zone - The time zone of a location in your organisation.
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Website - The website address of a location in your organisation.
Measures
Amount - The amount of a ledger entry.
Applied Credit Adjustments - The amount of a credit adjustment that is applied to a procedure.
Applied Payments - The amount of a payment that is applied to a procedure.
Average Charge - The average amount of the Charges.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Charge Adjustments - The amount of a charge adjustment.
Charges - The amount of a positive (+) ledger entry (a procedure or a charge adjustment).
Collection - The amount of a ledger entry that is designated as a collection transaction according to its Category and Subcategory.
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Count - The number of items for the corresponding row and column on the report.
Credits - The amount of a negative (-) ledger entry (a payment or a credit adjustment).
Patient Count - The number of distinct patients on the report.
Procedure Charges - The amount of a ledger entry for a procedure.
Procedure Count - The number of distinct procedures on the report.
Production - The amount of a ledger entry that is designated as a production transaction according to its Category and Subcategory.
Unapplied Credit Adjustments - The amount of a credit adjustment that is not applied to a procedure.
Unapplied Payments - The amount of a payment that is not applied to a procedure (such as an overpayment, a pre-payment, or a payment that has been entered before the corresponding completed procedure has been posted).
Miscellaneous
On First Visit - If a patient has a first visit date on a given date.
Organization
Organization Type - Indicates whether the organisation is real or for testing purposes only.
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
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.
Payment Source
Source of Payment - The source of a payment (such as self-pay or medicaid).
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
Procedure
Proc Alias - The alias procedure code of a procedure.
Proc Category - The Procedure Code Category of a procedure.
Proc Code - The procedure code of a procedure.
Proc Desc - The abbreviated description of a procedure.
Proc Description - The description of a procedure.
Procedure Treatment Area
Proc Treatment Area - The treatment area (such as tooth or arch) of a procedure.
Production or Collection
Production or Collection - Indicates whether a ledger entry is designated as a production transaction or as a collection transaction, according to its Category and Subcategory.
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.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referred By Geo
Referrer State - The state of a referral source.
Referrer City - The city of a referral source.
Referrer Postal Code - The ZIP Code/postal code of a referral source.
Referred By.Specialty
Referrer Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Referred By.Type
Referral Type - The type of referral (such as marketing or professional).
Service Date.Date (ISO)
Date - The date of a completed procedure. Uses the international date format (yyyy-mm-dd).
Service Date.Date (YMD)
Year - The year of a completed procedure. Uses the four-digit identifier (yyyy).
Month - The month of a completed procedure. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month of a completed procedure.
Service Date.Date (local)
Date - The date of a completed procedure. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
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 Fee Schedule Report Builder
This report has the following data fields:
Fee Schedule
FeeScheduleName - The name of a fee schedule.
Procedure
Fee - A procedure's default fee.
Procedure Category - The procedure code category of a procedure.
Description - A procedure's description.
Abbreviated Description - A procedure's abbreviated description.
Code - A procedure's code.
Proc Alias - The alias for a procedure code.
Active - A procedure's code status (active or inactive).
Bill To Insurance - Whether a procedure code is billable to a third party.
Interactive Ledger Report Builder
This report has the following data fields:
Ledger
Amount - The amount of a ledger entry.
Billed to Insurance - The amount that is billed to a third party for a ledger entry that is attached to a claim with any status other than Unsent.
Category - The category (type of transaction) that a ledger entry pertains to.
Subcategory - The subcategory that a ledger entry pertains to.
Description - The description of a ledger entry.
Note - The note of a ledger entry.
Transaction Date - The date and time of a ledger entry. Uses the the following format: the abbreviated day of the week (such as Mon), the abbreviated name of the month (such as Jun), the day of the month (two digits), the time (hh:mm:ss) and time zone (such as CDT), and then the year (four digits).
Applied Date - The date a payment, a credit adjustment, or an unallocated credit was applied to a charge. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Created Date - The date that a ledger entry is posted to the database. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Procedure - The description of a procedure.
Proc - The abbreviated description of a procedure.
Code - The procedure code of a procedure.
Proc Alias - The alias for a procedure code.
Provider - The name of a provider. Uses a "Last name, First name" format.
Prov - The short name of a provider (the ID that appears throughout Dentrix Ascend to identify him or her).
Contracted Fee - The contracted fee between a provider and a patient's primary third party.
Primary Tag - For a payment with restricted tagging, the mandatory tag that is attached to that payment. For a payment with unrestricted tagging, the first tag that is attached to that payment.
Secondary Tags - A comma-delimited list of all the optional tags that are attached to a payment with restricted tagging. A payment with unrestricted tagging does not have secondary tags.
Organization
Customer ID - Your organisation's customer ID (which can be used to log in).
Organization Name - The name of your organisation (or the organisation log-in ID).
Location
Location - The name of a location in your organisation. Only the locations that you have access to are available.
Patient
Patient - The name of a patient. Uses a "Last name, First name" format.
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.
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).
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).
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).
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.
Patient Count - The number of patients.
Chart Number - The chart number of a patient.
Remaining Benefits Primary - The benefits that remain on a patient's primary insurance plan.
Remaining Benefits Primary Ortho - The ortho benefits that remain on a patient's primary insurance plan.
Remaining Benefits Secondary - The benefits that remain on a patient's secondary insurance plan.
Remaining Benefits Secondary Ortho - The ortho benefits that remain on a patient's secondary insurance plan.
Renewal Month Primary - The renewal month for a patient's primary insurance plan.
Renewal Month Secondary - The renewal month for a patient's secondary insurance plan.
Discount Plan - The discount plan assigned to 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.
Preferred Location - The preferred location for a patient.
Primary Guarantor
Primary Guarantor - The name of a patient's primary guarantor. Uses a "Last name, First name" format.
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.
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.
Insurance Claim
Claim Carrier - The name of a third party.
Claim Plan - The name of a third-party plan.
Claim Payor ID - The payor ID of a third party.
Claim Status - The status of a claim.
Claim Carrier Fax - The fax number of a third party.
Claim Carrier Phone - The phone number of the contact person for a third party.
Claim Carrier Ext - The phone extension of the contact person for a third party.
Claim Carrier URL - The website address of a third party.
Organization Recare
Recare Type - The type of recall.
Recare Description - The description of a recall type.
Recare Interval - The interval of a recall type.
Referred By
Referred By - The name of a patient or non-patient source that referred a given patient.
Referral Type - The type of referral (such as marketing or professional).
Specialty - The specialty of a referral source, if applicable (such as endodontist or general practice).
Address - The address of a referral source.
Phone - The first phone number listed for a referral source.
Email - The email address of a referral source.
Address Line 1 - The street address of a referral source.
Address Line 2 - The second line of the street address of a referral source.
City - The city of a referral source.
State - The state of a referral source.
ZIP Code - The ZIP Code/postal code of a referral source.
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.
Prim. Subscriber ID - The ID of the subscriber of 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.
Sec. Subscriber ID - The ID of the subscriber of a third-party plan.
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