This topic explains what the data fields on the Third party reports correspond to in Dentrix Ascend and how the measures are calculated for the Third party reports. Click (or tap) any of the following report names to show and hide the details of that report:
Insurance Utilization
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.
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).
Patient Insurance
This report has the following data fields and measures:
Coverage End.Date (ISO)
Date - The date that coverage ends for a patient's third-party plan. Uses the international date format (yyyy-mm-dd).
Coverage End.Date (YMD)
Year - The year that coverage ends for a patient's third-party plan. Uses the four-digit identifier (yyyy).
Month - The month that coverage ends for a patient's third-party plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that coverage ends for a patient's third-party plan.
Coverage End.Date (local)
Date - The date that coverage ends for a patient's third-party plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Coverage Start.Date (ISO)
Date - The date that coverage begins for a patient's third-party plan. Uses the international date format (yyyy-mm-dd).
Coverage Start.Date (YMD)
Year - The year that coverage begins for a patient's third-party plan. Uses the four-digit identifier (yyyy).
Month - The month that coverage begins for a patient's third-party plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that coverage begins for a patient's third-party plan.
Coverage Start.Date (local)
Date - The date that coverage begins for a patient's third-party plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance
Insurance Carrier - The name of a third party.
Payor ID - The payor ID of a third party.
Insurance Plan - The name of a third-party plan.
Plan Address - The address associated with a third-party plan.
Payment Responsibility Order - The coverage order of a patient's third-party plan (primary, secondary, third, and so forth).
Subscriber ID # - The subscriber ID of a patient's third-party plan.
Measures
Patient Count - The number of distinct patients on the report.
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).
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.
Providers Contracted with Insurance Carriers
This report has the following data fields and measures:
Insurance
Insurance Carrier - The name of a third party.
PayorID - The payor ID of a third party.
Measures
Provider Count - The number of distinct providers (primary and secondary) on the report.
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).
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.
Analysis Patient Insurance Report Builder
This report has the following data fields and measures:
Coverage End.Date (ISO)
Date - The date that coverage ends for a patient's third-party plan. Uses the international date format (yyyy-mm-dd).
Coverage End.Date (YMD)
Year - The year that coverage ends for a patient's third-party plan. Uses the four-digit identifier (yyyy).
Month - The month that coverage ends for a patient's third-party plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that coverage ends for a patient's third-party plan.
Coverage End.Date (local)
Date - The date that coverage ends for a patient's third-party plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Coverage Start.Date (ISO)
Date - The date that coverage begins for a patient's third-party plan. Uses the international date format (yyyy-mm-dd).
Coverage Start.Date (YMD)
Year - The year that coverage begins for a patient's third-party plan. Uses the four-digit identifier (yyyy).
Month - The month that coverage begins for a patient's third-party plan. Uses an abbreviated name (Jan, Feb, Mar, and so forth).
Day - The day of the month that coverage begins for a patient's third-party plan.
Coverage Start.Date (local)
Date - The date that coverage begins for a patient's third-party plan. Uses the date format for your region (such as mm/dd/yyyy or dd/mm/yyyy).
Insurance
Insurance Carrier - The name of a third party.
Payor ID - The payor ID of a third party.
Insurance Plan - The name of a third-party plan.
Plan Address - The address associated with a third-party plan.
Payment Responsibility Order - The coverage order of a patient's third-party plan (primary, secondary, third, and so forth).
Subscriber ID # - The subscriber ID of a patient's third-party plan.
Measures
Patient Count - The number of distinct patients on the report.
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).
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.
Analysis Provider Insurance Report Builder
This report has the following data fields and measures:
Insurance
Insurance Carrier - The name of a third party.
PayorID - The payor ID of a third party.
Measures
Provider Count - The number of distinct providers (primary and secondary) on the report.
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).
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.
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