Master Account Summary

The Master Account Summary section displays information such as the total detail charges, patient payment, and so on at the master account level. This section allows you to see the status of the overall master account in addition to the details for a particular account that might currently be displayed. For more information about master accounts, refer to Master Accounts.

The Master Account Summary display varies, depending on whether the Coordination of Benefits (COB) feature is enabled for your facility. For more information about COB, refer to Coordination of Benefits.

Master Account Summary without COB

The information displayed in the Master Account Summary varies depending on the number of accounts associated with a master account. If there is only one account associated with the master account, the summary displays as shown in the following figure.

If there are multiple accounts associated with the master account, the summary displays a larger set of information, as shown in the following figure.

The plus (+) and (-) icons let you expand or collapse this section as needed. Hiding the section frees space on the page for you to view the other sections on a page.

The Master Account Summary section also includes the following hyperlinks to assist you in your research:

A/R – Displays the Payments and Adjustments page for this account. For more information, refer to View Payments and Adjustments.
CHGS – Displays the Detail Line Item Charges page for this account. For more information, refer to View Detail Line Item Charges.

The following table describes each of the fields in the Master Account Summary without COB enabled. The fields are listed in alphabetical order.

Field	Description
Actual Discount (Insurance)	Total insurance adjustments for all accounts; Explanation of Benefits (EOB) write-off
Additional Payors	Allows you to toggle between primary, secondary, and tertiary payors present on the account. Selecting a value from the list updates the Payor Summary, Reprice Summary, and the grid at the bottom of the page with the information for the selected payor. Note: The information that displays for a secondary or tertiary payor in the Payor Summary reflects calculations after COB language is applied. Information in the Reprice Summary and the grid at the bottom of the page displays as if that payor was repriced as primary, prior to the application of Coordination of Benefits language.
Billed Charges	The total charges incurred for the claim or set of claims that have been repriced
Discount Variance	Expected Discount minus the Actual Discount
Expected Discount	Billed Charges minus non-covered charges, minus Total Expected Reimbursement
Expected Insurance Payment	The calculated reimbursement based on the predefined contract terms and conditions and service type definitions in the system and the repriced claims data, minus patient liability
Insurance Payment	The amount paid by the insurance company
Master Account Balance	Billed Charges, minus total payments, minus total adjustments at the master account level
Miscellaneous	Sum of all non-billable amounts for all accounts associated with this account number
Non-Contractual/ Other Adjustments	Other, non-insurance adjustments
Non-Covered Charges	The amount of non-covered charges (not disallowed charges)
Other Contractual Write-offs	Other insurance adjustments not included in the discount variance
Patient Liability	The amount the patient is responsible for
Patient Payment	Sum of the payments made by the patient for all accounts associated with this account number
Payment Variance	Sum of the payment variance for all accounts associated with this account number, calculated as Total Expected Reimbursement minus the actual payment. If Patient Liability does not exist, it is calculated as Expected Payment - (Total Insurance Payment + Total Patient Payment). If Patient Liability exists, it is calculated as Expected Payment - (Insurance Payment + Total Patient Liability).
Total Contractual Write-offs	Total of all adjustments
Total Detail Charges	Total of all detail charges for all accounts associated with this account number
Total Expected Payment/Adjusted Expected Payment	The calculated reimbursement based on the predefined contract terms and conditions and service type definitions in the system and the repriced claims data

Master Account Summary with COB

With COB enabled, the Master Account Summary display varies, depending on the type of account you are viewing.

For the following types of accounts, the Master Account Summary is identical to the non-COB display. For more information about the non-COB display, refer to Master Account Summary without COB.

One account and one payor associated with a single account number (master account)
Multiple accounts and one payor associated with a single account number (master account)

For accounts with more than one account and more than one payor associated with a single master account, the Master Account Summary displays as shown in the following figure.

The plus (+) and (-) icons let you expand or collapse this section as needed. Hiding the section frees space on the page for you to view the other sections on a page.

The Master Account Summary section includes the following hyperlinks to assist you in your research:

A/R – Displays the Payments and Adjustments page for this account. For more information, refer to View Payments and Adjustments.
CHGS – Displays the Detail Line Item Charges page for this account. For more information, refer to View Detail Line Item Charges.

The Additional Payors list allows you to toggle between primary, secondary, and tertiary payors present on the account. Selecting a value from this list updates the Payor Summary, Reprice Summary, and the grid at the bottom of the page with the information for the selected payor.

Note: The information that displays for a secondary or tertiary payor in the Payor Summary reflects calculations after COB language is applied. Information in the Reprice Summary and the grid at the bottom of the page displays as if that payor was repriced as primary, prior to the application of Coordination of Benefits language.

The following table describes each of the fields in the Master Account Summary with COB enabled. The fields are listed in alphabetical order.

Field	Description
Actual Discount (Insurance)	Total insurance adjustments for all accounts; Explanation of Benefits (EOB) write-off
Additional Payors	Allows you to toggle between primary, secondary, and tertiary payors present on the account. Selecting a value from the list updates the Payor Summary, Reprice Summary, and the grid at the bottom of the page with the information for the selected payor. Note: The information that displays for a secondary or tertiary payor in the Payor Summary reflects calculations after COB language is applied. Information in the Reprice Summary and the grid at the bottom of the page displays as if that payor was repriced as primary, prior to the application of Coordination of Benefits language.
Billed Charges	The total charges incurred for the claim or set of claims that have been repriced
Discount Variance	Expected Discount minus the Actual Discount
Expected Discount	Billed Charges minus non-covered charges, minus Total Expected Reimbursement
Expected Insurance Payment	The calculated reimbursement based on the predefined contract terms and conditions and service type definitions in the system and the repriced claims data, minus patient liability
Insurance Payment	The amount paid by the insurance company
Master Account Balance	Billed Charges, minus total payments, minus total adjustments at the master account level
Miscellaneous	Sum of all non-billable amounts for all accounts associated with this account number
Non-Contractual/ Other Adjustments	Other, non-insurance adjustments
Non-Covered Charges	The amount of non-covered charges (not disallowed charges)
Other Contractual Write-offs	Other insurance adjustments not included in the discount variance
Patient Liability	The amount the patient is responsible for
Patient Payment	Sum of the payments made by the patient for all accounts associated with this account number
Payment Variance	Sum of the payment variance for all accounts associated with this account number, calculated as Total Expected Reimbursement minus the actual payment. If Patient Liability does not exist, it is calculated as Expected Payment - (Total Insurance Payment + Total Patient Payment). If Patient Liability exists, it is calculated as Expected Payment - (Insurance Payment + Total Patient Liability).
Total Contractual Write-offs	Total of all adjustments
Total Detail Charges	Total of all detail charges for all accounts associated with this account number
Total Expected Payment/Adjusted Expected Payment	The calculated reimbursement based on the predefined contract terms and conditions and service type definitions in the system and the repriced claims data Note: The Adjusted Expected Payment does not display when multiple payors exist for an account.