View the Payment and Productivity Tracking Summary

Use this procedure to review summary information on the Payment and Productivity Tracking page. On the summary version of this page, you can compare various line items by product.

Field Descriptions

The following table describes heading information on the Payment and Productivity Tracking Summary page.

Field	Description
Selection Criteria
Activity Date Range	Start and End dates for an Activity Date range
Activity Type	The type(s) of activity selected. Transaction searches by the payment posting date: User / Collection adds the user’s Follow Up Date to the selection criteria.
Assigned To	ID of the individual assigned to research and/or handle the account
Billed Charges	Total billed charges for the product during the selected time period
Category	The category selected.
Contract	Name of the contract profile
Date Range	Range of dates searched
Date Type	Date type associated with the line item
Discoverer ID	ID of the account’s discoverer
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
Payor Class	Payor class associated with the account, either All Payors, Primary, Secondary, or Tertiary. This field only displays if COB is enabled for your facility. For more information about COB, refer to Coordination of Benefits.
Product	Name of the insurance product
Reversals	Specifies whether or not reversals were included in the search
Sort By	Order in which the results are sorted
Subcategory	The subcategory selected.
Subsequent Payment	Amount of payments that came in from the payor after the account was discovered.
Summarize By	The summarize option selected. This selection determines the first column listed in the results.
Transaction Date Type	The type of transaction date selected. Insurance Payment Post Date is the date the latest insurance payment was posted. Last Payment Post Date is the date the latest payment of any type was posted.
User Code	User-defined code; four digit maximum
User ID	ID of the user that modified the account information
Variance Amount	Specifies a discount or payment variance in relationship to (greater than, less than or equal to) a dollar amount or a percentage
Results Area
Actual Discount	Total insurance adjustments for all accounts; Explanation of Benefits (EOB) write-off
Billed Charges	Total billed charges for the product during the selected time period
Discount Variance	Expected Discount minus the Actual Discount
Expected Discount	Billed Charges minus non-covered charges, minus the Total Expected Reimbursement
Insurance Payment	Amount paid by the insurance company
Number of Line Items	Total number of line items involved
Payment Variance	Specifies a payment variance in relationship to (greater than, less than or equal to) a dollar amount or a percentage
Product Description	Description of the product
Subsequent Payment	Amount of any payment that came in from the payor after the account was discovered.
Total 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, minus patient liability