View Payment and Productivity Tracking

The Payment and Productivity Tracking page displays claims that meet your selection criteria. Using links in the worklist, you can drill down to a detailed worklist and return to the selection criteria at any time.

Use this procedure to review information on the Payment and Productivity Tracking Worklist page.

Field Descriptions

The following table describes heading information on the Payment and Productivity Tracking Worklist 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.
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
Account Number	Patient account number (for UB claims) or insured ID (for CMS-1500 claims)
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
Comment Count	The total number of comments associated with the account
Discount Variance	Expected Discount minus the Actual Discount
Discovery Date	Date a user code and/or a comment was added to a line item
Expected Discount	Billed Charges minus non-covered charges, minus the Total Expected Reimbursement
Insurance Payment	The amount paid by the insurance company
Latest User Code Date	Last date user code changed
No.	Sequential reference number of the line item
Service Date	Date the service was rendered
Subsequent Payment	Amount of payments that came in from the payor after the account was discovered. This value is a hyperlink that opens the Assign/Update Collection information page. For more information about this page, refer to Assign / Update Collection Information.
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
User Code	User-defined code; four digit maximum
User ID	ID of the user that modified the account information