A comprehensive report gives us a complete report of a client. This has the information about the client's appointment date, time, payor informations, information about the encounter forms with signature details, Billcase information with cpt and diagnosis code, payment details.

Filtering menu:

• Date range picker
• Drovider options.

Excel spreadsheet fields:

• Appointment ID - a unique ID code generate for each new appointment created in the system
• Appointment program - the program under which the appointment was scheduled
• Appointment client - client name
• DOB - date of birth
• SSN - client social security number
• Appointment payor - client's insurance company
• Appointment date
• Apointment time
• Appointment end time
• Hrs - appointment duration, hours
• Minutes - appointment duration, minutes
• Copay - if any
• Event type - type of appointment
• Appointment location
• Appointment status
• Appointment provider - name of provider scheduled with client
• Appointment form - clinical form associated with the appointment type
• Client gender
• Client race
• Client ethnicity
• Client address
• Client city
• Client state
• Client zip
• Encounter date
• Encounter form - clinical form completed for the encounter
  
• Encounter form user - author of the form that was completed, if any
• Signature day
• Signature time
• Encounter form status
• Superbill day
• Superbill time
• Superbill end
• Superbill hour
• Superbill minutes
• Superbill status
• Superbill plan - the specif benefit plan recorded for the client
• Institutional - true/false renders if the claim is submited to the payor under the agency NPI number rather than the provider's individual number
• CPT - "Current Procedural Terminology", i.e. the billing code associated with the encounter
• DX - Diagnosis recorded for the client at the time of the procedure
• Units - number of units used by the procedure, if applicable
• Type - type of unit of measure
• Rate - rate charged for the encounter
• Place of service(pos)
• Location name
• Payor name
• Plan name
• Schedule name - name of fee schedule associated with the client's payor plan
• Provider name,
• Billing provider - clinician who's credential is associated with the claim
• NPI - Specific NPI number associated with the service claim
• Date of service (DOS)
• Claim id - Unique number generated for each claim generated in the system
• CPT code - "Current Procedural Terminology", i.e. the billing code recorded in the final claim
• CPT description
• DX code - Diagnosis recorded in the final claim
• DX description
• POS number - Place of service code
• Charge units
• Charge rate
• Charge total
• Charge paid date
• Charge paid
• Charge deducted
• Charge adjusted
• Charge copaid
• Charge write off
• Charge client paid
• Charge balance
• Client ID - Unique number generated for each new client input into the system
• Client name
• Policy name
• First claim - Date of the original claim submitted for this encounter
• Version info - If this superbill were deleted for any reason, it would show as such in this column