Charge & Payment: Payment Detail

This report is currently in Limited Release to a select group of Members and will be gradually rolled out over the following weeks.

Payment Detail is an Analysis Grid style report used to view all payments (and adjustments) made on billed charges. This report is at the payment level where each line is a payment. This means you can have multiple rows for the same Charge ID, where one is an insurance payment and the other is a patient payment.

Run and Customize the Report 

  1. You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
  2. Add custom Filters to create specific segments of data using any of the column values in the Report. If you are new to using this type of report, you can find out more here.
  3. Add a Bar, Line, Curved Line, Pie, Scatter Plot, Heatmap, or Gauge Chart here or to your Dashboard.
  4. Select the Date Range.
  5. You can choose to View Date by Type: Date of Service or Charge Date.

Tip: Charges will be listed more than once if more than one payment and/or adjustment was applied to the charge.

RevFlow Replacement Reports

This Analytics report replaces the following legacy RevFlow Reports

  • Payments by Location
  • Payment and Adjustment Summary
  • Payment Tracking Summary

Payments included in this report 

  • Insurance Payments: All payments posted from the insurance (Batch Payments or Release 835s page.)
  • Unassigned payments: Payments entered directly in RevFlow via the Unassigned Payments page. This includes payments that have been distributed to dates of service, and those waiting to be allocated based on system rules.
  • WebPT EMR Payments: Payments collected from the patient and posted in the WebPT EMR. These payments flow into RevFlow (Unassigned Payments) and include payments that have been distributed to dates of service, and those waiting to be allocated based on system rules.

Location

You can locate this report in the Charge & Payment section of Reports in Analytics.  If you do not see the report listed in this section, ensure that you have the correct Analytics Access permission.

Column Descriptions

Column Description Data Source
Clinic Name Name of the clinic where the note with this charge was finalized.
Note: This column will appear blank when the patient payment has not been distributed. 
WebPT EMR
Charge ID Unique ID assigned to the charge.
Note: This column will display the transaction type from the patient record (screen) when the patient payment has not been distributed (this column will say Copay) or when unassigned payments do NOT have a Date of Service and the patient has overpaid (paid more than is owed).
RevFlow
Patient ID Unique ID assigned to the patient’s account WebPT EMR
Patient First Name First name of the patient who incurred the charge associated with the applied payment WebPT EMR
Patient Last Name Last name of the patient who incurred the charge associated with the applied payment WebPT EMR
Finalizing Therapist The therapist who finalized the note which contained the billable charge associated with the applied payment.
Note: This column will be blank when Unassigned payments do NOT have a Date of Service and the patient has overpaid (paid more than owed).
WebPT EMR
Date of Service The charge’s date of service.
Note: This column will be blank when patient payments have not been distributed or the patient has overpaid (paid more than owed).
WebPT EMR
Payment Code A unique code added when a payment is posted to the charge. This field may be empty if left blank in RevFlow. RevFlow
Adjustment Code Unique code added when an adjustment is applied to the charge. This field may be empty if left blank in RevFlow. RevFlow
Charge Date (Hidden) When the charge is created in RevFlow 
Unhide this field using the Columns option under the Gear icon.
RevFlow
CPT Code The CPT code associated with the charge.
Note: This column will be blank when Unassigned payments have NOT been distributed
or Unassigned payments do NOT have a DOS and the patient has overpaid (paid more than owed).
WebPT EMR
Insurance Class This is the code assigned to the insurance class who made the payment.
Note: This column will be blank when if this is a patient payment.
RevFlow
Insurance Class Description The description of the insurance class.
Note: This column will display ‘Patient’ when Unassigned payments have a date of service
Note: This column will be blank when Unassigned payments do NOT have a Date of Service and the patient has overpaid (paid more than owed).
RevFlow
Post Date (Hidden)  The date the payment was posted to the account
Unhide this field using the Columns option under the Gear icon.
RevFlow
Deposit Date The date the payment was deposited RevFlow
Company Code (Hidden) Unique ID for the company.
Unhide this field using the Columns option under the Gear icon.
RevFlow
Primary Insurance The name of the primary insurance the charge was billed to.
Note: This will say "Copay" when the patient payment is not distributed (sitting in unassigned payments) or Display the transaction type for  unassigned payments that do NOT have a Date of Service and the patient has overpaid (paid more than owed) 
WebPT EMR
Secondary Insurance The name of the secondary insurance the charge was billed to.
Note: This column will be blank when Unassigned payments have NOT been distributed 
Or When unassigned payments do NOT have a DOS and the patient has overpaid (paid more than owed).
WebPT EMR
Charge Amount The dollar amount of  the charge RevFlow
Adjustment Amount The dollar amount of adjustments applied to the charge.
Note: This column will be blank instead of $0.00 when Unassigned payments have been distributed.
RevFlow
Patient Charge Balance The remaining balance of the charge.
Note: This column will always display $0.00 until the payment has been distributed
And when unassigned payments do NOT have a Date of Service and the patient has overpaid (paid more than owed).
RevFlow