Unsubmitted Treatments Report

The Unsubmitted Treatments Report shows treatments and estimated charges for a service unit that hasn't been sent to the payer yet. You can use this report to view all outstanding charges, double-check service dates before creating claims for billing, and estimate revenue based on service dates for monthly accounting purposes.

Generating the Report

Let's review how to create the Unsubmitted Treatments Report! 

• • 1. Navigate to the Reporting section.
    2. Under Attendance Reports, select Unsubmitted Treatments Report.
       
       
    3. Update the filters to instruct the system on how to generate the report.
       
    4. Select Run Report.
       
    5. To download the report, select Download.
       
       
    6. To include data from the last 24 hours, select Refresh Data.
       

Available Filters and Definitions

• The Selected Practices filter allows users to filter search results based on the practice that claims were submitted under.
  
• This filter allows users to include treatments recorded on the Attendance Calendar but not yet submitted to the Work Center.
  • When unselected it will only display treatments that are in Work Center > Insurance Claims > Create New Claims
  • When selected, it will display treatments in both the Work Center as well as treatments marked on the Attendance Calendar (not yet submitted to billing).
    
• The report will pull all claims within the Start Date and End Date range. 
  
  

Viewing the Report

The Unsubmitted Treatments Report produces a table where each row represents a unit of service awaiting claim creation within the timeframe specified.  To view an example of this report, click here. 

Columns and Definitions

Row Name	Location/Definition
Patient Name	Patient > Profile
Patient ID	Patient > Profile
Patient MRN	Patient > Treatment Episode > Intake > Patient Profile
A/R Classification	Patient > Treatment Episode > Intake > Patient Profile
Admit Date	Patient > Treatment Episode > Intake > Admit/Discharge
Discharge Date	Patient > Treatment Episode > Intake > Admit/Discharge
Home Plan Payer	Patient > Treatment Episode > Intake > Insurance > Insurance Set
Behavioral Payer	Patient > Treatment Episode > Intake > Insurance > Insurance Set
Date of Service	Patient > Services
Service	Patient > Services
Units	Attendance Calendar
Estimated Charges	Charges are estimated based on the default service billing profile rate referenced under the facility and does not take into account single-case agreements or claim rules that may affect rate changes after claim creation.
Pay Type	This indicates whether the service will be billed through insurance or private pay.
Rendering Provider	This is the rendering provider selected in the U/R Plan or the recorded service in the Attendance Calendar.
Date Treatment Recorded	This is the date the treatment was first recorded.
Date Treatment Submitted	This is the date the treatment was submitted to the Work Center.
Is Flagged?	This indicates if the treatment is flagged, preventing it from being submitted.
Comment	This will display the most recent comment, if any, on the claim.
Practice	This is the practice with which the patient's treatment episode is associated.
Facility	This is the facility with which the patient's treatment was rendered.

Helpful Hints

Use this report with the Claim Submission Report to project revenue for treatments that have not yet been created into claims. 

• Unsubmitted Treatments Report.xlsx 10 KB