Export Claim Information

1. Overview

Purpose:
This report shows all the claim details during a selectedservicedate range

Target Audience:
Billers, admin

2. Report Location

Navigation Path in System:
Reports >> Billing Reports >> Exports >> Export Claim Information

3. Report Filters & Parameters

Filter Name	Description
Referring Physicians	Restricts results to one or more Referring physician
Master Physicians	Restricts results to one or more Master physician
Age	Restricts results to patients within the selected age group
Service Date	Restricts results to a selected service date range
Transaction Date	Restricts results to a selected transaction date range
Diags	Restricts results to one or more diagnosis code
Referring Physicians	Restricts results to one or more Referring physician
Procedure Codes	Restricts results to one or more procedure code
Master Physicians	Restricts results to one or more Master physician
Primary Insurance Carriers	Restricts results to one or more primary insurance carrier
Custom Fields	Restricts results to custom fields added in patient claims
Location	Restricts results to one or more locations
On Statement Hold	Restricts results to patient with statement hold in claims ledger
Patient Age on DOS	Restricts results to patients within the selected age on the date of service
Include Collected	Results to include collected amount by Transaction date or Deposit date
Ledger History	Restricts results to the selected transaction type in ledger history
No Credited Services	Restricts results to no credits selected
Just Credits	Restricts results to only credits selected
Both	Restricts results to both credits and No credits

4. Output Columns

Column Name	Description
LOCNAME	Name of the location
ACCTNO	Patient account number
LNAME	Patient last name
FNAME	Patient first name
MI	Patient middle Initial
EMAIL	Patient Email
ADDRESS1	Patient address1
ADDRESS2	Patient address2
CITY	Patient city
STATE	Patient state
ZIP	Patient zip code
PHONE_RES	Patient residence phone number
PHONE_OFF	Patient office phone number
PHONE_EXTENSION	Patient phone extension number
CELLPHONE	Patient cell phone number
FAXNUMBER	Patient fax number
SEX	Patient gender information
DOB	Patient date of birth
ADDEDON	Patient demographics added date
PATPHYS	Patient master physician in demographics
PATREFPHYS	Patient referring physician in demographics
CLAIMID	Patient claim id
DOS	Patient date of service
TRANSDATE	Patient transaction date in ledger
AGINGDATE	Claims aging date
CHARGE	Claim charge amount
UNITS	Number of units billed
BALANCE	Claim balance amount
PATBAL	Patient balance amount
INSBAL	Insurance balance
ALLOWED	Claim allowed amount
WRITEOFF	Write off amount
RECEIVEDPRIMARY	Amount received from primary carrier
RECEIVEDOTHER	Amount received from patients and insurances other than primary carrier
RECEIVEDTOTAL	Total amount received from patient, primary carrier and other carriers
NONALLOWED	Claim non allowed amount
APPLIEDFROMCB	check applied from patient credit balance
BATCHNO	Batch number
MOD1	Modifier1
MOD2	Modifier2
MOD3	Modifier3
POS	Place of service
TOS	Type of service
CLAIMPHYS	Master physician on the claim
NPI	Master physician NPI
SPECIALTY	Specialty of the master physician
CLAIMREFPHYS	Referring physician on the claim
CLAIMSUPPHY	Claim supervising physician
PROCEDUREGROUP	Procedure group on the claim
CODE	Procedure code on the claim
DESCRIPTION	Description of the CPT code
NDC	National drug code
DIAG1	Diagnosis1
PRIINSNAME	Primary carrier name
PRIINSQWIK	QWIK code for Primary carrier
PRIPOLNO	Primary carrier policy number
INSTYPENAME	Primary carrier insurance type
DUEFROMINSNAME	Name of the insurance where the balance is due from insurance name
DUEFROMADDRESS1	Address1 of the insurance
DUEFROMADDRESS2	Address2 of the insurance
DUEFROMPOBOX	Insurance PO box number
DUEFROMCITY	City of the Insurance
DUEFROMSTATE	State of the Insurance
DUEFROMZIP	insurance zip code
DUEFROMPHONE	Insurance phone number
DUEFROMEXTENSION	Insurance extension
DUEFROMINSQWIK	Insurance QWIK code
DUEFROMPOLNO	Insurance policy id
SECINSNAME	Secondary insurance name
SECINSQWIK	Secondary insurance QWIK code
SECPOLNO	Secondary policy number
FACID	Facility ID
FACNAME	Facility Name
LATESTFOLLOWUPDATE	Date of the latest Follow up note
LATESTFOLLOWUPCOMMENT	Latest Follow up comment
LATESTFOLLOWUPREASON	Latest Follow up reason
LANGUAGE	Patient language
GENDERIDENTITY	Gender identity information
SEXUALORIENTATION	Sexual orientation information
RACE	Patient race information
ETHNICITY	Patient ethnicity
RESNAME	Resource name used for appointment
TIEDTOPHYS	Name of the Tied to physician
FIRSTDOS	Date of service for the first visit
LASTDOSCPTUSED	Last Date of service when the same CPT was billed
NOOFAPPT	Number of appointments on the same date
AGE	Patient's age

5. Report Grouping / Sorting Behavior

Sorted by Patient Account Number ascending

6. Export Options

Available for export in CSV format

7. Special Notes / Tips

• Includes claim custom fields, diagnosis codes, procedure codes, charges, transactions etc.

8. Sample Screenshot

9. Version History

Version	Date	Description
1.0	2025-08-13	Initial documentation created