Workflow Reporting Field Definitions

These definitions are for the Reports directly in Workflow. Reports>>User Productivity. Once in the report you have the "Field Chooser" icon that allows the Admin to pull in the data they want to see on the report.

Patient A/R

Reporting Field directly in WF	Definition
Acct Num	MedEvolve PM Account Number for the Patient
Category	The category that is choosen from the drop down menu on the configuration page
Client	Client Name
Client Key	Client Number associated within the MedEvolve PM/DW
Current Earliest Bill Date	Earliest date a portion of the balance became Patient Responsible
Current Earliest Dos	Earliest Date of service for the balance
CurrentBalance	Current balance of Worklist Item
Financial Location	Financial Location in which the patient balance is associated (Not necessisarly the service location)
Followup Date	Date that the representative choose when working the account
Followup Date Set	The date the rep set the follow up date
Followup Days Out	The # of days betwween the day the report was genereated and the follow up date
Location Code	Financial Locatin Code from MEdEvovle PM
Original Worklist	The worklist that the account qualified for when the account was actually worked
Patient AR Action	Action Code that the Representative working the account chose from drop down list in WF
Patient Activity	Activity Code that the Representative working the account chose from drop down list in WF
Patient AR source	Where the item originated: WF List, Patient Search or Task
Patient AR status	Status Code that the Representative working the account chose from the drop down list in WF
Patient Name	Name of the Patient asscoiated with the account
Patient Status	PM Account Status for patient Account
Patients	A unique ID used to get the count of patients for that aggregate.
Representative	Representative who is working the account
SnapshotBalance	The item's balance when the balance was worked
Time Stamp Offset	Time stamp of entry
Touches	Number of times a representative touched the account (meaning how many times did they log an activity/status/action code, follow up date and note to a specific account "working it")
Week Ending	The week ending date of when any data is associated with
Worklist	The worklist that the account currently qualifies for. This is not the same as the worklist the account qualified for during the date range choosen.

Insurance A/R

Reporting Field directly in WF	Definition
Acct Num	MedEvolve PM Account Number for the Patient - This could also be the Account # from a 3rd party PM
Ambulatory Run Id	Zoll Run Number (Falck ONLY)
Ambulatory Visit Number	Zoll Visit ID
Billing Provider	Insurance Provider that this claim has been billed under
Category	The category that is choosen from the drop down menu on the configuration page
Claim Action	Action Code that the Representative working the account chose from drop down list in WF
Claim Activity	Activity Code that the Representative working the account chose from drop down list in WF
Claim Source	Where the Claim originated: WF List, Patient Search or Task
Claim Status	Status Code that the Representative working the account chose from the drop down list in WF
Claims	Number of claims that the Representative has worked
Client	Client Name
Client Key	Client Number associated within the MedEvolve PM/DW
CurrentCashOpportunity	The Cash Opportunity of the current balance on the claim
CurrentClaimBalance	The Balance currently left on the claim
Financial Location	Financial Location associated with the claim (Box 33 on the HCFA)
Followup Date	Date that the representative chose when working the account
Followup Date Set	The date the rep set the follow up date
Followup Days Out	The # of days betwween the day the report was genereated and the follow up date
Last Note	The last note that the representative placed on the account when they worked the account
Original Worklist	The worklist that the account qualified for when the account was actually worked
Patient Name	Name of the Patient asscoiated with the account
Representative	Name of the Representative that worked the account (i.e. choose an activity/status/action code, added follow up date and note on the account)
Service Date	The DOS associated with the claim
SnapshotCashOpportunity	The cash opportunity when the account was worked
SnapshotClaimBalance	The claim balance when the account was worked
Specialty	The Speciality selected in the configuration drop down for the worklist
Time Stamp Offset	Time Stamp of entry
Touches	Number of times a representative touched the account (meaning how many times did they log an activity/status/action code, follow up date and note to a specific account "working it")
Visit Id	The Visit Id associated with the Visit from the MedEvolve PM
Week Ending	The week ending date of when any data is associated with

Financial Clearance

Reporting Field directly in WF	Definition
Acct Num	MedEvolve PM Account Number for the Patient
Appointment Cateogry	The Appointment Category of the scheduled appointment from the PM Tables
Appointment Reason	The Appointment Reason of the scheduled appointment from the PM Tables
Appointment Time	The Time that the appoinment is scheudled for in the PM
Appointments	A unique ID used to get the count of appointments for that aggregate.
Category	Copied from other reports where WL have catgories associated based on Configuration
Check	Clearance Check Name
Cleared	If appointment has been fully financially cleared (meaning all clearance checks have been completed)
Client	Client Name
Client Key	Client Number associated within the MedEvolve PM/DW
Current Patient Balance	Current Patient responsible balance
Financial Clearance Source	Where the appointment originated: WF List, Patient Search or Task
Location	Appointment Service Location Name
Location Code	PM Code for Appointment Service Location
Original Worklist	The worklist that the account qualified for when the account was actually worked
Patient Name	Name of the Patient asscoiated with the account
Provider	Insruance provider that the appointment is scheduled with in the PM
Representative	Representative who is working the account
Resource Code	Appointment Resouce PM Code
Snapshot Patient Balance	Patient Balance at the time the appointment was worked
Timestamp	Time stamp of entry
Week Ending	The week ending date of when any data is associated with
Worklist	The worklist that the account currently qualifies for. This is not the same as the worklist the account qualified for during the date range choosen.

Insurance Overpayments

Reporting Field directly in WF	Definition
Acct Num	MedEvolve PM Account Number for the Patient
ActionLocation	Where the item was roked, either Worklist or Patient Search
Category	The category that is choosen from the drop down menu on the configuration page
Client	Client Name
Client Key	Client Number associated within the MedEvolve PM/DW
Credits	a unique ID of the worklist item so we can do aggregation on it such as getting counts and the like
CurrentBalance	Current Insurnce Credit balance
Followup Date	Date that the representative choose when working the account
Followup Date Set	The date the rep set the follow up date
Followup Days Out	The # of days betwween the day the report was genereated and the follow up date
Insurance Overpayment Activity	Activity Code that the Representative working the account chose from drop down list in WF
Insurance Overpayment Status	Status Code that the Representative working the account chose from the drop down list in WF
Patient Name	Name of the Patient asscoiated with the account
Patient Overpayments Action	Action Code that the Representative working the account chose from drop down list in WF
Representative	Representative who is working the account
SnapshotBalance	The insurance credit balance when the account was worked
TimeStamp	Time Stamp of entry
Touches	Number of times a representative touched the account (meaning how many times did they log an activity/status/action code, follow up date and note to a specific account "working it")
Weeke Ending	The week ending date of when any data is associated with
Worklist	The worklist that the account currently qualifies for. This is not the same as the worklist the account qualified for during the date range choosen.

Patient Overpayments

Reporting Field directly in WF	Definition
Acct Num	MedEvolve PM Account Number for the Patient
ActionLocation	Where the item was roked, either Worklist or Patient Search
Category	The category that is choosen from the drop down menu on the configuration page
Client	Client Name
Client Key	Client Number associated within the MedEvolve PM/DW
Current Earliest Bill Date	Earliest date a portion of the balance became Patient Responsible
CurrentBalance	Current Patient Credit balance
Followup Date	Date that the representative choose when working the account
Followup Date Set	The date the rep set the follow up date
Followup Days Out	The # of days betwween the day the report was genereated and the follow up date
Patient Name	Name of the Patient asscoiated with the account
Patient Overpayment Activity	Activity Code that the Representative working the account chose from drop down list in WF
Patient Overpayment Status	Status Code that the Representative working the account chose from the drop down list in WF
Patient Overpayment Action	Action Code that the Representative working the account chose from drop down list in WF
Patient Status	PM Account Status for patient Account (Currently a bug in this field and it reports blank)
Patients	A unique ID used to get the count of patients for that aggregate.
Representative	Representative who is working the account
SnapshotBalance	The patient credit balance when the account was worked
TimeStamp	Time Stamp of entry
Touches	Number of times a representative touched the account (meaning how many times did they log an activity/status/action code, follow up date and note to a specific account "working it")
Week Ending	The week ending date of when any data is associated with
Worklist	The worklist that the account currently qualifies for. This is not the same as the worklist the account qualified for during the date range choosen.

Tasks

Reporting Field directly in WF	Definition
Acct Num	MedEvolve PM Account Number for the Patient
Assigned To	Representative/Department Task is assigned to work
Changed By	Representative that changed the Tasks or worked it
Client	Client Name
Client Key	Client Number associated within the MedEvolve PM/DW
Closed Date Utc	The date that the task was closed
Created By	Representative that created the task
Current Department	The current department that the task is assigned/associated with
Current Priority	This is the current priority that the representative set for the task (low, medium, high)
Current Status	This is the current status that is on the task (opened/closed)
Current Subject	This is the current subject that the representative choose for the task
Currently Assigned To	This is the representative/department that the task is assigned to currently
Currently Pmresponsible	This denotes if this task is currently a PM responsible task (meaning the task was sent to a user that is only in the PM vs WF)
Department	The department that the task is assigned to
Followup Date Utc	It is the follow up date on the Task shown in UTC time
Last Comment	The last comment made by a user on the task.
Last Comment Date Utc	The last date utc when the last comment was made on a task by a user
Last Comment By	The representative that commented on the task
Module	The module that the task is associated with
Original Department	Department in which the task was orignally assigned to by the creator of the task
Original Priority	Priority give orignally by the the creator of the task
Original Subject	Subject given originally by the creator of the task
Originally Pmresponsible	State of responsiblility (PM or WF) when the task was originally created
Patient Name	Name of the Patient asscoiated with the account
Priority	Priority of the task high, medium, or low (auto defualts to medium)
Status	Status of the task open, closed, canceled
Subject	Subject for the Task (this is defaulted from the "sub-category" but can also be edited by the creator of the task)
System Task	This denotes that the task was auto-genterated by the WF system based on an Auto-Task configuration
Tasks	Number of Tasks the Rep has worked during reporting period
Time Stamp	Time stamp of entry
Touches	Number of times a representative touched the account (meaning how many times did they log an activity/status/action code, follow up date and note to a specific account "working it")
Week Ending	The week ending date of when any data is associated with
Worklist	The worklist that the Task currently qualifies for. This is not the same as the worklist the task qualified for during the date range choosen.
Worklist Balance	Current $ balance of task item if applicable