Billing Transaction Report

Managing Revenue Capital Management

Billing Transaction Report Overview

The Billing Transaction Report provides a consolidated record of claims and financial transactions within a specified timeframe.

• Provider Agency: Analytiq Inc.

• Reporting Period: October 01, 2025, to March 31, 2026.

• Report Generation: March 20, 2026, at 07:58 PM.

Understanding the Report Fields

To maintain accurate records, users should be familiar with the following data columns:

Field Name	Professional Definition
Medicaid ID	The unique identification number for the patient’s Medicaid coverage.
Prior Auth	The authorization number is obtained from the payer before service delivery.
Claim ID	The specific internal tracking number assigned to an individual billing claim
Patient Name	The name of the individual who received the service.
Service Date	The calendar date on which the recorded service took place.
Ins Amount	The total dollar amount covered or requested from the insurance provider.
Pat Amount	The portion of the bill that is the financial responsibility of the patient.

Professional Use Cases for FieldWorker Users

1. Payment Reconciliation & Audit Trails

Administrators can use this report to verify that the Total Insurance Amount matches actual payments received in the agency's bank account. For this period, the total insurance amount is 35, while the total patient responsibility is 0.

2. Monitoring Prior Authorization Compliance

A critical use for this report is identifying missing authorizations that could lead to claim denials.

• Example: While Robin Kurt and Andre Rios have Prior Auth numbers listed for their October services, subsequent claims for Andre Fuego, Mandana Maya, and Andre Rios in November and December are missing this data. Billing teams should flag these entries to ensure authorizations are secured.

3. Service Verification

This report serves as a "source of truth" during internal audits. By cross-referencing the Service Date (e.g., 10/19/2025) and Patient Name (e.g., Andre Rios) with caregiver timesheets in FieldWorker, agencies can confirm that billing accurately reflects documented visits.

4. Financial Health Monitoring

The report helps track the ratio of insurance-to-patient billing. In this specific data set, the Pat Amount remains at 0 for all entries, which is common for agencies serving Medicaid-eligible populations where the patient has no out-of-pocket costs.

Summary of Key Transactions

The current report includes 5 distinct claims:

• Total Insurance Requested: 35.

• Total Patient Responsibility: 0.

• Patients Served: Robin Kurt, Andre Rios, and Andre Fuego Mandana Maya.