Practice Enrollment Status Summary

athenaCollector

This page allows you to display a one-page summary of all provider, department, and medical group numbers for a client practice. You can use the filter fields to limit the summary by:

  • Provider
  • Medical Group
  • Department
  • Provider Number Category
  • Insurance Package ID

 

On the Main Menu, click Settings > Implementation. In the left menu, under Practice Links — Implementation Communications, click PE Status Summary

 

 

 

A show/hide department link also provides a complete list of departments for reference purposes.

 

The report displays all numbers in a grid, with the provider usernames on the vertical axis and the PNC across the horizontal axis. If there are department-specific provider numbers, these appear as multiple numbers listed in the same cell.

 

Note: You can hover the cursor over a number to reveal the following:

  • Which billing readiness boxes are checked (V, P, S, B).
  • Which departments the number is associated with (department number, or ALL for a default number).
  • The expiration or effective date (if the number has expired or is not yet effective).

 

Filter Fields
Provider

Select one or more providers to report on.

Select Show All to report on all providers in this practice.
Limit to providers with a provider number

Select this option to limit the results to providers with entered numbers.

Checked by default.
Show provider numbers by department

Select this option to display the provider username as the first column from the left, followed by the departments vertically, with the department-specific provider numbers in a grid format.

This grid repeats (vertically) for each provider selected.
Medical Group

Select one or more medical groups to report on.

Select Show All to report on all medical groups in this practice.
Department

Select one or more departments to report on.

Select Show All to report on all departments in this practice.
Limit to departments with a department number

Select this option to limit the results to departments with entered numbers. Checked by default.

Show Reports

Select which components of the report to display. By default, all components are selected.

  • Provider numbers
  • Medical group numbers
  • Department numbers
Insurance Package IDs

Enter up to 15 insurance package ID numbers to report on.
Format

Select HTML to display the results online.

Select CSV to download the report to Excel.
Legend

Black indicates that claims are being submitted

Blue indicates that paper claims only are being submitted

Red indicates that no claims are being submitted

Yellow indicates an expired or not yet effective number

Purple indicates enrollment information cannot be determined for this provider number
Column Headings for Summary Report Results
Show all insurance packages

Check to report on all insurance packages.
 

These depend on the filter field options selected.
Provider Number Category

Select one or more provider number categories to report.

Select Show All to report on all categories.

Select Hide All to suppress all categories.

 

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