Kickcode Report

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library. Click the Other tab. In the Standard Reports section of the tab, click run next to Kickcode Report.

To access reports on the Other tab of the Report Library, you must have the Report: Report Library: Other permission. This permission is included in the following roles:

• Practice Superuser role
• Report Reader role

Note: To activate the Kickcode report, use the Activate Reports page.

To obtain data from the Kickcode report, you must specify an athenaOne-specific kick code, a payer-specific kick code (also called a "remark code"), or claim note text.

Note: For more information, see Claim Rules; Kick Codes, Kick Reasons, and Claim Rules; and View Kick Reasons.

1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
2. Click the Other tab.
3. Click run next to Kickcode Report in the Standard Reports section of the tab.
   The Run Report: Kickcode Report page appears.
4. From Date - To Date — Enter the start and end dates for the report, or select a date range from the menu. The date range you specify in this field applies to the option you select using the Date Range field.
5. Date Range — Select an option from the menu. The date range you specify using the From Date - To Date field applies to the option you select in this field. For example, if you select Previous Month from the From Date - To Date menu and select Claim Note Created as the Date Range option, the report includes claims based on the date that a claim note or kick code was applied to the claims over the last month.
   • Date of Service — Include claims whose date of service occurred during the selected date range.
   • Claim Note Created — Include claims where the selected kick codes or claim notes were applied during the selected date range.
   • Transaction Post — Include claims whose transaction post date occurred during the selected date range.
6. Claim Note Action — To report on claims with specific claim note actions only, select one or more claim note actions from the menu (the action appears in the claim note table when the kick code or claim note was applied to the claim).
7. Insurance Reporting Category — To report on claims submitted to specific insurance reporting categories (IRCs) only, click Selected and then select the IRCs to include in the report.
8. Insurance Package — To report on claims for specific insurance packages only, click Selected, enter text to display a list of matching insurance packages, and then select the packages from the list.
9. Prior Claim Status Before Kickcode Applied — To report on claims that were in specific claim statuses before the specified kick code or claim note was applied, click Selected and then select the claim statuses to include in the report.
   Note: The claim status applies to the primary insurance or the secondary insurance, as indicated by 1 (primary) or 2 (secondary) in the Transfer Type column.
10. Current Claim Status — To report on claims that are in specific claim statuses (after the specified kick code or claim note was applied), click Selected and then select the claim statuses to include in the report.
    Note: The claim status applies to the primary insurance or the secondary insurance, as indicated by 1 (primary) or 2 (secondary) in the Transfer Type column.
11. Transfer Type — To report on claims assigned to primary insurance payers, secondary insurance payers, or patient responsibility, click Selected and then select Primary, Secondary, or Patient from the menu.
    Note: You can select more than one option from the menu.
12. Kickcode — To report on specific kick codes or claim rules only, enter the kick codes or claim rules in the box.
    • Enter one kick code in each box (you can enter up to 32 kick codes).
    • Enter athenaOne kick codes or payer kick codes. All the codes you enter must be all of one type: either athenaOne kick codes or payer kick codes ("remark codes").
    • Specify the kick code type using the Kickcode Type field.
13. Kickcode Type — If you entered kick codes in the Kickcode field, select the type of kick code you entered: Athena Kickcode or Payer Kickcode (also called a "remark code").
14. Custom Filter (User) — To report on claims based on custom filters with a filter type of User, click Selected and then select the custom filters from the list. Using custom filters, you can select claims where specific staff members applied kick codes or claim notes. (For more information, see Custom Filters.)
15. Note Text — To report on claims that include specific claim note text only, enter all or part of the claim note text that was applied to a claim. Select one of these options below the Note Text fields.
    • Match all — The report displays claims that include claim notes with all the character strings you entered in the fields.
    • Match any — The report displays claims that include claim notes with any of the character strings you entered in the fields.
    • Does not include — The report displays only claims that have claim notes with none of the character strings you entered in the fields.
16. Match Case — If you select this option, the matching of the claim note text that you entered in the Note Text fields will be case sensitive.
17. Rendering Provider — To report on claims for specific rendering providers only, click Selected and then select the rendering providers to include in the report.
18. Supervising Provider — To report on claims for specific supervising providers only, click Selected and then select the supervising providers to include in the report.
19. Provider Group (Rendering) — To report on claims for rendering providers in specific provider groups only, click Selected and then select the provider groups to include in the report.
20. Service Department — To report on claims for specific service departments only, click Selected and then select the service departments to include in the report.
21. Service Department Group — To report on claims for specific service department groups only, click Selected and then select the department groups to include in the report.
    Note: For more information, see Department Groups.
22. Service Department POS Type — To report on claims for service departments with specific place of service types only, click Selected and then select the place of service types to include in the report.
23. Hide Claim ID — By default, the Claim ID column appears in the report. To hide the Claim ID column, select this option.
24. Hide Patient Name — By default, the Patient Name column appears in the report. To hide the Patient Name column, select this option.
25. Hide Patient ID — By default, the Patient ID column appears in the report. To hide the Patient ID column, select this option.
26. Hide Action — By default, the Claim Action column appears in the report. To hide the Claim Action column, select this option.
27. Hide Prior Claim Status — By default, the Prior Claim Status column appears in the report. To hide the Prior Claim Status column, select this option.
28. Hide New Claim Status — By default, the New Claim Status column appears in the report. To hide the New Claim Status column, select this option.
29. Hide Current Claim Status — By default, these columns appear in the report: Current Primary Claim Status, Current Secondary Claim Status, and Current Patient Claim Status. To hide these columns, select this option.
30. Hide Payer — By default, the Insurance Reporting Category column appears in the report. To hide the Insurance Reporting Category column, select this option.
31. Hide Date of Kickcode Applied — By default, the Date Kickcode Applied column appears in the report. To hide the Date Kickcode Applied column, select this option.
32. Hide Payment Batch ID — By default, the Payment Batch ID column appears in the report. To hide the Payment Batch ID column, select this option.
33. Report Format — Select the format for your report results.
• HTML table — Display the report results on your screen.
• Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
• Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
34. Report Options — Select report options.
• Suppress Column Headings — Select this option to remove column headings from the report results.
• Suppress Report Name — Select this option to remove the report name from the report results.
• Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
• Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
35. Click Run Report.