QA UDS Table 9D

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This is a topic that focuses on Uniform Data System (UDS) reporting. Use this topic to learn more about how to QA Table 9D.

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Overview

This table reports the charge amounts billed and payments received, as well as other patient related revenue information.

How do I get to this page?

From the menu bar: Reports > Report Library > UDS Tab > UDS Table 9D

Data key

This section contains descriptions of each of the columns contained in the Table 9D Report.

Tip: Hover over the image for a closer look.

Full Charges This Period (a)

This column includes the amount billed to each payer category less any transfers to another payer for services that were rendered during the report year.
Reminder: athenahealth does not remove charges that are not generally billable to or covered by third party payers, as is required in the UDS specifications. Instead, the client must determine what charges are not billable and must be removed.

Amount Collected This Period (b)

This column includes payments posted during the report year and payments received during the year for services rendered in previous years.
Beginning in January, 2019, capitation adjustments are no longer included as payments in column B. You can now pull capitation payments from the UDS Table 9D Helper report.
The Helper report allows you to update column B to include appropriate payments from unpostables, categorize those unpostable payments in the correct insurance categories, and cross-reference the remittance with other systems to exclude non-athenaOne payments being reported elsewhere.
In addition, the logic behind Column B now calculates payments the same way as Activity Wizard and other athenaOne reports.

Collection of Reconciliation/Wraparound Previous Years (c1)

athenaOne does not capture the information necessary to populate column c1.

Collection of Reconciliation/Wraparound Current Year (c2)

athenaOne does not capture the information necessary to populate column c2.

Collection of Other Payments: P4P, Risk Pools, etc. (c3)

athenaOne does not capture the information necessary to populate column c3.

Penalty/Payback (c4)

athenaOne does not capture the information necessary to populate columns c4.

Adjustments (d)

This column includes the amount contracted off and posted during the reporting year for services that were rendered during current and prior reporting years.

Sliding Fee Discounts (e)

This column includes sliding fee discounts applied and posted during the reporting year. Sliding fee adjustments are captured through insurance package IDS and not custom transaction codes.

Bad Debt Write-Off (f)

This column includes bad debt amounts written off and posted during the report year, including bad debts written off during the report year for services rendered in previous years.
athenaOne determines the payer category by the insurance package mapping. Our insurance package mapping logic looks at insurance package attributes such as reporting category, product type, and naming convention.
The logic also looks at claim attributes, such as whether the Claim Wizard ran on the claim.

UDS Table 9D report field reference

Rolled Up Report Column Name	Details
Payer Category	The patient’s payer category is listed in the Filtered and Raw data reports in the UDS_PAYOR_CATEGORY column.
Full Charges	The full charges are listed in the Filtered and Raw data reports in the FULL_CHARGES column. In the Filtered and Raw data reports, calculate FULL_CHARGES by subtracting the TRANSFER column from the AMOUNT column.
Amount Collected	To calculate the total amount collected, sum the PAYMENTS column in the Filtered and Raw data reports. Note: Filtered and Raw data now show payments on separate rows from their charges, but may be associated through the column CHARGEID. To add payments from unpostables to the Rolled Up report, please use the Table 9D Helper report. For more information please see the instructions below.
Adjustments	The adjustments are listed in the Filtered and Raw data reports in the UDS_ALLOWANCE column.
Sliding Fee Discounts	The sliding discounts are listed in the Filtered and Raw data reports in the SLIDINGFEE column.
Bad Debt Write Off	The bad debt write off is listed in the Filtered and Raw data reports in the BADDEBT column.

Type of Report Options

Report type	What it does	When to use it
Rolled Up Data	Presents data in the format for UDS Reporting	Use this report type to preview or pull your report for submission
Filtered Data	Presents the complete data used to produce the Rolled Up view	Use this report type if you prefer to roll up your own data or if you are conducting QA on the data contained within the Rolled Up view
Raw Data	Presents all data from FQHC departments, including non-UDS visits	Use this report type if you are conducting QA to determine discrepancies in your Rolled Up or Filtered reports

The UDS Table 9D Helper Report

The helper report is a key part of ensuring that your data is correct. The rolled up report output from UDS Table 9D only contains data about the charges and payments posted on claims, which does not capture the full scope of payments in many states. Available January 2019, the UDS Table 9D Helper report pulls all remittance records, also known as unpostables, in athenaOne that may be relevant to your annual report. This data helps you gain a more holistic view of the total payments received within the prior year.