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financial-reports.md

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Financial reports
2021-02-17T19:42:45.858Z
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Use financial reports to view balances and details of accounts and pending billing and appointments. Also use financial reports to close out months.

You can change the information displayed in reports and download it as comma-separated value (CSV) format files.

This section discusses:

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Columns in financial reports

Following are descriptions of the types of data contained in columns of financial reports. Columns for which the headings accurately describe their contents are not included here.

Report Column Heading Meaning
Account Balances EO Employer organization identifier
Legacy IDs Legacy system identifier
Account Details EO Employer organization identifier.
trx_id Transaction identifier
ledger_id Ledger entry identifier
Legacy IDs Legacy system identifier
Pending Billing Enc id Encounter identifier
bill id Bill identifier
modified_date Date modified
Enc EO Employer organization associated with encounter
Pat EOs Employer organization to which patient belongs
Enc Status Status of encounter
user_id User identifier
entry_ts Entry timestamp; the date and time at which the entry was made
Pending Encounters Enc ID Encounter identifier
Enc EO Employer organization associated with encounter
Pat EOs Employer organization to which patient belongs
Enc Status Status of encounter