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STEP 2 OF 3 · ACTIVITY REPORT

02 / ACTIVITY REPORT

Pull the Activity report.

The second of two reports. Shows what your claims actually returned as patient responsibility, the claim's adjudication state, and any payment plans. This pull has more required settings than TOS - every one of them is load-bearing.

Step 2.1 / Reports / Activity Wizard
Athena top nav with Reports menu open, Activity Wizard highlighted under Financials
  1. 01Open Activity Wizard. Top nav - Reports - Activity Wizard. This sits under Financials (different from the TOS report path under General).
Step 2.2 / Switch to Advanced view
Activity Wizard simple view with Advanced button highlighted
  1. 01Advanced unlocks Date of Service. Simple view's date filter is transaction post date - that won't align to TOS. Switch to Advanced first.
Step 2.3 / Date type = Date of service
Date type dropdown with Date of service selected
  1. 01Date type = Date of service. Critical. Transaction post date gives you a cohort defined by accounting activity in the window; Date of service gives you the appointments that happened in the window. The diagnostic needs the second one.
Step 2.4 / Date range
Date range calendar picker
  1. 01Same range as TOS. If your TOS was January-April, this Activity pull must be January-April too. Use a window ending at least four months ago - recently submitted claims that haven't adjudicated yet will pull the yield figure down.
Step 2.5 / Service department - select your department
Service department list with a specific department highlighted
  1. 01Select your specific departments. Pick the departments that are in scope. This narrows the Activity report to the same locations covered by your TOS pull.
Step 2.6 / Check the required output columns
Required column checkboxes checked: claim payment plans, date of service, claim ID, appointment ID, date of post
  1. 01Show claim payment plans. Adds the payment plan column. The diagnostic uses this to exclude payment-plan balances from yield.
  2. 02Show date of service. Adds the service date column.
  3. 03Show claim ID. Adds the claim ID column.
  4. 04Show appointment ID. The join key between Activity and TOS. Load-bearing. Without it the diagnostic cannot join the two reports and will refuse to run.
  5. 05Show date of post. Adds the post date column - when present, the diagnostic computes payment timing (days from service to collection). If absent the report still runs; the AR timing section just won't appear.
Step 2.7 / Claim status = Show All
Claim status field with Show All highlighted
  1. 01Claim status = Show All. If you filter to CLOSED claims only, the diagnostic loses the ability to tell the difference between adjudicated $0 (settled, insurance covered) and still-in-flight (claim out, waiting on insurance). Show All preserves the distinction.
Step 2.8 / Transaction type = Show All, Transfer type = Patient
Transaction type Show All, Transaction charge type Show All, Transfer type Patient selected
  1. 01Transaction type = Show All. Includes CHARGE / PAYMENT / ADJUSTMENT / TRANSFERIN / TRANSFEROUT.
  2. 02Transaction charge type = Show All. Includes CHARGE and TRANSFERIN.
  3. 03Transfer type = Patient. Selecting Patient gives you the patient-responsibility rows that drive the yield calculation. This is the key filter for the diagnostic.
Step 2.9 / Format = Comma-delimited, then Run Report
Report format section with Comma-delimited text selected and Run Report button
  1. 01Comma-delimited text. Saves as a .csv that the diagnostic reads directly. XML and HTML formats will not parse.
  2. 02Run Report - CSV downloads. The file saves to your Downloads folder. You now have both CSVs - head to /upload to generate the diagnostic.

Date of Service (not transaction date), Transfer type = Patient, comma-delimited.

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