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Billing Reports

Billing Reports

There are three reports you can run within the Billing module

  • Invoice Pre-Post
  • Billing Report
  • Consolidated

Invoice Pre-Post (Draft Invoice)

This report show a draft invoice which can be used to validate the billing information is correct before creating the final invoice within the Billing module.

NOTE: Invoice Pre-Post report does not include a date or invoice number. Use it to check that your invoices are correct before you post and assign the invoice date and number.

Report Options:

  • Header
  • Cover Page
  • Watermark
    • Preview
  • Password
  • Name Format
  • New Page

 Style:

  • Layout
  • Font
  • Font Size
  • Color #1
  • Color #2

Detail tab:

  • Caregiver Name
  • SSN
  • Claim Info

Sample of Invoice Pre-Post Report

Billing Report (Detail or Summary)

This report can show detail or summary information for each Client/Payer. You can find this report under Billing Calculated or Posted Billing tabs within the Billing module.

Report Options:

  • Header
  • Cover Page
  • Watermark
  • Password
  • Name Format
  • New Page

Style:

  • Layout
  • Font
  • Font Size
  • Color #1
  • Color #2

Grouping tab: (Group By / Summary / Sort)

  • Client Category
  • Payer
  • Client
  • Call Type

Detail tab: (All are checked by default)

  • Caregiver Name
  • Client's Address
  • Schedule Detail
  • Amount detail as 2 decimals

Sample of Billing Report


Consolidated (Summary)

This report can show detail or summary information for each Client/Payer. You can find this report under Billing Calculated or Posted Billing tabs within the Billing module.

Report Options:

  • Header
  • Cover Page
  • Watermark
  • Password
  • Name Format
  • New Page 

Style:

  • Layout
  • Font
  • Font Size
  • Color #1
  • Color #2

Details:

  • Amount detail as 2 decimals

Sample of Consolidated Report


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