Description:
This report displays a list of billing activity for the selected client and month.
Use:
This report can be used by the agency to view client account activity and balances.
Limitations:
N/A
Filters
This report can be filtered by:
Field | Description |
---|---|
Payors | The selected payor. |
Date From | The first date of a selected range of dates. |
Date To | The last date of a selected range of dates. |
Client | Client by name (last name, first name) or Sandata Client ID. When a partial name is entered the report displays results that begin with the entered characters. |
Coordinator | The selected coordinator. |
Staff Manager | The selected staff manager. |
Company | The selected company. |
Location | The selected location. |
Admit Types | The code for the client's admission. |
Team | The selected team. |
Invoice Number | The number on the invoice. |
Include Clients | Selected clients in or out of collection. |
Sorting
This report can be sorted by:
Field | Description |
---|---|
Invoice | Sorts the report by invoice number. |
Transaction Date | Sorts the report by transaction date. |
Report Output
Each column of the report displays:
Field | Description |
---|---|
Company | The name of the agency. |
Address | The primary address of the agency. |
Telephone | The primary phone number of the agency. |
Statement Date | The date of the account statement. |
Account Number | The account number. |
Client Name | The client's name (last, first). |
Client Address | The client's primary address. |
Invoice | The invoice type. |
Date | The date the invoice was received. |
Reference | The reference number. |
Amount Billed | The amount billed on the invoice. |
Payments/Adjustments | Payments and adjustments made on the invoice. |
Balance | The balance on the invoice. |
Current Balance | The current balance on the account. |
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