Account Statement

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.

Sample Report

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