Description:
This report displays a list of actions taken on invoices sent out by the agency.
Use:
This report can be exported to Microsoft Excel and used by accounting to view payments made within a specified period.
Limitations:
N/A
Filters
This report can be filtered by:
Field | Description |
---|---|
Company | The selected company. |
Location | The selected location. |
Team | The selected team. |
Admit Type | The selected admission type. |
Payor | The selected payer. |
Batch Number | The selected batch number. |
Date From | The beginning date in the selected range. |
Date To | The ending date in the selected range. |
Sorting
This report can be sorted by:
Field | Description |
---|---|
Transaction Date | Sort the report by invoice transaction date. |
Client Name | Sorts the report by client name. |
Report Output
Each column of the report displays:
Field | Description |
---|---|
Batch | The batch number associated with the invoice. |
Invoice | The invoice number. |
Client | The name of the client associated with the invoice. |
Chart | The client’s Chart ID number. |
Admit Type | The client’s admission type. |
Payor | The client’s payer. |
Date | The date of the invoice. |
Type | The type of transaction associated with the invoice. |
Cash | The amount paid by the client. |
Adj (Adjustment) | The amount adjusted on the invoice. |
Comments | Any comments associated with the invoice. |
Grand Totals | The total of all invoices. |
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