Billing Entries

Description:

This report displays a list of all invoices.

Use:

This report can be used by accounting to view invoices and their current balance or status.

Limitations:

N/A

Filters

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Admit Type

The code for the client's admission.

Team

The selected team.

Staff Manager

The selected staff manager.

Coordinator

The selected coordinator.

County

The selected county.

Staff

Staff member by name (last name, first name).

When a partial name is entered the report displays results that begin with the entered characters.

Payors

The selected payor.

Event Status

The selected event status.

Verifier

The selected verifier.

Service

The selected service.

Week Of

The selected week of type.

Date From

The first date of a selected range of dates.

Date To

The last date of a selected range of dates.

Report Output

Each column of the report displays:

Field

Description

Payor

The client's payor.

Date

The date of the invoice.

Client

The client's name (last, first).

Chart ID

The client's Chart ID Number.

Invoice

The number displayed on the invoice.

Orig. Amount

The original amount displayed on the invoice.

Amount

The actual amount billed.

Balance

The balance remaining on the invoice.

Totals

The total original amount, amount, and remaining balance for each payor.

Sample Report

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