Billing Review by Client

Description:

This report displays a list of billable visits sorted by client.

This report can be used by the agency to review billing amounts and frequency for each client.

N/A

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.
Payor	The selected payor.
Service	The selected service.
Event Type	The selected event type.
Event Code	The selected event code.
Event Status	The selected event status.
Staff Home Location	The selected region of staff addresses.
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.
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.
Date From	The first date of a selected range of dates.
Date To	The last date of a selected range of dates.

This report can be sorted by:

Field	Description
Schedule Date	Sorts the report by the scheduled date in ascending or descending order.
Schedule Time	Sorts the report by the amount of scheduled time in ascending or descending order.

Each column of the report displays:

Field	Description
Staff	The staff member's name (last, first) and ID number.
Date	The date of the visit.
Agency ID	The agency's ID number.
Service	The type of care provided.
EC	The event code for the visit.
In	The time in for the visit.
Out	The time out for the visit.
QTY	The number of hours for the visit.
Units	The hours for the visit converted to units. Unit conversion varies by agency.
Actual Service Hrs	The actual duration of the visit.
Rate	The hourly rate for the visit.
Amt	The total amount to be paid for the visit.
Copay	The copay for the visit.
Supplies	The cost of supplies for the visit.
Status	The payment's status.
Payor	The client's payor.