Invoice Summary Extract

Description:

This report displays invoice(d/able) visits occurring over a selected date range. The report includes the client’s information, visit dates and invoice dates and the total hours included for each visit.

Use:

This report can be used to quickly reference invoice(d/able) visits for a selected date range or client.

Limitations:

Filters

This report can be filtered by:

Field	Description
Company	Use this dropdown to select the company.
Location	Use this dropdown to select the location.
Admit Type	Use this dropdown to select the admission type.
Payor	Use this dropdown to select the payor.
Date From	Use this field to search for clients beginning on this date.
Date To	Use this field to search for clients ending on this date.

Report Output

Each column of the report displays:

Field	Description
Invoice Number	Displays the invoice number.
Patient Name	Displays the patient’s name.
Patient Address	Displays the patient’s address.
Employee Name	Use this dropdown to select the payor.
Invoice Date	Use this field to search for clients beginning on this date.
Service Date	Use this field to search for clients ending on this date.
Hours	Displays the invoice hours.
Rate	Displays the invoice rate.
Daily Rate	Displays the product of the hours and daily rate.
Total Hours	Displays the total hours for the invoice.
Total Amt	Displays the total invoice amount.

Sample Report