Billing Reports Definitions

List of all invoices/visits generated for each batch within the specified time frame for the selected contract. This report can be run only for a specific payment status.

Displays the invoice summary and total invoices/billed dollars associated with a specific batch. Usually used as a cover sheet.

Any visit that has been invoiced and billed but has no export date.

All invoices that have not been exported due to Billing Review Hold.

Used to track billed visits that did not meet the e-billing requirements of the contracting vendor. This report may be filtered to display services within a visit date range or invoice date range, and/or visits within a single batch. Additionally, the results may be grouped by contract or run for a single Contract, Visit Status, Reason Not Exported, and/or Coordinator.

This report displays the billed hours per day for each Caregiver in the selected week.

This report displays the Caregiver who had billed hours for the week ending in the date selected, the billed hours per day of the week, total hours per Caregiver, and grand total hours.

Displays an alphabetical list of Patients that had billed visits for the week from the specified date, showing the visit details for each shift, including the number of hours billed per day.

This report displays, by Contract and Discipline within each Contract, the total Hours, Daily, and Visit counts billed for each Service Code during the selected timeframe.

This report lists, by contract, billing/visit details for all visits billed within either the selected visit date and/or batch date ranges. Totals for each contract are shown. This report may be run for a single Contract, Caregiver, Patient, or billing batch. In addition, the report may be grouped and summarized by Team, Patient or Caregiver.

This report lists all checks deposited/posted within the date ranges and for the contracts selected. A second view of the data is provided, grouping and sub-totaling the transactions by Contract, with a grand total displayed at the end of the report.

Displays, by contract type, each claim within either the invoice dates or visit date range selected. The contract, Patient name, billed amount and the billing method (exported, printed, or exported/printed).

Displays records of interactions pertaining to visits in collection

Detailed report listing all compliant visits within the specified time frame that have not been invoiced. This report may be run for a single Contract.

Displays a detailed list of deleted invoices and their replacements, when applicable. This report can limit the display to deleted invoices within selected visit dates, visit deletion dates, new invoice dates, or old invoice dates. The option is also available to display invoices for a single Contract and/or Patient.

Creates a PDF of the duty sheet(s), including invoiced hours, for the selected invoice(s).

This report displays all duty sheets for Patients under the selected contract and within the selected invoice, or service dates, or both. This report may be run for a specific batch number, Caregiver, or Patient. The report includes a header that contains basic Patient profile information.

This Report shows a list a distinct list of denials per Patient and visit date. If visit was denied multiple times, the most recent denial is listed.

Displays an explanation of charges that are paid, partially paid, adjusted, or denied by the insurance.

This report displays, for the contracts selected, invoice details for invoices created between the selected dates. The results are displayed as one page per batch, and grouped by Patient, showing subtotals per Patient and batch totals. Grand totals are displayed on the last page of the report.

This report displays, by Patient, billed visits in the visit date range specified.

This report lists, for a single contract, invoice information for all visits that have not been invoiced but not paid. The visits are grouped by Patient, with totals given for each Patient, and a grand total for each Contract. This report may be run for a single Patient or Invoice.

Lists all open invoices within the specified time frame, grouped by contract. This report may be run based on visit or invoice dates and may be run for a single Contract or Patient.

Detailed list of invoices for a Patient that were either generated within specified range, invoices for visits within specified range, or for invoices with notes that have follow-up dates within the specified range. This report may be run for a specific Contract and/or Invoice Status.

This report displays detailed billing information for each Patient. The report sorts data based on invoice, providing the following information for each: Invoice Date, Visit Duration, Total Hours, Total Amount, Check Number, Payment Date, Paid Amount, Adjustments, Payment Status, Open Balance. It also totals these values for each Patient.

This report displays detailed billing information for each Patient, including the Service Code used in the visit, and provides a more summarized format of the bill.

Generates a report that display all Patients with surplus and/or deductibles.

Lists the details of all payments entered within the check date range specified. This report may be run to include a range of check amounts and/or for a specific Contract, Check Number, Patient, or Payment Type.

This report displays the number of scheduled visit hours held in Prebilling based on the scheduled Caregiver for a 7-day period. It breaks down the held visit hours based by Patient. It also totals the number of scheduled visit hours held in Prebilling for that week by Caregiver.

This report displays the number of scheduled visit hours held in Prebilling based on the scheduled Caregiver for a 7-day period. It also totals the number of scheduled visit hours held in Prebilling for that week by Caregiver.

A detailed view, grouped by Patient, of all billable visits prior to invoicing.

This report displays billable visits detail by Patient from the time frame selected.

A summary view, grouped by Patient, of all billable visits prior to invoicing.

Allows printing of all invoices within a batch without the social security number column.

In the Rejected column of the Remittance Search page, users may click the rejected amount to generate a PDF that lists the visits associated with the claim that were rejected.

This report generates statements for Patients with visits between the specified dates, or for all Patients with open transactions. This report may be run for a single Patient, all Patients, or Patients under a single contract.

This report identifies visits that are within both a specified visit date range, and within a specified Timely Filing date range.

Report provides a list of invoices that have not been printed. The report also has an option to see printed invoices.

Displays aging between visit date and current date of billable visits not yet invoiced.

Separate lists of unverified and verified visits within the specified date range that have not been billed. This report can be run for a single Patient and can exclude missed visits from the report.

This report displays, by contract, visits not yet billed without authorizations. This report is NOT restricted to scheduled visits; confirmed visits without authorizations also display.