The Reports components of the BillingBuilder are used to generate read-only reports of billing-related information.
Required Permissions
The BillingBuilder and its reporting components are available to users with the following permissions:
Display Executive Administration Buttons - OR - Display Fiscal Buttons (only required if you are not a member of the "Fiscal Staff" or "Executive Officer" user groups)
NOTE: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.
Click-by-Click Instructions
Viewing an A/R Ledger Report - Learn to view a read-only accounts receivable ledger report.
Viewing a Consumer A/R History Report - Learn to view a read-only consumer A/R history report.
Viewing an Aged Receivables Report - Learn to view a read-only aged receivables report.
Viewing a Remittance Posting Report - Learn to view a read-only report of remittance posting information across multiple remittance worksheets.
Viewing a Medicaid Services Report - Learn to view a Monthly Medicaid Reimbursable Restorative Services report.
Using the BillingBuilder ReportBuilder - Learn to generate customized billing reports of transaction, remittance, and invoice data, along with basic client demographics.
Using the Billing Procedures ReportBuilder - Located in the "Billing Setup" portion of BillingBuilder. Learn how to generate custom reports of billing procedure configurations.
Using the Billing Rates ReportBuilder - Located in the "Billing Rates" portion of BillingBuilder. Learn to generate custom reports of billing rate information.
FootholdConnect Event Recordings
- BillingBuilder - Aging Reports Learning Session (54 min) - December 2021