Billing Reports

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 

 

Was this article helpful?
0 out of 0 found this helpful