DOWNLOAD REPORTS | READ / UNREAD | MOVE TO ARCHIVE | DELETE REPORTS  | REPORT STATUS | VIEW REPORT | DELETE INDIVIDUAL REPORT | REPORTS | QUIZ

For Automated Reports go to Reports > Automated Reports.

NOTE:  The reports you see are based on your Careficient setup. If you do not see what you are looking for, contact our Support Team.

The Automated Reports List displays

Select the drop down <btn>   All       ▾ <btn> to the right of Report Type to filter by report type.

You can filter by From/To Dates...

Search by Report Name...

Or Status.

Select <btnw>   Search   <btnw> when you have made your choices.

You have the option to select different reports by selecting the <icon-blankcheck>xxx<icon-blankcheck> check box

DOWNLOAD REPORTS <returntomenu>menu ↑<returntomenu>

Select the Download <icon-download>xxx<icon-download> Icon to download them...

READ / UNREAD <returntomenu>menu ↑<returntomenu>

Select the <icon-readtoggle>xxx<icon-readtoggle> icon to mark them read/unread...

MOVE TO ARCHIVE <returntomenu>menu ↑<returntomenu>

If you no longer want to see the reports in your view, you can select the <icon-index>xxx<icon-index> icon to move to archive...

DELETE REPORTS <returntomenu>menu ↑<returntomenu>

Or the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete them.

REPORT STATUS <returntomenu>menu ↑<returntomenu>

The open email <icon-emailopen>xxx<icon-emailopen> icon to the left of the report indicates whether or not you have opened the report or not by an open or closed envelope.

VIEW REPORT <returntomenu>menu ↑<returntomenu>

To view the file, select the <udl-orange>AMS BilledInvoices_06242010_4.pdf<udl-orange> link

DELETE INDIVIDUAL REPORT <returntomenu>menu ↑<returntomenu>

To delete the report, click on the Trash Can <icon-trashcan>xxx<icon-trashcan> icon

REPORTS <returntomenu>menu ↑<returntomenu>‍

You have the option for the following reports:

• All
• AMS 1500 - Invoices billed on a CMS 1500 claim form
• AMS 1500 (08-05) -
• AMS 837 EDI File
• AMS 837 Reject Report
• AMS Agency Bill Rate XLS
• AMS Associate XLS - Associate List for active Associates
• AMS Authorization Missing
• AMS Authorization Missing XLS
• AMS Authorizations
• AMS Authorizations XLS
• AMS Batch Error Listing - Invoices billed on a generic invoice claim form
• AMS Bereavement
• AMS Billed - Invoices that have been previously billed for a specific date range either manually or using the automated nightly run
• AMS Billed Invoice XLS
• AMS Cash Posted XLS
• AMS Copay Invoice - Co-pays billed on a generic co-pay invoice claim form
• AMS Demo
• AMS ERA Report - Remittance Advice Report
• AMS EVV Authenticare - EVV Export Text
• AMS EVV Export - EVV Export Spreadsheet
• AMS Forms - Global Forms Report
• AMS Forms XLS - Global Forms Reports For Spreadsheet
• AMS Generic Adhoc
• AMS Generic Fax - Generic Fax Report
• AMS Generic Invoice - Invoices billed on a generic invoice claim form
• AMS Global Orders Email - Email from Global Orders Page
• AMS Global Orders Fax - Fax From Global Orders Page
• AMS Global Orders Print - Print From Global Orders Page
• AMS HIS Response Files - Includes the Hospice Final Validation Reports for the specified time period.
• AMS IDT Review Print All - Print All Selected IDT Reviews
• AMS Image Upload Errors - Aegis Image Upload Errors
• AMS Invoice Detail Report XLS - XLS Export Report For Invoice Detail Report
• AMS Invoice Errors XLS - Invoice Errors
• AMS NOA Agency Missing XLS - Agency Missing NOA Report Spreadsheet
• AMS NOEUB04 - AMS RED NOE UB04
• AMS NOAUB04 - AMS Red NOA UB04
• AMS NOE XLS - NOE Report Spreadsheet. This report identified all NOE Information that was generated for the prior day and includes both NOE's sent/received the previous day as well as NOE's that were sent within the last 60 days that do not have a received date.
• AMS Note Forms - Note / Forms Report
• AMS Oasis - Oasis Agency Final Validation Report
• AMS Orders - Orders Report
• AMS Orders XLS - Orders Report Spreadsheet
• AMS Patient Fact Report - Your agency should be saving this report daily to a backup system that can be accessed in the event of an emergency
• AMS Patient List XLS - Patient List Spreadsheet
• AMS Payer Authorization Due Report
• AMS Payer Authorization Due Report XLS
• AMS Payer Bill Rate XLS - Payer Bill Rate Export Report
• AMS Payer Reports
• AMS Payer Summary Weekly - Agency Payer Summary Report Weekly
• AMS PDGM RAPs Not Sent XLS - PDGM Raps Not Sent Report Spreadsheet
• AMS Physician List XLS - Active Physician Referral Source Spreadsheet
• AMS Red UB04
• AMS Service Note - Global Service Note Report -  Your agency should be saving this report daily to a backup system that can be accessed in the event of an emergency
• AMS Service Note Min/Max - Service Note MinMax Report
• AMS Statistics Patient - Patient Statistics Report
• AMS Statistics Patient XLS - Patient Statistics Report Spreadsheet
• AMS Statistics Service - Service Statistics Report
• AMS Statistics Service Category - Service Category Statistics Report
• AMS Statistics Service XLS - Service Statistics Spreadsheet
• AMS Statistics Type of Staff - Service Type of Staff Statistics Report
• AMS UB04 - Invoices billed on a UB04 claim form
• AMSLTR Labels - AMS Letter Labels
• AMSLTR Letters -Generic letters generated for automated mailings. Click here to learn more about Letters / Labels.
• AMSLTR Letter 2 - AMS Letters - No Agency Header
• Weekly Cash Posted Report
• Weekly Billed Invoice Report
• PDGM Raps Not Sent Report Spreadsheet
• Payer Reports
• Patient List For Spreadsheet
• OASIS Agency Final Validation Report
• NOE Report Spreadsheet
• Hospice Item Set Response Files
• Global Service Note Report
• Global Patient Fact Report