Invoice Detail Report allows you to create this report by individual agency or all agencies as well as individual payer or all payers. Additionally, you can filter the information by invoice “from” date ranges as well as search for a specific Patient. You use this report to identify/review services that appear on a specific “billed” invoice along with any payments/adjustments posted at the service detail level. Payments/ Adjustments posted to the invoice (not service detail) do not show on this report. You can create this report as follows: A/R > Invoice Detail Report
Select the drop down <btn> All ▾ <btn> to the right of Agency to select an agency. (defaults to all agencies)
Select the drop down <btn> All ▾ <btn> to the right of Payer. (defaults to all payers)
Enter an invoice “From” date range ‘from/to’ for the timeframe you need
Search by Patient first or last name (optional) and select the <btnw> Search <btnw> button
Information displays on the screen based on your filters.
To create the spreadsheet report select
<btnw> Spreadsheet ▾ <btnw> from the drop down
and then select the <btnw> Export <btnw> button. Your spreadsheet displays on the screen. Options include:
You can print/save the report using your spreadsheet functions.