Billed Service Listing
This report will show you the services that were billed. The information includes the date of service, service code, units, and amount billed by facility and consumer.
The report will be grouped by facility, then by individual with an overall total at the end of the report.
NAVIGATION: ANALYSIS menu > Reports > Billed Service Listing
- In the DATE RANGE section, enter the date that you billed the services.
- For example, if you billed on 7/18 for services from 7/1 through 7/15, use 7/18 as the begin and end date.
- Select any other options or leave blank to review all billing for the time frame you selected. Options include:
- Service Codes: if you want to review a specific service, select the service or leave blank for all services
- Facility: select one facility or leave blank for all facilities
- Payor: typically you would select Promise
- Place a check mark in the NOTIFY box and click the PROCESS button.
- When the report is ready to review, a prompt will appear that says the report is complete.
- Click YES to open the report in a new window.
- If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
- If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
- The report will display on the screen and the file will be available on your dashboard so you can download/save it to your computer.
- Preview, print, or save the report (see Report Preview, Print and Save Options)
11/2023