General Report Tips
- If the report options section includes a GROUP BY field, you are able to sort the report by a specific value.
- If there is a GROUP BY field, options typically include: sort by consumer name, case manager, payor, facility, or service.
- If you do not see a GROUP BY field, the sort order is preset and cannot be changed.
- Red Text on Reports
- Any information listed in red text is an error in a record created for a service that is not authorized. The report will state the billing is present but with errors.
- If the number of units are displayed in RED text, then the 'capture extra time' feature in the system added the time from another entry on the same day to make a full unit.
- Yellow Highlights
- If an entire line is highlighted in yellow, that means there is not a service authorization - either no authorization entirely OR not enough units left to process the billing.
- Running Reports
- Place a check mark in the NOTIFY box and click the RUN REPORT icon.
- 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.
- Place a check mark in the NOTIFY box and click the RUN REPORT icon.
- Excel Export Files
- 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.
- If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
- If your browser setting blocks pop ups, the report will not appear in a separate window and you will receive a 404 file error. Follow these directions to fix this error: Fix 404 File Error When Running Reports
2/2023