The service amount summary report will provide a list of services that were entered into the system. The report can be viewed by facility, by service code, or by consumer.

NAVIGATION: ANALYSIS menu > Reports > Service Amount Summary

  1. On the left, select the option you want to run the report:
    1. By Facility
    2. By Service
    3. By Consumer
  2. In the DATE RANGE section, enter the time frame.
  3. You can restrict the report results by selecing other options:
    1. Facility
    2. Program
    3. Case Number
    4. Payor
    5. Service Code
  4. In the OPTIONS section, select the billing status and select data from area.
  5. Place a check mark in the NOTIFY box and click the PROCESS button.
    1. When the report is ready to review, a prompt will appear that says the report is complete. 
    2. Click YES to open the report in a new window.
    3. If you do not click notify, you will need to access the report from your dashboard and it will open in the same window.
  6. If you want to create an Excel file, check the EXPORT TO FILE box before you process the report.
    1. 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.

2/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388