Billing Review by Client (Separate) Report

Description: This report displays a list of billable events separated by client.

Use: This report can be used by the agency to review billing details for each client.

Limitations: N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Admit Type	The code for the client's admission.
Team	The selected team.
Payor	The selected payor.
Service	The selected service.
Event Type	The selected event type.
Event Code	The selected event code.
Event Status	The selected event status.
Client	Client by name (last name, first name) or Sandata Client ID. When a partial name is entered the report displays results that begin with the entered characters.
Staff	Staff member by name (last name, first name). When a partial name is entered the report displays results that begin with the entered characters.
Date From	The first date of a selected range of dates.
Date To	The last date of a selected range of dates.

This report can be sorted by:

Field	Description
Schedule Date	Sorts the report by the scheduled date in ascending or descending order.
Schedule Time	Sorts the report by the amount of scheduled time in ascending or descending order.

Each column of the report displays:

Field	Description
Client	The client's name (last, first) and ID number.
Date	The date of the visit.
Staff	The staff member's name (last, first).
Agency ID	The agency's ID number.
Service	The type of care provided.
EC	The event code for the visit.
In	The time in for the visit.
Out	The time out for the visit.
QTY	The number of hours for the visit.
Units	The hours for the visit converted to units. Unit conversion varies by agency.
Rate	The hourly rate for the visit.
Amt	The total amount to be paid for the visit.
Copay	The copay for the visit.
Supplies	The cost of supplies for the visit.
Status	The payment's status.
Payor	The client's payor.
Items	The total number of items for the client.
Visits	The total number of visits for the client.
Hours	The total number of hours for all events for the client.
Units	The total number of units for the client.
Status	The total number of events under each indicated status and their value.
OK to Bill	The total amount OK to bill.
Billed	The total number of visits billed and their value.
Total	The total number of events and their value.
Copay	The total copay value for the client.
Supplies	The total cost of supplies for the client.