Invoice Detail Report (CSV)

Description: This report displays the details of all invoices occurring during a selected date range.

Use: This report can be used to review the details of invoices occurring during a selected range to confirm payment, status, or other related information.

Limitations: N/A

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Team	The selected team.
Payor	The selected payor.
Admit Type	The code for the client's admission.
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.
Service	The selected service.
Invoice Status	The selected status of the invoice.
Amount	The target dollar amount.
Date From	The first date of a selected range of dates.
Date To	The last range of a selected range of dates.
Service Date From	The first date of a selected range of dates.
Service Date To	The last range of a selected range of dates.

Each column of the report displays:

Field	Description
Company ID	Displays the company identification number.
Company Name	Displays the company name.
Location ID	Displays the location identification number.
Location Name	Displays the location name.
Payor Name	Displays the payer name.
Chart ID	Displays the chart identification number.
Client Name	Displays the client’s name.
Client Other ID	Displays the client’s other identification number.
Service Date	Displays the service date.
Service Description	Displays the service description.
Rev Code	Displays the revenue code.
HCPCS	Displays the Healthcare Common Procedure Code.
Misc	Displays any notes associated with the invoice.
Event Code	Displays the event code.
Modifier	Displays any modifiers associated with the invoice.
Time In	Displays the clock in time of the service.
Time Out	Displays the clock out time of the service.
Hours	Displays the number of billable hours.
Rate	Displays the rate of the service.
Invoice Number	Displays the invoice number.
Invoice Date	Displays the invoice date.
Date Exported	Displays the date the invoice was exported.
Total Amount	Displays the total amount due for the invoice.
Invoice Status	Displays the invoice status.
Amount	Displays the amount billed.
Amount Paid	Displays the amount of the invoice that has been paid.
Balance	Displays the invoice balance.
Comments	Displays any comments associated with the invoice.