Report 1380 provides details on how invoices have been allocated in Procentive. This report can search and report from the data that has been invoiced using a variety of filters and grouping options including client, staff, program, etc. This article will explain the search options that are available in this report.
You will first need to assign permission for this report by editing the applicable roles. If you are not familiar with editing staff roles, please review this support article: Change Permissions (Edit a Role).
|1||Format||Select the desired format to display the report: HTML or Excel|
|2||Group by||Group by allows you to sort and sub-total the data based on the selection.|
|3||Date of Invoice||This report will require you to select a date range; use this filter to select by invoice date. This will search for all services that have been invoiced during the selected range.|
|4||Date of Service||Use this to filter by Date of Service (DOS). This will search for all services that have been invoiced based on the DOS range.|
|5||Clients||Leave blank for all clients or click on the pick list to select one or more specific clients.|
|6||Codes||Leave blank for all codes or click on the pick list to select one or more specific codes.|
|7||Staff||Leave blank for all staff or click on the pick list to select one or more specific staff.|
|8||Payers||Leave blank for all payers or click on the pick list to select one or more specific payers.|
|9||Location||Select [All] or only desired locations. Location is based on the location selected on the service line. To select multiple locations hold down the Ctrl key (Command on Mac) and click to highlight.|
|10||Program||Select [All] or only desired programs. Program is based on the program selected on the service line. To select multiple programs hold down the Ctrl key (Command on Mac) and click to highlight.|
|11||Client Group||Select [All] or only desired client group(s). Client group is based on the client group selected on the service line. To select multiple client groups hold down the Ctrl key (Command on Mac) and click to highlight.|
|12||Show only totals||Combines all data points to display only totals vs. breaking down to each specific line details.|
|13||Fields||Select each desired field to display on the report. Select more than one field by holding down the Ctrl (Command on Mac) key and clicking the desired field option to appear.|