How to Run a Billing Report

Overview

Infraware 360 allows administrators to produce documentation that saves time and effort in the billing of your customers. This documentation can be exported into various formats, such as an excel spreadsheet or Acrobat .pdf, to be used as documentation with your normal system.

Parameters

This report can be customized in the following ways:

• Facility:   You may run a single report for all facilities, by Account Manager, Multiple, or separate reports for each facility by choosing from the drop-down menu. 
  
  • Multiple:  To choose Multiple facilities select that option from the drop-down menu, and then click the Choose Facilities link which will appear below. 
    
    A popup will open for you to select facilities on the left and click Add to include them in the Chosen Items.  When you are done making your selections click on OK.
    
    
    
• Production Unit:  You may run a single report for all Production Units, or separate reports for each Production Unit by choosing from the drop-down menu.
• Start/End Dates & Time Zone:  Calendar icons allow you to select start and end time frames. Note that there is a facility setting in the Administration Tab that identifies "status at which to bill" for the designated time frame.  Choose the time zone to be used for the selected Start and End Dates.  Check the Daylight Savings box to observe Daylight Savings with your Time Zone selection.
• Billing Model:  The default billing model associated with each facility will be used unless another is chosen from the dropdown box. The billing model identifies the unit of measure, template inclusion, and other unit definitions.
• Filter options:  Filter by Authors, Document Category, or Document Type.
• Report Type: 
  • Normal:  This will run the normal Billing report with filtering/grouping options and job-level details.
    
  • Export All Details:  This will utilize the same logic as the Billing Report, and then export a tab delimited file containing all of the customer appropriate data that we currently return from the database.
  • Summary:  Provides a Summary only, with no job-level details.  When Summary is selected all options for filtering and grouping are hidden.
    
• Display in Subject:  Choose what to display in the Subject column of the report - Subject, Patient Name, Patient Location or Subject & Patient Name
• Grouping by:  Document Type, Author, Completion Date, Patient Location
  
• Other options:
  • Expand All Groups:  Check the box to expand all groupings when the report is generated.
  • Display External ID's:  Check the box to display External ID's on the report output.
  • Display:  A radio button allows you to use the completion date or the visit date
  • Show Credits:  Check the box to include Credits in the report output.  See KB686 for management of One Time Charges and Reductions.
  • Show One Time Fees:  Check the box to include One Time Fees in the report output.  See KB686 for management of One Time Charges and Reductions.
  • Show Full Precision in Job Amount:  When running the Normal Billing Report, there is now an option to expose the additional precision that we carry for each job's "Amount."  In other words, if you check the new setting, you will see 4 digits after the decimal place (instead of 2) for each job's amount values (Total Amount, Non-STAT Amount, and STAT amount).  The summary amounts remain at 2 points of precision.
    
    

After you select "Display Report" you will need to scroll down to view and export the report.

Please Note: At times you might have a job with a "**" placed next to it. You will also find a footnote at the bottom of the report that states "** indicates a duplicated job with a billing model set to seconds".  This means that your billing model for that job utilizes a time metric. For that specific job, it was duplicated from an original job. Since you billed for the whole original job, you would not want to bill for the duplicated job. Otherwise you would be double-billing.