Billing Report Request

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Billing Report Request Screen

Introduction to Billing Reports

The Billing Reports exist so that a user is able to generate a memo, summary, or a detailed billing report for organizations.

Purpose

The Billing Report Request screen is used to select a time period, billing organization, and report(s) to determine which organizations must be billed for immunizations.

Functionality
Report Criteria Submission

Functionality

Selecting a Report Time Period - The Report Time Period section enables reporting either by a Quarter of a Year or a Monthly Time Period. Listed below are descriptions for the Time Periods.

Select Report Time Period Options

Description

Available Admin Role

Available State Role

Quarter

Selecting this option will return billing information for the billing organization during the selected Quarter and Year.

Yes

Monthly Time Period

Selecting this option will return billing information for the billing organization between the Begin Month and Begin Year selected and the End Month and End Year selected.

Yes

Selecting a Billing Organization - Selecting a Billing Organization option determines which organizations are selected and reported on based on Report Time Period and the Billing Dates of Organization option selected.
- All Organization Statewide - Selecting the All Organization Statewide option will report on all organizations that have billing dates during the selected time period as individual reports for the organization.
- All Organization Statewide Rollup - Selecting the All Organization Statewide Rollup option will report on all organizations that have billing dates during the selected time period as a rolled up report with all satellite organizations of the organization as well.
- All Organization Statewide Rollup and Individual Breakout - Selecting the All Organization Statewide Rollup and Individual Breakout option will report on all organizations that have billing dates during the selected time period as a rolled up report as well as an Individual Report for the Organization as well.
- Use Single Organization - Selecting an option from the Use Single Organization selection box will report on that single organization based on billing dates and the selected time period as an individual report.
- - Include Satellite Organizations - Selecting the Include Satellite Organizations check box will report on that single organization as well as all satellite organizations of the organization as well based on billing dates and the selected time period.

Enter Memo Presentation Information - Entering information in these text boxes will populate the corresponding fields in the Billing Memo Report.
- VFC Manager - Entering information in this text box will populate the From: field on the Memo Report for the VFC Manager.
- Admin. Specialist - Entering information in this text box will populate the From: field on the Memo Report for the Admin. Specialist.

Selecting Included Reports - Selecting these options will determine which reports are generated for the selected criteria.
- Include Memo - Billing Memo Report will generate based on criteria selected/entered for the report.
- Include Summary - Billing Summary Report will generate based on criteria selected/entered for the report.
- Include Detail - Billing Detail Report will generate based on criteria selected/entered for the report.

Command Button Functionality

Button	Description
	When the Generate command button is clicked, a query executes in the database according to the report criteria selected. Depending on the number of billing immunizations associated with the provider organization(s) that are to be reported on, the query may take several minutes to complete. After clicking on Generate, you will be redirected to the Check Billing Report status screen where you can monitor the progress of the report query. Note
	Clicking the Cancel command button will return the user to the previous page that the user was working on.

Notes

Report Criteria Submission Note

After submitting your report by clicking on the Generate button you can work in any area of the system without interrupting your report or causing system problems. To check on the status of your report click on the Check Billing Report Status link in the menu panel.