Downloadable Billing Reports
Overview
In order to review created invoices, you'll want to access Ankota reports. The most commonly used billing reports are outlined below.
This article includes:
Download Billing Invoices
The initial breakdown of billing invoices is available on the Billing Report page. Simply select completed invoices, then click the Download Billing Invoices button.
This report breaks down the visit data in detail.
Invoice Summary Report
To view a complete listing of recent billing invoices, you can pull the Invoice Summary Report. This report is available under Reporting, Financial Reports, Invoice Summary Report.
This report includes:
- Date
- Agency/Payer Descriptor
- Name
- Invoice Total
- Amount
- Type
- Check Number
- Account Number
- Notes
- Total Paid
Invoices Report
For an alternate version of an invoices report including the Payer/Visit Category, you can pull the Invoices Report. This is available under Reporting, Financial Reports, Invoices Report.
This report includes:
- Invoice Date
- Invoice Number
- Funding Source/Payer/Visit Category
- Office
- Client
- Amount
Visit Data Warehouse
In addition to the standard billing reports, more detailed visit information can be found in the Visit Data Warehouse. This report contains virtually every piece of data associated with a visit, and with the use of a pivot table, can allow for detailed analysis of your organization's data.
To access the Visit Data Warehouse,
- Click Reporting
- Click Service Detail
- Click Visit Data Warehouse
- Filter as desired
- Click the Refresh button
You may also wish to view Digging into Data Part 2: The Power of the Pivot Table for more on pivot table functionality.