Page Comparison

Navigating to the Billing Export

From the Reporting Dashboard, select Billing Export under the Scheduling reports section

•  Users with permission “View/Download Billing Export” will be able to view/download this report

Generating the report

Date Range: Enter the date range you want to pull appointments for

• You can run report for up to 181 days

Funders: You can pull by 1 funder, a few funders, or leave this field blank to pull over all billable data for all funders

Appointment Requirements: By default, completed appointments by your company’s definition will pull into the Billing Export

Include Demo Client: Select if you want demo clients to appear on the export

Include Late Entries: When selected, the system looks for appointments prior to the start date entered that were previously incomplete but are now complete

• EX: If an appointment in June was incomplete when running the BER for June appointments but has since been completed and now user is running the BER for July appointments, that June appointment will populate in the export as part of the late entries feature

• To prevent duplicate billing, it will only pull once

  • EX: Tomorrow if I pull this same report for this date range, the late entry appointment(s) won’t show again. The system thinks you already billed it. Suggested that if late entries are included in the export, save that document

Click Run Now> Excel, CSV, Pipe Delimited (EVV)

• The system will create a record in the My Reports Tab and assign Pending Status with the status of “Pending”

  • The Status will change to Download once the report is ready to view

• Users will also receive an email when the report is ready that includes a link to be brought to the Billing Export My Reports page within Rethink

• Not recommended to pull for incomplete appointments using the Billing Export Report. To pull for incomplete appointments, use the Scheduling>Appointment List view

• Statuses allow users to see where the report is in the process at any point in time

  • Pending: The report is in a queue of repots waiting to be processed

  • Download: Report is ready for download

  • Download: Report was previously downloaded

    • You may download at anytime and as many times as you would like

  • Fail: There was an error when processing the report. User can run the report again or contact the Rethink Support Team to see if it may be recovered

• Users will receive an email when the report is ready

  • By default, the email will be sent to the users email in their staff profile

• Once exported to excel, it is suggested to:

  • Work top to bottom, left to right

  • Comb through the report to make sure things look right, especially the first time you pull your billing export

  • Add a filter for review by column headers

    • EX: Can sort/filter by different locations