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Step | Description | Good to Know |
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Navigating to the Billing Export | Reporting>Scheduling>Billing Export | |
Generating the report | Date Range: Enter the date range you want to pull appointments for 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 with the status of “Pending” 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 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 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
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Subscribed Reports | | See the following tutorial for details: Copy of Create and Manage Billing Export Subscriptions |
Report Information
The Start and End date of the report will appear at the top of the spreadsheet along with company Tax ID that pulls from the Settings>Basic Info area. The Time Zone of the user that is logged in and running the report will be displayed at the top of the report as well. The Run Date/Time will show when this report was pulled.
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