Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Current »

This report will allow users to see all funders and services currently added to the Settings area of their account whether they are active or inactive. Customers can pull this report to audit their funder and billing code set up including rates, staff credentials connected, and rounding rules.

Action

Description

Good to Know

Step 1: Click on Reporting>Scheduling>Funder Services

funder services.PNG

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

Step 2: Select Funders>Click Update

  • Can select one, multiple, or no funders

  • If no funder(s) are selected, the report will display all funders

  • Report can also be exported to excel

Additional Information:

The data in this report comes from the Funder’s Billing Codes set up in Settings

  • This report will show the following fields:

    • Funder Name

    • Service Line

    • Service Name

    • Is there a restriction

    • Rate

    • Modifier 1, 2, 3, 4

    • Credential Cortication Name

    • Billing Code

    • Unit Type

    • Rounding Rule

    • Service Status

  • No labels