Report: Billing Monthly Summary by Patient (Deprecated)
(Topic Last Updated On: 05/05/2010)
This report displays a summary of all billing records generated for each patient on the Medi-Cal Billing screen for a selected 'Service Month' and 'Service Year', and groups records by patient. A summary of billing records is presented, including each treated patient's ID and State ID (CID). Each billing record's provider number, date of service, number of units, service function code, and amount billed are displayed. Totals are provided for the month and each patient. This report is generally used by facilities in California using the Medi-Cal Billing screen to generate monthly billing records.
Consumer ID
This column displays the 'State ID (CID)' number stored for each patient on the Patient Profile screen.
Provider Number
This column displays the Medi-Cal provider number entered in the 'Billing Provider Code' field, accessible only in Accounting Preferences - General Setup #2.
Service Authorization Number
This column displays each treated patient's 'State ID (CID)', as entered for each on the Patient Profile screen.
Date of Service
This column displays the date on which each billable service was provided to each patient.
# of Units
This column displays the number of billable units being billed for each billable service provided.
Service Billing Code
This column displays the 'Service Function Code' for each billing service rate as defined on the Billing Service Rates screen.
Amount Billed
This column displays the dollar amount billed for each billable service provided.
(Month/Year)
This field serves as a report header, and displays the 'Service Month' and 'Service Year' for which the displayed records were generated.
Total Billed
This field serves as a report header, and displays the total dollar amount billed for the displayed records.
Total Units
This field serves as a report header, and displays the total number of billable units billed for the displayed records.
Totals for (Patient ID)
This field appears beneath each patient's billing records, and provides totals for each patient's '# of Units' and 'Amount Billed'.
Service Year
This parameter corresponds to the 'Year of Service' field on the Medi-Cal Billing screen, and determines for what year to display generated billing records.
Service Month
This parameter corresponds to the 'Month of Service' field on the Medi-Cal Billing screen, and determines for what month to display generated billing records.
Svc. Function Code
This parameter allows users to limit the report's data by displaying only billing records generated and saved for the 'Service Function Code' selected here.