Report: Case Notes Billable Units by Date
(Topic Last Updated On: 05/05/2010)
This report displays the total number of billable units recorded on the Case Notes and/or Group Notes screen over a selected range, broken down by the Counselor assigned to the patients for whom the units were entered, then Individual and Group Units, then Provider Code. The date and quantity of billable units recorded are then displayed for each date. Totals are provided to sum how many Individual, Group, and total billable units were entered for each Counselor's caseload. This report is generally run each month in facilities using the Monthly Billing (MediCal) feature in Methasoft.
Date
This column displays the 'Note Date' (Case Notes screen) or 'Entry Date' (Group Notes screen) entered for each note with billable units.
Group Billable Units
This column displays the number of units entered in the 'Billable Units' field on the Group Notes screen for each note with billable units.
Individual Billable Units
This column displays the number of units entered in the 'Billable Units' field on the Case Notes screen for each note with billable units.
Counselor
This field serves as a header, and displays the 'Employee ID' (User ID) and name of the 'Counselor' assigned to the patients for whom the billable units displayed below it were recorded.
Group Billable Units
This field serves as a header, under which all billable unit totals recorded on the Group Notes screen are displayed.
Individual Billable Units
This field serves as a header, under which all billable unit totals recorded on the Case Notes screen are displayed.
Provider Code
This field serves as a header, under which all billable units recorded by the user for patients set on a selected 'Billing Provider' on the Payment Information screen are displayed. This field indicates the name of each applicable provider by displaying each's 'Short Desc', as entered on the 'Billing Provider Codes' code table.
Total Group Billable Units for (Counselor Name)
This field displays the total number of 'Billable Units' recorded for the Counselor's patients on the Group Notes screen.
Total Individual Billable Units for (Counselor Name)
This field displays the total number of 'Billable Units' recorded for the Counselor's patients on the Case Notes screen.
Total Billable Units for (Counselor Name)
This field displays the total number of 'Billable Units' recorded for the Counselor's patients on the Case Notes and Group Notes screens.
From Date
This parameter allows users to limit the report's data to display only billable units recorded with notes having a 'Note Date' or 'Entry Date' on or after the date selected here.
To Date
This parameter allows users to limit the report's data to display only billable units recorded with notes having a 'Note Date' or 'Entry Date' on or before the date selected here.
Counselor
This parameter allows users to limit the report's data to display only billable units recorded for patients assigned to the 'Counselor' selected here.
Entered By
This parameter allows users to limit the report's data to display only billable units entered by the user selected here.
Billing Provider
This parameter allows users to limit the report's data to display only billable units recorded for patients assigned the 'Billing Provider' selected here.
Site
This parameter is irrelevant for Methasoft users. Only a facility's Home Site will appear available for selection in this field, and 'All' will be selected by default.