Difference between revisions of "HP Billing and Collection Report"
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− | =='''Overview of | + | =='''Overview of HP864'''== |
− | The | + | The HP Billing and Collection report allows you to report against billing and collected funds for health care policies. The report can be generated as a report or as a csv file, and includes information such as the plan #, plan description, policy #, remitter PIN, insured PIN, month, year, paid thru, coverage description, premium amount and amount collected. The report is broken out by plan, and displays both a plan total for each section as well as a grand total at the end of the report. To run this report: |
− | * From the DDI-Connect main menu, double-click Health | + | * From the DDI-Connect main menu, double-click Health Policy |
− | * Double-click Reports | + | * Double-click Reports |
− | * Double-click | + | * Double-click HP Billing and Collection Report. The parameters screen will launch: |
− | [[File: | + | [[File:HP864.png]] |
Line 18: | Line 18: | ||
{| class="wikitable" | {| class="wikitable" | ||
|- | |- | ||
− | ! | + | ! '''Field''' !! '''Description''' |
|- | |- | ||
− | | | + | | '''Start date''' || Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
|- | |- | ||
− | | | + | | '''Ending date''' || Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
|- | |- | ||
− | | | + | | '''Plan type''' || If you wish to filter the report results by plan type, click the drop down arrow to select from a list of [[HP Plan Maintenance|plan types]] within the system |
|- | |- | ||
− | | | + | | '''Only Plan Type Summary''' || Click this if this is only a Plan Type Summary |
+ | |- | ||
+ | | '''Create export file''' || Click this to create an export file | ||
|} | |} | ||
− | + | ||
+ | |||
+ | {{Print Options}} | ||
+ | Click Start. The system will generate the report based on the parameters you selected, and display the results. | ||
− | [[Category:Health | + | [[Category:Health Policy]] |
Latest revision as of 17:12, 24 May 2021
Overview of HP864
The HP Billing and Collection report allows you to report against billing and collected funds for health care policies. The report can be generated as a report or as a csv file, and includes information such as the plan #, plan description, policy #, remitter PIN, insured PIN, month, year, paid thru, coverage description, premium amount and amount collected. The report is broken out by plan, and displays both a plan total for each section as well as a grand total at the end of the report. To run this report:
- From the DDI-Connect main menu, double-click Health Policy
- Double-click Reports
- Double-click HP Billing and Collection Report. The parameters screen will launch:
The following fields are available on this screen:
Field | Description |
---|---|
Start date | Enter the beginning date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Ending date | Enter the ending date of the range you wish to report on. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Plan type | If you wish to filter the report results by plan type, click the drop down arrow to select from a list of plan types within the system |
Only Plan Type Summary | Click this if this is only a Plan Type Summary |
Create export file | Click this to create an export file |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results.