HP Billing and Collection Report
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.
