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Name of Report

Permissions needed

Purpose of the Report

Activity Detail

Financial Approver
Financial Payor
Coordinator
Vendor

Provides the ability to view Pending services for a Vendor-Services entered, but not yet invoiced, or the ability to view Invoiced services for a Vendor both from the Reports drop-down and on an individual invoice.

Adjustment Records

Financial Approver
Financial Payor
Coordinator
Vendor

Provides a list of any services that AHP has recouped from a vendor-required that a vendor repay.

Burn Rate*

Financial Approver
Financial Payor

Primarily used for financial projections.

CBI Activity

Financial Approver
Financial Payor

Checkwriter
Coordinator

Provides the ability for coordinators to see all their CBI participants; each participant is a drill thru to daily attendance hours and comments.

CBI Outcomes*

Financial Approver
Financial Payor
Coordinator

Provides the ability for coordinators to gauge the efficacy of the CBI program (look back); each session is a drill thru to the roster list with outcomes.

Client Demographics*

Financial Approver
Financial Payor
Coordinator
Vendor

Provides the ability to see demographic data about the client being served.

Expended Amount By Month*

Financial Approver
Financial Payor

Primarily used for financial projections.

GPRA Statistics*

Financial Approver
Financial Payor
Coordinator

Provides the ability for coordinators to track compliance rates which must remain above 80%; includes a drill thru to detail on the "Intakes" value.

Invoice List

Financial Approver
Financial Payor

AHP Payor will use this report to review Invoices marked for Payment and submit the Total to BSAS.

Provider Expenditures*

Financial Approver
Financial Payor

More visual burn rate on a specific vendor. Primarily used for financial projections.

Referral Activity

Financial Approver
Financial Payor
Coordinator
Vendor

Provides details on referrals made, accepted, or declined by date range, coordination location, and provider.

Services Rendered*

Financial Approver
Financial Payor
Coordinator
Vendor

Provides the ability to see services rendered to clients in the project. Includes 2 drill thrus from # of clients and # of vendors.

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