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  1. Click the Run Report drop-down and click a report.

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Depending on the report you may need to enter additional filter criteria before you click Run Report.

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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 DDCP has recouped from a vendor-required that a vendor repay.

Burn Rate*

Financial Approver
Financial Payor

Primarily used for financial projections.

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.

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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