Activity Detail Report

Click on your Invoices (Lead Agency) link from your Welcome Screen.

Click on the Run Report dropdown under Run Reports for Overview.

Select the Activity Detail report.

Filter the report by Activity Type.

When selecting the Activity Type: Invoiced, the Activity Detail report can be run for services that exist on Pending or Paid invoices.

When reviewing Invoiced activity types, utilize the additional filter fields to narrow down the scope of the invoice activities:

1. Provider Site: select a specific provider to review or leave as All Providers.

2. Fund Source: select a specific fund source or leave it as All Funds.

3. Date From: enter a Start Date of the date range you wish to review. (This will default to the 1st of the current month).

4. Date To: enter an End Date of the date range you wish to review. (This will default to the current date).

Click Run Report to pull information based on your filter specifications.

On Page 1, you can review a summary of service details that may include the following values:

1. Service: the name of the specific STAR Encounter Service utilized.

2. Project: the name of the STAR Project the service was submitted for.

3. Provider Site: the specific provider site that utilized that service and project.

4. From Date: the From Date of the utilized service.

5. To Date: the To Date of the utilized service.

6. Invoice Number: the Invoice ID that the service appears on.

7. Amount: A summary of Service Amounts.

8. Other fields: OSAP Strategies, Activity Type, Staff, and more.

On Page 2 on, you can review specific service details that include:

1. Service: the name of the specific STAR Encounter Service utilized.

2. Project: the name of the STAR Project the service was submitted for.

3. Provider Site: the specific provider site that utilized that service and project.

4. From Date: the From Date of the utilized service.

5. Staff: the staff member who rendered the service.

6. Client ID: if the service is client-based, the Client ID associated with the service.

7. Client Name: if the service is client-based, the name of the Client associated with the service.

8. Transaction ID: the STAR Transaction ID for the service.

9. Amount: the amount of the service.

When selecting the Activity Type: Pending, the Activity Detail report can be run for services that are pending invoice generation. These are newly created services that cannot yet be reviewed under Pending Invoices.

When reviewing Pending activity types, utilize the additional filter fields to narrow down the scope of the pending activities:

1. Provider Site: select a specific provider to review or leave as All Providers.

2. Fund Source: select a specific fund source or leave it as All Funds.

Once you have clicked Run Report, a list of services that have not yet been invoiced. The report will include the following values:

1. Service: the name of the specific STAR Encounter Service utilized.

2. Project: the name of the STAR Project the service was submitted for.

3. Provider Site: the name of the specific provider the service was rendered at.

4. From Date: the From Date of the utilized service.

5. To Date: the Thru Date, if applicable, of the utilized service.

6. Invoice: this value will remain blank, as these services are not on invoices.

7. Staff: the staff member who rendered the service.

8. Activity Type(s): if the service collects an Activity Type, the selected option on the service will display.

9. Amount: the amount of the service.