Activity Detail Report

When selecting the Activity Type: Invoice, 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 specific encounter used.

2. Project: the specific project that encounter was utilized under.

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 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:

2. Project:

3. Provider Site:

4. From Date:

5. Staff:

6. Client ID:

7. Client Name:

8. Transaction ID:

9. Amount: