Document Funding Status |
  
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The Document Funding Status inquiry/report can be run to review the funding statuses of Invoices, Repairs or both. This tool can only be used to track Funding Status' on Funders that have been configured to utilize Status options within Funding Sources (Co Payers) CONFIGURE SYSTEM SETTINGS > PATIENT > FUNDING SOURCES (CO-PAYERS.)
The screen prompts are:
SELECT BY - Select to run this inquiry/report by location or by accounting region.
REGION - If running this inquiry/report by accounting region is selected, select the accounting region with the drop down selection window.
LOCATION - If running this inquiry/report by location, select the location with the drop down selection window.
FUNDING SOURCE - Select which funding source for which to run this inquiry/report.
STARTING DATE - Select a starting date for this inquiry/report run.
ENDING DATE - Select an ending date for this inquiry/report run.
DOCUMENT TYPE - Select to run this inquiry/report for only Invoices, only Repairs or both Invoices and Repairs.
Press CONTINUE to run the inquiry/report.
A window opens, displaying the results.
DATE - Shows the date a document that matches the selection criteria.
TYPE - Shows the type of document (invoice, quote or repair) that matches the selection criteria.
DOC# - Shows the document number of the invoice, quote or repair.
NAME - Shows the patient name associated to the invoice, quote or repair.
LOC - Shows the location associated to the invoice,quote or repair.
FOLLOW-UP DATE - The follow-up date associated to this invoices Funder Status will appear here.
STATUS - Shows the current status of the funder on the document. Click the 
icon to launch the DOCUMENT FUNDING STATUS window where more information such as a note or comment stored on this status and an audit log of all changes to the funder status can be viewed.
Edits to the current funding status or reason on this document can also be made in this window. The EXCEL icon can be used to export the funding status audit information in this window to Excel.
REASON - Shows the current reason on the funder status of this document.
Click CONTINUE to save and return to the previous window.
Click the EXCEL icon to run the results on screen to an Excel spreadsheet.
Click CANCEL to return to the selection window.
Click EXIT to exit the menu options.