List of reports for Provider Billing

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List of Reports Available for Provider Billing
Report Number Report Name Report Description
100 Client Face Sheet CWS This report will give you demographic information such as address, phone number, ethnicity marital status, allergies, admission details, discharge details, financial information, and diagnoses information. This can be used for referrals or to quickly view client information.
123 Client Diagnosis Report this report displays current and history of diagnosis specific to the selected episode.
301 Expired UMDAP by Case Coordinator This report will give you detailed UMDAP information for all of your clients. This report shows the client’s UMDAP amount, and what the client’s family assignment number is. Clients who have expired or no UMDAP’s are marked red.
501 Provider Data Form Information about program setup like address and allowable service codes.
601 Cal-Oms Anomalies shows errors with cal oms admit and discharges
602 Program Service Detail Report This report shows total Service detail listings sorted by a field chosen by a user for a program selected during reporting time period. Total entry is the total number of occurrences for Residential and/or Day treatment programs and, Total UOS (units of services in minutes) is for outpatient programs (including Methadone)
603 program uos summary report This report shows total Units of services by service code for the program selected during reporting time period. Total entry is the total number of occurrences for Residential and/or Day treatment program and, Total UOS (units of services in minutes) is for outpatient programs (including Methadone).
604 program financial eligibility This report shows the financial eligibility by program for open clients during the reporting time period selected.
605 program active cases This report shows information of open cases by program during the reporting time period selected
606 program client service detail This report displays services a client has received by program including dates, episodes, service codes, staff, duration, units of service, and cost
615 claimedservicecheck This report displays services received by a client along with a claim number. If a claim has not been made, the status will read “service not claimed” in green text.
616 monthly share of cost This report will list Medi-Cal Beneficiaries who have share of cost reported in monthly MEDS file and includes its unmet amount from Share of Cost Management Option.
621 daily admissions This report will list all episodes without Financial Eligibility for the admission period selected
622 active episodes This report shows information regarding clients with active episodes by program
623 financial eligibility review This report shows information regarding financial eligibility and is organized by program and age group.
811 Staff Productivity by Billing Code This report shows the billable time your staff has spent organized by service code
818 Financial Eligibility by Program This report shows the financial eligibility by program for open clients.
822 Active service codes by program This report displays all active service codes for the programs selected
830 Medi-cal Eligibility Check This report will display a list of clients and their Medi Cal Eligibility status.The information will be grouped by Program and then PATID.
831 Program Staff Services Information this report displays minutes billed per service code/per staff and program
904 ProgramBillingData This report shows all billing by a program in a specified date range.
908 Primary Financial Eligibility By Program This report displays a list of clients along with their financial eligibility. The information will be grouped by client and wil show a list of their coverage information. There will also be a summary by program that shows the count and percentage of clients with certain coverage.
909 Demographics All Clients This report will give you 2 pie charts with current open clients to mental health and alcohol and drug services ethniciy, and gender.
910 Number of Clients Served by each staff This report shows all the clients a staff member is serving in an open episode.
912 # of Clients served per program by date This report gives you a count of clients served in all programs based on the dates selected. (you may select a specific program by clicking on the program name on the left side pane)
914 DischargesByProgram This report is organized by program, you can choose one or more programs to review. The discharges are additionally organized by type of discharge. You can click on the type of discharge to see additional information such a the client name and admit and discharge primary diagnosis.
915 Open Clients in each program by admit This report displays a list of open clients in each program grouped by the program and admitting practitioner.
916 Program Billing by Guarantors This shows the units of service broken down by different guarantors (medi-cal medicare etc)