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Pre-Billing Edit Report - PM

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Generate a report that details guarantor and programs for clients with un-billed services not billed on an 837 file. This report can be run to verify billing issues before generating a bill.

Note: A task can be scheduled to the System Task Scheduler to run automatically producing a text version of the report on a specified path for later use.

  1. Go to: Avatar PM > Billing > Bill Production > Pre-Billing Edit Report

  2. In the Through Date field, enter the last date of the billing cycle.
    Dates must be entered DDMMYY. 

  3. In the Run For Quick Billing Rule(s) field:

  • Select Yes to generate the pre-billing report using logic defined in a pre-billing rule.
    In the Rule(s) field, select the quick billing rules.
  • Select No to define the report parameters.
  1. In the Type Of Bill field:
    • Select Institutional - Checks are made against the 837 Institutional setup (UB-92/UB-04/837I Billing Maintenance Screen form).
    • Select Professional - Checks are made against the 837 Professional setup.
  2. ​In the Run For Interim Billing Batch field:
    • Select Yes to generate the report for an interim billing batch.
      In the Interim Billing Batch Number field, select the specific batch.
    • Select No to bypass generating the report for an interim billing batch.

  3. In the Run For All/Individual Client field:

    • Select All Clients to run the report for all clients.

    • Select Individual Client to choose a specific client.

      1. In the Client ID field, enter the client ID, and select.

      2. In the Episode Number field, select the client episode.

  4. In the Financial Class field, select the financial classes by which to filter the Guarantors field. Financial class is a grouping of like guarantors.

  5. In the Guarantor field, select the guarantors. Guarantors associated with the financial class display.

  6. In the Treatment Setting field, select the treatment settings by which to filter the Program field. Treatment settings are groupings of like programs.

  7. In the Program field, select treatment programs.

  8. Click Submit to generate the report. This allows you to review any missing guarantor/program information on the master table/client level that is required for 837 electronic billing.

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