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Unassigned Transactions Report - Cal-PM

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Generate a report that lists services associated with a guarantor after a claim was generated. This can be used to identity and manage late charges.

  • These services can be included in a claim through the Attach Unbilled Service To A Claim form.
  • The report displays open charges on accounts that have been billed. On the detail report, a charge is displayed only if the guarantor liable for that charge (in whole or in part) has been billed previously. The claim number of the previous bill is shown.
  • The report consists of a detail and summary sorted by RRG, financial class, and client. 
  1. Go to Avatar PM > Billing > Billing Reports > Ad Hoc Reports > Unassigned Transactions Report.
  2. In the Start Date field, enter the report start date.
  3. In the End Date field, enter the report end date.
  4. Select Process.