Open Claims Report - PM

Generate a report that details information for claims that have not been not paid in full.

• Detail shows the total balance and the amounts billed, paid, adjusted and transferred for each claim.
• Detail is sorted by RRG, financial class, payment status (paid or unpaid), and client.

Prerequisite:

• A claim must be generated in a billing form, and have an outstanding balance.

1. ---

   Go to Avatar PM > Billing > Billing Reports > Ad Hoc Reports > Open Claims Report.
2. In the Through Date field, enter the last report date.
   Note: This will limit the report to claims whose end dates fall on or before this date.
3. In the Individual Or All RRG field:
   • Select Individual to filter the report by revenue reporting group (RRG field).
   • Select All to include all revenue reporting groups.
4. In the RRG field, select the revenue reporting groups.
5. In the Individual Or All Financial Classes field: 
   • Select Individual to filter the report by a financial class (Financial Class(s) field).
   • Select All to include all financial classes.
6. In the Financial Class(s) field, select the financial classes.
7. Select Process.