Report Of Total Charges - PM

Generate a report that details charges for an accounting period. The system pulls the total charges distributed to guarantors for the specified accounting period.The Report Of Total Charges (Detail) details charge information.

• The Report Of Total Charges (Summary) summarizes charge information for each guarantor.
• For services entered after the accounting period has closed, the system will allow entry of the late charges for DOS rendered in the closed accounting period, but revenue will be accounted for in the accounting period that is currently open.

1. ---

   Go to: Avatar PM > Billing > Billing Reports > Monthly Closeout Reports > Report Of Total Charges.
2. In the Month/Year To Run Report For field, enter the month and year in the format mm/yyyy.
3. In the Summary Or Detail field:
   • Select Summary Report to generate a Report Of Total Charges (Summary) report.
   • Select Detail Report to generate a Report Of Total Charges (Summary), and Report Of Total Charges (Detail) report.
4. In the Sort Y/N field:
   • Select Yes to sort the to sort the report by the selection in the Sort Item field.
   • Select No to sort the report by client ID.
5. In the Sort Item field, select how to sort the report. 
   Note: The list contains all data entry fields in myAvatar PM. To sort by program of service, use T3 = Program.
6. Select Process.

► SQL Tables

• SYSTEM.billing_tx_charge_detail
• SYSTEM.billing_tx_charge_total