entries
Description: In this guide, the user will learn how to run and download reports, understand the filters available for searching, and the available column data in each report.
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Roles Required: Super User, Supervisor, Employer, Case Worker
Permissions Required: N/A
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Table of Contents
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Run and Download Reports
*Please note: The employer and case manager roles can only view a limited subset of reports to maintain HIPAA compliance.
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Filters Available: | Columns Available: |
· Client Name | · Authorization ID |
· Vendor Name | · Client Name |
· Funding Source Name | · Client NameID |
· Account Type | · Client IDVendor Name |
· Service Code | · Service Code |
· Cost Center | · Cost Center |
· Cut Off Date | · Region |
· Region | · Authorization ID Reference |
· Include Future Authorizations | · Authorization ID Reference 1 |
· Include Ended Authorizations | · Authorization ID Reference 2 |
· Include Discharged Clients Authorizations | · Authorization ID Reference 3 |
· Include Rejected Authorizations | · Authorization ID Reference 4 |
· Authorization ID Reference 5 | |
· Eligibility Code | |
· Start Date | |
· End Date | |
· Expiration Date | |
· Initial Balance | |
· Remaining Balance | |
· Holds | |
· Available | |
· Billing Rate | |
· Monthly Max | |
· Weekly Max | |
· Daily Max | |
· Maximum Daily Billable Units | |
· Daily Rate | |
· Billing Unit | |
· Non Billable | |
· Billing Hold | |
· Status | |
· Created By | |
· Created Date | |
· Approved/Rejected By | |
· Approved/Rejected Date |
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Filters Available: | Columns Available: |
· Funding Source Name | · Profile ID |
· Type | · Name |
· Cost Center | · Address |
· State | · Address 2 |
· Status | · City |
· Exclude From Auto Approval | · State |
· Zip Code | |
· Country | |
· Exclude From Auto Approval | |
· Enable Auto Approval - Vendor Payments | |
· Require Employer Sign-Off | |
· Enable Auto Approval - Reimbursements | |
· Time Zone | |
· Cost Center | |
· Phone | |
· Alternate Phone | |
· Allow Offline Mobile App | |
· Allow Mobile App Portal Signoff Verification | |
· Sleep Shift Start | |
· Sleep Shift End | |
· Provider ID | |
· Profile Reference | |
· Program ID | |
· Type | |
· Status | |
· Require Reason Code for Manual Entries | |
· Allow Signature EVV Verification | |
· Allow Client Password EVV Verification | |
· Allow Client Pin EVV Verification | |
· Allow Picture EVV Verification | |
· Perform Picture Facial Recognition | |
· Picture Facial Recognition Threshold | |
· Allow Voice Recording EVV Verification | |
· Allow FOB EVV Verification | |
· Allow Approve Unverified Picture | |
· Allow Approve Unverified Signature | |
· Allow Approve Unverified Voice Recording |
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Purpose: View distances between Punch Geolocation and the associated EVV Location Geolocation.
*Please note: The terms Approved/Rejected in the Geofence Status filter correlate to Passed/Failed when referencing the geofence check on the punch entry detail.
Filters Available: | Columns Available: |
· From Date | · Punch ID |
· To Date | · Account Type |
· Client Name | · Employee Name |
· Employee Name | · Employee Number |
· Cost Center | · Client Name/Program Name |
· Geofence Status (*Please note: The terms Approved/Rejected in the filter correlate to Passed/Failed when referencing the geofence check on the punch entry detail) | · Cost Center |
· Service Code | |
· Date of Service | |
· Start Date | |
· End Date | |
· Amount | |
· Clock In Geolocation | |
· Clock In EVV Location | |
· Clock In EVV Location Geolocation | |
· Clock In Geofence Distance | |
· Clock Out Geolocation | |
· Clock Out EVV Location | |
· Clock Out EVV Location Geolocation | |
· Clock Out Geofence Distance | |
· Clock Out Geofence Status |
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