Overview

• Summarizes billed, paid, adjusted, and unpaid amounts.
• Breaks out hours by service type, including CAP, PCS, PDN, and Other.
• Provides a detailed, date-by-date view showing paid and unpaid balances for each date of service.

How to Run

• From / Thru: Enter the charge dates you want to include.
• Program(s) / Payer(s) / Employee(s): Filter by specific values or leave blank to include all.
• Unpaid Charges Only: Limits results to patients with an outstanding balance.
• Print Date by Date Details: Displays each date of service with billed amount, paid amount, hours, and balance (chargeable visits only).
• CAP / PCS / PDN / All: Select one or multiple service types; leave unchecked or choose All to include all.
• Skilled: Limits results to unpaid skilled services by revenue code (Therapy Only or Supplies Only).
• Print By: Controls how the report is grouped and which columns appear.
• Click Print to generate the report.

How to Read

Columns vary based on the selected Print By option and the From / Thru date range.Common fields include:

• Office: Program number associated with the charge.
• PCS Hours / CAP Hours / Oth Hours: Hours by service type (Other includes services outside CAP, PCS, or PDN).
• Total Hours: Combined total of all service hours.
• $AmtBilled: Total amount billed from charges (pulled from Employee Activity > Visit Entry).
• $AmtPaid: Total payments posted, including those applied after the selected date range.
• $AmtAdj: Adjustments applied, including those posted after the selected date range.
• $Unpaid: Remaining balance.