Reports - Billing Reports Notes and Errors

The following Reports use activity record data to generate an exact count of units of service that were provided. This article lists configuration issues that cause a message to appear in the errors or notes field on the report. 

Are you using SETWorks eBilling? If so, these reports support the billing batch ID. To use, simply select a batch and the report will take care of the rest. No other filters are necessary.

Not using SETWorks eBilling yet? That's okay, these reports will still provide accurate information regardless of whether you subscribe to the SETWorks eBilling feature. 

Reports

Monthly Activity Record Billing Report

Activity Record Billing Report

Activity Record Billing Report Export 

Activity Record Billing Report Export (with max units)

Activity Record Billing Report Export Extended 

Activity Record Billing Report Export with Subtotals

Activity Record Billing Report Export with Subtotals and Exceptions     

Errors

The aforementioned reports will display the following errors if the associated code is missing:

ERROR: Primary disability not set

ERROR: TCM Service rounding incorrect

ERROR: Medicaid ID invalid

ERROR: Address invalid

ERROR: Gender code invalid

ERROR: Gender not set

ERROR: State invalid

ERROR: Primary ICD9 invalid

ERROR: Primary ICD10 invalid

ERROR: TCM Service rate low

ERROR: Service Taxonomy invalid

ERROR: Service Billing Code invalid

Please Note that an error does not necessarily indicate a potential issue that would prevent reimbursement. Not all codes are required by each funding source. 

Notes

The aforementioned reports will display the following notes:

NOTE: Not designated therapist

NOTE: Late w/o doc.

NOTE: Nursing Facility Admission Date

NOTE: Nursing Facility Discharge

NOTE: Rehab Facility Admission Date

NOTE: Rehab Facility Discharge

NOTE: Nursing Home Address

NOTE: Nursing Facility! Only include if Consumer is transitioning from a nursing home to the community. See TCM Manual pages 38-40.

Please Note that notes that are applicable to Targeted Case Management (TCM) records will not be displayed on provider records (e.g. Billable Individual and Billable Group Activity Records).

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