The Reports components of the BillingBuilder are used to generate read-only reports of billing-related information.

Required Permissions

The BillingBuilder and its reporting components are available to users with the following permissions:

Display Executive Administration Buttons - OR - Display Fiscal Buttons (only required if you are not a member of the "Fiscal Staff" or "Executive Officer" user groups)

  NOTE:  Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Click-by-Click Instructions

Viewing an A/R Ledger Report - Learn to view a read-only accounts receivable ledger report.

Viewing a Consumer A/R History Report - Learn to view a read-only consumer A/R history report.

Viewing an Aged Receivables Report - Learn to view a read-only aged receivables report.

Viewing a Remittance Posting Report - Learn to view a read-only report of remittance posting information across multiple remittance worksheets.

Viewing a Medicaid Services Report - Learn to view a Monthly Medicaid Reimbursable Restorative Services report.

Using the BillingBuilder ReportBuilder - Learn to generate customized billing reports of transaction, remittance, and invoice data, along with basic client demographics.

Using the Billing Procedures ReportBuilder - Located in the "Billing Setup" portion of BillingBuilder.  Learn how to generate custom reports of billing procedure configurations.

Using the Billing Rates ReportBuilder - Located in the "Billing Rates" portion of BillingBuilder.  Learn to generate custom reports of billing rate information.

FootholdConnect Event Recordings

  NOTE:  Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

User's Conference Continued - Pruning Your A/R and Reporting Process (1 hr 4 min) * - June 2016

Learn how to refine your agency's billing posting process to provide more accurate financial reporting.  In this session from our 2016 EXPO we provide an in-depth walk-through of fiscal periods functionality and management in the AWARDS BillingBuilder module to provide clarity on the direct linkage to sound reporting.  We also discuss various BillingBuilder reporting options to illustrate how data can be obtained and exported from AWARDS.

  https://demodb.footholdtechnology.com/help/?11215