Billing Reports - Consolidated Billing Reports

Consolidated billing reports contain detailed billing information that supports your monthly invoice. You can view and/or print the reports. The following reports are available:

Invoice — an online version of the invoice that was mailed to you. This is not eBilling.This report is available in PDF format only.
Invoice Details — a listing of all the subscribers for a particular subclient. This report is available in XLS format only.
Claim Invoice Details — a listing of all the claims for a preset time period for a particular subclient. This report is available in CSV and XLS formats.

Access to the reports is dependent on the security permissions granted to your user ID. Reports for the client and subclients to which you have been authorized to view will appear.

Select Billing - Consolidated from the menu on the left.
The Billing Consolidated Reports screen appears. Select the plan from the drop-down menu and fill in your search criteria as needed. See Specifying a client and subclient for further details. Select Search.

Select the next to the folder for the desired subclient.
Select the next to one of the following series of folders ADMIN, CLAIMS and/or RISK.
Select the next to the date range folder to access the reports.

By default the last two billing cycles appear in the results. To see additional months, search on a range of dates.

Select the next to the desired report.
Download to access the report.

Last updated 07/14/2013