administrative reports access

by Deanna 4. September 2009 06:50

The following steps will allow a user to view administrative reports (this must be performed by a site administrator):

1. Choose "Configuration" from the main screen.

2. Highlight a user name in the left-hand column.

3. Once the name is selected, click to place a check in the box beside "Give user administrative reports access."

4. Click "update user".

The user will be able to view all reports once this change is made, but as long as he/she is still checked off as a user, no other administative privileges will apply.

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Administrator | Administrator | Reports | Reports

red items on billing details report

by Deanna 26. August 2009 09:36

Line items on billing details that appear as bold red text indicate an automatic adjustment to authorization units.

Here's an example: the maximum billable units for H2022 is 1 per day, or one 2-hour session. A counselor processes a note for 2 units /4 hours on an H2022 service, so the system goes ahead and deducts the ONE allowed unit for the consumer to account for the discrepancy.

Contact your site administrator or supervisor about specific questions related to services/rates and authorization allowances.

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