Aggregate Billing Summary Report is missing consumers

When a report does not reflect the expected consumers, it’s usually a set up issue. For a consumer to appear on the Aggregate Billing Summary Report, individual consumers must have the following setup:

  1. An Authorization linked to the Service Delivery Code specified.
  2. The Authorization has to be active during the dates specified when running the report.
  3. And one of the following:
    1. Just one authorization rate for the authorization that is active during the date specified OR
    2. The authorization Authorized Amount and Authorized Units are populated and when divided, will match a billing rate so you can get to a ratio.

The report is designed so that each person needs to tie back to a rate so the ratio can be determined by the rate.

RELATED ARTICLES

Vertex Service Billing | Training Video

Case Manager Service Records Do Not Show in Billing Manager

Scroll to Top
Skip to content