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Description: In this guide you , the user will learn about how to run and download reports, understand the filters available for searching, and the available column data in each report.
*Please note: Report access differs by mode. A In service provider (SP mode) the user will have access to all reports based on the assigned role. A In fiscal intermediary (FI mode) the user will have access to reports based on the assigned role and cost center. The employer and case manager worker roles can only view a limited subset of reports to maintain HIPAA compliance. Report access is dependent upon role or permission.
Roles Required: SuperuserSuper User, Supervisor, Employer, Case Worker
Permissions Required: Report Admin N/A
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Table of Contents
Table of Contents
Run and Download Reports
Description: In this topic you will learn how to run and download reports.
*Please note: The employer and case manager roles can only view a limited subset of reports to maintain HIPAA compliance.
- Log in to DCI
- Click Reports
- Sign into your Personal Profile
- Click the Reports tab on the main menu
- Select (hover over) the submenu to view the associated reports listed in the flyout menu
- For example, select (hover over) COA Reports on the submenu to open the flyout menu which will display all associated reports.
- Select the report you want to run from the flyout menu
- Enter desired criteria into the filters (i.e., filter by time frame, specific client, employee, service code, cost center, etc.)
- Click the Search button
- The records will display in the table below the filters
- Click the Download button
- Select the column(s) to be displayed on the report
- Select the Right Triangle button to add a column to the Selected Columns
- Select the Double Right Triangle >> button to add all columns to the Selected Columns
- Select the Left Triangle button to remove the column from the Selected Columns
- Select the Double Left Triangle << button to remove all columns from the Selected Columns
- Click Next
- Select the format to download the report by clicking the Format dropdown drop-down
- Formats: Excel, PDF, CSV, Tab delimited
- PDFs have a 10-column limitation for report downloads
- Select the layout for which you would like the report downloaded download in the Layout dropdown drop-down
- Layouts: Portrait or Landscape
- Layout is only available when PDF format is selected
- Select Download to download the report
- Optional - click the Save as Report Preference Checkbox if you would like to save this report preference in the future
- Select Yes in the confirmation alert windowOptional - click the Save as Report Preference Checkbox if you would like to save this report preference in the future in the confirmation alert window
- Formats: Excel, PDF, CSV, Tab delimited
Filters
Reports can be filtered based on desired criteria. Filter options vary based on the selected report. Please refer to the list below for a description of each filter.
- From: Enter the earliest date of service desired. If left blank, results will include all results from the beginning of time.
- To: Enter the latest date of service desired. If left blank, results will include all results up to the current date.
- Select Account Type: Filter results to one type of service account. Depending on the report type, choices include:
- Client Service
- Employee Service
- Training
- Hourly
- Day Program
- Residential Program
- Administration
- Drive
- Vacation
- Sick
- PTO
- Holiday
- Mileage
- Group Service
- Parenting Program
- Client Transportation
- Type Client Name: Filter results to one client
- Type Employee Name: Filter results to one employee
- Type Service Code: Filter results to one service code
- Type Cost Center: Filter results to one Cost Center. The user can also use a wildcard in the Cost Center filter to pull results for a group of cost centers
- Ex: For example, typing OR* will include punch entries for all Cost Centers that start with OR.
- Select Activity: Filter results to one General Activity. This only applies to punches for Administration service accounts.
- Select Status (Punch): Filter results based on Punch Status. Choices include:
- Pending
- Open
- Unverified
- Approved
- Batched
- Paid
- Canceled
- Rejected
- Processed
- Unvalidated
- Select Status (Account): Filter results based on account Status. Choices include:
- Active
- Inactive
- Select Status (Program Profile): Filter results based on program status. Choices include:
- Active
- Inactive
- Select Status (Employee Profile): Filter results based on employee profile status. Choices Include:
- Pending
- Active
- Terminated
- Suspended
- Extended Leave
- Registered
- Select Status (Client Profile): Filter results based on client profile status. Choices Include:
- Active
- Deceased
- Inactive
- Discharged
- Suspended
- Select Status (Certification Template): Filter results based on template status. Choices include:
- Active
- Inactive
- Select Status (Certification Requirement): Filter results based on requirement status. Choices include:
- Active
- Inactive
- Select Status (Business Rule): Filter results based on business rule status. Choices include:
- Enabled
- Disabled
- Profile Type: Filter results to one profile type. Choices include:
- Employee
- Client
- Residential Program
- Day Program
- Group Service
- Parenting Program
- Select Employee Type: Filter results to one employee type. Choices include:
- Hourly Exempt
- Hourly Non-Exempt
- Salary Exempt
- Salary Non-Exempt
- Contractor
- Type City: Filter results to one city
- Type State: Filter results to one state
- Employee/Client/Residential Program/Day Program: Filter results to one entity. Filter by an employee, client, residential program, or day program. To use the filter, begin typing the name of the desired entity and select.
- Select Method (Mileage Punches): Filter results based on how the mileage punch was entered. Choices include:
- Odometer
- Geolocation
- Type Funding Source Name: Filter results to one funding source
- Cutoff Date: Filter authorizations up to a specific date
- Future Authorizations: Select the checkbox to include results with a start date in the future
- Ended Authorizations: Select the checkbox to include results with an end date in the past
- Discharged Clients Authorizations: Select the checkbox to include results for clients who have been discharged.
- 30 Days (Expiring Within): Include results that expire in the specified window of time. Choices include:
- 30 Days
- 60 Days
- 90 Days
- 120 Days
- Enter Batch ID: Include results for a specific Payroll or Billing Batch
- Punch Entries Checkbox: Include punch entries (in addition to payroll or billing entries) on Payroll or Billing Batch reports.
- Select Unit: Filter results based on billing unit. Choices include:
- Hourly
- Daily
- Monthly
- Miles
- Type Region Name: Filter results based on a specific Funding Source region.
- Select Association Type: Filter results based on which entity a template is linked to. Choices include:
- Service Code
- Profile (includes both Employee and Client Profiles)
- Cost Center
- Funding Account
- Master Program (select for templates linked to Residential, Day, Parenting, or Group Service Programs)
- Type Requirement Name: Filter results to one Certification Requirement.
- Subject: Filter Login Report results based on the event type.
- Added By: Filter results based on which user completed the action.
COA Reports
Auto Approval Report
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Navigation: Reports > COA Reports > Punch Entries Entry Details Report
Purpose: View all punch entries made in the system based on desired filters. Also view who and when created the punch and approved or rejected the punch.
Filters Available: | Columns Available: |
· Date From | · Punch ID |
· Date To | · Pay Week |
· Account Type | · Reference Punch ID |
· Client Name | · Date of Service |
· Employee Name | · Account Type |
· Service Code | · Vehicle Type |
· Cost Center | · General Activity |
· Activity | · Employee/Vendor Name |
· Status | · Employee Number |
· Payroll Batch Name | · Client/Residential/Day Program Name |
· Payroll Batch Id | · Employee Time Zone |
· Entry Type | · Client/Program Time Zone |
· Include Canceled and Rejected Punches | · Account Reference |
· Include Only Unbatched Punches | · Cost Center |
· Service Code | |
· Start Date | |
· End Date | |
· Hours | |
· Amount | |
· Billable Amount | |
· Rounded Amount | |
· Employer Burden Rate | |
· Employer Cost | |
· EVV | |
· EVV Method | |
· Status | |
· Created By | |
· Created Date | |
· Created IP Address | |
· Approved/Rejected By | |
· Approved/Rejected Date | |
· Approved IP Address | |
· Input Method Type | |
· Payroll Batch Name | |
· Payroll Batch ID | |
· Entry Type | |
· Pay Rate | |
· Pay Rate Name | |
· EVV Compliant | |
· Flags | |
· Reason Code Name 1 | |
· Reason Code 1 | |
· Free Text Note 1 |
Service Accounts Report
Navigation: Reports > COA Reports > Service Accounts Report
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Filters Available: | Columns Available: |
· Profile Type | · Account Type |
· Employee/Client/Residential/Day Program | · Account ID |
· Cost Center | · Employee/Residential/Day Program Name |
· Service Code | · Employee Number/Client ID |
· Account Type | · Cost Center |
· Status | · Pay Rate |
· Service Code | |
· Client/Residential/Day Program | |
· Client ID | |
· Start Date | |
· End Date | |
· Account Reference | |
· Status | |
· Relationship Type | |
· EVV Exempt | |
· EVV Frequency | |
· Display Auth Widget |
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Filters Available: | Columns Available: |
· Funding Source Name | · Funding Source ID |
· Account Type | · Funding Source Name |
· Status | · Service Code ID |
· Funding Type | · Service Code |
· CPT Code | · Account Type |
· HCPCS Code | · Funding Type |
· Billable | |
· Billing Unit | |
· Rounding Increment | |
· Rounding Type | |
· Payable | |
· Overtime Exempt | |
· Has Daily Rate | |
· Daily Max | |
· Daily Bill Rate | |
· Daily Bill Code | |
· Billing Rollup Type | |
· Default Provider Service Location | |
· Bill Code | |
· Billing Multiplier | |
· EVV Required | |
· Require Care Notes | |
· Reference 1 | |
· Reference 2 | |
· Reference 3 | |
· CPT Code | |
· HCPCS Code | |
· EVV Aggregation Required | |
· Is Travel Time | |
· Status | |
· Require EVV Location | |
· Show Remaining Balance | |
· Show Monthly Balance | |
· Show Weekly Balance | |
· Show Daily Balance |
Service Code Groups Report
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Filters Available: | Columns Available: |
· Business Rule Status | · Business Rule Id |
· Account Type | · Funding Source Id |
· Funding Source Name | · Funding Source Name |
· Service Code | · Service Code Id |
· Unit | · Service Code Name |
· Business Rule Id | |
· Business Rule Name | |
· Status | |
· Phase | |
· Parameter 1 | |
· Parameter 2 |
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