Billing Reports

All about your Revenue Cycle

The Billing Reports section in Fieldworker provides a suite of financial auditing tools to track claims, monitor revenue collection, and ensure service authorizations are not exceeded.

1. Global Controls & Filtering

Before generating any report, use the top-level filters to narrow your data:

• Date Range Picker: Select the specific window (e.g., 03/01/2026 – 03/31/2026) for the claims you wish to audit.

• Select Client: Use this dropdown to filter all billing data for a single individual.

• Mark All as "Favorite": Clicking this button adds every report in this section to your sidebar for quick access.

2. Available Billing Reports

Each report offers two viewing modes: PDF (for a clean, printable document) or VIEW REPORT (for an interactive, searchable data grid).

Report Name	Description	Key Use Case
Invoice Report	Generates detailed invoices based on logged services.	Sending billing statements to private payers or MCOs.
Billing Transaction Report	A chronological log of every financial action (charges, payments, adjustments).	Reconciling bank deposits with Fieldworker records.
Claim Balance Report	Shows the remaining balance on all submitted claims.	Identifying underpaid or partially paid claims.
Billing Outstanding Balance Report	A high-level summary of all unpaid revenue currently owed to the agency.	Assessing total accounts receivable (A/R).
Claim Collection Report	Detailed tracking of the lifecycle of a claim from submission to final payment.	Monitoring clearinghouse success rates.
Prior Auth Utilization Report	Compares used units/hours against the total authorized amount.	Critical: Preventing non-billable overages before they happen.
Service Authorization Report	A list of all active and expired authorizations currently on file.	Audit readiness for state insurance reviews.

3. Top-Right Action Icons

When using the VIEW REPORT mode for any of the above, you have access to the standard grid tools in the top right:

• CSV / PDF: Direct buttons to export the current data view into your preferred format.

• ![columns_icon] Columns: Hide unnecessary fields (like internal IDs) to focus on "Amount Paid" or "Date of Service."

• ![filters_icon] Filters: Isolate specific data, such as "Show only claims with a status of Rejected."

• ![density_icon] Density: Toggle between "Compact" and "Comfortable" views to fit more data on your screen.

Administrative Best Practices

• The Weekly Utilization Check: Run the Prior Auth Utilization Report every Friday to identify any clients approaching their unit limit for the month.

• Denial Management: Use the Claim Collection Report to spot "Rejected" claims early. Cross-reference these with your Billing Credentials to ensure your connection to the clearinghouse is active.

• Audit Trail: Always export the Billing Transaction Report at the end of every month as a PDF to maintain a permanent, unchangeable record of your agency's financial activity.