Referring agency admins or fiscal admins can use the Service Invoice Report to get an overview of service invoices across all of their providers and potentially replace the existing, often manual billing processes at their agencies.
Where can I find the Service Invoice Report?
- Navigate to Reports on the top blue navigation bar.
- Choose Reports Dashboard.
- Filter for "Service Invoice Report."
Can I export the Service Referrals dashboard?
Yes. On the Service Referrals dashboard, add any filters you need (like External Case ID), then [click CSV at the bottom of the page]. Along with each referral's status, IDs, recipients, service, workers, agencies, and dates, the export includes:
- Service Contract: every contract on the referral, separated by commas.
- Closure Reason: the reason chosen when the referral was closed. Blank for other statuses.
- Rejection Reason: the reason chosen when the referral was rejected. Blank for other statuses.