New Medicaid Billing Reports

We wanted to give you a quick update on a couple of new reports we just added. But first let's to review our progress on the electronic data interchange of billable services from caseTRACK to MTS, our Medicaid billing system and now our General Ledger.

For service dates February, 2009 forward, you should be submitting your Medicaid and Medicaid HMO services electronically to billing.

Once you review and submit the services to billing the services go through another set of validations. If your submitted services do not pass these additional validations, they will sit in an 'Edit' status until the services is corrected.

After corrections are made in caseTRACK those corrections flow to MTS. The services go through validations again. If the service(s) pass the validations, it will be billed.

On the 10th of each month, revenue posts to the General Ledger. The services in MTS that have passed the edit phase and are waiting to bill or have already been billed in the previous month will post as revenue to the subaccount (Program) selected at the time of service entry.

The New Reports

In order to show the details of the revenue posted for a particular month we created 2 new reports.

• My Agency's Services Billed

-and-

• My Division's Services Billed

Depending on your caseTRACK role you may only see one of these reports. The only difference in these 2 reports is whether or not you get to pick a Division or you are limited to your Division only.

The Parameters

The "My Agency's..." version of the report requires the user to select a Division first.

There are 3 parameters included on each of the reports.

• Group By - You can choose to group by Client, Worker, Program, Subaccount, Funding Source, Service Date. If you select a grouping, the report will display a summary of the services by the grouping selected. The report will also sort by the grouping selected.
• Start Date and End Date - The report will return all services with service dates between the start and end date selected.

The Details

These reports display a listing of services billed. The data that appears on the report is the worker who performed the service, client, service date, service code, service amount, funding source, subaccount and status. Each column can be sorted within the report itself, but users can export this report to Excel for additional sorting or filtering.