WORKTERRAProject Type: software

WORKTERRA

Uploaded image for project: 'WORKTERRA'
  1. WORKTERRA
  2. WT-2925

Export :Billing Report Provider-wise

    Details

    • Type: Enhancement
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Export
    • Reported by:
      Support
    • Item State:
      Production Complete - Closed
    • Issue Importance:
      Must Have 25
    • Sprint:
      WT Sprint 7

      Description

      Refer JIRA ID WT -2131 for more details

        Attachments

        1. 2925_Scenarios.xls
          9 kB
        2. AffectedFilesLB.txt
          1 kB
        3. Export Billing Report Provider-wise.doc
          307 kB
        4. Invoice Summary.xlsx
          9 kB
        5. Vendor Name.JPG
          Vendor Name.JPG
          132 kB

          Issue Links

          relates to

          Enhancement - An improvement or enhancement to an existing feature or task. WT-2131 BCC Invoice File

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-2131 BCC Invoice File

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-3232 Export-Billing Report Provider-wise

          • Medium - Has the potential to affect progress.
          • Closed

          Bug - A problem which impairs or prevents the functions of the product. WT-3642 Export > Start date and End Date are not working properly on billing data file

          • Medium - Has the potential to affect progress.
          • Closed

            Activity

            Ascending order - Click to sort in descending order
            6 older comments
            Hide
            Permalink
            aniruddha.dev Aniruddha Dev (Inactive) added a comment - - edited

            Hi Debbie Kulling,

            To run this through export you can follow the steps mentioned in Export Billing Report Provider-wise.doc

            and to generate Billing Details Report please follow below steps

            1) Go To Reports Menu > Standard Reports
            2) Add New Report
            3) Select Report Type As Billing Details
            4) Provide date range
            5) Select Benefit /Plan Information
            6) Choose Display And Group By Fields (such as Plan Design Name, Total Amount etc)
            7) Click on'Preview button
            8) Save report as PDF
            9) Verify the addition of all amounts on export file for the benefits for mentioned date span with Subtotal on Billing Details Report for the mentioned date span

            Regards,
            Aniruddha Dev

            Show
            aniruddha.dev Aniruddha Dev (Inactive) added a comment - - edited Hi Debbie Kulling , To run this through export you can follow the steps mentioned in Export Billing Report Provider-wise.doc and to generate Billing Details Report please follow below steps 1) Go To Reports Menu > Standard Reports 2) Add New Report 3) Select Report Type As Billing Details 4) Provide date range 5) Select Benefit /Plan Information 6) Choose Display And Group By Fields (such as Plan Design Name, Total Amount etc) 7) Click on' Preview button 8) Save report as PDF 9) Verify the addition of all amounts on export file for the benefits for mentioned date span with Subtotal on Billing Details Report for the mentioned date span Regards, Aniruddha Dev
            Hide
            Permalink
            aniruddha.dev Aniruddha Dev (Inactive) added a comment - - edited

            Hi Debbie Kulling,

            As per our discussion in today's call . We have created an Export Template on Superior Court of California - County of Riverside company on stage. Currently we have selected BCC provider and related benefits on it . You can always customize the template if you want.

            Template Name: Superior Court_Billing Data

            You can refer Export Billing Report Provider-wise.doc for the steps.

            Regards,
            Aniruddha Dev

            Show
            aniruddha.dev Aniruddha Dev (Inactive) added a comment - - edited Hi Debbie Kulling , As per our discussion in today's call . We have created an Export Template on Superior Court of California - County of Riverside company on stage. Currently we have selected BCC provider and related benefits on it . You can always customize the template if you want. Template Name: Superior Court_Billing Data You can refer Export Billing Report Provider-wise.doc for the steps. Regards, Aniruddha Dev
            Hide
            Permalink
            dkulling Debbie Kulling added a comment -

            I ran the export on Superior Court and it worked as planned. The one thing I need to know is where to we input the vendor number. I am looking on the provider page and I do not see a field named "vendor number"

            Show
            dkulling Debbie Kulling added a comment - I ran the export on Superior Court and it worked as planned. The one thing I need to know is where to we input the vendor number. I am looking on the provider page and I do not see a field named "vendor number"
            Hide
            Permalink
            aniruddha.dev Aniruddha Dev (Inactive) added a comment -

            Hi Debbie Kulling,

            'Vendor Name' field on Provider Information page is considered as Vendor Number on export file. Please find below screenshot for the same

            Regards,
            Aniruddha Dev

            Show
            aniruddha.dev Aniruddha Dev (Inactive) added a comment - Hi Debbie Kulling , 'Vendor Name' field on Provider Information page is considered as Vendor Number on export file. Please find below screenshot for the same Regards, Aniruddha Dev
            Hide
            Permalink
            aniruddha.dev Aniruddha Dev (Inactive) added a comment -

            Hi,

            Verified with the current implementation on Production test company . Providerwise Billing data on export is working as expected.
            Changing the status to closed as the new requirement discussions for Invoice Management are in progress and this enhancement will get overwritten by the new implementation.

            Regards,
            Aniruddha Dev

            Show
            aniruddha.dev Aniruddha Dev (Inactive) added a comment - Hi, Verified with the current implementation on Production test company . Providerwise Billing data on export is working as expected. Changing the status to closed as the new requirement discussions for Invoice Management are in progress and this enhancement will get overwritten by the new implementation. Regards, Aniruddha Dev

              People

              Assignee:
              aniruddha.dev Aniruddha Dev (Inactive)
              Reporter:
              rakeshr Rakesh Roy (Inactive)
              Account Executive:
              Debbie Kulling
              Developer:
              Rakesh Shahane (Inactive)
              QA:
              Deepali Tidke (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              5 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:
                Dev Due Date:
                Pre-Prod Due Date:
                Production Due Date:
                Code Review Date: