Hello Debbie
While we were doing analysis on this request, then we got following queries.

1) Since you advised to make this report available for BCC only, then we were thinking where to place this report. If we do this at global level, then can you please help us to understand how it will work. Because this report will only for BCC companies and if this goes global then for all companies it will be open. How to restrict this? We do not have any clue yet.
2) Can you please help us to identify the BCC group companies or how we will say that one is a BCC company while running this report?
3) For which roles (Company Admin, Partner, Broker and SA) this new report will be available. We feel that this report will be available for all except employee, but let us know your views on it.

We are still analyzing this and will let you know in case we will have any other query on it.

Thanks

Started verifying on UI level today. Scenarios to be verified is attached in the Invoice Summary.xlsx .

Testing is in Progress

Verified for only one Provider and Only one Benefit Type on billing data file on ASML Comp on LB . Came across two problems mentioned below.

1) Can not verify/crosscheck the total billed amount exported on the file through UI

• Tried exporting payroll data template for a provider and a benefit type by mapping 'total enrollment cost' . Summed up this cost exported for all employees and crosschecked it with the amount exported on billing data file. it is not matching

2) Start date and End Date are not working properly on billing data file. for which new JIRA WT-3642 is created for the same.

Also please let us know how the Provider Wise billing data file works with respect to Date Span and Total Billed Amount .
Analysis document provided here does not explain the complete significance of it. Can you please add some more details regarding Date Span and Total Billed Amount

Hi Debbie Kulling,

This is deployed on stage.Testing is in progress with Providerwise Employee Health Tier PolicyNumber ,Providerwise Spouse Health Tier PolicyNumber, Providerwise Child Health Tier PolicyNumber .

We will update you once its completed .

Regards,
Aniruddha Dev

Verified Provider Wise billing report on export on ASML for HSPL company on stage

1) Crosschecked Total Billed Amount and Date Span with Billing Details report (Steps mentioned in WT-3642)

2) Also Verified Providerwise Employee Health Tier PolicyNumber, Providerwise Spouse Health Tier PolicyNumber and Providerwise Child Health Tier PolicyNumber on exported file by recalculating Health Tier policy numbers through SA Utility toolbox.

Working fine on stage . This will be moved to production along with Production Build. So marking this on Hold for production deployment .

Can I please get instructions on how to run this report and how I tie it to the benefitwise billing detail report

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

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

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"

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

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