Axxess Home Health now provides a report that displays the unbilled accounts receivable balances for both episodic and per-visit revenue. This report enables organizations to compare what has been earned to what has been billed to a payer for a specific time period.
To access the Unbilled Accounts Receivable Report, users must have permission to access billing/financial reports in Axxess Home Health.
To give a user permission to access billing/financial reports, edit the user’s profile and navigate to the Permissions tab. In the Reporting section, select Access Billing/Financial Reports. Click Save to finish granting the permission to the user.
People tab ➜ Users ➜ 
➜ Permissions tab ➜ Reporting section ➜ Access Billing/Financial Reports ➜ Save
To generate the Unbilled Accounts Receivable (Accrual Method) Report, navigate to the Report Center under the Reports tab. In the Billing/Financial Reports section, select Unbilled AR (Accrual Method).
Reports tab ➜ Report Center ➜ Billing/Financial Reports ➜ Unbilled AR (Accrual Method)
Enter the desired parameters using the filters at the top of the screen and click Request Report.
The system will alert you through the Message Center when the report has finished generating. To view the report, navigate to the Reports tab and select Completed Reports.
Reports tab ➜ Completed Reports
Click on the name of the report to open it in Excel. Once opened, the report will separate into two tabs, Episodic and Managed Care. Both tabs include Earned Revenue and Billed Amount columns. The Unbilled Accounts Receivable column displays the difference between the earned revenue and billed amount.
Updated on 06/02/2022
