An administrator or manager can view pre-designed payment reports by doing the following:
- Place the mouse pointer over the Menu and select Reports > Plan Item Usage History. The main Plan Item Usage History Report page appears.
- Click the appropriate preset report link.
- If a pop-up box appears, select the time frame for which to view item usage and click the Generate Report button. A report displays the appropriate information.
- When finished, click the Generate New Report button to return to the main Plan Item Usage History report page.
Plan Item Usage History preset reports:
Item Usage by Year |
View all items used in a selected year. |
Item Usage by Month |
View all items used in a selected month. |
Grouped Item Usage by Month |
View each group item automatically marked used because a different item associated with the group was used in a selected month. |
Unaddressed and Unmatched Item Usage |
View used items that were not matched to a plan and not addressed. |