Path: Navigation Form > Services button

About

The Billing Log function on the Services Form is a diagnostic tool that displays the status of each background action performed during the Recalc process, including the specific step where a service fails the internal scrub. The Billing Log can be a helpful tool to resolve a Bill Status you aren't sure how to fix.

Turn on the Billing Log

1. Navigate to the Service Filters Form by following the path above.
2. Use the Bill Status drop-down to select NOT BILLED ONLY.

Note: You can filter further by utilizing the fields in this form, such as by service date range, client, etc.

3. Click OK. Services are displayed based on the filters that were set.
4. Click the Billing Log (0) button to open the Billing Properties pop-up.
5. Click the Logging Is Off button to turn on logging.



Warning: Logging is automatically turned back to off when the Services Form is closed.

6. Click Close to exit the Billing Properties pop-up.
7. On the Services Form, click Recalc List or Recalc Selected.
   • Reference: Convert Services into Line Items - Recalc
   • The number on the Billing Log button should start counting up as the services are recalcing.
8. When the Recalc process is finished, open the log by clicking the Billing Log button again, and then click Display Log.
9. The Billing Log window opens, displaying a row for each validation check. 

Reading the Billing Log

A blank row separates each service. The number of rows per service depends on the number of validations processed before reaching a failure. The failure point is indicated by a blank in the OK column.

In the above example, Case No. 6754 failed on the first validation check: "No insurance records."  Whereas, Case No. 956 passed six validation checks before hitting a failure.