Q&A | DE 2.0 | Would invoiced visits be the same as approved visits? If so, that is correct – we only want to reflect approved visits for the unique services across all programs.

Question 

Would invoiced visits be the same as approved visits? If so, that is correct – we only want to reflect approved visits for the unique services across all programs.

For the month of January it’s pulling 10,000; however, when I look at the billing period under accounting we have 5,000 approved visits. Can you explain the discrepancy between the two numbers?

 

Answer

Invoiced Visits will not always be the same as Approved Visits as some Approved visits can be approved but not invoiced.
 
Add the Billing Period Start/End Date and Billing Period ID fields to confirm which Billing Period the data is pulling from. 

Since the report is built in Invoice Item Explore, it will only pull the Visits in that Billing period that are Invoiced which is what's reflected in the report.
 
If you're looking to just pull Approved Visits for a specific time frame, regardless if they are invoiced or not, we recommend building your report using Visit Explore instead of Invoice Item Explore.