Troubleshooting Extracting Private Pay Client Reports

Issue:

You need to extract payment reports from AlayaCare, such as a report for private pay clients within a given date range.

Solution:

To report on Private Pay client payments, you will need to use the Data Exploration 2.0 (DE 2.0) Invoice Payment explore.

• Navigate to Data Exploration 2.0 (DE 2.0) and open the Invoice Payment explore.
• Add the following fields to the report.
  • Client Full Name
  • Funder Code
  • Invoice Payment Date
  • Invoice Posting Date
  • Invoice Balance
  • Invoice Payment Allocated Amount
  • Invoice Number
• Apply the following filters.
  • Set the Funder Code to Private Pay.
  • Set the Invoice Payment Date to the date range.
• Run the report to view the desired information.

Note:

AlayaCare's Client Experience team (Support) is unable to create or customize reports in your production environment. However, they can guide you through the process of creating the reports. If you need further assistance building a custom report, you may contact your Account Manager to connect with reporting experts who can assist at an additional cost.