Cube: Invoice

Use this cube to report on your invoices and invoice items: quantities, dates, taxes, billing periods, payments, and other credits. You can complete the report with fields from the following dimensions:

Bill Item, Bill item premium, Bill rate, Bill rate special, Billing Period, Branch, Branch rollback, Cancel Code, Client, Client Contact, Client Cost Centre, Client Name, Contact Bill To, Employee, Employee Creation, Employee Creation Name, Employee Update, Employee Update Name, Facility, Funder, Premium, Service, Service Address, Service Codes.

Cube Fields

Aging:

• Aging Days: the number of days from the posting date until the end date you have chosen.
• Invoice Aging Range: This variable specifies how long an invoice has been unpaid for (1-30 days, 30-60 days, 60-90 days or >90 days). If the invoice has been paid, this variable will export paid as the value for this field. 

Fields related to the invoice:

• Invoicing Model: according to the funder setting
• Invoice Creation Year
• Invoice Creation Month
• Invoice Creation Day
• Invoice Creation Time
• Invoice Posting Year
• Invoice Posting Month
• Invoice Posting Day
• Invoice Payment Method Name: this will default to "on account" if there is no payment method attached.
• Invoice Payment Method Type
• Invoice ID
• Invoice Number
• Invoice Number Version
• Invoice Regenerated: false or true
• Invoice Status
• Facility Group Name
• Invoice Payor BTP Reference
• Invoice Payor CRN

Fields related to invoice items:

• Invoice Type: premium or visit
• Visit ID
• Premium ID
• Visit Premium Description
• Invoice Item Unit Price Sum
• Visit Start Year
• Visit Start Month
• Visit Start Day
• Visit Start Month All
• Visit End Year
• Visit End Month
• Visit End Day
• Visit Start Time
• Visit End Time
• Visit Approval Status

Fields related to tax:

• Invoice Tax Name 1
• Invoice Tax Amount 1
• Invoice Tax Name 2
• Invoice Tax Amount 2
• Invoice Tax Name 3
• Invoice Tax Amount 3

LHIN-related fields:

• RA Date Year
• RA Date Month
• RA Date Day
• Validation Code
• RA File Number
• Visit Funder Status
• Funder Last Sent Year
• Funder Last Sent Month
• Funder Last Sent Day
• Funder Sent Year
• Funder Sent Month
• Funder Sent Day
• Action Taken: none, marked for resubmission, or written off

Payment and other credit fields:

• Payment Date Year
• Payment Date Month
• Payment Date Day
• Invoice Last Payment Year
• Invoice Last Payment Month
• Invoice Last Payment Day
• Payment Type: the transaction names of payment transactions applied to a given invoice.
• Credit Type: the transaction names of all credit transactions applied to a given invoice (voids, write-offs, credit notes, etc.)

Billing period date range:

• Billing Period Start Year
• Billing Period Start Month
• Billing Period Start Day
• Billing Period End Year
• Billing Period End Month
• Billing Period End Day

Service labels:

• Service Label Name
• Service Label Value

Payor programs:

• Payor Program Name
• Payor Program Type
• Master Invoice ID
• Master Invoice Status
• Payor Program Guarantor Billing Contact ID
• Payor Program Guarantor Billing Contact Firstname
• Payor Program Guarantor Billing Contact Lastname
• Payor Program Guarantor Billing Contact Address 1
• Payor Program Guarantor Billing Contact Address 2
• Payor Program Guarantor Billing Contact Address 3
• Payor Program Guarantor Billing Contact Phone
• Payor Program Guarantor Billing Contact Geography
• Payor Program Guarantor Billing Contact Age
• Payor Program Guarantor Billing Contact Gender
• Payor Program Guarantor Funder

Measures

• Distinct Clients
• Contact Distinct Count
• Invoice Item Payment Amount Sum: total payment on any given invoice item. This is most useful
• for LHIN visits, as other invoice types do not apply payments to individual invoice items.
• Invoice Item Credit Amount Sum: total credits, including payment, on the invoice item 
• Invoice Item Amount Sum (Before Taxes) before taxes, the quantity of the item multiplied by the rate.
• Invoice Item Amount Sum: the quantity of the item multiplied by the rate, plus the calculated tax for the item.
• Invoice Item Qty Sum: the quantity of the invoice item
• Invoice Item Total Taxes Sum: the total taxes calculated for the invoice item
• Visit Distinct Count
• Visit Scheduled Duration Hours Sum
• Visit Scheduled Break Time Sum (Minutes)
• Visit Approved Hours Sum
• Invoice Item Balance Amount Sum: the remaining balance for a given invoice item
• Visit Notes Sum: the total number of visit notes that were applied to visits within
• this invoice. 
• Visit Overtime Pay Rate Sum: the overtime pay code rate for a visit
• Visit Regular Pay Rate Sum: the regular pay code rate for a visit
• Margin Sum
• Override Bill Sum: the override bill quantity for a visit
• Override Pay Sum: the override pay quantity for a visit
• Bill Rate Sum
• Visit Unit Qty Sum: sum of scheduled duration of the visit