Table of Contents
Every agency develops their own routines around billing, but most include a review of the billing report out of Rosemark.
Billing Report
To review the Rosemark Billing Report follow the steps outlined below.
- In the main Rosemark window go to Reports - Billing
- In the billing Report window select the appropriate date range for the report.
- If you want to export the billing report for upload to a third party billing system click the Billing Export
- If you want to review the data on the Billing report click the Preview button.
Billing Exports
Billing Exports often need to be configured by the Customer Success team to the system they are being exported to. Please reach out to the Customer Success team if you are interested in learning more about billing exports.
- Once the report has been generated you can review for accuracy.
Unbillable Shifts Report
-
Review the Unbillable Shifts Report
- Go to Reports – Unbillable Shifts
- Select the date range
-
Review any reason codes for why a shift would be unbillable:
- Double click on the Reason and it will open up a window with the impacted shifts
-
Common Reasons for an unbillable shifts include:
- No Payment Obligation – A service is missing the payment obligation (PO), once the PO has been added and a customer set the shift will be billable.
- No Customer – A PO has been created but a customer has not been set, once the customer is set the shift will be billable.
- Not Assigned – The shift has not been assigned, once a CG has been assigned and the shift has been marked Verified Complete the shift will be billable.
- Not Verified – The shift has not been marked as Verified Complete, once the shift status has been updated the shift will be billable.