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how_the_whole_deduction_process_works [2025/09/25 18:07] – tina.robles | how_the_whole_deduction_process_works [2025/09/25 18:11] (current) – tina.robles | ||
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__HOW TO RUN THE REPORT__ | __HOW TO RUN THE REPORT__ | ||
- | - From the navigation pane go to the ReportingDeductionRebill Collected Report | + | 1. From the navigation pane go to the ReportingDeductionRebill Collected Report |
- | - Apply Filters (Optional) You can run the report with no filters or use any combination of the following: | + | 2. Apply Filters (Optional) You can run the report with no filters or use any combination of the following: |
* Check Number | * Check Number | ||
* Deduction Number | * Deduction Number | ||
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* Contract Title | * Contract Title | ||
- | - Click " | + | 3. Click " |
+ | |||
+ | __UNDERSTANDING THE REPORT RESULTS__ | ||
+ | |||
+ | Summary Tab | ||
+ | |||
+ | Provides high-level collection data including: | ||
+ | * Deduction Company Name: The company associated with the deductions | ||
+ | * Deduction Year: Year the deductions occurred | ||
+ | * Total Rebill Collected: Sum of all collections for that company/ | ||
+ | |||
+ | Detail Tab | ||
+ | |||
+ | Contains comprehensive information for each deduction: | ||
+ | |||
+ | * Identification: | ||
+ | * Financial Data: Invoice numbers, check numbers, requested amounts, open amounts | ||
+ | * Contract Information: | ||
+ | * Collection Details: Rebill dollars collected, sent date, request number | ||
+ | * Rebate Breakdown: Requested, allowed, and recalculated amounts | ||
+ | * Additional Info: Aged days, deduction comments, claimant details | ||
+ | |||
+ | __Important Notes__ | ||
+ | |||
+ | Data Population Requirements: | ||
+ | |||
+ | * The report only shows collections when the " | ||
+ | * This field can be updated two ways: | ||
+ | 1. Manual Entry: Manufacturers can manually enter values on individual deductions | ||
+ | |||
+ | 2. Automated Feed: Via the 1057 Open Deduction CDF data feed | ||
+ | |||
+ | **Best Practice**: Ensure the rebill collection amounts are consistently recorded to maintain accurate reporting and tracking of your collection success rates. | ||