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how_the_whole_deduction_process_works

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how_the_whole_deduction_process_works [2025/09/25 18:07] tina.robleshow_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 ReportingDeductionRebill Collected Report +1. From the navigation pane go to the ReportingDeductionRebill 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 "Generate Report" to view the results+3. Click "Generate Report" to view the results 
 + 
 +__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/year 
 + 
 +Detail Tab 
 + 
 +Contains comprehensive information for each deduction: 
 + 
 +  * Identification: Deduction number, dates (created/closed), state, company details 
 +  * Financial Data: Invoice numbers, check numbers, requested amounts, open amounts 
 +  * Contract Information: Family ID, title, version ID 
 +  * 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 "rebill collected" field is populated on the deduction screen 
 +  * 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. 
  
  
how_the_whole_deduction_process_works.txt · Last modified: 2025/09/25 18:11 by tina.robles