The Value tab displays a list of reports that reference value items based on criteria such as value code, value summary, and value notes.
NOTE: A user must have permission to the Report Library, Value Tab, and the Value Tab Report Category in order to utilize the Value Reports tab and reports.
The Value Payment Master Report Template and Values Master Report Template cannot be edited or deleted; however, a new report can be saved from the master, in which to make changes. Standard reports cannot be deleted; however, they can be edited and saved as a new report.
Refer to Accessing Reports for additional details.
Report Name | Description |
Atty Fees Collected by Referral Source | Attorney Fees collected grouped by Referral Source for payment date range and value code selected. |
Case Listing with Value Total By Code | Case Listing of Specified Value Codes within Specified Service Dates. |
Cases by Provider on Value | Value Listing for Each Provider Grouped by Case |
Cases with a Value Balance | Lists all cases in Needles that have a net positive or negative balance (but not zero balance) on the Value tab. Sorted by First Party Name. |
Cases with Itemized Value Balance | Itemized Value Balance Grouped by Case |
Cases with Report Requested on Value Tab | Displays a list of pending reports by provider based on the report requested field being checked within a value item. |
Summary of Check Requests | Lists all check requests made within the selected date range that have not yet been exported. Sorted by Date Requested. |
Summary Value List by Provider | Displays a list of value items with all transaction details in order by Provider with option to include Value Notes for the selected case. |
Text Search within Value Notes | Displays a list of value notes containing a specific word or phrase. |
Value Attorney Fees Report By Closed Date | Lists value items with the selected attorney fee Value code(s) for closed cases with the selected criteria. Sorted by First Party, then by Case Number. Report Summary includes total amounts for Total Value and Due Amounts. |
Value Attorney Fees Report By Value Date | Lists value items with the selected attorney fee Value code(s) for cases with the selected criteria. Sorted by First Party, then by Case Number. Report Summary includes total amounts for Total Value and Due Amounts. |
Value Code Information for a Case | Displays a list of value items for the selected case with subtotal and totals for value codes selected. |
Value List By Case by Code and Service Date | Lists value items for one case with the selected value codes and Service From Dates between the selected date range. Sorted by Service From Date. Report Summary includes total amounts for Total Value and Due. |
Value List by Code and Service Date | Value Listing by Code Selected and Service Date Range |
Value List Due By Case | Lists all value items with an Amount Due greater than 0 for the selected case. Shows Value Code, Provider, Memo, Total Amount, Total Paid, and Total Due. Sorted by Provider. |
Value List Due By Code and Service Date | Lists all value items where Due is not equal to 0 for all cases with the selected criteria. Shows Case Number, Party Name, Case Type, Class, Primary Staff, Code, Provider, Total Value, Due. Sorted and grouped by Value Code, then by From Date. Provides subtotals by Value Code for Total Value and Total Due. |
Value List Items Due by Code | Lists all value items with the selected criteria and with an Amount Due greater than 0. Shows Value Code, Party Name, Type, Class, Primary Staff, Value Code, Provider, Total Value, Paid, Due. Grouped and Sorted by Value Code, then by Service From Date. Provides subtotals by Value Code and Grand Totals for Total Value, Total Paid and Total Due and Average Total Value, Average Paid and Average Due. |
Value List Open By Code and Service Date | Lists all value items with selected Value Code(s) for all cases with the selected criteria. Shows Case Number, Party Name, Case Type, Class, Primary Staff, Code, Provider, Total Value, Due. Sorted and grouped by Value Code, then by From Date. Provides subtotals by Value Code for Total Value and Total Due. |
Value Listing Information for a Case | Displays a list of value items for a case, grouped by Value Party. |
Value Paid Report | Listed Value items with Value Payments not equal to $0.00. |
Value Reduction Report | Listing of Value Items within the selected criteria with Reductions not equal to $0.00. |
Value Report DTF | Lists all DTF Value Items with a Due Amount not equal to $0.00 for selected cases. |
Value Report for Other Parties Details | Value Items for Parties Not Marked 'Our Client' |
Value Settlement Note for One Case By Code | *Lists all value items for selected case. Shows From Date, To Date, Provider, Value Code, Total Value, Due, and Settlement Memo. Grouped and sorted by Value Code, then by From Date. Provides group and report subtotals for Total Value and Total Due. |
Value Summary Information for a Case | Displays a list of value items with all transaction details for the selected case. |