This report retrieves the service records of a selected practitioner(s) for a selected month/year or for a defined date range, based on the billing status of the records. One status code can be queried, a set of codes can be queried or, ALL codes can be queried. Each record includes Practitioner Last Name/First name, student Last Name/First Name, Student ID, Date of Service, Procedure Code, and billing Status.
While details specific to this report will follow, users can find general information about reports within the Reports documentation.
Service Tracker Billing Status Report is located within Reports in the Programs menu in Q.
Report Options
The ST Billing Status report offers the following options: 
- Title – A default title is provided but may be changed as desired.
- School – Only selectable when logged into the District Track and/or when the District Preference to ‘Include Students from All Schools’ is ON. If the preference is OFF and the user is logged into a school, only the logged in school will appear in the School selection field.
- Include Students:
- Serviced by Me – Students included in the report are limited to those on the Caseload of the Practitioner when the Practitioner does not have Service Tracker Administrative permissions.
- Serviced by Selected Practitioners – this option appears only when the user has Service Tracker Administrator permissions. When selected, the user may then select all or specific practitioners.
- Billing Status – Select the desired billing status from the list, or All.
- Month/Year – Set the desired month and year for the billing records included in the report.
- Billing Reason
- Group By – Select the desired grouping:
- Student
- Reason, Student
- Practitioner, Student
- School, Practitioner, Student
- Print Options – Check on if desired:
- Page Break on Group Change
Example Reports
ST Billing Status Sample Report
