It allows you to get the appeals for a specific MHA or for a full branch.
Filter options for the Appeals report are:
The * indicates that it is a mandatory field.
Period* This is a mandatory filter - by default it will be set to the current year. Use the drop down to select a different season, if needed.
Date - Start & End: You can narrow your search by entering a time period, or leave it blank to search for all appeals in the selected season.
Regulation: The regulations available to filter by are: K5(a), K5(b), H8(b), K6(a), K6(b), K26(b), K18, Reinstatement, H1, G9(b), and E22.
Appeal To Organization*: This is a mandatory filter - You can use the drop down or the tree to select an organization, or select All.
Appeal From Organization: You can use the drop down or the tree to select an organization, or select All.
Appeal Status: You can narrow your search by filtering the status of the appeal. The status' are: Open, Pending, Closed, Withdrawn and Return to Office.
Division: A drop down is available to search by division that the appeal is for.
Team Category: You can filter your search by the category of the team.
Report Default Columns
The default columns for the appeals report are:
HCR Number
First Name
Last Name
To Organization
To Team
From Organization
From Team
Division Name
Team Category Name
Appeal Status
Appeal Approbation
Sent Date
Approbation Date
Appeal Date
Payment Method
Amount Owed
Amount Paid
Paid to Organization
Comments
Appeal Regulation
Appeal Type
Appeal Type Note
Account Receivable Note
Active
Creation Date
Updated at
Custom Reports
You can create you own custom appeals report that will allow you to choose the columns that are generated.
To create this report, click New Custom Report. Give the report a name, and a description (optional but is useful if you want to save the custom report and use it again later). Click the box Save Filter Values if you want to save this custom report. Next, select all, or choose from the column options, then click Save.