Request a Non-Draw Invoice Payments Report
1 In the menu bar, click References > Report Manager.
The Report Manager page displays a list of all of the reports (if any) that have been requested within the past 180 days.
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Note: The Report Manager menu item does not appear for contracted phlebotomists. |
2 In the Report Type list, click Non-Draw Invoice Payments.
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Note: The Report Type list defaults to the last report type you accessed. |
3 To request a brand new report, go to step 4.
To request a new report based on an existing one, in the Generated Reports area, click 
next to the report that you want to use as a basis for the new report. All of the criteria associated with that report appear on the left side of the page. To request a new version of this report exactly as is, go to step 14. Otherwise, to make any changes, go to step 4.
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Note: Before you request a new version of an existing report, review the Verify area to ensure that all of the criteria are correct. For example, in the original report was generated on October 1, and the From-To Date boxes contained t-30 and y, then the original report contained data from September. If you subsequently request a new version of that report on November 1, it will contain data from October. If you want the new report to contain the exact same data as the original report, you would have to change the From-To Date boxes to 09/01/2019 and 09/30/2019. In addition, if you request a new version of an existing report, and the existing report was for a region that no longer exists, the region associated with your current facility is used automatically. You can change this as appropriate. |
4 In the Report Name box, type an appropriate name for the report.
As you complete the information on this page, the Verify area displays your specified data.
5 In the Run list, click the frequency for which you want the report to run.
• Now runs a one-time report.
• Daily defaults the from and to dates to the current day.
• Weekly defaults the from and to dates to the past 7 days with the report scheduled to run on Sundays.
• Monthly defaults the from and to dates to the past 31 days with the report scheduled to run on the 1st day of the month.
All defaults can be altered prior to submitting the report. You can create a maximum of three recurring reports. After six months, recurring reports expire and must be resubmitted to continue running. You will receive a reminder email 1 week before a report expires.
6 In the Send To box, type any email address(es) you want reports sent to.
Reports can be emailed to you (at your defined email address, if applicable) or to any Quest Diagnostics employee using a company email address (for example, @QuestDiagnostics.com or @AmeriPath.com). Multiple recipients must be separated by commas.
7 To request data for all managers in a particular region (along with a summary for that region), click Summary View.
To request data for one or more facilities for a particular manager (along with a summary for that manager), click Detailed View.
8 In the From-To Date boxes, type the date range for the data that you want to include in the report, or click the date on the calendar.
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Tip: You can use any of the following shortcuts to specify the date: • Type • Type • Type If you use one of these shortcuts, it is not converted to the actual date in the From-To Date boxes. However, it is converted in the Verify area. This ensures that you can request a new version of the same report again later, and the new report will reflect the appropriate relative dates. |
9 Select either PSC or IOP to specify which patient count type to include. (You cannot include both types in the same report.)
10 In the Region list, click the region for which you want to request a report.
The region associated with your current facility is selected by default.
11 If you clicked Summary View, go to step 14.
If you clicked Detailed View and you want to limit the report to a particular lab, in the Business Unit list, click the appropriate one. Otherwise, leave All Business Units selected. This list includes only those labs associated with the selected region. The names that appear in this list might not exactly match the lab names that appear in eLabs. (For example, the list might display Tampa rather than TMP.)
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Note: If the selected region includes any facilities that are not associated with a business unit in the facility database, None also appears in this list. If you choose None, the Manager list is limited to those managers who are assigned at least one of those facilities. If any orders have been filed for those facilities, the report will include that data, but the business unit will be blank. |
12 In the Manager list, click the manager for whom you want to request a report.
This list includes only those managers associated with the selected region and business unit, if applicable.
13 To request a report for one or more specific facilities, clear the All Facilities check box and then select the check box for each facility that you want to include in the report. To include all facilities, leave the All Facilities check box selected.
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Tip: After you complete the Filters area, you can collapse it by clicking You can also do this for the Verify area. |
in the group box title. You can subsequently expand the area again by clicking 
.14 In the Verify area, review your choices.
If you need to make any adjustments, repeat steps 4–14 as needed.
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Note: To clear all of your entries (except the report type) and start again, click Reset. |
15 Click Submit.
The Generated Reports area displays the date and time that you submitted the request, the report type, the report name, and its status.
Depending on the amount of data requested, it might take some time to generate the report. While the data are being prepared, the Status column displays 
and the word Pending.
If an error occurs when the report is generated, the Status column displays 
and the word Error. If you position the pointer anywhere in the row, a pop-up window displays the nature of the error. If the error occurred because of a problem with the background job, try requesting the report again.
As soon as the report is available for viewing, the Status column displays 
and the word Completed. If you position the pointer anywhere in the row, a pop-up window displays the number of records included in the report. You can view the report for the next 180 days.
