The Pathway Invoices Report exports invoice data for pathway authorizations so your team can review invoice-level totals and line-item billing details in one workbook. It is useful for tracking what has been invoiced, understanding which pathway steps were billed, and validating amounts before reconciliation or follow-up.

📄 What this report measures

This report measures invoiced pathway authorization activity across two worksheet views. The Summary worksheet shows one row per invoice. The Details worksheet shows one row per invoice line item.

Because one invoice can include multiple line items, a single invoice may appear once in the summary worksheet and multiple times in the details worksheet.

⚙️ How it works

Go to Reporting.
Open the Pathways tab.
In the Report dropdown, select Pathway Invoices.
Choose any filters you want to apply, including invoice dates, service begin dates, authorizers, pathways, and pathway steps.
Click Generate to create the export.

✅ Benefits

Review invoice totals at a glance in the summary worksheet.
Inspect billed pathway steps in the details worksheet.
Validate invoice timing using invoice and service begin date filters.
Audit billing activity by authorizer, pathway, or pathway step.

⚙️ Filters and options

Invoice Date filters invoices by invoice date.
Service Begin Date filters invoices by service begin date.
Authorizers filters the report to specific authorizers.
Pathways limits the report to invoices associated with selected pathways.
Pathway Steps limits the report to invoices associated with selected pathway steps.

📊 Worksheets and columns in the export

The Pathway Invoices Report includes two worksheets: Summary and Details.

📄 Summary worksheet

The summary worksheet includes one row per invoice and can include these columns:

Account — included for umbrella exports to identify the related sub-account.
ID — the invoice record ID.
Invoice Number — the invoice number.
Participant — the participant tied to the authorization linked to the invoice.
Case ID — the related case number or numbers associated with the authorization progress records.
Authorization Number — the linked authorization number.
Authorization Issue Date — the issue date of the linked authorization.
Authorization Begin Date — the begin date of the linked authorization.
Authorization End Date — the end date of the linked authorization.
Authorizer Name — the authorizer associated with the invoice.
Attn — the invoice attention field.
Invoice Date — the invoice date.
Service Begin Date — the invoice begin date.
Service End Date — the invoice end date.
Line Items Count — the number of billed line items on the invoice.
Total Amount — the total invoice amount.
Creator Name — the user who created the invoice.

📄 Details worksheet

The details worksheet includes one row per invoice line item and can include these columns:

Account — included for umbrella exports to identify the related sub-account.
ID — the line item record ID.
Participant — the participant tied to the linked authorization.
Case ID — the related case number or numbers associated with the authorization progress records.
Invoice Number — the invoice number tied to the line item.
Pathway — the pathway linked to the billed step.
Pathway Step — the billed pathway step name.
Code — the billed pathway step code.
Rate — the billed rate.
Units — the billed units.
Total Amount — the billed amount for that line item.

🔎 How to interpret the results

Use the Summary worksheet when you want invoice-level totals and overall billing context.
Use the Details worksheet when you want to see exactly which pathway steps make up each invoice.
If one invoice has multiple billed steps, the same Invoice Number will appear on multiple rows in the details worksheet.
Line Items Count in the summary worksheet helps explain why an invoice may expand to multiple detail rows.
Total Amount in the summary worksheet represents the invoice total, while Total Amount in the details worksheet represents the billed amount for one line item.
Use Service Begin Date and Service End Date in the summary worksheet to understand the service window the invoice covers.

💡 Best practices

Start with the Summary worksheet to identify the invoices you want to review.
Use the Details worksheet to validate billed pathways, steps, rates, and units.
Filter by Authorizers when reviewing payer-specific invoice activity.
Filter by Pathways or Pathway Steps when reviewing billing for a specific service area.
Compare summary totals and detail rows together when investigating discrepancies.

❓ FAQs

Why do I see one invoice in the Summary worksheet but multiple rows in the Details worksheet?
The summary worksheet has one row per invoice. The details worksheet has one row per invoice line item, so invoices with multiple line items appear more than once there.

What is the difference between Invoice Date and Service Begin Date?
Invoice Date is the date of the invoice itself. Service Begin Date reflects the service start date recorded on the invoice.

Why would the same participant appear on multiple detail rows?
A participant can appear on multiple detail rows when their invoice includes multiple billed pathway steps.

Can I filter this report by authorizer?
Yes. Use the Authorizers filter before generating the report.

Can I narrow the report to a specific pathway step?
Yes. Use the Pathway Steps filter to limit the export to specific pathway steps.

Pathway Invoices Report