Unbillable Analyzer

The Unbillable Analyzer is your main unbillable usage research and resolution tool. From here, you can search, group, and filter the information by any of the database usage fields; you can perform bulk operations; and you can drill down to a record-level view.

To work with the Unbillable Analyzer:

1. You can access the Unbillable Analyzer from the following:

   • From the Applications menu, select BackOffice Management > Usage Management > Unbillable Analyzer.

   OR

   • From the Unbillable Dashboard window, click the Options button and select Analyze.

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   OR

   • From the Unbillable Dashboard window, right-click within the Unbillable Dashboard and select Analyze.

   This displays the Unbillable Analyzer window.  

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2. Filter the results.  

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   Bill Period

   To narrow the results that are displayed in the Unbillable Analyzer, you can select an open Bill Period to search for unbillable records. An open Bill Period is one that has not yet been both billed and approved. Once a Bill Period has been billed and approved, it is no longer displayed in the drop-down list of Bill Periods.

   To work with records that could not be guided to either a bill period or service number, you must select Unguidables from the Bill Period drop-down list. (See Unguidables)

   You can also select to display results from All Available Bill Periods, which is the default choice.

   Unbillable Code

   From the drop-down list, you can select a specific Unbillable Code to analyze. Defaults to All.

   Summarize by These Fields

   You can group the results displayed in the grid by one, two, or three fields from the usage records.

   • The fields you can select in Summarize by These Fields vary, depending on what you select in the Bill Period and Unbillable Code fields.

   • If you select an Unbillable Code of All, the first "Summarize by" field is automatically populated with UnbillableCode, which you cannot change.

     Note

     To display any results, all three fields cannot contain None. An UnbillableCode must be selected in one of the three "Summarize by" fields OR be selected in the Unbillable Code field.

   Call Start Time

   You can summarize the results based on a date range of call start times. You can select the date range using the IDI platform standard date selection calendars.

3. Click Analyze. The results are shown in the right pane. If there are more results than configured in Config Console, a message is displayed stating that only the configured number of results will be displayed unless you click No in the message box. If you elect to display all the results, it may take several minutes to display the results.

   These columns are always included

   • The fields you selected in Summarize by These Fields.

   • Record Count which displays how many unique records were found.

   • Chargeable Instances, if you selected a Bill Period or "All Available Bill Periods," but not Unguidables. This indicates how many chargeable records were found.

     Note

     There can be multiple chargeable records for a single call record.

4. Right-click a row in the right pane to access the shortcut menu:

   View Selected Items opens the Unbillable Usage Records window which displays the records associated with the Unbillable Code you select.

   Go To Rule opens the Unbillable Rules window where you can view and modify the action the system performs.

   Export opens IDI platform standard Export wizard.

   Send to Recycle Group lets you select a group (Group 1, Group 2, or Group 3) to hold records until you are ready to submit a Recycle Request to perform derive and rate operations on the records in the group.

   Purge Selected Records opens the Purge Selected Records confirmation message. Click Yes to mark the records associated with the selected row to have them removed from the system during the next purge operation.