The DEX report captures all the required reporting information as an .XML for providers to easily process bulk CHSP sessions via the Department of Social Services’ Data Exchange.
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How to run your DEX report
Before running the DEX report, you will need to have the 'Finance' admin role assigned to your account.
From the Reporting tab, select Reports.
Under Financial Reports select CHSP DEX.
You can run a report for any time period, including previous periods. You can also re-run reports for any time period. If there are clients with the CHSP funding scheme with invoices in the selected time period, they will be included in the report.
If you are using visits to create CHSP sessions, you will need to have completed a billing run to generate the invoices for visits in the time period for these to be included.
Choose your report period by selecting the Start and End dates and then select Generate.
You will be sent an email from which you will be able to access your report.
About your email
The DEX report can take several minutes to generate. If you have not received your email within 24 hours, please contact your Lookout representative for assistance.
In the report email you will receive download links to one or more XML reports (one for each applicable CHSP sub-program) for that period. You may also receive a CSV error report.
The CSV error report will surface any errors Lookout identifies (such as sessions missing an outlet). You can use this report to fix identified errors through the submission portal.
If the CSV error report identifies missing client information, you can update the membership and/or CHSP funding scheme details in Lookout. Once this is fixed, you can re-run the DEX report for the period.
Your email will not contain any download links if there are no invoices for CHSP memberships in the reporting period.
FAQs
Can I use Lookout to report on the optional CHSP fields?
No. These are not captured or tracked in Lookout.
Will the DEX report include sessions for archived members?
Yes. If there are clients with the CHSP funding scheme (either active or archived) with invoices in the selected time period, they will be included in the report.
Can I change a membership from CHSP to another funding scheme to another funding scheme?
It is highly recommended that you do not change a membership from the CHSP funding scheme once any sessions have been created. The DEX report relies on the Member's funding scheme being set to CHSP in order for sessions to be picked up into the report, so changing this will prevent those sessions from being recorded properly, including completed sessions. Instead, it is recommended that you create a new membership.
I think that some of my invoices were missing from my DEX report. Why did this happen?
Your DEX report will include all invoices which are available for CHSP-funding scheme memberships during the timeframe you select. If you are getting errors when you submit your DEX report or feel the report is missing sessions, please check the following:
Make sure that your CHSP clients' memberships are set up using the CHSP funding scheme and that all details for the scheme are filled in.
Check that an Outlet and a Service Type are associated with the session. Learn more about capturing CHSP sessions.
The DEX report works off of invoices, as such you will need to have completed a billing run to generate the invoices for visits in the time period selected for these to be included in the report.