Viewing Invoice Lines for Coverage Gap Submission

About Invoice Lines tab

When the Validation Analyst creates a new Coverage Gap Submission, the imported lines to the Validata application from that Coverage Gap invoice are listed on the Invoice lines tab. All lines included in the respective Coverage Gap invoice file with their relevant details and column headings are listed in the Invoice lines list table.

Note: The Validation Analyst can only view the Invoice lines tab for the Coverage Gap Submissions. For standard Submission, the Line Level Details tab is available.

In a Coverage Gap Submission, when the existing Invoice file is deleted and replaced with a new file, on the Invoice lines tab page, the lines will be displayed from the replaced invoice file. For more details, see Viewing the files added within a Coverage Gap Submission.

On the Invoice lines list table, the Analyst can:

Review the Coverage Gap Invoice file line details
Sort and filter the lines on the Invoice lines table
Download the Invoice lines table rows

Invoice lines List Table

This section lists all the group headers and the column details displayed on the Invoice lines list table, as per the presentation order on the table. The columns are grouped under a group header on the list table.

Line ID: The unique system-generated ID assigned to the Coverage Gap Invoice file line.
Submission Descriptive: In this group header section, all the Submission details related columns are listed.
- File Name: Displays the name of the Coverage Gap invoice file.
- Manufacturer P Number: The CMS assigned manufacturer P-Number.
Transaction Descriptive: In this group header section, all the transaction related columns are listed.
- Sequence Number: An incrementing batch sequence number that starts at 1.
- Report ID: Year/quarter item was placed on the invoice. Format is: "YYYYQQ".
- Filler:
Product: In this group header section, all the product related columns are listed.
- Labeler Code: The first 5 positions of the NDC. The format is MMMMM.
Rx Metrics: In this group header section, all the Rx related columns are listed.
- Total Gap Discount Amount This Period: Net payment amount this quarter, calculated as the "current amount" minus the "previous amount."
- Total Reported Gap Discount Current Amount: New gap discount amounts invoiced this quarter.
- Total Reported Gap Discount Previous Amount:
Contract: In this group header section, all the Contract related column is listed.
- Contract ID: The ID of the contract associated with the coverage gap invoice file line.

Sorting and Filtering the Lines on the Invoice Lines Table

All the Coverage Gap Invoice file lines are displayed on the Invoice lines list table. The Validata application allows the Analyst to sort and filter the lines on the Invoice lines list table by applying the available filter options. The filter/sort choices made by the user will be retained from user session to user session until the user changes the options, either by resetting, changing the sort/filter, or selecting from the saved searches. The Analyst can save the filter/sort applied to the Invoice lines list table using the Saving Searches option.

Sorting the Lines

The Analyst can sort the Lines on the Invoice lines list table column-wise in ascending or descending order.

Click on the column header name. The lines on the list table are refreshed and listed in ascending order. The up arrow (displayed next to the column name) specifies to which column sorting is applied.
Click again on the column header name. The line rows on the list table are refreshed and listed in descending order. The down arrow (displayed next to the column name) specifies to which column sorting is applied.

Filtering the Lines

The Analyst can filter the lines on the Invoice lines list table in one of the following ways:

Using the Filters option on the right side of the Invoice lines list table:
- Click the Filters option.
- The list of column group headers and column names is displayed.
- Expand the column name. Choose a filtering criterion like contains, equals etc.
- Enter the filtering text in the search box.
- Click Apply.
  
  The filtered line rows are listed on the Invoice lines list table.
Using the Filter options from the column heading on the Invoice lines list table.
- Mouse over the column header name and click on the three horizontal lines icon next to the column name.
- In the Filter section, choose a filtering criterion like contains, equals etc.
- Enter the filtering text in the search box.
- Click Apply.
  
  The filtered line rows are listed on the Invoice lines list table.

Viewing Applied Filter Details

The Analyst can view the applied filter details on the Invoice lines list table.

The Filters Applied field displays the number of filters applied to the Invoice lines list table. On mouse hovering over the tooltip icon, you can view the name of the columns and filter criteria used.

Save Search

The Save option allows the Analyst to save your search (i.e. filter and sort applied). The Analyst can use the saved searches to view the Lines on the Invoice lines list table based on the business requirement.

To save the search:

Apply either sorting or filtering on the Invoice lines list table. The Save icon is shown on the Invoice lines tab page.
Note: When sorting or filtering is not applied, the Save icon does not appear on the Invoice lines tab page.
Click the Save icon.
Save Search window is displayed.
Enter a unique name for your search in the Name text box.
Note: An alert message is displayed when an existing name is specified.
Select a color that will be represented for the saved search.
Select Set as default search view for this page to make this saved search a default view for the Invoice lines list table. When you do not opt-in, the Set as default search view, then the last applied filter and sorting are shown when the user accesses the Invoice lines page in the same session or the next login.
Click the Save button. The saved searches are displayed on the Invoice lines tab page.

Manage Saved Searches

The Manage Saved Searches option allows the Analyst to manage the previously saved searches in the system. Click the Manage Saved Searches option; the Manage Saved Searches window is displayed.

On the Manage Saved Searches window:

You can delete a saved search.
Drag and change the order of the saved searches.

Downloading the Invoice Lines List Table Rows

The Validation Analyst can download the lines from the Invoice lines list table in Excel or CSV format. The Analyst can set the following preferences when downloading the lines:

Download all the rows or only the filtered rows displayed on the Invoice lines list table.
Download all the columns or only configured columns displayed on the Invoice lines list table.

Note: When a Line contains any comments, on the downloaded records the comment text will not displayed. Only a Yes or No value will be displayed for the comment component in the downloaded file, where:

Yes: Specifies, the line contains a comment.
No: Specifies, the line does not contain a comment.

To download the Invoice lines list table rows:

Click the overflow menu on the Invoice lines page (three stacked dots).
Select the Download option.
The Download Options window is displayed. Specify the following details:
- For the Rows field, All is the default selected option. This means all the rows on the Invoice lines list will be downloaded. When you have applied any filters and to download only the filtered rows, opt in for the Filter Only option. When there are no filters applied to the Invoice lines list table, and the user input for Rows is Filtered Only, all the rows from the Invoice lines list table will be downloaded.
- For the Columns field, All is the default selected option. Selecting 'All' will include all available columns. Selecting 'Visible Only' will include only columns currently chosen to display. The columns will be downloaded in the order currently shown on the Invoice lines list table. The downloaded data will retain the sort applied to the contents on the Invoice lines list table.
- From the File Format drop-down, select in which format you want to export the data. By default, CSV is chosen. You can also set the Excel option.
- A default file name is displayed in the File Name field. You can update the default name.
- Click Ok.
The downloaded file is saved on your local machine.