The Report Collection module allows users to generate and view patient reports based on different types: Summary, Details, and Payment against Charges.
Follow these steps to access and view these reports:
Step 1: Log in to your Apollo Dashboard using your credentials.
Step 2: From the dashboard, click on "Reports."
Step 3: In the Reports menu, select "Collection." The Reports Collection page will open, displaying various report options.
Step 4: On the Reports Collection page, find the "Report Type" dropdown menu. Click on the dropdown menu to view the available report types: "Summary," "Details," and "Payment against Charges."
Step 5: Select the desired report type (Summary, Details, or Payment against Charges) from the dropdown menu. Specify the report start and end dates by selecting the appropriate dates from the date pickers. Enter the patient number to filter the reports for a specific patient.
Step 6: After selecting the report type, date range, and patient number, click the "Print Report" button to generate the report.
Step 7: To review the report before printing, click the "Review Result" button.
Step 8:
- If you selected "Summary" or "Details" as the report type, the report heading will display "Collection/Transaction Analysis."
If you selected “Payment against Charges” as the report type, the report heading will display “Payment against Charges.”
Step 9: The generated report will be displayed on the screen, allowing you to review the patient's details and transactions.
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