How do I generate and view a report of all bills?

A "bill logged" report gives an overview of all billed services for a selected time period. This guide will show you how to easily generate the report by choosing a date range, and patient numbers, and applying filters.

Steps to Generate the Bill Logged Report:

1. Log in to the Application
   • Open the application and enter your login credentials.
2. Navigate to the 'Report - Bill Logged' Page
   • After logging in, use the menu or dashboard to find and navigate to the 'Bill Logged' page.

3. Select the Date Range
   • On the 'Bill Logged' page, locate the fields for selecting a date range.
   • Input the start date and end date for the period you wish to generate the report.

4. Enter Patient Numbers
   • Find the fields for entering patient numbers.
   • Input the first patient number and the last patient number to generate the report for that range of patients.

5. Select 'Bill Logged By'
   • Locate the dropdown labeled "Bill Logged By".
   • From the dropdown, choose one of the following options based on how you want to generate the report:
     • Patient and Insurance
     • Insurance
     • Patient

6. Apply Additional Filters (Optional)
   • There are more filters available to refine your report:
     • List only office: Choose an office from the dropdown to limit results to that office.
     • List only account type: Select an account type from the dropdown to filter by account type.

7. Preview the Results
   • After applying your filters, click on the "Preview Results" button to review the generated report.
   • Ensure that the report reflects the correct data based on your input.

8. Print the Report
   • Once you are satisfied with the results, click the "Print" button to print the report.

9. Clear Filters (If Needed)
   • If you need to correct any data or start over, click the "Clear" button to remove the applied filters and enter the correct information.