The account type file report provides detailed information about patient accounts within a specific office. It includes essential details like office number, patient number, patient name, charges, payments made, adjustments, balances, patient billing, and insurance billing information. This report allows users to filter and review data based on their specific requirements, making it a useful tool for financial tracking and patient account management.
Steps to Follow:
Step 1: Login to the application
- Open the application and log in with your credentials.
Step 2: Navigate to the account type file module
- From the main menu, go to the "File" section.
- Select the "Account Type" module to begin generating the report.
Step 3: Apply filters and select required data
- You will now see a filter section that allows you to narrow down the data for the report. Fill in the required details as per your needs:
- First Patient #: Enter the starting patient number to include in the report.
- Last Patient #: Enter the ending patient number to include in the report.
- Sort by: Select how you want to sort the data (e.g., Patient Number).
- List only office: Choose a specific office to include.
- List only clinician: Filter by a specific clinician if needed.
- List only account type: Filter the report by account type.
- Include discharged & dropout patients: Select “Yes” or “No” based on whether you want to include these patients in the report.
- List "PTPN" accounts only: Select “Yes” or “No” based on your requirement.
- Include zero balance: Choose “Yes” or “No” depending on whether you want to include accounts with a zero balance.
Step 4: Review results
- After applying the filters, click the "Review Results" button to view the report based on your selected filters.
- This allows you to check if the report contains the necessary data before generating the final output.
Step 5: Print or download the report
- Once you are satisfied with the data, click the "Print Report" button.
- You will have the option to download the report, send it via email, or directly print it.
Step 6: Adjust filters if necessary
- If the required data is not generated or the filters were incorrect, you can clear the current filters by clicking the "Clear Filter" button.
- Reapply new filters to generate the report with different data as needed.
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