The reconcile copay transactions feature enables users to generate detailed reports of patient transactions by applying filters like date range, patient ID, office, and clinician. This guide walks you through the process of setting filters, previewing the data, and printing the report. It also explains how to reset filters if the initial results do not meet your needs, allowing for more refined data generation. With this functionality, you can easily track payments, such as credit card, cash, or other methods, and manage transaction records efficiently.
Steps to follow:
Step 1: Login to the application:
Open the application and log in using your credentials.
Step 2: Navigate to reconcile copay transactions:
Once logged in, go to the 'Reconcile Copay Transactions' option from the main menu or billing section.
Step 3: Select date range and filters:
- Enter the start and end date for the transaction data you want to view.
- (Optional) Enter the first and last patient numbers to filter the transactions for specific patients.
- (Optional) Choose the office location from the 'List only office' dropdown.
- (Optional) Select a clinician from the 'List only clinician' dropdown.
- (Optional) Sort the results by transaction ID, patient number, or clinician for easier viewing.
Step 4: Preview results:
After applying the desired filters, click on the Preview Results button. This will display a preview of the transaction details, including the transaction date, user, tax, total amount, payment method (credit card, check, money order, or cash), and patient information.
Step 5: Print or download the report:
- Click the Print Report button to generate the report.
- You can choose to Print, Download, or Email the report based on your needs.
Step 6: Clear filters and regenerate report (if needed):
If the filtered data is not useful, click the Clear button to reset the filters. You can then enter new filter criteria and regenerate the report by repeating the steps above.
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