This article guides you through the process of calculating the average balance that needs to be maintained in a user account using the balance calculator feature in our application. By following these steps, you can easily generate a detailed report that helps you understand your financial standing and make informed decisions.
Steps to Follow:
Step 1: Log in to the Application: Access your account using your credentials.
Step 2: Navigate to Financial File: Go to File > Financial File > Calculated Balance Expected.
Step 3: Select Filters (if needed):
- First Patient #: Enter the first patient number.
- Last Patient #: Enter the last patient number.
- Sort By: Choose from the following options:
- Patient Number
- List only office
- List only clinician
- List only account type
- Include discharged & dropout patients: Select Yes or No.
- Calculate % of Expected Amount: Set the desired percentage.
Step 4: Generate Report: Click on Preview Results. The generated report can be downloaded, emailed, printed, or faxed.
Step 5: Review Generated Results: The report will contain details such as:
- For All Offices
- Printed On: (date)
- Page Number: (e.g., 1)
- Patient details including names and balances, with a total of patients.
Step 6: Print the Report: Click on the Print Report button to download a copy for your records.
Step 7: Generate Results with Different Parameters: To change the parameters for a new report, click the Clear button to remove the existing data and input new criteria.
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