This article provides a step-by-step guide on generating, reviewing, and managing copayment reports in the application. You’ll learn how to filter patient data, view copayment details, and download or print the report.
Steps to Follow:
Step 1: Login to the Application
- Open the application and log in with your credentials.
Step 2: Navigate to the Financial File Section
- From the main menu, go to File > Financial File > Copayments.
Step 3: Select or Add Data for Report Generation
- In the Copayments section, enter the necessary details to filter the report:
- First Patient #: Enter the starting patient number.
- Last Patient #: Enter the ending patient number.
- Sort By: Select from available options like Patient Number for sorting.
- Optional Filters:
- List Only Office: Select a specific office, if needed.
- List Only Clinician: Click + to select a clinician.
- List Only Account Type: Click + to select an account type.
- Include Discharged & Dropout Patients: Select Yes or No to include these patients.
Note: This report lists patients marked Yes for copayment.
Step 4: Review Report Results
- Click the Review Results button to generate the report. The report will display the following fields:
- O#: Order number
- Patient Number: The ID of each patient
- Patient Name: Full name of the patient
- Charges: Total charges
- Total Paid: Amount already paid
- Co-Pay: Copayment amount
- Balance: Outstanding balance
- AT: Adjusted total
- Pat Bal: Patient balance
- Visits: Total visits
Step 5: Manage the Report Results
- Options to handle the generated report:
- Print: Click on Print Report to print the report directly.
- Download: Save the report as a PDF.
- Fax or Email: Send the report via fax or email.
Step 6: Clear and Regenerate the Report
- If the results don’t meet your needs, click Clear to reset and enter new data for a fresh report.
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