How do I generate and manage financial reports based on account type?

This feature allows users to efficiently generate financial reports based on specific account types, providing insights into various financial metrics. It enables users to track and analyze account activities such as charges, visits, and payment statuses across different periods, including monthly and year-to-date reports. By customizing filters, users can focus on specific patient ranges, office locations, account types, and payors, ensuring that the financial reports are tailored to their exact requirements. This ensures that financial data is accessible and manageable, empowering users to make informed decisions and maintain financial oversight.

Steps to Follow:

Step 1: Login to the Application:

• Open the application and log in using your credentials.

Step 2: Navigate to the Report Section:

• Go to the menu and select File > Financial File > Account by Type.

Step 3: Select Report Type:

• Under Account Type Summary, choose between the following:
  • Monthly Report
  • Year-to-Date Report

Step 4: Set Filters for the Report:

• Date Range: Select the desired start and end dates.
• Patient Range:
  • Enter the First Patient # and Last Patient # if needed.
• Office Filter:
  • Check the List Only Office box to filter results by a specific office.
• Account Type Filter:
  • Use List Only Account Type to narrow down results.
  • Use Include Account Type with No Activity and select Yes or No.
• Payor Filter:
  • Select a specific payor, if applicable.

Step 5: Preview the Report:

• Click the Preview Results button to generate the report.
• Review the data displayed in columns such as:
  • AT, PAID, NEW, ONGOING, DISCHARGED, TREATED, PCT, CHARGES, VISITS, etc.

Step 6: Export Report:

• Choose from the following options based on your requirement:
  • Download PDF: Save the report as a PDF file.
  • Email PDF: Send the report via email.
  • Print: Directly print the report.
  • Fax: Send the report as a fax.

Step 7: Export Report:

• To print results directly, click on the Print Report button.

Step 8: Modify Filters (If Needed):

• If the results are not as expected:
  • Click the Clear button to reset the selected fields.
  • Modify the filters and regenerate the report.

By following these steps, users can generate, preview, and manage financial reports efficiently, ensuring tailored insights as per their requirements.