The payer list report in the patient payers module is a powerful tool that helps users generate detailed billing and payment information categorized by office code, patient details, and payer information. This report is particularly useful for understanding outstanding balances, tracking payments made by specific payers, and managing patient accounts efficiently. The report includes key fields such as patient name, payer name, account type, and patient balance. Users can customize the report by selecting specific criteria.
Steps to Generate and Manage the Payer List Report
Step 1: Log in to the Application
- Enter your credentials (username and password) to access the application.
Step 2: Navigate to the Financial Module
- From the main menu, go to File > Financial File > Patient Payers Module.
Step 3: Select or Add the Fields for the Report
- Choose the specific fields or criteria you want to include in the report. Common fields include:
- Patient Name
- Payer Name
- Account Type
- Patient Balance (PAT BAL)
Step 4: Generate the Report
- After selecting the desired fields, click on the Generate Report button to create the payer list report.
- The generated report will display the selected details in a structured format.
Step 5: Manage the Generated Report
- The report can be managed using the following actions:
- Download: Save the report as a file on your computer.
- Email: Send the report via email to the desired recipient.
- Fax: Send the report directly via fax.
Step 6: Print Report
- Use the Print Result button to print the report directly.
Step 6: Regenerate the Report
- To create a new report or modify the existing one, click on the Clear button.
- Select new options or enter updated details in the required fields.
- Click on the Generate Report button again to create the updated report.
By following these steps, you can efficiently generate and manage the Payer List Report to meet your requirements.
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