The Charge File report allows users to view and analyze procedural charges, aiding in better billing accuracy, financial tracking, and record-keeping. It ensures that charge-related data is easily accessible, shareable, and printable in a clear, standardized format, making it ideal for audits, inter-office communication, and maintaining detailed records.
Steps to Follow
Step 1: Login to the Application
- Enter your credentials to access the system.
Step 2: Navigate to the Charge File Section
- Go to the File menu.
- Select Information File, then click Charge File.
Step 3: Select Procedure List
- Choose the required Procedure List from the dropdown.
Step 4: Choose Sort Criteria
- Select a sorting option:
- Code
- Description
Step 5: Optional: Enter Description
- Enter a keyword or term in the Enter Description field to refine the report (optional).
Step 6: Generate the Report
- Click Review Results to create the report, which will include:
- Code
- Description
- Amount
- Page Number
- Printed On timestamp
- For All Offices
Step 7: Share the Report
- Download, email, fax, or print the report as needed.
Step 8: Print the Report
- Use the Print Report button for immediate printing.
Step 8: Clear and Regenerate
- To create a new report, click Clear, select new options, and click Review Results.
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