This guide provides a comprehensive explanation of how to generate, review, and print the calculated balance expected report in the application. It includes step-by-step instructions for inputting data, using filters, and understanding the generated report. This report helps analyze patient financials, including charges, payments, balances, and expected amounts.
Detailed Steps to Follow
Step 1: Log In to the Application
- Use your credentials to access the application.
- Ensure you have permissions to access the Financial File section.
Step 2: Navigate to the Financial File
- Locate the File section on the application dashboard.
- Click on Financial File.
- Select the option labeled Calculated Balance Expected.
Step 3: Input Data into the Required Fields
Customize the report by filling in the following fields:
- First Patient #:
- Enter the starting patient number for your desired range.
- Last Patient #:
- Enter the ending patient number.
- Sort By:
- Choose how you want the report sorted. Options may include:
- Patient Number
- Patient Name
- Date of Service
- Choose how you want the report sorted. Options may include:
- List Only Office:
- Use this field to filter results for a specific office. Select the office from the dropdown menu.
- List Only Clinician:
- If required, specify clinicians to limit the results to their patients.
- List Only Account Type:
- Filter results based on account types, such as:
- Active Accounts
- Inactive Accounts
- Insurance or Private
- Filter results based on account types, such as:
- Include Discharged & Dropout Patients:
- Select Yes if you want to include these patients in the report. Choose No to exclude them.
Step 4: Generate the Report
- Click the Review Results button to create the report.
- The application will process your inputs and display the following details for each patient:
- O#: Office number
- PAT NO: Patient number
- PATIENT NAME: Full name
- CHARGES: Total charges
- EXP CHRG: Expected charges
- PAID: Amount paid
- ADJUST: Adjustments made
- EXP BAL: Expected balance
- BALANCE: Actual balance
- AT: Account type
- CALC % OF EXPECTED AMT: Percentage of expected amount
Step 5: Analyze the Report
- Grand Totals: Review the overall summary at the end of the report, such as the total number of patients and aggregated financial figures.
- Individual Entries: Look for discrepancies between expected and actual balances or payments.
Step 6: Print the Report
- Click on the Print Results button.
- A print-friendly version of the report will be generated.
- Use your connected printer to print the report or save it as a PDF for record-keeping.
Step 7: Clear and Re-enter Data
- Click the Clear button to reset the fields.
- Input new filters or data to regenerate the report for a different range of criteria.
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