How can I retrieve the report, a reconciliation report sorted by a clinician?

The Reconcile Patient Transactions feature allows users to generate a report based on specific patient and account filters. Users can sort the report by clinician, review the results, and print the report for reconciliation purposes. If no report is needed, selections can be cleared.

Steps to Follow:

Step 1: Login to the Application:

  • Use your credentials to access the system.

Step 2: Navigate to Reconciliation Section:

  • Go to Reconcile > Reconcile Patient Transactions.

Step 3: Enter or Select Report Criteria:

  • First Patient #: Enter the starting patient number.
  • Last Patient #: Enter the ending patient number.
  • List Only Office: Select an office (if applicable).
  • List Only Clinician: Choose a specific clinician (optional).
  • List Only Account Type: Filter by account type.
  • Sort By: Select Sort by Clinician.

Step 4: Generate and Review the Report:

  • Click Review Result to generate the report.

Step 5: Print or Clear the Report:

  • Click Print Report to print the generated report.

  • If you do not wish to generate the report, click Clear to reset selections.

This process ensures efficient reconciliation by organizing transactions based on clinicians for accurate reporting and financial tracking

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk