How can I retrieve a charge file report from the procedure list by selecting procedure code details?

The charge file report allows users to review and analyze procedural charges, ensuring billing accuracy, financial tracking, and proper record-keeping. This report helps users access, share, and print charge-related data in a structured format, making it useful for audits, inter-office communication, and maintaining detailed records.

Steps to Retrieve the Charge File Report

Step 1: Log in to the Application

1. Open the application.
2. Enter your username and password.
3. Click Login to access the system.

Step 2: Navigate to the Charge File Section

1. Click on the File menu.
2. Select Information File.
3. Click on Charge File to open the report section.

Step 3: Select the Procedure List

• Choose the Procedure Code Details option from the dropdown menu.

Step 4: Choose Sorting Criteria

• Select a sorting option based on preference:
  • Code
  • Description

Step 5: (Optional) Enter Description

• If needed, enter a keyword or term in the Enter Description field to refine the report results.

Step 6: Retrieve the Report

• Click on Review Results to display the report, which will include:
  • Code
  • Description
  • Amount
  • Page Number
  • Printed On timestamp
  • For All Offices

Step 7: Share the Report

• You can download, email, fax, or print the report as required.

Step 8: Print the Report

• Click the Print Report button for an immediate hard copy.

Step 9: Clear and Retrieve a New Report

• To generate a new report with different criteria:
  1. Click on the Clear button.
  2. Re-select the required fields.
  3. Click Review Results to generate a fresh report.