How to generate results using the mips option in transactions?

The MIPS transactions option allows users to generate reports efficiently by filtering transaction records based on specific criteria. This feature helps in tracking financial transactions, ensuring accuracy in record-keeping, and simplifying data retrieval.

Steps to Generate Results Using MIPS Transactions

Step 1: Sign in to the Apollo Dashboard

1. Open the Apollo Dashboard and enter your credentials.
2. Click Login to access the system.

Step 2: Navigate to the Transaction File

1. Click on the File menu.
2. Select Transaction File from the list.

Step 3: Select the MIPS Option

1. In the Transaction File section, locate the dropdown menu.
2. Choose Transactions - MIPS from the available options.

Step 4: Enter Required Details

• The Start Date and End Date fields are mandatory for generating results.
• Additional filters (optional):
  • List Only Clinician – To filter by a specific clinician.
  • List Only Account Type – To filter results based on account types.

Step 5: Generate the Report

1. Click Review Report to generate the results.
2. The report will display all relevant transactions based on the selected filters.

Step 6: Print or Share the Report

• Click Print Results to generate a printable version.
• Use the Email, Fax, or Download PDF options to share the report.

Step 7: Clear and Regenerate the Report

• Click the Clear button to reset all selected fields.
• Enter new criteria and click Review Report to generate a fresh report.

Following these steps ensures quick and efficient retrieval of transaction data using the MIPS option in the Apollo system.