How to Print

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How to Print

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1. Select Report Dashboard from the TruBridge EHR Application Drawer.

 

2. Select 1099 Withholdings Report.

 

3. Select printing parameters:

 

•Facility: Select the desired Facility. (Only Facilities selected for access under that User Based Login will be available for selection.)

•Invoice Date Range: Enter the desired date range or select from one of the following date range options:

▪Manual Selection

▪Previous Day

▪Previous Week

▪Previous Month

▪Previous Quarter

▪Previous Calendar Year

▪Previous Fiscal Year

▪Last 7 Days

▪Last 30 Days

▪Last 90 Days

•State Code: A State Code may be entered to only display withholding information for certain states.

•Vendor Number: A Vendor Number may be entered to only display withholding information for a certain vendor.

•Sections to Exclude: One of the following may be selected to exclude from the report:

▪Exclude State Code Summary

▪Exclude Vendor Summary

•Level of Detail: Use the drop-down box to select one of the following options:

▪Detail

▪Summary

▪Report Summary Only

•Include Cover Sheet: Select this option to include a Cover Sheet with the report.

•Output Format: Use the drop-down box to select one of the following report Format options:

▪PDF

▪XML

▪CSV

▪HTML

▪MAPLIST

▪TXT

 

4. Select Run Report to display the report in the selected output format.