How to Print

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How to Print

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1.Select Report Dashboard from the Application Drawer.

 

2.Select Approved Claims (Chgs Needed).

 

3.Select a print option.

 

System prompts, "Facility:"

 

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

 

System prompts, "Approval Received Date Range:"

 

5. Use the drop-down box to select a date, or choose Manual Selection to enter a date manually.

 

System prompts, "Include Secondary Claims:"

 

6. Select this option to include secondary claims on the report, or leave blank to print only primary claims.

 

System prompts, "Print Medical Records Complete:"

 

7. Select this option to include secondary claims on the report, or leave blank to print only primary claims.

 

System prompts “Print Medical Records Complete:"

 

8. Select Yes if the report should only print the accounts that have Medical Records complete, or select No if the report should only print the accounts that do not have Medical Records complete. Select Both and the report will print all accounts that have both Medical Records complete and not complete.

 

System prompts, “Exclude Patients with a Discharge Date:"

 

9. Select this option to exclude claims with no Discharge date or leave blank to include all claims.

 

System prompts, “Service Type:"

 

10. Enter the desired Service Codes, or leave blank to pull all Service Codes.

 

System prompts, "Sections to Exclude:"

 

11. Select one or more of the following desired sections to exclude, or leave blank to print all:

Exclude Service Code Summary

Exclude Patient Type Summary

Exclude Insurance Company Summary

Exclude Grand Totals

 

System prompts, "Level of Detail:"

 

12. Use the drop-down box to select one of the following options:

Detail

Summary

Report Summary Only

 

System prompts, "Include Cover Sheet:"

 

13. Select this option to include a Cover Sheet with the report.

 

System prompts, "Safe Mode:"

 

14. Select this option to print the report in Safe Mode.

 

System prompts, "Output Format:"

 

15. Use the drop-down box to select one of the following report Format options:

HTML

PDF

XML

CSV

 

System prompts, "Run Report"

 

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