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1.Select Other Applications and Functions from the Hospital Base Menu.
2.Select Word Processing
3.Select Ad Hoc Report
4.Select Report Dashboard
5.Select Insurance Receipts
System prompts, "Facility:"
6.Select the desired Facility. (Only Facilities selected for access under that User Based Login will be available for selection.)
System prompts, "Insurance:"
7.Select the drop-down to select a specific insurance class to display receipts posted for that particular insurance.
System prompts, "Discharge Date/Receipt Date:"
8.Select the Discharge Date or Receipt Date option, followed by the date range, to view insurance receipts posted within that time frame.
System prompts, "Search:"
9.Use the search option to delimit the displayed results for a particular diagnosis or procedure code.
NOTE: This option will only become available once Diagnosis or Procedures has been selected from the drop-down.
System prompts, "All/Diagnosis/Procedures"
10. Use the drop-down to sort the results by principal diagnosis or by principal procedures. If All is selected, the results will sort by visit number.
System prompts, "Insurance Filters:"
11. Filters may be selected and/or setup to customize the data extracted out of the system. The following predefined filters may be added:
•Primary Insurance: Will only display receipts for primary insurances.
•Secondary Insurance: Will only display receipts for secondary insurances.
•Tertiary Insurance: Will only display receipts for tertiary insurances.