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1.Select Report Dashboard

 

2.Select Precertification Report

 

3.Select Run

 

4.On the Precertification Report screen, select the following options:

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

•Appointment Date Range: Enter a date range for a listing of patients with appointments within the range requiring precertification information.

•Include: Select one of the following options:

▪All: Select this option to view all appointments with and without precertification information.

▪Precertified: Select this option to only view financial classes that are set to require precertification in the task table and that have the precertification number field filled out.

▪Not Precertified: Select this option to only view financial classes that are set to require precertification in the task table, but the precertification number field is not filled out.

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

•Safe Mode: Select this option if the report would not build due to bad data being in a field. If the report has bad data, a message will appear stating that it should be run using Safe Mode.

▪If selected, Safe Mode will replace all of the bad characters with a ?. This will allow the intended report to generate. The bad data may then be seen and can be corrected at the account level.

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

▪PDF

▪XML

▪CSV

▪HTML

▪MAPLIST

▪TXT