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<< Click to Display Table of Contents >> How to Print |
  
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<< Click to Display Table of Contents >> How to Print |
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1.Select Print Reports from the Hospital Base Screen or the Master Selection screen.
2.Select Accounts Receivable.
3.Select Aging.
4.Select Aged Trial Balance.
5.Select a print option.
6.Select printing parameters:
•Facility: Select the desired Facility. (Only Facilities selected for access under that User Login will be available for selection.)
•As of Date: Use the drop-down box to select a date, or choose Manual Selection to enter a date manually.
•Account: Enter a single Account Number for review or leave blank to see all Accounts. Wildcarding may be used.
•Guarantor Name: Enter a Last Name then First Name of a guarantor for the report results to display only patient records containing the specified Guarantor. Wildcarding may be used.
•Aging Buckets: Enter the desired aging buckets.
▪If aging buckets are not entered, all accounts will be included in the Over 0 days bucket in the Aging Totals section of the report. Aging buckets entered here do not affect how the aging columns are displayed in the detail portion of the report.
▪The Aging Buckets will not hold the information that is entered once the report is run. It is suggested that the parameters are saved so the information does not have to be keyed in each time.
•Sections to Exclude: Select one or more of the following desired sections to exclude or leave blank to print all:
▪Exclude Grand Totals
▪Exclude Insurance Summary
•Level of Detail: Use the drop-down box to select one of the following options:
▪Detail
▪Report Summary Only
•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 to run report using the 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 from the account level.
•Output Format: Use the drop-down box to select one of the following report Format options:
▪HTML
▪XML
▪CSV
7.Select Run Report to display the report in the selected output format.