<< Click to Display Table of Contents >> Navigation:  Report Dashboard > Account Detail - Report Writer > How to Print

1.Select Print Reports from the Hospital Base Menu or Master Selection screen.

 

2.Select Accounts Receivable.

 

3.Select Misc.

 

4.Select Account Detail.

 

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.)

•Visit ID: Enter a visit ID (aka Account Number) to list all charges for a particular patient.

•Service Date Range: Enter a Service Date range to list all charges that have a service date within the date range.

•Admit Date Range: Enter an Admit Date Range to list all accounts with charges within the date range.

•Discharge Date Range: Enter a Discharge Date Range to list all accounts with charges within the date range.

•Inhouse Patients Only: Select this option to only include patients with an admit date, but no discharge date, who are in a room.

•Stay Type: Enter a specific stay type to display information for a particular stay type.

•Subtype: Enter a subtype to display information for a particular subtype.

•Service Code: Enter a service code to display information for a particular service code.

•Original Financial Class: Enter an original financial class to display information for a particular financial class. Wildcarding is allowed.

•Current Financial Class: Enter a current financial class to display information for a particular current financial class. Wildcarding is allowed.

•Cycle Code: Enter a cycle code to display information for that particular cycle.

•Collect Code: Enter a collect code to display information for that particular code.

•Bill Switch: Enter a bill switch to display information for that particular switch.

•Exclude Social Security Number: Select this option to exclude the patient's Social Security Number from the report.

•Exclude Receipts: Select this option to exclude all receipts, and receipt notes, from the report.

•Print Notes: One of the following options may be selected to display on the report

▪None: Select this option to not print any notes on the report. This is TruBridge EHR's default.

▪Both: Select this option to print both computer generated and manually entered notes.

▪Computer Generated: Select this option to only print computer generated notes. Some examples of computer generated notes are receipts, billed claims, statements etc.

▪Manually Entered: Select this option to only print manually entered notes.

•Sections to Exclude: Any of the following options may be selected to exclude information from the report:

▪Exclude Stay Information

▪Exclude Billing Information

▪Exclude Insurance Information

▪Exclude HIM Information

▪Exclude Account Detail

▪Exclude Balances

▪Exclude Charge Summary

▪Exclude Hospital Information

▪Exclude Legal Message

•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:

▪PDF

▪XML

▪CSV

▪HTML

▪MAPLIST

▪TXT

 

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