Page Comparison

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In the visit list tab, there will be a drop-down labeled, “Select Report” that allows users to switch between the visit list view and billers report view.

To Run Visit List Report
The Visit Lists takes the appointments from the schedule and lets you know if there is a note or charges associated with that date.

1.  Optional:  Select Patient NameSelect Provider (will default if only one provider selected), Provider

2. Select Date Range (Can do up to a 30 day time range at a time)

3. Optional:  Select the check box so only unbilled visits show

4. Click Run Report (Can also use Keyboard shortcut)

5. Optional:  Print ListYou can re-arrange the columns by clicking on the column header

Managing Visit List

1. Clicking the Patient’s name will bring up their Demographic information

2. If a note was signed for that date, you will be able to Click on the DOS to view the note

3. Under Billing There will be one of 2 icons + or $

   1. + will indicate that the visit does not have a charge . 

      When

      and when clicked on

      you

      will

      select the patient’s case 

   2. A pop up screen of enter charges will appear

   3. Make Edits

   Click Save or Save and Approve

   bring up the enter charges page

   4. $ will indicate the date of service does have a charge

      Clicking

      and clicking on it will allow you to view/edit the

      Enter Charges Screen.

      enter charges page

To Generate Billers Report
The billers report shows any charges that were created within that time frame.

1. Select Biller’s Report from Select Report

2. Optional: Select Patient

3. Select a provider

4. Insurance: Leave at all or choose a particular one, Provider, Insurance Company

5. Select Date Range (Will default to past 30 days, can generate for 30 days at a time)

6. Click Run Report

7. Optional: Print or Export to Excel

Managing Billers Report

1. Under the Visit Date, if there is a note associated with the charge you will be able to click on it to view the PDF note

2. Clicking on the patient’s name will allow you view/edit the patient’s demographics

3. Clicking on the down arrow will allow you to see the details

4. Print: You can print the page with the details

5. Export To Excel will allow you to select the visits you would like, export them to excel with the details.

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