Intellect™
LEDGER MENU OPTIONS
Accounting
Batch of Patients
This menu option is used to print a ledger containing all charges, payments, adjustments, diagnosis, and remarks for an individual patient or a small batch of patient accounts based on certain parameters.
Effective version 20.07.27, reports printed via the Ledger Print options now only include the last 4 digits of the patient's social security number, complying with HIPAA mandates:
Effective version 14.07.01, the ledger reports display the category based on the <Category> field on the Registration --►Regular --►Patient screen instead of the <Category> field on the Ledger --►Accounting and Ledger --►Open Item screens.
1. To print the patient's Accounting Ledger in Intellect, go to Ledger --► Accounting --►Print --►Batch of Patients
The Print Accounting BOP screen displays:
2. Account 
2.1 Enter the account number of the patient to be printed. An account number must be entered. If an account number is not entered, a warning message displays:
2.2 Press [Enter] to display the Batch Entry screen, allowing more accounts to be individually added to process as a single batch.
2.3 Type any additional account numbers (one at a time) and press [Enter] to add.
3. From Date 
3.1 If desired, enter the beginning entry date of the transactions to print.
3.2 Leave this field blank to print all selected patient transactions.
4. To Date 
4.1 If desired, enter the latest entry date of the transactions to print.
4.2 Leave this field blank to print all selected patient transactions.
5. Category 
5.1 This field limits the printing by specific patient category.
5.2 To bypass this field, press [Enter] which requests ALL categories. Or, use a specific category by typing its Utility --►Category <Category Code>.
5.3 This field accepts multiple Category Codes separated by commas with no space. For example:
6. Balance 
6.1 Version 9.12.10 - field activated
6.2 Accept the 'Balance' default, OR use the drop-down list to make another selection.
Click on the field, OR press the [F2] key, to display the valid choices.
To view the list of only the codes, click on the arrow. To select, click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code and then press the [Enter] key to select.
7. Print Comment 
7.1 This field is used to add the Ledger Remarks to the bottom of the report.
7.2 Accept the 'Yes' default to add, OR use the drop-down to make an alternate selection.
Click on the field, OR press the [F2] key, to display the valid choices.
To view the list of only the codes, click on the arrow. To select, click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code and then press the [Enter] key to select.
8. When the information is completely entered, select one of these options:
8.1 Click [Print] to display a dialog box:
8.1.1 Printer Properties:
8.1.1.1 Printer: The default printer for the logged-in clinic and password is selected. To select a different printer, either click on the arrow, OR press the → (right arrow) on the keyboard to view the list of printer codes. In our example, the defaulted Printer is HP. This is just an example of a printer name and may or may not be set up on the system.
To select the printer type, click on the code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code, and then press the [Enter] key to select.
8.1.1.2 Number of Copies: This field defaults to either 0 (zero) or 1. Both print 1 copy. To print more than one copy, enter the number of copies.
8.1.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to an Excel spreadsheet, Email, Fax, Disk, or Archive. A secondary printer may also be selected, if one is set up, by clicking on the arrow to display the drop-down list.
8.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
8.1.4 Select the [Cancel] button to clear the screen and return to the Print_AccountingBOP screen without saving or printing.
8.2 Click [Clear] to clear all information and return the focus to the <Account> field.
8.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.