WWW.PRIMECLINICAL.COM

 

Intellect™

 

 

MANAGEMENT MENU OPTIONS

 

 

Analysis

 

Patient Revenue Report

 

This report is used to display individual patient procedure charges, payments, adjustments, balance, and date of service by provider for institutional billing. Only posted procedures for the selected provider where there is a Utility --►Procedure <Revenue Code> present appear on the report.

 

Please note that with all Management reports, the Patient's Category and Insurance and, in this report, Revenue Code, at the time of posting from the Charge screen, is associated with that item forever.

 

1. To display the Print Patient Revenue Report dialog box in Intellect, go to Management --► Analysis --► Patient Revenue Report

 

 

The Print Patient Revenue Report dialog box displays:

 

 

1.1 Printer Properties:

 

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; then press the [Enter] key to select.

 

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.

 

1.2 Fax/Email:

In addition to printing reports, Intellect provides the capability to export reports to 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.

 

1.3 Select the [Cancel] button to clear the screen and return to Intellect's main menu without saving or printing.

 

1.4 Select the [Print] button to display the Parameters box:

 

 

2. TH_FROM_DATE TH_TO_DATE        

 

2.1 Type the beginning date for Intellect to include for patients with revenue charges for printing.

 

2.2 The field is mandatory and must be completed.

 

3. TH_TO_DATE                                          

 

3.1 Type the latest date for Intellect to include for patients with revenue charges for printing.

 

3.2 The field is mandatory and must be completed.

 

4. PROVIDER                                               

 

4.1 Type the Utility --►Provider <Provider Code> to print a report for that doctor.

 

4.2 The field is mandatory and must be completed.

 

5. OK/Cancel                                                  

 

5.1 Click [OK] to send the request to the printer.

 

5.2 Click [Cancel] to clear the screen and return the focus to the main Intellect screen without saving or printing. 

 

 

Sample Patient Revenue Report

 

Top of Page