Intellect™
MANAGEMENT MENU OPTIONS
Check Slip
Detail Use by Check Number
Menu Option Effective Version 9.12.09
The Check Slip/Detail Use by Check Number option returns a report with entries for each account with patient name displayed, but grouped and subtotaled by Check number. This report may be requested for the total clinic or for any single provider.
With this Management Report, Intellect provides the capability to print, export to Excel spreadsheet, Email, Fax, or send a request to Archive.
Please note that with all management reports, the patient's Category and Insurance at the time of posting from the Charge screen is associated with that item forever.
1. To display the Print Detail by Check screen in Intellect, go to Management --► Check Slip --► Detail Use by Check Number
The Print Detail by Check screen opens:
2. Report 
2.1 Version 9.12.09 Field Modification. The single-character code choices on the drop-down list have been replaced with complete word choices to make the code selection easier.
2.2 Use the drop-down list to select the type of report.
2.3 'Blank' is not a valid selection.
2.4 Press the [F2] key OR click directly on the field to display the valid choices:
2.4.1 Clinic: Returns a report in check number order (or other method of payment) with a single line for each check with the dollar amount.
2.4.2 Provider: Returns a report with a single line for each entry showing check number (or other method of payment), and the dollar amount, for the requested provider. If the <Provider Code> field (see below) is left blank, the report displays a section for each provider.
3. Provider Code 
3.1 Enabled only when the Provider option is selected for the <Report> field (see above). When enabled, an entry is required.
3.2 Only a single entry is accepted.
3.3 Type the Utility --►Provider --►Provider <Provider Code> to print the payments for this provider.
4. From Date 
4.1 Enter the earliest entry date to include on this report.
4.2 The set of dates is required and defaults to the current system date.
5. To Date 
5.1 Enter the latest entry date to include on this report.
5.2 The set of dates is required and defaults to the current system date.
6. Operator 
6.1 Leave blank (the default is all operators) for all code types.
6.2 To request the report for a specific operator, type the <User Number> as set up in Utility --► Set Up --► Security --► Log In Users.
7. Check No. 
7.1 For all code types, the default is all checks (leave blank).
7.2 To request the report for a specific check, type the check number as entered in Charges --►Charges <Check#>.
8. Sort By 
8.1 When using the Detail Use by Check Number option, leave this field blank (as indicated below) since the report automatically sorts by check number.
9. Unapplied Receipts 
9.1 Version 9.12.09 New Field. This field applies only to the Management --► Check Slip --► Detail Use Per Patient option.
9.2 Do not make a selection.
10. Batch No 
10.1 Effective version 18.06.01 - New field.
10.2 This field correlates to the batch number entered in the <Batch No> field on the Payment menus. This field acts as a filter since a batch number used on one of the Payment menu screens may be entered to include only those payments with the desired criteria entered in the Check Slip options.
11. When the information is completely entered, select one of these:
11.1 Select [Print] to display the printer box:
11.1.1 Printer Properties:
11.1.1.1 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.
11.1.1.2 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.
11.1.2 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.
11.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
If no payments were posted for the <From Date>/<To Date> fields and report criteria was entered, one of these pop-up warning displays:
OR 
Click [Ok] to return to the Print Detail by Check screen.
11.1.4 Select the [Cancel] button to clear the screen and return to the Print Detail by Check screen without saving or printing.
11.2 Select [Clear] to remove any information already entered on the Print Detail by Check screen.
11.3 Select [Exit] to close the Print Detail by Check screen and return to the main Intellect menu.
Sample Check Slip/Detail Use by Check Number Reports