Intellect™
MANAGEMENT MENU OPTIONS
Company Reports
Company reports allow reports totaled by company to print, showing a line-by-line summary of each treated employee's charges, payments, adjustment, and balance.
With this Management Report, Intellect provides the capability to print, or export to Email or Fax.
1. To print a company report via Intellect, go to Management --► Company Report
The Print COMPANY screen displays:
2. Date Selection 
2.1 Accept the Entry Date default OR use the drop-down list for an alternate selection.
Effective version 9.12.10: The single-character code choices on the drop-down lists for the <Date Selection> field have been replaced with complete word choices, making the code selection easier.
2.2 To view the list of codes with descriptions, click on the field OR press the [F2] key.
To view the list of only the codes, either click on the arrow, OR press the → (right arrow) on the keyboard. To select, double-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.
Effective version 9.12.10
All versions prior to 9.12.10
3. Provider Code 
3.1 This field limits the report results by specific provider.
3.2 Leave blank for the default of all providers.
3.3 To filter the results based on a specific provider, enter the Utility --► Provider --► Provider <Provider Code>.
3.4 This field does NOT accept multiple values.
4. From Date 
4.1 The beginning date for the date range of this report.
4.2 Type the first entry date for the data to include in this report.
5. To Date 
5.1 Type the last entry date for the data to include in this report.
6. Account. 
6.1 Type the account number of the company whose report should be printed.
6.2 This field only accepts one account, however, entering two account numbers separated by a comma, or a range of codes entered with a hyphen and no spaces, displays this search screen asking that a selection to be made:
NOTE: Click the [Cancel] button to return to the Print Company screen.
On the Print Company screen, press [Print] to return all accounts in that range that have a company Utility --► Category <Type> field set to 'C.' Using this feature to set a broad range allows a single report with all Company accounts.
6.3 The field is mandatory and must be completed. If left blank, an error message displays:
Press the [OK] button to return the focus to the <Account> field.
7. Category 
7.1 This field limits the report results by specific patient Category.
7.2 To use this option, type a Company Utility --► Category <Category Code> where <Type> = 'C.'
7.3 Press [Enter] to bypass this field to request ALL company categories or the category of the single company selected (see <Account> above)
8. When the information is completely entered, select one of these options:
8.1 Click [Print] to display the Print Company Report 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; 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 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. This report is not programmed for Excel import.
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 <Date Selection> field without saving or printing.
8.2 Click [Clear] to clear all information and return the focus to <Date Selection> field.
8.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.