Intellect™
MANAGEMENT MENU OPTIONS
Introduction to Management Reports
In regard to the various reports available through this option:
Excel spreadsheets are used for data in columnar form. Because Intellect reports have headings, date printed and printed by, and many have Sub-Total lines, not all reports can automatically be imported into Excel. As a result, Prime Clinical has done additional programming for many of the reports which have Sub-Totals so they may be imported into Excel. Please refer to Reports Programmed for Excel Import for additional information.
Effective version 9.12.30 - New Feature:
Emailing Encrypted Reports with Financial Information via Intellect
To meet HIPAA requirements, Intellect documents being e-mailed are sent as an encrypted pdf attachment, which requires a password to open/un-encrypt. The password is sent in a separate email. This applies to ALL reports which include financial information; e.g., charges, payments, adjustments, balances, etc.
The standard message in the body of the email is: "We have attached a report for your review; the information in the report has been encrypted. The password to open the attachment will be sent in a separate email."
The message in the body of the email can be customized for each office. To do so, create a message and send the exact text to: support@primeclinical.com. Our staff sets up the message in your system.
The message, standard or custom, is sent in only the first email with the report attached. It is not part of the email containing the password.
Encrypting the report as an attachment and the email message does NOT apply to the Appointment Reminder emails.