Intellect™
MANAGEMENT MENU OPTIONS
Receivable Report
The Receivable Report supplies an analysis of revenues and accounts receivable on a monthly basis. Once a clinic's accounts are closed for any given month, all financial transactions since the previous closing are captured and displayed in the current monthly column (depending on the <From Date> <To Date> entered). All months display a column regardless of closing. This report may be run for a clinic or an individual provider.
With this Management Report, Intellect provides the capability to print, export to Excel spreadsheet, Email, or Fax.
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 Receivable screen in Intellect, go to Management --► Receivable
The Print Receivable report screen displays:
2. Report Code 
2.1 Effective version 9.12.10 Field Modification. The one- and two-character code choices on the drop-down list were replaced with explanatory choices, making the code selection more user-friendly and comprehensive. Note: The drop-down list descriptions for the code choices have remained the same, allowing correlation between the old and new code choices.
2.2 Use the drop-down list to select the type of report. There is no default and a selection must be made.
2.3 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.
Effective version 9.12.10
All versions prior to 9.12.10
3. Provider 
3.1 For use with the Receivable by Provider <Report Code> (formerly P). When Receivable by Provider is selected, an entry is required.
3.2 This field accepts multiple values:
• provider codes separated by commas with no spaces:
• a range of provider codes entered with a hyphen and no spaces:
• an asterisk * to return all Providers starting with the portion of the code entered prior to the *. For example, 1* prints all Providers whose code begins with 1.
3.3 Type the Utility --► Provider --► Provider <Provider Code> for the statistics to print for this provider.
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.
4.3 The <From Date> field is not required. Leave it blank to search all records up until the <To Date> field.
5. To Date 
5.1 Type the last entry date for the data to include in this report.
5.2 The <To Date> field is not required. Leave it blank to search all records from the <From Date> field until today's date.
6. When the information is completely entered, select one of these options:
6.1 Click [Print] OR press [Enter] to display the Print Receivable dialog box:
6.1.1 Printer Properties:
6.1.1.1 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.
6.1.1.2 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.
6.1.2 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.
6.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
6.1.4 Select the [Cancel] button to clear the screen and return to the Print Receivable screen without saving or printing.
6.2 Click [Clear] to clear all information and return the focus to the <Report Code> field without saving.
6.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen.
SAMPLE PORTION OF RECEIVABLE REPORT