Intellect™
REGISTRATION MENU OPTIONS
Worker
First Report
First Report/Print/BOP
All individual or a small batch of First Report forms are printed from this menu option.
Effective version 15.02.17, when printing via Registration --►Worker --►First Report --► Batch and Group, the comment 'First Report is printed' is inserted into the Ledger remarks on both the Ledger --►Accounting and Ledger --►Open Item screens for each patient for which the report is run.
1. To print a Doctor's First Report in Intellect, go Registration --► Worker --► First Report --► Print --► Batch Of Patient
The Batch of First Report screen displays:
2. Account 
2.1 Enter the account number of the patient for whom to print a report. An account number is required. If an account number is not entered, this message displays:
Click [OK] to return to the <Account> field.
2.2 After populating the <Account> field, press [Enter] to open the Batch Entry dialog screen to individually add more accounts to process as a single batch.
2.3 Type any additional account numbers (one at a time) and press [Enter] to add.
3. From Date 
3.1 To limit the printing based on a range of dates, type the earliest date to include OR leave blank to search as far back as the clinic has records.
4. To Date 
4.1 To limit the printing based on a range of dates, type the latest date to include OR leave blank to print all records starting with <From Date> up until today's date.
5. When entry of the information is completed, select one of these options:
5.1 Click [Print] OR press [Enter] to display the Print Report dialog box:
5.1.1 Printer Properties:
5.1.1.1 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 Printer defaulted 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, and then press the [Enter] key to select.
5.1.1.2 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.
5.1.2 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.
5.1.3 Select the [Print] button to send a request to the printer (or as a Fax or email).
5.1.4 Select the [Cancel] button to clear the screen and return to the previous screen without saving or printing.
5.2 Click [Clear] to clear all information and return the focus to <Account> without saving.
5.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen.