Intellect™
SCHEDULE MENU OPTIONS
Appointment
Receipt
Delete Receipt
Video Available: Click Receipts to access the link. Depending on the system set up, the media player may need to be activated. Speakers need to be attached to the workstation to hear the instructions.
Note: To view the videos, log-in through the www.primeclinical.com website. Current support is required.
This option is used to delete a receipt previously entered on the Schedule --► Appointment --► Receipt --► Add screen. A report displaying deleted receipts may be generated through the Schedule --► Appointment --► Receipt --► Print Receipt Report >screen. NOTE: The user’s security level may restrict access to this menu option.
IMPORTANT NOTE: If the Add Receipt option is used to authorize and process credit card payments via a third-party vendor, deleting the receipt does NOT refund the authorized credit card payment.
1. To delete a receipt for patient payments in Intellect, go to Schedule --► Appointment --► Receipt --► Delete as shown below.
The Delete RECEIPT screen displays:
2. Patient Account No 
2.1 This field is mandatory and must be completed to indicate for which account to modify a receipt.
2.1.1 If left blank, an error message displays. Click [OK] to return the focus to <Patient Account No.>.
2.1.2 Enter the account number, OR type part of the patient’s name (formatted as LASTNAME, FIRSTNAME) and press the [F2] key to search. If a match is found on the search window, highlight the record and press the [Enter] key, OR double-click on the record.
2.2 When adding a receipt for a scheduled appointment, this field is automatically populated. Press [Enter] to accept the default.
3. Patient Name 
3.1 The cursor bypasses this read-only field.
3.2 The patient’s <Last Name>, <First Name> <Middle Initial> from the Registration screen are automatically populated.
4. Patient Balance 
4.1 The cursor bypasses this read-only field.
4.2 This field displays the portion of the individual account balance that is the responsibility of the patient (<Who> = G).
5. Family Balance 
5.1 The cursor bypasses this read-only field.
5.2 This field displays the total Patient Balance for all accounts associated with the same <Guarantor> account on the Registration screen.
6. CoPay/Deductible 
6.1 The cursor bypasses this read-only field.
6.2 The amounts entered in the <Co Payment> and <Deductible Met> fields on the patient’s primary insurance screen are displayed.
7. Date of Service 
7.1 If known, type the date of service from the original receipt.
- OR -
7.2 Press [Enter] to open the Searching RECEIPT window, then highlight the record and press the [Enter] key, OR double-click on the record.
8. Provider 
8.1 The cursor bypasses this read-only field.
8.2 Displays the Utility --► Provider --► Provider <Provider Code> entered on the Schedule --► Appointment --► Receipt --► Add screen.
9. Provider Name 
9.1 The cursor bypasses this read-only field.
9.2 When the <Provider> field is populated, the Utility --► Provider --► Provider <First Name> <Middle Initial> <Last Name> <Title> is displayed.
10. Facility Code 
10.1 The cursor bypasses this read-only field.
10.2 Displays Utility --► Facility <Facility Code> entered on the Schedule --► Appointment --► Receipt --► Add screen.
11. Facility Name 
11.1 The cursor bypasses this read-only field.
11.2 When the <Facility Code> field is populated, the Utility --► Facility <Name> is displayed.
12. Remark 
12.1 The cursor bypasses this read-only field.
12.2 Displays the <Remark> entered on the Schedule --► Appointment --► Receipt --► Add screen.
13. Entry Date 
13.1 The cursor bypasses this read-only field.
14. Payment Method 
14.1 The cursor bypasses this read-only field.
14.2 Displays the <Payment Method> entered on the Schedule --► Appointment --► Receipt --► Add screen.
15. Check Number 
15.1 The cursor bypasses this read-only field.
15.2 Displays the <Check Number> entered on the Schedule --► Appointment --► Receipt --► Add screen.
16. Card No. 
16.1 The cursor bypasses this read-only field.
16.2 Displays the encrypted <Card No> entered on the Schedule --► Appointment --► Receipt --► Add screen.
17. Name on Card 
17.1 The cursor bypasses this read-only field.
17.2 Displays the <Name On Card> entered on the Schedule --► Appointment --► Receipt --► Add screen.
18. Expiration Date 
18.1 The cursor bypasses this read-only field.
18.2 Displays the <Expiration Date> entered on the Schedule --► Appointment --► Receipt --► Add screen.
19. Copay Amount 
19.1 The cursor bypasses this read-only field.
19.2 Displays the <Copay Amount> entered on the Schedule --► Appointment --► Receipt --► Add screen.
20. Bal. Payment Amount 
(formerly <Bal. Amount Received>)
20.1 The cursor bypasses this read-only field.
20.2 Displays the <Bal. Payment Amount> entered on the Schedule --► Appointment --► Receipt --► Add screen.
21. Operator Password 
21.1 This field is required to complete the transaction and identify who deleted the receipt.
21.1.1 If left blank, an error message is displayed. Click [OK] to return the focus to <Operator Password>.
21.1.2 Type the password of the operator deleting the receipt, even if not the operator who logged on Intellect.
21.2 If the operator’s password has expired, or the password is invalid, a message is displayed. Click [OK] to return focus to <Operator Password>.
22. Operator No. 
22.1 The cursor bypasses this read-only field.
22.2 After entering the <Operator Password>, the Utility --► Set Up --► Security --► Login User <User Number> is automatically updated if different from the operator who added the receipt.
23. Operator Name 
23.1 The cursor bypasses this read-only field.
23.2 After entering the <Operator Password>, the Utility --► Set Up --► Security --► Login User <Operator Name> is automatically updated if different from the operator who added the receipt.
24. Print Receipt 
24.1 Accept the default ‘YES’ or use the drop-down list to select ‘NO’.
24.2 NOTE: Regardless of the selection, a receipt is not printed.
25. When the information is completely entered, select one of these options:
25.1 Select [Delete] to delete the information on the Delete RECEIPT screen.
25.1.1 When credit card information is entered AND required setup is completed, the credit card payment is NOT refunded for the deleted receipt.
25.1.2 When [Delete] is selected without completing any of the mandatory fields, Intellect displays a warning. Click [OK] to return focus to the field.
25.1.3 When complete, the fields are cleared.
25.2 Select [Clear] to remove information displayed on the screen..
25.3 Select [Exit] to close the Delete RECEIPT screen and return to user to the main Intellect menu.