Intellect™
SCHEDULE MENU OPTIONS
Appointment
Reports
Tracking SB
This option is used to track accounts who have a charge posted to the account with a Super Bill number. It is based on the search criteria of Date, Provider, Facility, and/or Operator.
1. To run a Super bill tracking report in Intellect, go to Schedule --►Appointment --►Reports --►Tracking SB
The Print TRACKING SB screen opens:
2. Posting From Date 
2.1 Type the earliest posting date to include in this report. If this field is left blank and <Posting To Date> is also blank, Intellect completes both with the current calendar date.
3. Posting To Date 
3.1 Type the earliest posting date to include in this report OR leave blank to include all relevant Super Bills up until today’s date.
4. Appt Provider 
4.1 Optionally, type the Utility --►Provider --►Provider <Provider Code> for the scheduled doctor to return only those posted Super Bills for this Provider that also meet any other criteria.
4.2 Leave blank to include all providers that meet the other criteria.
5.1 Optionally, type the Utility --►Facility <Facility Code> for the scheduled place of service (POS) to return only those posted Super Bills for this facility that also meet any other criteria.
5.2 Leave blank to include all facilities that meet the other criteria.
6. Posting Operator 
6.1 Optionally, type the Utility --►Set Up --►Security --►Login Users <User Number> to return only those posted Super Bills by this operator that also meet any other criteria.
6.2 Leave blank to include all operators that meet the other criteria.
7. When the information is completely entered, select one of these options:
7.1 Select [Print] to display a printer dialog box:
7.1.1 Printer Properties:
7.1.1.1 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.
7.1.1.2 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.
7.1.2 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.
7.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
7.1.4 Select the [Cancel] button to clear the screen and return to the Print Tracking SB screen without saving or printing.
7.2 Click [Clear] to clear all information and return the focus to the <Posting From Date> field without saving
7.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.
Sample Tracking Report
