Intellect™
TASK STATEMENT
This task uses a printout and has the following task task_name parameter.
NEVER change the task_name.
• If you want the automated task to always print the output, click Print Paper Statements for instructions.
• If you want the automated task to EMAIL the output when an email address is available, and print the output to your printer when there is not an email address on file, click Email Statements for instructions.
• If you want the automated task to FAX the output when a fax number is available, and print the output to your printer when there is not a fax number on file click FAX Statements for instructions.
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Tasks |
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TASK_STATEMENT2 |
Billing --►Statement |
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TASK_STATEMENT5 |
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TASK_STATEMENT12 |
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TASK_STATEMENT20 |
Always select the Task Statement number that matches your clinc statement number |
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TASK_STATEMENT21 |
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TASK_STATEMENT22 |
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TASK_STATEMENT24 |
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TASK_STATEMENT28 |
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TASK_STATEMENT29 |
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TASK_STATEMENT30 |
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TASK_STATEMENT91 |
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TASK_STATEMENT92 |
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TASK_XML_STATEMENT |
Used to export statements |
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Task Parameter |
Required Y/N |
Corresponding Screen/ Field Name |
Notes |
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<parameter name="TH_ENTER_DATE" type= "String" value="CL_DATE - 60"/> |
N |
From Date |
The value “CL_DATE – 60” means include statement activity starting 60 days prior to the system clinic date. Change the numeric value to indicate how many days of prior activity will be included on the statement. For example, “CL_DATE – 90” will include all activity from 90 days prior to the clinic date through the current date. |
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<parameter name="SELECTION" type="String" value="*"/> |
N |
Selection Criteria |
The default value “*” does not limit statements based on the account’s last name. Change the alpha value to a single letter or a hyphenated alphabetical range to limit statements based on the first letter of account’s last name. For example: “A-L” returns statements for accounts where the last name begins with A through L. |
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<parameter name="MSG_CODE" type="String" value=""/> |
N |
Message Code |
If you wish to add a statement message, type the Utility --►Messages --►Message <Message Code>. |
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<parameter name="SELECT_STATE" type="String" value= "1"/> |
Y |
Statement Selection |
This value defaults dependent on the Task selected. Do not change. |
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<parameter name="AC_CATEGORY" type="String" value=""/> |
N |
Category |
Limits the billing results by specific patient category. |
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<parameter name="STATEMENT_CYCLE" type="String" value="TODAY"/> |
Y |
Statement Cycle |
Used to request statements for accounts that fall into a particular billing cycle as determined by Utility --►Set Up --►Parameter <Number of Cycles>. The default value “TODAY” returns statements for accounts where the billing cycle number matches the current calendar date. |