A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
The Daily Summary report allows you to see all Charges placed at a specific Census on a designated date. This is an interactive report; Charges may be overridden using this report.
1. From the Patients section, hover over Reports and click Daily Summary.
2. Select the Date of Service you wish to view by entering the date in the DATE OF SERVICE field.
3. Click the Census for which you wish to view Charges. The list of Patients from that date will appear in the middle column.
Patients with a white background had Charges placed on the selected date. You will see the total number of charges to the right of the Patient’s name. Patient with a red background did not have Charges placed on the selected date.
4. To view Charges for a specific Patient, click their name.
5. If a Patient did not have Charges placed on the specified date, Users with a security level of 3 and above will see options to override the Charge or to add a Charge via the SuperBill.
If a Patient did have Charges placed on the specified date, Users with a security level of 3 and above will see an option to add a Charge via the SuperBill.
· OVERRIDE: Clicking this button places a Charge of “Intentionally Not Seen” in the system.
· SUPERBILL: Clicking this button takes you to the SuperBill for the specified Patient and automatically updates the Date of Service to the date you’ve already selected to allow you to enter any missing Charges.