A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.
The Inactive Billing Report displays Patients that have not had Charges placed for a specified number of days.
1. From the Data Mining section, hover over Charges and click Inactive Billing.
2. Set the Search Criteria and click RUN REPORT.
· Use the CENSUS or ROUNDER drop-down menus to select a specific Census and/or Rounder.
· Type the number of days without Charges you wish to view in the DAYS OF NO CHARGES field. The field will default to six days.
· Use the SORT BY drop-down menu to sort the results by Patient, Location, or Rounder.
3. To print or download the report, click PRINT/DOWNLOAD.
4. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.
5. Patients who meet the criteria will display in the Patient list. You may access the Patient tabs by clicking on a Patient name.
6. To auto-discharge a Patient, hover over the Patient’s name and click AUTO-DC.
7. To adjust the search criteria, click SHOW SEARCH CRITERIA.