Report Settings (Page 1)
The Report Settings are broken into two screens. When you select Report Settings, the system displays the screen in Page 1. If you would like to go to the second screen, click the Page 2 tab.
Report Settings (Page 1)
The following section describes each of the settings found in Report Settings.
Use high graphics when possible. If you have a Hewlett Packard compatible laser printer, choose Yes. Otherwise, choose No.
If you have a laser printer and you set 'high graphics' to Yes, your Routing Slips and Walkout Statements will be more informative and will have a much more professional look. If you do not have a laser printer and you set high graphics to Yes, you will get a lot of strange characters on these reports.
List each patient separately (Yes/No). Choose No if you want the transactions on the Family Ledger Report to display in chronological order. Choose Yes if you want the transactions grouped by family member.
NOTE: If you ask the system to group transactions by family member, the sub-total given for each patient will only be accurate if, when entering payments, you break up the payment applying the appropriate amount to each patient.
Always (Yes/No). If you choose No, the system will ask the above question each time you run the report defaulting to the response you have specified. This is useful if sometimes you would like the report in chronological order and sometimes sorted by family member.
If you choose Yes, the system will always create the report in the order specified above and will not interrupt processing to ask the above question.
Include financial information. The system has a Financial Treatment Plan Report and a Clinical Treatment Plan Report. As implied, the Clinical Treatment Plan Report contains NO financial information and would be used during a consultation to discuss the needed treatment without the distraction of financial concerns.
The Financial Treatment Plan Report would be used by the office manager to discuss the financial aspects of treatment. It includes the charge for each procedure broken down by insurance portion and patient portion. It reflects the patient's deductible remaining, coverage remaining, and renewal date. At your discretion, it may also include a financial agreement with a line for the patient's signature.
If you would prefer the Financial Treatment Plan Report most often, choose Yes. Otherwise choose No.
Always (Yes/No). If you choose No, the system will ask the above question each time you run the report defaulting to the response you have specified. This is useful if sometimes you would like the Financial report and other times the Clinical.
If you choose Yes, the system will always create the choose of report specified above and will not interrupt processing to ask the above question.
Include explanations of procedures (Yes/No). Choose Yes if you want the report to include a layman's term description of each procedure on the patient's Treatment Plan. Choose No if you don't want the report to include these descriptions.
NOTE: The layman's term descriptions of the procedures can be changed to your liking on the Master Fee Schedule.
Always (Yes/No). If you choose No, the system will ask the above question each time you run the report defaulting to the response you have specified. This is useful if sometimes you would like the layman's term descriptions and sometimes you would not.
If you choose Yes, the system will always create the report in the manner specified above and will not interrupt processing to ask the above question.
Include doctor ID numbers (Yes/No). Choose Yes if you want the Walk-Out Statement to include the doctor's state license and tax ID numbers. Useful if the patients use the statement to file for insurance payment. Choose No if you do not want the Walk-Out Statement to include this information.
Mailing Format. When printed in mailing format, you can fold the Walkout Statement on the top line (where it says 'Statement of Account') and it will fit nicely into your double windowed envelopes for mailing. When not printed in mailing format, many more transactions can print on the bill before it is forced to use a second page.
Choose Yes if you would typically like the walkout statements in mailing format. Otherwise, choose No.
Always (Yes/No). If you choose No, the system will ask the above question each time you print a statement defaulting to the response you have specified. This is useful if sometimes you would like the statement in mailing format and sometimes you would not.
If you choose Yes, the system will always print the statement in the manner specified above and will not interrupt processing to ask the above question.
Update accounts last statement date. The system automatically updates an account's last statement date when you print a statement at month-end billing. If you would also like it to update the last statement date when you print a Walkout Statement, choose Yes. Otherwise, choose No.
For offices that use Cycle Billing, a walkout statement would have the same effect as a month-end statement and the account would not have another bill printed for at least 30 days.
Include credit card payments (Yes/No). Choose Yes if you want the Deposit Slip to include the credit card payments received. Choose No if you do not.
Include codes XXX to: XXX. Enter the range of codes for which you would like to perform post-op call back. Patients who have had a procedure within the range you specify will be included on the Post-Op Report.
Always (Yes/No). If you choose No, the system will ask the above question each time you run the report defaulting to the response you have specified. This is useful if you would like to include a different range of procedures on different days.
If you choose Yes, the system will always create the report for the range of procedures specified above and will not interrupt processing to ask the above question.
Include balances greater than $. Leave this line blank if you want the Delinquent Balance List to include all families with non-zero balances (credit or debit), or enter a dollar amount to make the report more concise.
Include balances older than 0/30/60/90. Select 0 if you want to include accounts regardless of the age of their balance.
Include if haven't paid in last X days. Leave this line blank if you want the report to include an account regardless of how long it has been since their last payment, or enter a number to make this report more concise.
Always (Yes/No). If you choose No, the system will ask the above three questions each time you run the report defaulting to the responses you have specified. This is useful if you would like to set different constraints on occasion.
If you choose Yes, the system will always create the report based upon these constraints and will not interrupt processing to ask the above questions.
Create when Calc Finance Charges (Yes/No). Choose Yes if you want the system to create a Delinquent Balance List when you calculate finance charges. This saves time if you like to run a Delinquent Balance List AND Calculate Finance Charges each month. Choose No if you do not care for a Delinquent Balance List when you calculate finance charges.
Time Units for Appointments (10/15). Enter whether you schedule in 10 or 15 minute time units.
Sort by Family or Recall date (Fam/Rec). Choose Fam if you want family members to be grouped together on the Recall Report. Useful if you use the report to call households. Choose Rec if you want the patients to appear on the report in chronological order (by date due).
Include Notes on Electronic Recall (Yes/No). If you use Electronic Patient Recall, have selected a letter style that includes an area for a custom paragraph, and would like to make use of the custom paragraph, choose Yes. Otherwise, choose No.
Include Date and Time (Yes/No). If you want the appointment date and time to show up on recall labels, choose Yes. If you want a standard mailing label, choose No.
List patients referred (Yes/No). Choose No if you want the Referrer Report to just list the referrers and the number of referrals they made. Choose Yes if you want it to include the names of the patients they referred.
Always (Yes/No). If you choose No, the system will ask the above question each time you run the report defaulting to the response you have specified. This is useful if sometimes you would like the report to include the names of the referred patients and sometimes not.
If you choose Yes, the system will always create the report in the manner specified above and will not interrupt processing to ask the above question.
Days grace period. Enter the number of days a procedure must be outstanding for insurance payment before it is included on the Outstanding Claims List.
Always (Yes/No). If you choose No, the system will ask the above question each time you run the report defaulting to the response you have specified. This is useful if you would like to vary the delinquency setting on occasion.
If you choose Yes, the system will always create the report based on the delinquency setting specified above and will not interrupt processing to ask the above question.
The same option is available for previewing insurance. Most offices do not care about previewing claims, but the option is there for those who do.
Report Settings (Page 2)
Detailed Version. This question is relevant only if you have set High Graphic Reports to No on page 1 of the Report Settings. If you do not use the high graphic Routing Slip, you have the option of a detailed version that is extremely informative (including an optional Superbill page described later), or a simple version that some offices find more convenient.
Choose Yes for the detailed version, or No for the simpler. Print a Routing Slip for a patient using the different settings, and then choose the setting you prefer.
Include patient notes. If you enter sensitive information in the patient notes and do not want this to reflect on the Routing Slips, choose No. Otherwise, choose Yes.
Include Superbill. This setting is relevant only if you have set your system for Detailed, Non-High Graphic Routing Slips. The high graphic Routing Slips automatically include a Superbill and the simple, non-high graphic Routing Slips do not use a Superbill.
Choose Yes if you want the system to print a Superbill page with each Routing Slip. Otherwise, choose No.
Superbill Codes. Simply type the ADA codes of the procedures in the order you want them to appear on the Superbill. If you want some blank space on the superbill, just leave some blank lines on this screen.
If you want to include diagnosis codes in your Superbill, choose where you want them to appear. All diagnosis codes MUST have a decimal point to be recognized as such even if the code does not normally contain a decimal. Example: if the code is 002, you must enter 002..
