Description The C4 report lists patients to either generate a pre-collection CSV or a letter. Once generated, the line substatus changes to Precollection. Significance 1. Filters in the C4 are similar to what you have in the patient statement generation screen (C2 report). 2. For every patient for whom a pre-collection letter or file is […]
Category: C. Patient
C3. Patient Statement Summary Report
Description The C3 report lists all historical statements, pre-collection, collection files, and letters with their generated date and balance, and has the option to preview the statement and regenerate it to a CSV or PDF file. Significance 1. The C3 report can be used to regenerate the statements. Check the box and click either Generate […]
C2. Generate Patient Statement
Description This report screen is used for statement generation. The report provides various filters to list patients with balances and generate their statements. The statements can be generated in different formats, including e-statements, generic PDFs, and CSV, with the option of direct submission to the clearinghouse. A C2 report can be used to generate installment […]
C1. New Call Report
Description This report lists all patient recalls and alerts added to the system. Significance For every patient for whom recalls are created, the report highlights the recall details like the initiation date, due date, created user, assigned to, reminder status, review date, reviewed by, etc., along with the patient details. Patient communication information is also […]