Creating a Custom Report for Charges
Any user can create a custom report to view summary information for charges rendered within a specific time range. Health care providers can view information for charges that they have submitted, where Administrators can view the charges for one or all users in the system. Once the report has been generated, you can view it immediately, print it, or export it to a file.
To create a report, do as follows:
-
Click the
View Reports
button on the toolbar to display the Select Report Criteria screen.
-
For health care providers, this button appears on the toolbar in the Charge Capture Desktop.
-
For Administrators, you must first go to the Holding Bin, by selecting
Holding Bin
from the
View Charges
pull-down list, and then the button will appear on the toolbar.
-
Specify the desired information on the
Select Report Criteria
screen, as follows:
-
Choose a date range for the
Service Dates
of the charges to be included in the report. You can enter a specific date range, in which case the first pull-down list will display
Custom
; or, you can use one of the pre-defined ranges, such as
Today
and
Last Month
, by selecting it from the first pull-down list.
-
Choose a date range for the
Submission Dates
of the charges to be included in the report. This is typically set to All.
-
Check those
Billing Areas
you wish to include. Note that you can click the
None
link to toggle between having all of the billing areas selected (
All
) and clearing all of the billing areas. Selecting
None
is useful if you have many areas and only want to review the charges for one or two specific billing areas.
-
[For Administrators Only] Check those
Users
whose charges you wish to include in the report. You can use the
None
link to toggle between selecting
All
of the users and selecting
None
.
-
Check those headings that you wish to have appear as
Report Columns
for all of the charges in the report. To simplify the resulting report, uncheck the box for those column headings that you are not interested in viewing.
-
Click the
OK
button to generate the report.
-
Click the
OK
button to return to the
Select Report Criteria
screen.
