Charge Journal Instructions

Use the Charge Journal to report and verify all services entered for a certain period during Charge Entry as well as the service totals.  There are two types of Charge Journals, the Daily Journal and the To Date Journal.  You can print the Daily Journal that consists of all charge transactions entered since the last Charge/Payment Post Initialize was performed.  Or, you can print a To Date Journal which includes all tickets that have been posted (been through Charge/Payment Post Initialize).  You can tailor the journal by specifying the amount of detail to print, selecting a range of records and choosing the sort sequence.

Notes:

• For more information about running reports, see Print View.

• Although you can print the journal at any time, you should print a final version during Daily Work End of Day to maintain a complete audit trail.

• If INSight's Batch/Period Posting feature is active, you can only report on batches having the current period code.  The period code represents the time span during which activity occurred, regardless of the actual date.  To print the journal for all tickets that have a batch number which starts with the appropriate period code, you can enter a period code as the batch number.  Or, to specify one or several batches you can enter individual batch numbers which contain the appropriate period code.  In this case, the journal prints only the tickets having the specified batch numbers.

Directions:

• To see directions for opening the Charge Journal, click additional information.

   

  • Click Daily Work from the Menu Bar, click Daily Functions and next click Charge Journal.

  • Or, use the keyboard shortcut:  [ALT] [k] [DOWN ARROW] [DOWN ARROW] [ENTER].

  Example:

  

   

• To see the report prompt options, click additional information.

   

  Charge Journal Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Daily Journal / To Date Journal	Entry Options: To print the Daily Journal, select the button.  The Daily Journal includes all charges entered since the Charge/Payment Post Initialize was performed. To print the To Date Journal, select the button.  The To Date Journal includes all transactions that have been posted during the Charge/Payment Post Initialize routine.
  Unprinted Charges Only	Entry Options: To include only unprinted charges on the Daily Journal, select the check. To include all charges on the Daily Journal, de-select the check box. Note:  Unprinted Charges Only pertains only to the Daily Journal.
  Print by Batch #	Entry Options: To sort, print and page break the journal by Batch ID, select the check box. To print the journal without sorting by Batch ID, de-select the check box. Tip:  You may find it handy to print by Batch # if you have multiple people entering charges.  This way each user can work with their own section of the journal. Note:  If you selected Unprinted Charges Only, this prompt is not available.
  Print by Cause & Cause Date	Entry Options: To print the journal by Cause and Cause Date, select the check box. To omit the Cause and Cause Date from printing on the charge journal, de-select the check box. Notes:   The Causes and Cause Dates only print on the Charge Journal.  This option is not available on the Charge/Payment Combo Journal. If you selected Unprinted Charges Only, this prompt is not available.
  Totals Only	Entry Options: To print journal totals only, select the check box. To include transaction details as well as transaction totals, de-select the check box. Tip:  To quickly proof your work, you may find it helpful to use the Totals Only option.  If the totals do not agree, then as a next step you can print the journal with detail. Note:  If you selected Unprinted Charges Only, this prompt is not available.
  Journal Ranges
  Posting Dates From	To limit the Posting Date range included in the journal, enter the beginning Date. [mmddyyyy, slashes (/) not necessary] Notes: To include all transactions, especially when printing a daily journal, leave Posting Dates From and Through blank. To specify a single date to report, enter the same date as the From and Through fields.
  Through	Enter the ending Posting Date, if applicable. [mmddyyyy, slashes (/) not necessary]
  Service Dates From	To limit the Service Date range included in the journal, enter the beginning Service Date. [mmddyyyy, slashes (/) not necessary] Notes: To include all transactions, especially when printing a daily journal, leave Service Dates From and Through blank. To specify a single date to report, enter the same date as the From and Through fields.
  Through	Enter the ending Service Date, if applicable. [mmddyyyy, slashes (/) not necessary]
  Account Numbers From	To limit the Account Number range included in the journal, enter the beginning Account Number. (up to 6 characters) Notes: To specify a single Account Number to report, enter the same Account Number as the From and Through fields. To include all Account Numbers, leave the From and Through fields blank. If you selected Unprinted Charges Only, this prompt is not available.
  Through	Enter the ending Account Number, if applicable. (up to 6 characters)
  Ticket Numbers	To limit the Ticket Number range included in the journal, enter the beginning Ticket Number. (7.0 numeric) Notes: To specify a single Ticket Number to report, enter the same Ticket Number as the From and Through fields. To include all Ticket Numbers, leave the From and Through fields blank. If you selected Unprinted Charges Only, this prompt is not available.
  Through	Enter the ending Ticket Number, if applicable. (7.0 numeric)
  Sort By	To select a field to sort the journal, click a choice in the drop-down list. Sort Choices: Account Number Account Name Ticket Number Provider Department Location Encounter Number Group Number
  Journal Lists
  Providers	To limit the journal to specific providers, enter the Provider Codes here. (up to 4 characters) Notes:   You can enter up to ten providers in the list. To include all providers, leave this list blank. If you selected Unprinted Charges Only, this prompt is not available.
  Locations	To limit the journal to specific locations, enter the Location Codes here. (up to 2 characters) Notes:   You can enter up to ten locations in the list. To include all locations, leave this list blank. If you selected Unprinted Charges Only, this prompt is not available.
  Departments	To limit the journal to specific departments, enter the Department Codes here. (up to 2 characters) Notes:   You can enter up to ten departments in the list. To include all departments, leave this list blank. If you selected Unprinted Charges Only, this prompt is not available.
  Group #	To limit the journal to specific groups, enter the Group Codes here. (2.0 numeric) Notes:   You can enter up to ten groups in the list. To include all groups, leave this list blank. If you selected Unprinted Charges Only, this prompt is not available.
  Batch #	To limit the journal to specific charge batch IDs, enter the charge batch IDs here. (up to 7 characters) Notes:   You can enter up to eight batch IDs in the list. To include all batches, leave this list blank. If you selected Unprinted Charges Only, this prompt is not available. If the Batch/Period Posting feature is active: To include all tickets entered in the current period, enter the four-digit period code.  This will include all tickets relative to that period. Example:  If the current period is June, 2004, enter 0406 (yymm) To enter up to eight specific batches, enter the four-digit current period code, followed by the Batch ID, which contains up to 3 characters. Examples:  0406TR, 0406SK, 0406PL will include June 2004 batches for TR, SK and PL.
  Save as Standard Journal Selections	Entry Options: To save your current entries to use for future journals, select the check box. To use the current journal selections for printing this journal only, de-select the check box.
  Printer	Displays the default printer number.  For more information, see Printing Options.
  	To begin printing to the Windows™ default printer, click Print, or press [ENTER] . Keyboard shortcut:  [ALT + p]
  	To escape from the print routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Charge Journal Sample.