Transaction Summary Report Instructions

Use the Transaction Summary Report Instructions to report information used to analyze various types of transactions for a range of service dates, posting dates or payment dates for patients in a specific age category.  The report allows you to view this information for insurances, sorted by provider and location or by location and provider.

Tips:

• Although the report allows you to enter four types of dates and date ranges, only those transactions that meet all of the date criteria entered are included on the report.

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

• For more information about the buttons on the toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Transaction Summary Report Instructions, click More.

   

  1.  Click Reports from the Menu Bar.

  2.  Click Management Reports.

  3.  Click Transaction Summary Report.

   

  Transaction Summary Report Instructions Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Transaction Summary Report Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Insurance Codes	Enter the Insurances to report. (up to 9 characters) Tips: To enter an individual insurance, simply enter the insurance code and press [TAB]. To enter a group of insurances, enter the first insurance code, followed by a comma (,) and the next insurance code.  Continue in this fashion until the list of insurance codes is complete. You can not enter a range of insurances at this prompt. Or, to search for the appropriate insurance code, click Search . Keyboard shortcut:  [CTRL + f].
  Transaction Codes	Enter the transaction code to report. (up to 6 characters) Tips: To enter an individual transaction code, simply enter their transaction code and press [TAB]. To enter a group of transaction codes, enter the first transaction code, followed by a comma (,) and the next transaction code.  Continue in this fashion until the list of transaction codes is complete. You can not enter a range of referral sources at this prompt. Or, to search for the appropriate transaction code, click Search . Keyboard shortcut:  [CTRL + f].
  Birth Date From	To limit information to a range of patient birth dates, enter the beginning birth date in the range. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  To	To limit the report information to a range of patient birth dates, enter the ending birth date in the range. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Service Dates From	To limit information to a range of patient service dates, enter the beginning service date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  To	To limit the report information to a range of patient service dates, enter the ending service date. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Posting Dates From	To limit the report information to a range of patient posting dates, enter the beginning posting date in the range. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  To	To limit the report information to a range of patient posting dates, enter the ending posting date in the range. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Payment Date From	To limit patients to a range of patient payment dates, enter the beginning payment date in the range. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  To	To limit patients to a range of patient payment dates, enter the ending payment date in the range. (mmddccyy, slashes and century optional) Tip:  To include all, please leave blank.
  Sort By	To specify the sort criteria for the report, click a choice. Sort Options: Insurance Only Insurance By Provider By Location Insurance By Location By Provider
  	Displays the default printer number.  For more information, see Printing Options.
  	To run the routine, click Print or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine: Click Cancel. Keyboard shortcut:  [ALT + c] Or, click Close .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Transaction Summary Report Sample.