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Text File | 1992-10-20 | 14KB | 321 lines

Overview: Yo⌡ caε summarizσ al∞ revenue/expense≤ yo⌡ havσ incurreΣ fo≥ an∙ perioΣ oµ ì time¼ fo≥ an∙ categor∙ oµ patients¼ o≥ fo≥ an∙ individua∞ patient« Thi≤ screeε summarize≤ thσ revenue/expenses¼ bu⌠ thσ Activit∙ filσ i≤ thσ ì origina∞ sourcσ oµ entr∙ fo≥ thσ individua∞ revenue/expenses. Origina∞ entr∙ int∩ thσ activit∙ file: Wheneve≥ yo⌡ makσ aε entr∙ int∩ thσ Activit∙ file¼ yo⌡ wil∞ seσ thi≤ iteφ oε ì thσ screen: "Revenue/Expense" Iµ yo⌡ havσ an∙ revenue/expensσ associateΣ witΦ aε activity¼ theε ente≥ thσ ì amoun⌠ oε thσ screeε fo≥ tha⌠ activit∙ whilσ yo⌡ arσ iε thσ Activit∙ file« ì Late≥ on¼ yo⌡ caε summarizσ al∞ oµ thσ revenue/expense≤ pe≥ patient b∙ goinτ ì t∩ thσ Revenue/Expensσ Summar∙ Menu¼ thσ screeε wherσ yo⌡ presentl∙ are« ============== | OPTION 1: | ============== Optioε ▒ i≤ t∩ changσ thσ star⌠ o≥ sto≡ datσ oµ thσ summary« I⌠ default≤ t∩ thesσ dates: STAR╘ DAT┼ :'01/01/1901' STO╨ DAT┼ :'12/12/2999' Thi≤ mean≤ tha⌠ an∙ summarie≤ tha⌠ yo⌡ generatσ wil∞ bσ fo≥ ß 2,09╕ yea≥ ì period« Let'≤ sa∙ tha⌠ yo⌡ woulΣ likσ t∩ examinσ revenue/expense≤ fo≥ ß tw∩ ì weeδ period¼ durinτ whicΦ yo⌡ werσ oε thσ roaΣ visitinτ ß patient« Iε tha⌠ ì case¼ g∩ t∩ optioε ▒ anΣ ente≥ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ begaε a≤ ì thσ STAR╘ date¼ anΣ thσ datσ oε whicΦ thσ tw∩ weeδ perioΣ endeΣ a≤ thσ EN─ ì date« No≈ you≥ report≤ anΣ summarizeΣ revenue/expensσ datß wil∞ reflec⌠ jus⌠ ì tha⌠ tw∩ weeδ period. ============== | OPTION 2: | ============== Optioε ▓ allow≤ yo⌡ t∩ choosσ thσ namσ oε whoφ thσ repor⌠ i≤ summarized« ì Thi≤ optioε default≤ t∩ ALL¼ whicΦ mean≤ tha⌠ al∞ patient≤ wh∩ havσ ì revenue/expensσ item≤ representeΣ iε thσ Activit∙ filσ wil∞ bσ summarized« ì Let'≤ say¼ though¼ tha⌠ yo⌡ wisΦ t∩ summarizσ thosσ revenue/expense≤ fo≥ jus⌠ ì onσ patient ove≥ somσ perioΣ oµ time« B∙ invokinτ thi≤ option¼ yo⌡ caε ì selec⌠ onσ specifiπ patient oε whoφ yo⌡ wisΦ t∩ summarizσ data« ============== | OPTION 3: |è ============== Optioε │ summarize≤ thosσ activit∙ record≤ tha⌠ mee⌠ thσ criteriß yo⌡ entereΣ ì iε option≤ ▒ anΣ 2« Theε thσ prograφ take≤ thσ summarizeΣ revenue/expense≤ ì pe≥ patient anΣ post≤ i⌠ permanentl∙ int∩ thi≤ fielΣ iε thσ Patient file: 'Summary of revenue/expenses for this Patient¼ all activities :' Thi≤ mean≤ tha⌠ an∙ timσ yo⌡ summarizσ revenue/expense≤ froφ thi≤ menu¼ yo⌡ ì caε g∩ bacδ t∩ thσ Patient filσ anΣ examinσ thσ total≤ fo≥ eacΦ patient« ì Oµ course¼ yo⌡ caε prin⌠ ou⌠ thσ SUMMAR┘ REPORT¼ optioε 4¼ anΣ seσ wha⌠ thosσ ì summarie≤ were. Iε thi≤ selection¼ yo⌡ havσ thesσ choice≤ oµ record≤ froφ thσ activit∙ filσ ì t∩ include: ▒ ╜ al∞ record≤ witΦ eithe≥ ß positivσ o≥ negativσ entry 2 = include only records with a positive entry 3 = include only records with a negative entry Thσá inten⌠ oµ thesσ │ choice≤ i≤ t∩ allo≈ yo⌡ t∩ segregatσ eithe≥ revenuσ ì o≥ expensσ items¼ iµ desired¼ froφ thσ res⌠ oµ thσ records« Afte≥á selectinτá froφá thosσ choices¼á yo⌡ caε theε invokσá thσá Selectioε ì Criteriß Menu« Observσ thesσ options: --------------------------------------------------------------------------- At this menu you can invoke the Selection Criteria Menu. | [applies to records in the Activity file] | 0 = Bypass this selection, do not invoke the Selection Criteria Menu. [default] 1 = Invoke the Selection Criteria Menu. | | --------------------------------------------------------------------------- Afte≥á havinτ madσ an∙ selection≤ a⌠ thσ Selectioε Criteriß Menu¼á iµá any¼ ì yo⌡ caε theε observe this logic: ---------------------------------------------------------------------------è Calculation of hourly rates, if any. | | B∙ default¼ thσ prograφ assume≤ tha⌠ an∙ value≤ i⌠ pull≤ froφ eacΦ activit∙ ì recorΣá arσá completσá anΣá d∩ no⌠ requirσá an∙á furthe≥á processing«á An∙ ì calculations¼ fo≥ example¼ oµ hourl∙ ratσ b∙ elapseΣ timσ havσ alread∙ beeε ì executeΣ b∙ thσ Billing≤ module¼á iµ invoked« Iµ thσ Billinτ optioε i≤ no⌠ ì invokeΣ oε thσ Instal∞ menu¼á theε an∙ valuσ tha⌠ yo⌡ havσ entereΣ int∩ thσ ì bottoφ oµ aε activit∙ recorΣ i≤ assumeΣ t∩ bσ iε it≤ fina∞ form. If¼á however¼á thσá valuσ yo⌡ havσ entereΣ i≤ ß preliminar∙á one¼á sucΦá a≤ ì hours¼ anΣ require≤ furthe≥ calculations¼ theε ente≥ 'Tº o≥ 'Yº here« Oncσ ì s∩á selected¼á thi≤á optioε wil∞ assumσ tha⌠ yo⌡ havσ beeε enterinτá hourl∙ ì value≤ anΣ wil∞ theε multipl∙ thosσ number≤ time≤ aε hourl∙ rate. | | --------------------------------------------------------------------------- ============== | OPTION 4: | ============== Optioεá ┤ print≤ thσ SUMMAR┘ REPOR╘ fo≥ al∞ thesσ activitie≤ summarizeΣá iε ì Optioε 3« At this option, you have four choices: 0 = No report, return to prior menu [default] 1 = Report by company name 2 = Report sorted by summarized value, in ascending order 3 = Report sorted by summarized value, in descending order ============== | OPTION 5: | ============== Statements: Thσ Statement≤ selection has it own menu, thσ Statement≤ Men⌡. Somσá oµá thσ selection≤ containeΣ withiε thi≤ functioεá arσá interrelated¼ ì sucΦ a≤ choosinτ thσ start/sto≡ datσ oµ thσ summar∙ iε Revenue/Expensσ als∩ ì select≤ thσ samσ rangσ iε thσ Statements. Thi≤ Men⌡ i≤ ß truσ accountinτ module¼ unlikσ thσ Proposal/Invoicσ section≤ ì iε thσ prograφ tha⌠ arσ worΣ processinτ iε nature.è Option≤á ▒ anΣ ▓ withiε thσ Statement≤ Men⌡ wil∞ creatσ thσ statement≤á fo≥ ì yo⌡á afte≥á yo⌡ havσ defineΣ somσ defaul⌠ value≤ iε optioεá 3«á The∙á dra≈ ì thei≥á financia∞ datß froφ thσ activit∙ records«á The∙ wil∞ botΦ prin⌠ ou⌠ ì thσ samσ value≤ oε eacΦ statement¼á bu⌠ thσ Detai∞ Statemen⌠ wil∞ sho≈á yo⌡ ì thσ activitie≤ tha⌠ werσ summarizeΣ t∩ thσ statement« Remembe≥ tha⌠ thσ statement≤ modulσ wil∞ takσ al∞ positivσ values¼ adΣ theφ ì together¼á theεá subtrac⌠á an∙ negativσ one≤ i⌠ find≤ iε activit∙á records« ì Thi≤á i≤ importan⌠ t∩ kno≈ iµ yo⌡ wan⌠ t∩ reflec⌠ payment≤ madσ agains⌠á aε ì account¼á a≤ witΦ ß CPA¼á o≥ iµ yo⌡ wan⌠ t∩ sho≈ payofµ histor∙á associateΣ ì witΦ ß debto≥ iε ß collection≤ system. ============== | OPTION 6: | ============== "6) Add-on interest" Thi≤á featurσá wil∞á calculatσ add-oε interes⌠ anΣ wil∞ theεá placσá thosσ ì charge≤ int∩ ß newl∙ createΣ activit∙ record« Oncσ selected¼ optioε ╢ wil∞ ì theεá upgradσá thσ summarizeΣ valuσ durinτ thσ postinτ proces≤á t∩á reflec⌠ ì thesσ additiona∞ charges« Utmos⌠ cautioε mus⌠ bσ useΣ witΦ thi≤ functioε sincσ i⌠ doe≤ creatσ ne≈ ì activit∙ records¼ eacΦ witΦ ne≈ value≤ iε thσ Revenue/Expensσ field« T∩ ì understanΣ thσ logiπ oµ thi≤ feature¼ creatσ aε administrativσ recorΣ fo≥ ì yourselµ iε thσ Patient file« Froφ thi≤ recorΣ oε thσ Patient Ge⌠ screen¼ ì pres≤ [F6▌ repeatedl∙ t∩ invokσ thσ Ac⌠ No≈ [TM▌ feature« Ac⌠ No≈ [TM▌ mean≤ ì 'activit∙ now'¼ anΣ wil∞ presen⌠ ß blanδ activit∙ recorΣ t∩ you« Iε eacΦ oµ ì thesσ blanδ records¼ ente≥ somσ valuσ iε thσ Revenue/Expensσ fielΣ t∩ reflec⌠ ì amoun⌠ owed¼ let'≤ say« Afte≥ yo⌡ havσ createΣ ß numbe≥ oµ sucΦ records¼ ì comσ bacδ t∩ thi≤ Revenue/Expensσ Summar∙ Menu¼ anΣ experimen⌠ witΦ selectioε ì ╢ fo≥ jus⌠ thosσ activit∙ record≤ associateΣ witΦ you≥ singlσ administrativσ ì recorΣ iε thσ Patient File. Option 6 displays these three items: ------------------------------------------------------------------------- Add-on interest calculation: | Turn feature On or Off | [ 'T' = true or yes; 'F' = false or no ] | Default name for calculation: | Method of calculation for add-on charges: | ['1' = variable or percentage; '2' = fixed charges] | ------------------------------------------------------------------------- Iµ yo⌡ selec⌠ ú 2¼á theε yo⌡ wil∞ bσ prompteΣ fo≥ thσ fixeΣ amoun⌠ b∙ whicΦ ìèyo⌡ wisΦ thσ Activit∙ record≤ incremented. Iµ yo⌡ selec⌠ ú 1¼á theε yo⌡ wil∞ bσ asked for these values: ------------------------------------------------------------------------- | Annual rate, as a percentage: | | | | | Enter period of calculation: yearly, monthly, weekly, daily | [1 = yearly, 2 = monthly, 3 = weekly, 4 = daily] | ------------------------------------------------------------------------- Thσ defaul⌠ namσ useΣ iε thi≤ calculatioε i≤ 'interest'¼ thougΦ yo⌡ coulΣ ì placσ anythinτ yo⌡ wisΦ there¼ sucΦ a≤ 'othe≥ charges'« Thσ annua∞ ratσ mus⌠ ì bσ entereΣ a≤ ß percentage¼ sucΦ a≤ '12.00'¼ no⌠ a≤ ß decima∞ value« Thσ ì perioΣ oµ calculatioε give≤ yo⌡ thesσ options: ▒ ╜ yearly¼ ▓ ╜ monthly¼ │ ╜ weekly¼ ┤ ╜ daily, 5 = calculated daily range Let'≤ sa∙ tha⌠ yo⌡ haΣ selecteΣ '12.00º a≤ you≥ percentagσ anΣ numbe≥ onσ fo≥ ì thσ period¼ signifyinτ ß yearl∙ calculation« Iµ thσ ne⌠ summarizeΣ valuσ oµ ì thσ relevan⌠ activit∙ record≤ i≤ $100¼ theε thσ prograφ wil∞ calculatσ yearl∙ ì interes⌠ oµ $12« Iµ yo⌡ selec⌠ thσ monthl∙ timσ period¼ thσ calculateΣ ì interes⌠ wil∞ bσ 1/1▓ oµ that¼ o≥ $1.00« Iµ yo⌡ selec⌠ weekly¼ theε i⌠ use≤ ì 1/5▓ oµ thσ yearl∙ interes⌠ fo≥ thσ calculateΣ value« Iµ yo⌡ selec⌠ daily¼ theε thσ prograφ wil∞ promp⌠ yo⌡ fo≥ thi≤ additiona∞ ì information: ------------------------------------------------------------------------- Since you selected daily interest, | please establish leap year preference, if any. | Use leap year [ 'T' = true or yes; 'F' = false or no ] | | ------------------------------------------------------------------------- Iµ yo⌡ elec⌠ t∩ establisΦ lea≡ yea≥ preference¼ theε thσ prograφ wil∞ firs⌠ ì determinσ iµ thσ curren⌠ calenda≥ fall≤ oε ß lea≡ year« Iµ so¼ i⌠ divide≤ ì yearl∙ interes⌠ b∙ 36╢ t∩ arrivσ a⌠ dail∙ interest« Otherwise¼ thσ prograφ ì use≤ 36╡ a≤ thσ divisor. Iµ yo⌡ ente≥ 'Fº t∩ establisΦ lea≡ yea≥ preference¼ theε thi≤ prograφ wil∞ ì alway≤ usσ 36╡ a≤ thσ divisor¼ regardles≤ oµ thσ statu≤ oµ lea≡ year. Showεá belo≈á i≤ aε examplσ oµ ho≈ thi≤ logiπ work≤ wheε useΣá agains⌠á thσ ì tes⌠á datß tha⌠ come≤ witΦ thσ program¼á wheε thσ interes⌠ ratσ i≤á se⌠á t∩ ìè12%¼ calculateΣ monthly: ------------------------------------------------------------------------- All detail Revenue/Expense records from the Activity File | | Fourcolor Data Systems, Category is : 1 | $ 33.50, occurred on 03/17/1986 Total Revenue/Expense= $ 33.50 Calculated add-on interest: $ 0.34 Lolir Lectronics, Category is : 1 $ 18.50, occurred on 05/03/1986 $ 22.50, occurred on 04/22/1986 $ 40.00, occurred on 04/18/1986 Total Revenue/Expense= $ 81.00 Calculated add-on interest: $ 0.81 Texas Commerce Plumbing, Category is : 1 $ 40.00, occurred on 04/22/1986 $ 21.50, occurred on 03/17/1986 $ 27.50, occurred on 03/17/1986 Total Revenue/Expense= $ 89.00 Calculated add-on interest: $ 0.89 Grand total = $ 203.50 [before interest calculation] | Add-on interest: $ 2.04 | Grand total after interest: $ 205.54 | ------------------------------------------------------------------------- T∩ givσ yo⌡ aε audi⌠ trai∞ oµ thi≤ informatioε iε thσ future¼á thσá prograφ ì theεá place≤ thi≤ int∩ thσ Comment≤ fielΣ oµ thσ ne≈ activit∙ recorΣ i⌠ ha≤ ì created: ------------------------------------------------------------------------- | Fourcolor Data Systems | | ááááAdd-oε interes⌠ calculated¼á 11/24/1991¼ Sunday¼ Novembe≥ 24¼ ì áááá1991«áá Annua∞á rate║á 12.00%¼á calculateΣá monthly«á [Sum╜ |ì áááá$33.50/Add-oε ñ 0.34] | | ------------------------------------------------------------------------- Thσá phrasσ 'Sum╜ $33.50º identifie≤ thσ summarizeΣ valuσ oµ al∞ respectivσ ì activit∙á record≤á beforσ thσ interes⌠ wa≤ calculated«á 'Add-oεá ñá 0.34º ì show≤á thσá add-oεá interes⌠á placeΣá int∩á thi≤á activit∙á recorΣá iεá thσ ì Revenue/Expensσ field.