AOL File Library: 4,101 to 4,200/aol-file-protocol-4400-4101-to-4200.zip/AOLDLs/Business Management/MEDISOFT_ V4.14a Medical Patient/MEDI414A.exe/MAHELP4.TXT

Text File | 1995-08-01 | 35KB | 880 lines

  REPORT PRINTING

  The reports printed in this operation provide valuable information
  about the status of your accounts receivable and other important
  information to aid in the financial and patient management of your
  practice.

  To use this operation, either press 4 or use the arrow keys to
  highlight Report Printing and press the [Enter] key.

  Reports available in the Report Printing operation are as follows:

  Transaction Entries  lists billing transactions.

  Patient Ledger  lists all billing transactions and notes entered for a
  patient, both current and history.  This report groups detail by
  patient and gives patient account balances much like a ledger card in
  a manual bookkeeping system.

  Patient Receivable Aging  categorizes patient balances by age.  With
  this report you know exactly what patients have a past due balance and
  how old that balance is.  Prints in a format which allows its use as a
  collection worksheet.

  Insurance Aging Report  prints an aging of insurance billing amounts
  by patient, grouped by insurance carrier.

  Day Sheet comes in three parts; procedures grouped by patient for the
  day, procedure summary for the day and receipt summary for use in
  verifying your bank deposit.

  Practice Analysis  analyzes procedures for a month or any other desired
  time period, even annually.  Suitable for submitting to your accountant
  for preparation of financial statements.  Has the capability for profit
  analysis on procedures.

  Patient Referral Report  tracks patient referral sources.  Reports on
  revenue generated for patients from each referral source.

  Unbilled Entries Report prints unbilled entries by patient, grouped
  by insurance carrier.

  Each of these reports are explained in detail on the following pages.

*1 Print Transaction Entries

                  O P T I O N   I N F O R M A T I O N

  Transaction Entries  lists billing transactions in the order they were
  entered in the transaction entry option.  By default, this report will
  print today's entries.
.CO Option Information

  Be aware that under certain conditions with certain answers to the
  report  questions that a report will not print.  When you give
  answers to the report questions that none of your data matches, the
  system cannot produce the report.  It is suggested that you answer
  only those questions in the report operation which are absolutely
  necessary to provide you with the report you want.  If you are having
  trouble getting the report to print correctly, try changing some of
  the answers you gave at the beginning of the report operation.
  Function keys available in this operation:  Press [F1] for help; Press
  [F6] to search for procedure codes or providers; Press [ESC] to return
  to the Report Printing submenu.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the date you want used for the report or press
  [Enter] to use the current system date.
.PA
>2

  Range of Codes:  Enter a beginning and ending procedure code separated
  by a dash to limit the report to a certain group of procedure codes or
  press [Enter] to include all codes.

  NOTE:  Procedure codes are the base codes.  Do not include the modifier
  in the code when specifying a range.  E.G.  The code 80000-50 has a
  base code of 80000 and a modifier of 50.  To include this code in a
  range enter the range as 80000-81000.
.PA
>3

  Range of Dates:  Enter a beginning and ending date in MMDDYY format
  without punctuation and separated by a dash to limit the report to a
  certain time period or press [Enter] to include all dates.  (ie:
  010195-013195 for January 1 through 31, 1995)
.PA
>4

  Range of Entries:  Enter a beginning and ending entry number separated
  by a dash to limit the report to a certain set of transactions or
  press [Enter] to include today's entries.  Today's entries are defined
  as the transactions which have been entered since a day sheet was last
  printed.  If you wish to print the report for all entries on file,
  enter a transaction range which will encompass all of your entries.
  The valid number of entries will be listed on the bottom of the screen
  when the cursor is positioned at this field.  If you specify a date
  range for this report, the default answer for this question will be
  all entries rather than today's entries.
.PA
>5

  Range of Providers:   Enter a beginning and ending provider code
  separated by a dash to limit the report to a certain provider or group
  of providers.  Press [Enter] to include all providers.
>6

  Include Notes:  Answer "Y" to include all notes entered for your
  patients under the notes function or "N" to exclude notes from the
  report.
.PA
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.

*2 Print Patient Ledgers

                  O P T I O N   I N F O R M A T I O N

  A patient ledger is a useful report for noting the activity of each
  patient account.  You may include all patient accounts or a selected
  few when preparing a ledger.  The  MediSoft  Advanced patient ledger
  is like a ledger card in a manual accounting system in that it shows
  all or part of the financial activity for a patient and the patient's
  balance, including billing history if desired.

  Function keys available in this operation:  Press [F1] for help, Press
  [F6] to search for patient chart numbers; Press "N" when the ledger is
  printed to the screen to add a note for the patient shown;
.PA

         Entering Patient Notes While Printing Patient Ledger

  The notes feature is accessed from this operation and may be used for
  storing any type of information desired for a patient.  Some ideas for
  use of the notes function are for entering prescriptions, promised
  payment date or collection notes.

  To use the notes feature, press "N" at the appropriate page break when
  printing the patient account ledger to the display.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the date you want to be printed on the report
  or press [Enter] to use the current system date.
.PA
>2

  Sort By Document Number:  Enter "Y" if you want the transaction detail
  sorted by document number.  Otherwise, enter "N" to print the
  transaction detail in entry order.
.PA
>3

  Summarize Document Detail:  Enter "Y" if you want only one line per
  document number to be shown on the report with one total amount for
  each document number.  Enter "N" to show document detail for all
  current entries.
.PA
>4

  Patients with Family Balances Only:  Enter "N" to include all patients
  regardless of balance or "Y" to print only those patients with Family
  balances which are not equal to zero.
.PA
>5

  Range of Balances:  Enter a beginning and ending account balance amount
  separated by a dash to limit the report or press [Enter] to include all
  balances greater than or less than zero.  If you answered "Yes" to the
  previous question, those patients whose Family balances are zero will
  be excluded regardless of the range entered.  This line is skipped if
  you answer "No" to the previous question.
.PA
>6

  Range of Dates:  Enter a beginning and ending date separated by a dash
  to limit the report to a certain time period or press [Enter] to
  include all dates.
.PA
>7

  Range of Chart Numbers:  Enter a beginning and ending patient chart
  number separated by a dash to limit the report to a certain group of
  patients (such as a family) or press [Enter] to include all
  patients.
.PA
>8

  Range of Billing Codes:  Enter a beginning and ending billing code
  separated by a dash to limit the report to accounts with specific
  billing codes or press [Enter] to include all accounts regardless of
  billing code.
.PA
>9

  Range of Indicators:  Enter a beginning and ending indicator separated
  by a dash to limit the report to a group of indicators or press [Enter]
  to include all accounts regardless of indicator.
.PA
>10

  Include Notes:  Answer "Y" to include patient notes in the ledger or
  "N" to exclude notes.
.PA
>11

  Start Each Patient On A New Page:  Enter "Y" to start a new page for
  each patient or "N" to fill the page before starting a new page.
  Printing the report to the Display continues to print patients until
  the screen is full, regardless of your response to this question.
.PA
>12

  The next line appears only if you have history files created by running
  operation 8-1, Month-end Processing.

  Include History Transactions:  Enter "Y" to include billing history
  transactions or "N" to exclude them.
.PA
>SUMHIST

  The next line appears only if you have history files created by
  running operation 8-1, Month-end Processing. You only have access to
  this question if you have answered yes to both of the above questions:
  "Sort By Document Detail" and "Include History Transactions" .

  Summarize History Document Detail:  Enter "Y" if you want only one line
  per document number to be shown on the report with one total amount for
  each document number.  Enter "N" to show document detail for all
  history entries.
.PA
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.

*3 Print Aging Report

                  O P T I O N   I N F O R M A T I O N

  An aging report helps you manage your accounts receivable.  Amounts
  overdue are shown clearly so that you may take steps to collect on
  delinquent accounts.

  Function keys available in this operation: You may access the following
  features in this operation by pressing the appropriate function key:
  Press [F1] for help; Press [F6] to search for chart numbers;   Press
  [ESC] to abandon the aging report or to return to the Report Print
  submenu.
.PA

         Entering Patient Notes While Printing Patient Aging

  The notes feature is accessed from this operation and may be used for
  storing any type of information desired for a patient.  Some ideas for
  use of the notes function are for entering prescriptions, promised
  payment date or collection notes.

  To use the notes feature, press "F2" at the appropriate page break when
  printing the patient aging to the display.
.PA

         Viewing Patient Ledger While Printing Patient Aging

  The pop-up ledger feature is accessed from this operation and may be
  used to view the current status of the patient's account.

  To use the pop-up ledger feature, press "F7" at the appropriate page
  break when printing the patient aging to the display.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the report date or press [Enter] to use the
  current system date.
.PA
>2

  Range of Chart Numbers:  Enter a beginning and ending patient chart
  number separated by a dash to limit the report to certain patients or
  press [Enter] to include all patients.
.PA
>3

  Range of Billing Codes:  Enter a beginning and ending billing code
  separated by a dash to limit the report to accounts with specific
  billing codes or press [Enter] to include all accounts regardless of
  billing code.
.PA
>4

  Range of Indicators:  Enter a beginning and ending indicator separated
  by a dash to limit the report to a group of indicators or press
  [Enter] to include all accounts regardless of indicator.
.PA
>5
>6
>7
>8
  Patients with Charges Past:  Enter 30, 60 or 90 to include only those
  patients who have a 30, 60 or 90 day balance or older.

  It is important to note that since  MediSoft  Advanced  works like a
  balance forward type of accounting system, the aging report is
  dependent upon the timely execution of operation 8-1, Month-end
  Processing.  When properly run, the archive operation removes the
  detail transactions for a patient and places these transactions in a
  history file while storing the balance of those transactions as a
  balance forward.  The aging report will not age properly if the
  Month-end Processing operation is not run at the close of each billing
  cycle, usually once per month.
.PA
>PRVGROUP

  Group Patients by Provider:  Enter "Y" if you want to print a report
  sorting the patients by the Head of Household's assigned provider
  number.   A new page is started for each provider.  Otherwise, enter
  "N" to print the patients by chart number order.
.PA
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.

*4 Print Insurance Aging Report

                  O P T I O N   I N F O R M A T I O N

  This option allows you to print an aging report of entries billed to
  insurance companies.  You must use the same document number on
  insurance payments as you did on the entries that they pay for this
  report to operate correctly.  Otherwise, the program will not know if a
  given entry has been paid or not.

  Function keys available in this operation: You may access the following
  features in this operation by pressing  the  appropriate  function key:
  Press [F1] for help; Press [F6] to search for insurance carriers; Press
  [ESC]  to  exit  this  operation and  return  to  the MediSoft Advanced
  billing submenu.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the date of the report.  This date is used in
  the insurance aging report as a reference point to analyze the age of
  each claim.  Enter a date in MMDDYY format or press [Enter] for
  today's date.
.PA
>2
>3
>4
>5

  Aging Column 1, 2, 3, 4:  Enter the range of days old you wish to use
  for each column of the insurance aging report.  You may press [Enter]
  to use the standard aging, as shown below.

    Aging 1: 0-30  Aging 2: 31-60  Aging 3: 61-90  Aging 4: 91-999

  "Range of days old" means the difference, in days, between the date of
  the aging report and the transaction bill date.  The  first standard
  range, 0-30, means todays entries to 30 days in the past.  The second
  range, 31-60, means 31 to 60 days in the past.  The third range means
  61 to 90 days in the past.  The fourth range means 91 to 999 days in
  the past.
.CO Aging Column

  The reason we use 999 days in the past is so that transactions billed
  a large number of days in the past (with reference to the date of the
  report) will still appear on the report.

  Note:  Transactions are aged from the date of the insurance billing
  rather than the date of the charge.  This is done so that the aging is
  based on the last time the transactions were billed to insurance, not
  the initial date of entry.
.PA
>6

  Range of Insurance Carriers:  Enter a beginning and ending carrier
  number separated by a dash to limit the report to certain carriers or
  press [Enter] to include all carriers.
.PA
>7

  Range of Billing Codes:  Enter a beginning and ending billing code
  separated by a dash to limit the report to accounts with specific
  billing codes or press [Enter] to include all accounts regardless of
  billing code.
.PA
>8

  Range of Indicators:  Enter a beginning and ending indicator separated
  by a dash to limit the report to patients with certain indicators.
  Otherwise, press [Enter] and all indicators are included.
.PA
>BILLED.PAST

  Insurances Billed Past:  Enter 30, 60 or 90 to include only billing
  charges 30, 60 or 90 days or older.  This report will only include
  billed charges.  All payments, adjustments and unbilled entries are
  excluded when you specify an Insurance Billed Past.

  Note:  Transactions are aged from the date of the insurance billing
  rather than the date of the charge.  This is done so that the aging is
  based on the last time the transactions were billed to insurance, not
  the initial date of entry.
.PA
>INS.TYPE

  Insurance Type:  Enter one of the insurance carrier types to limit the
  report to a particular carrier.  The one character carrier types are
  as follows:

             M  Medicare            O  Other
             A  Medicaid            B  Blue Cross/Blue Shield
             C  CHAMPUS             W  Worker's Compensation
             V  Champva             H  HMO
             G  Group               P  PPO
             F  FECA

  Otherwise, press the [Enter] key to include all insurance types.
.PA
>CLAIM

  Claim Print:  Press [Enter] for all claims.  Enter one or more of the
  following choices for a specified claim type:

                   P - Primary Paper Claims
                   E - Primary Electronic Claims
                   B - Primary Both Claims
                   S - Secondary Claims
                   T - Tertiary Claims

  NOTE:  Only insurance carriers assigned to the patient as the primary
  carrier, will look at the claim type assigned to the carrier.
  Whether a secondary or tertiary claim will print as a paper or
  electronic claim, can not be determined at this point.
.PA
>9

  Show Transaction Detail on Aging:  Enter "Y" if you want line item
  detail included on the report or enter "N" to show total account
  balances only.
.PA
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.


*5 Print Patient Day Sheet

                  O P T I O N   I N F O R M A T I O N

  The Day Sheet comes in three parts; procedures grouped by patient for
  the day, procedure summary for the day and receipt summary for use in
  verifying your bank deposit.

  Function keys available in this operation: You may access the following
  features in this operation by pressing the appropriate function key:
  Press [F1] for help; Press [F6] to search for procedure codes or
  providers; Press [ESC] to return to the Report Printing submenu.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the date of the report in MMDDYY format or press
  [Enter] to use the current system date.
.PA
>2

  Range of Procedure Codes:  Enter a beginning and ending procedure code
  separated by a dash to limit the report to a group of codes or press
  [Enter] to include all codes.
.PA
>3

  Range of Dates:  Enter a beginning and ending date separated by a dash
  to limit the  report to a  certain time period or press [Enter] to
  include all dates.   If  you  enter a  range of  dates  that  includes
  entries in your history file,   MediSoft  Advanced will  automatically
  read from your history file to print this report.
.PA
>4

  Range of Entries to Print:  Enter a beginning and ending entry number
  separated by a dash to limit the report to a certain set of
  transactions or press [Enter] to include today's entries.  Today's
  Entries are defined as the entries which were made since the last day
  sheet was printed.  Printing a day sheet resets the counter for the
  first transaction of the day.  If this first transaction pointer is
  inadvertently reset, a day sheet may still be printed for today's
  entries by using a range of entry numbers or a range of entry dates.

  When the cursor is located at this field "Today's Entries" and "Valid
  Entries" are displayed in the lower portion of the screen.
.PA
>5

  Range of Providers:  Enter a beginning and ending provider code
  separated by a dash to limit the report to a certain group of
  providers.  You may also enter just one provider code or press [Enter]
  to include all providers.
.PA
>6

  Print A Patient Day Sheet:  The day sheet consists of three parts; the
  patient daysheet is the first part of the daysheet and groups each
  patients' charges with the patients' prior balance and new balance.
  Answer "Y" to print the patient portion of the day sheet, answer "N"
  to omit the patient portion.
.PA
>SORT.BY

  Sort by Chart Number or Entry:  If you want to print the transactions
  on the Patient Day Sheet in entry number order enter "E" for entry;
  otherwise enter "C" for chart number, document order.  If the field is
  left blank the default value is sorted by chart number, document order.
.PA
>7

  Print Patient Day Sheet Detail:  If you wish to see the detail
  transactions for each patient answer "Y"; otherwise answer "N" and the
  patient portion of the daysheet will contain only summary information
  for each patient.
.PA
>8

  Print Procedure Day Sheet Detail:  If you wish to see the transaction
  detail in the procedure portion of the day sheet, answer "Y".
  Otherwise, answer "N" and the activity for each procedure will be
  summarized.
.PA
>9

  Print Payment Day Sheet Detail:  If you wish to see the transaction
  detail for payments received, answer "Y".  Otherwise, answer "N" and
  the payment procedure codes will have summary amounts only.
>PAT.DIAG

  Print Patient Name or Diagnosis: Enter "D" for diagnosis if you wish
  to see the diagnosis description to print on the Procedure Day Sheet
  and the Payment Day Sheet.  If you wish to print the patient's name
  instead of the diagnosis on the Procedure Day Sheet and the Payment
  Day Sheet, enter "P".

  Note:  You only have access to this question if you have answered
  yes to either Print Procedure Day Sheet Detail or Print Payment Day
  Sheet Detail.  In all other cases this question does not apply.
.CO

  When you have selected the parameters for the report, a screen appears
  telling you that the entries are being sorted in preparation for
  printing the report.  After sorting is complete the print selection
  screen appears.
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.
.CO Printing the patient day sheet

  Note:  Printing the patient day sheet resets the beginning transaction
  of the day counter.  This counter tells the program where to begin
  printing tomorrow's entries.  The counter is reset when the report
  finishes printing.  Aborting the report printing will also reset the
  counter.

  If your daysheet counter has been reset and you still want to report
  on today's entries you may specify a range of entries which only
  includes today's entry numbers or you may specify a range of dates
  which only includes today's entries.

*6 Print Practice Analysis

                  O P T I O N   I N F O R M A T I O N

  The Practice Analysis  analyzes procedures for the month.  This report
  is suitable for submitting to your accountant for preparation of
  financial statements.  This report also has the capability for profit
  analysis on procedures.

  Function keys available in this operation: You may access the following
  features in this operation by pressing the appropriate function key:
  Press [F1] for help; Press [F6] to search for procedure codes or
  providers; Press [ESC] to exit this operation and return to the Report
  Printing submenu.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the date you want used to prepare the report or
  press [Enter] to use the current system date.
.PA
>2

  Range of Procedure Codes:  Enter a beginning and ending procedure code
  separated by a dash to limit the report to a group of codes.  Press
  [Enter] to include all codes.
.PA
>3

  Range of Dates:  Enter a beginning and ending date separated by a dash
  to limit the report to a certain time period or press [Enter] to
  include all dates.  The date range may include current transactions or
  transactions which have been moved to the history files.  If the date
  range you enter  includes  history entries,   MediSoft  Advanced will
  automatically read the history file to retrieve the requested
  information.
.PA
>4

  Range of Entries to Print:  Enter a beginning and ending entry number
  separated by a dash to limit the report to a certain set of
  transactions or press [Enter] to include all entries in the current
  month's transaction file and history if the date range above includes
  history.
.PA
>5

  Range of Providers:  Enter a beginning and ending provider code
  separated by a dash to limit the report to a certain provider or group
  of providers or press [Enter] to include all providers.
.PA
>BILLCODE

  Range of Billing Codes:  Enter a beginning and ending billing code
  separated by a dash to limit the report to accounts with specific
  billing codes or press [Enter] to include all accounts regardless of
  billing code.
.PA
>INDICATOR

  Range of Indicators:  Enter a beginning and ending indicator separated
  by a dash to limit the report to patients with certain indicators.
  Otherwise, press [Enter] and all indicators are included.
.PA
>SUMMARY

  Print Summary Page Only:  Enter Y for yes if you wish to only print
  the last (totals) page of the Practice Analysis.  Otherwise, enter N
  for no to print the complete report.
.PA

  When you have finished selecting the parameters for the report, entries
  will be sorted for the report and the print selection screen will
  appear.

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.

*7 Print Patient Referral Report

                  O P T I O N   I N F O R M A T I O N

  The Patient Referral Report  tracks patient referral sources and
  reports on revenue generated for patients from each referral source.
  Monthly referral reports may be produced by specifying a range of dates
  for the month desired.

  Function keys available in this operation: You may access the following
  features in this operation by pressing the appropriate function key:
  Press [F1] for help; Press [F6] to search for address codes;   Press
  [ESC] to return to the Report Printing submenu.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the date you wish to use for the report or
  press [Enter] for the current system date.
.PA
>2

  Range of Dates:  Enter a beginning and ending date to select specific
  transactions for inclusion on the referral report or press [Enter] to
  include all transactions in the current and history entry files.
.PA
>3

  Range Of Referrer Address Codes:  Enter a range of referral source
  address codes.  Remember that address codes are alphanumeric and may
  not always be sorted or selected in the order you anticipate.  When
  alphanumeric information is sorted it is done in alphabetic order, not
  numeric order.  For example, the number 100 would come before the
  number 20 in an alphabetic sort.
.PA
>4

  Print Providers or Referral Source:  Answer "R" to print referral
  sources which have been entered in the Referral Source field of
  operation 2, Patient Information.  Enter a "P" to list all referrals,
  which you have entered in the Referring Provider field of Patient
  Information.
.PA
>5

  List Patients Referred:  Enter "Y" to list each patient name under the
  referral source on the report.  Enter "N" to summarize financial
  activity for each referral source.
.PA
>6

  Include Adjustments:  Enter "Y" to include all patient and insurance
  adjustments on this report.  Enter "N" to exclude all adjustments on
  the referral report.
.PA
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.

*UNBILLED Print Unbilled Entries Report

                  O P T I O N   I N F O R M A T I O N

  This option allows you to print the entries that have not been billed
  to insurance companies.  You must use the same document number on
  insurance payments as you did on the entries that they pay for this
  report to operate correctly.  Otherwise, the program will not know if
  a given entry has been paid or not. Entries paid in full, are excluded
  from this report.

  Function keys available in this operation: You may access the following
  features in this operation by pressing  the  appropriate  function key:
  Press [F1] for help; Press [F6] to search for insurance carriers; Press
  [ESC]  to  exit this  operation and  return  to  the  MediSoft Advanced
  billing submenu.
.PA

                   F I E L D   I N F O R M A T I O N
>1

  Date of Report:  Enter the date you wish to use for the report or press
  [Enter] for the current system date.
.PA
>2

  Range of Dates:  Enter a beginning and ending date to select specific
  transactions for inclusion on the unbilled entries report or press
  [Enter] to include all transactions in the current and history
  entry files.
.PA
>3

  Range of Insurance Carriers:  Enter a beginning and ending carrier
  number separated by a dash to limit the report to certain carriers or
  press [Enter] to include all carriers.
.PA
>4

  Billed Entry Category:   Press [Enter] to include all unbilled entries
  for all insurance carriers.

  If you want a report that will print unbilled entries for your
  secondary and/or tertiary carrier, but which have already been billed
  to the primary insurance carrier, then enter a 'P' for primary billed
  entries.  The report will then include only those transactions which
  have been billed to the primary insurance carrier but have NOT been
  billed to the secondary and/or tertiary carrier.

.CO Billed Entry Group

  Enter 'S' if you wish a report that includes all entries that have
  been billed to the secondary insurance carrier but have NOT been billed
  to the tertiary carrier.
.PA
>5

  Unbilled Entry Category:  Press [Enter] to include all unbilled entries
  for all insurance carriers.

  If you want a report that will print unbilled entries for your
  primary insurance carriers only, the press 'P'. The report will then
  include only those transactions which have NOT been billed to the
  primary insurance carrier. Unbilled entries for the secondary and
  tertiary will not print.

  If you wish to print the entries which have not been billed to
  secondary, then press 'S'.  Enter 'T' to only print unbilled entries
  for the tertiary insurance carriers.
.PA
>6

  Range of Billing Codes:  Enter a beginning and ending billing code
  separated by a dash to limit the report to accounts with specific
  billing codes or press [Enter] to include all accounts regardless of
  billing code.
.PA
>7

  Range of Indicators:  Enter a beginning and ending indicator separated
  by a dash to limit the report to patients with certain indicators.
  Otherwise, press [Enter] and all indicators are included.
.PA
>8

  Summarize Document Detail:  Enter "Y" if you want only one line per
  document number to be shown on the report with one total amount for
  each document number.  Press [Enter] or enter "N" to show all
  document detail.
.PA
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.

*ANALYSIS Print Insurance Analysis
>REPDATE

  Date of Report:  Enter the date you want used for the report or press
  [Enter] to use the current system date.
.PA
>RGDATES

  Range of Dates:  Enter a beginning and ending date in MMDDYY format
  without punctuation and separated by a dash to limit the report to a
  certain time period or press [Enter] to include all dates.  (ie:
  010195-013195 for January 1 through 31, 1995)
.PA
>INSRANGE

  Range of Insurance Carriers:  Enter a beginning and ending carrier
  number separated by a dash to limit the report to certain carriers or
  press [Enter] to include all carriers.
.PA
>INSTYPE

  Insurance Type:  Enter one of the insurance carrier types to limit the
  report to a particular carrier.  The one character carrier types are
  as follows:

             M  Medicare            O  Other
             A  Medicaid            B  Blue Cross/Blue Shield
             C  CHAMPUS             W  Worker's Compensation
             V  Champva             H  HMO
             G  Group               P  PPO
             F  FECA

  Otherwise, press the [Enter] key to include all insurance types.
.PA
>CLAIM

  Paper/Electronic Claims:  Enter 'P' for claims that only print on
  paper, or 'E' for electronic claims.   To include all claims, press
  [Enter] (leaving the field blank) for all.
.PA
>PRINTOPT

  When you have selected the parameters for the report, the print
  selection screen appears allowing you to view the report on screen,
  print the report on your printer, or output the report to a file which
  can later be edited using a word processor.
*