Account Listings

The user may want a list of accounts for a variety of reasons. The Account Listings Report may be run to include the following: All Accounts, Accounts Suspended for Claims, Accounts Suspended for Statements, Accounts with Held Statements, Returned Mail Accounts, Collection Accounts, Credit Balance Accounts and Possible Credit/Debit Offset Accounts. There is an option to Include Zero Balance Accounts when you run any of the selections listed above.

The Account Listing request form is a tabbed dialog that consists of a General tab, a Sorting tab, and a Selection tab.

General Tab

Task Name	Task Name displayed in the Task Viewer
Include Zero Balance Accounts	Include/Exclude Accounts with zero balances.
All Accounts	Select All Accounts
Accounts Suspended for Claims	Select Accounts Suspended for Claims
Accounts Suspended for Statements	Select Accounts Suspended for Statements
Accounts with Held Statements	Select Accounts with Held Statements
Returned Mail Accounts	Select Returned Mail Accounts
Collection Accounts	Select Collection Accounts
Credit Balance	Select Accounts with Credit Balances
Possible Credit/Debit Offset Accounts	Select Accounts with offset debits and credits on an account. Example might be Visit 1 has a Credit but Visit 2 on the account may have an offsetting debit. This option would catch the Visit on the account that would need to be refunded even though the entire account is not a credit balance.
Cube Data	Indicates if report results should be output to a data cube
Generate Standard Report	Indicates if report results should be output to a formatted report
Run Now	Indicates in the report should be run immediately
Schedule	Indicates that the report should be scheduled to run at a future time
Schedule Button	Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)

Sorting Tab

The Sorting tab consists of two lists. The first list is comprised of the available sort fields for the report and the second list is comprised of the fields that have been selected as sort fields. The fields in the second list may be sequenced in any order. The report will sort the data into the sequence defined and perform a "break" on the sort field as well.

Selecting Sort Options:

Right-Arrow Button	Click on item to be selected in the left-hand list and press the right-arrow button.
Drag-and-Drop	Click on the item to be selected in the left-hand list and while holding the mouse button down, "drag" the item to the right-hand list and release the mouse button.
Double-Click	Double-click on the item to be selected in the left-hand list.

De-Selecting Sort Options:

Left-Arrow Button	Click on item to be de-selected in the right-hand list and press the left-arrow button.
Drag-and-Drop	Click on the item to be de-selected in the right-hand list and while holding the mouse button down, "drag" the item to the left-hand list and release the mouse button.
Double-Click	Double-click on the item to be de-selected in the right-hand list.

Selection Tab

Frequently when a report is run, you only wish to see data meeting certain criteria. The Selection tab consists of a list of fields they you may use to include or exclude specific data values from the report. For example, you may wish to run a report for just a certain physician or excluding a certain location.

By clicking on the checklist for the appropriate field (physicians, facilities, etc.) you may then select to include or exclude certain values from the respective tables. The limit to the number of specific values you can select is limited to your ability (or willingness) to enter them. While there is a theoretical limit to the number of selections you can make, you will run out of patience before MedSuite runs out of room to save them. Muli-Selections work with standard Windows keyboard functionality. CTRL+Click to select one at a time, SHIFT+Click to select a range of maintenance files.