Visit Detail Report

The Visit Detail Report provides a listing of Visit and Charge information for a user-defined date range and the 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

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)

Format

Detail level on the report can be selected as follows:

•	Detail - Details the CHARGES on each Visit in the date range selected.

•	Summary - Selects the last procedure entered on a Visit but Payment, Adjustment and Charge totals include all procedures entered for the Visit.

Date Type

Charge Date to examine:

•

Service

•

Posted

•

Closeout

•

Entered

•	Accounting

•	Accounting - Previous

•	Accounting - Current

From Date

Beginning date of the date range

Thru Date

Ending date of the date range

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.