2. Charge Account Listing
- Anthony Campana
To obtain a Charge Account Listing, click on Acct Receivables -> 2. Charge Account Listing.
Charge Account Listing
The Charge Account Listing screen allows the user to generate a list of all families and patients in the system with a in house charge account. This report is the quickest way to gather information about account statuses like balance and past due amounts.
The user can narrow the list down by choosing from the available options.
To narrow the list down by Nursing Home, select the appropriate facility from the dropdown list.
To narrow the list down by Delivery Group, select the correct group from the dropdown list.
You can choose whether or not to display the balance using the dropdown list provided for the Print Balance field.
You can choose whether or not to display the Address using the dropdown list provided for the Print Address field.
You can choose to display accounts with a zero balance using the dropdown "Yes/No" box.
You can choose to display credit balance using the provided dropdown "Yes/No" box.
Lastly the user can choose all transactions, or transactions through a specified date, by making the selection in the Show Balance for Transaction field.
To generate the report itself, click the "Generate Report" button or press the "Enter" key when the "Generate Report" button is highlighted to obtain the result. At any time you can sort the report by simply clicking the blue column names (shown in this example format) for any of the columns/data displayed.
To print the list, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted. NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
The user may also clear all the data displayed on the screen by clicking the "Cancel" button or by pressing the "Enter" key when the "Cancel" button is highlighted.