Intellect™
MANAGEMENT MENU OPTIONS
Balance
Patient Balance
The Patient Balance report allows patient accounts to be printed, displaying Charges, Approved Amounts, Expected Amounts, the difference, and then showing Payments, Adjustments, and, finally, the individual Balances. All columns are totaled and then a clinic summary is displayed.
With this Management Report, Intellect provides the capability to print, export to Excel spreadsheet, Email, or Fax.
Please note that with all management reports, the patient's Category and Insurance at the time of posting from the Charge screen is associated with that item forever.
1. To display the Print Patient Balance screen in Intellect, go to Management --► Balance --► Patient Balance
The Print Patient Balance screen displays:
Effective Version 9.12.10 Field Modification. The one- and two-character code choices on the drop-down lists have been replaced with explanatory choices, making the code selection more user-friendly and comprehensive.
Note: The drop-down list descriptions for the code choices have remained the same, allowing correlation between the old and new code choices.
2. Report Option 
2.1 Use the drop-down list to select the type of report.
2.2 There is no default and a selection must be made.
2.3 Click on the field, OR press the [F2] key to display the valid choices.
To view the list of only the codes, click on the arrow. To select, click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code and then press the [Enter] key to select.
Effective version 9.12.10
2.3.1 Group by Patient provides a list of patient balances with a total summary.
2.3.2 Group by Patient and Month provides a monthly summary by patient and a total monthly summary.
All versions prior to 9.12.10
3. From Date 
3.1 This is the earliest date used to determine the result for this report based on the entry, service, last payment, or first billing date as determined by the <Date Selection> field entry.
4. To Date 
4.1 This is the latest date used to determine the result for this report based on the entry, service, last payment, or first billing date as determined by the <Date Selection> field entry.
5. Provider 
5.1 Leave blank (the default) for all providers.
5.2 To filter the results based on a specific provider, type the Utility --► Provider --►Provider <Provider Code>.
5.3 This field accepts multiple values:
• separated by commas with no spaces:
• a range of codes entered with a hyphen and no spaces:
• an asterisk * to return all Providers starting with the portion of the code entered prior to the *. For example, 1* prints all Providers whose code begins with 1.
6. Category 
6.1 This field limits the results by specific patient category.
6.2 Press [Enter] to bypass this field to request ALL categories OR use a specific category by typing a patient's Utility --► Category <Category Code>.
6.3 This field accepts multiple values:
• separated by commas with no spaces:
• a range of codes entered with a hyphen and no spaces:
• an asterisk * to return all Categories starting with the portion of the code entered prior to the *. For example, I* prints all Categories whose code begins with I.
7.1 Leave blank (the default is all facilities) for all code types.
7.2 To request the report for a specific facility, type the Utility --► Facility <Facility Code>.
7.3 This field accepts multiple values:
• separated by commas with no spaces:
• a range of codes entered with a hyphen and no spaces:
• an asterisk * to return all Facilities starting with the portion of the code entered prior to the *. For example, 1* prints all Facilities whose code begins with 1.
8.1 Leave blank (the default is all referrals) for all code types.
8.2 To request the report for a specific referral source, type the Utility --► Referring <Referring Code>.
8.3 This field accepts multiple values:
• separated by commas with no spaces:
• an asterisk * to return all Referrers starting with the portion of the code entered prior to the *. For example, 1* prints all Referrers whose code begins with 1.
9. Insurance 
9.1 This field limits the results by specific patient insurance.
9.2 Press [Enter] to bypass this field to request ALL insurance companies OR select a specific insurance by typing its Utility --► Insurance --► Insurance <Insurance Co. Code>.
9.3 This field accepts multiple values:
• separated by commas with no spaces:
• an asterisk * to return all Insurers starting with the portion of the code entered prior to the *. For example, M* prints all Insurers whose code begins with M.
10.1 Leave blank (no specific gender is the default) for all code types.
10.2 To filter the results based on a specific gender, use the drop-down to select Male, Female, or Unknown if the gender is unknown or not applicable (e.g., Company Accounts).
11.1 This field defaults to the Entry Date.
11.2 Accept the default OR use the drop-down to make an alternate selection.
11.3 Click on the field, OR press the [F2] key to display the valid choices.
To view the list of only the codes, click on the arrow. To select, click on the correct code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code and then press the [Enter] key to select.
Effective version 9.12.10
All versions prior to 9.12.10
12. Who 
12.1 The default is blank; i.e., filtering by the Ledger --► Accounting or Ledger --►Open Item <Who> column.
12.2 Accept the blank default, OR use the drop-down list to filter by the selected Who type. A partial list is shown below:
13. When the information is completely entered, select an option:
13.1 Click [Print] OR press [Enter] to display the Print Balance dialog box:
13.1.1 Printer Properties:
13.1.1.1 Printer: The default printer for the logged-in clinic and password is selected. To select a different printer, either click on the arrow, OR press the → (right arrow) on the keyboard to view the list of printer codes. In our example, the defaulted Printer is HP. This is just an example of a printer name and may or may not be set up on the system.
To select the printer type, click on the code, OR use the ↑ (up) and ↓ (down) arrows to highlight the correct code; then press the [Enter] key to select
13.1.1.2 Number of Copies: This field defaults to either 0 (zero) or 1. Both print 1 copy. To print more than one copy, enter the number of copies.
13.1.2 Fax/Email:
In addition to printing reports, Intellect provides the capability to export reports to an Excel spreadsheet, Email, Fax, Disk, or Archive. A secondary printer may also be selected, if one is set up, by clicking on the arrow to display the drop-down list.
13.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
13.1.4 Select the [Cancel] button to clear the screen and return to the <Report Option> field without saving or printing.
13.2 Click [Clear] to clear all information and return the focus to the <Report Option> without saving.
13.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen.
