Option

Clinic Journal (C),  Provider Journal (P), Summary Journal (S), Payment Journal (H) and Clinic/Batch Journal (B).  

From Date / To Date

This is a required field

Used for all  Report Codes

The first set of dates is required and defaults to the current system date.

The current Clinic date appears as a default.
Note: When requesting the All Provider Journal or Provider Journal Reports (formerly options A and P) for a range of dates ending with the current clinic date, the return results do NOT include the clinic date. To return the current clinic date results, run a separate report with only the clinic date entered.

Provider Code   

Used for Provider Journal (P), Summary Journal (S), Payment Journal (H) and Clinic/Batch Journal (B).   

The default is all providers (leave blank). To filter the results based on a specific provider, type the Utility --► Provider <Provider Code>.

This field does NOT accept multiple values, and does not accept an asterisk *.

Operator Code (optional)

May be used for all Options

To print a report for a specific operator, enter his/her Set Up --► Security --► Login Users <User Number>.

Batch No.

(optional)

May be used for all Options

To print this report for a specific batch, type that batch number.   

Sort By

May be used for all  Options

The default (leave blank) is to sort by patient account number. To sort by patient name, posting order, or by super bill, use the drop-down list to select the correct option.