Intellect™
SCHEDULE MENU OPTIONS
Appointment
Eligibility
Print Batch of Patients
This menu option is used to print insurance billing eligibility for a patient or small batches of patients. When a client’s billing is set for Tele Com, the Eligibility screen populates with Verification Requests that have been sent via Billing --►Tele Com --►Verify (270) and picked-up by Billing --►Tele Com --►Acknowledgement (271). Also, specific patient accounts may be manually added to the file.
1. To print a batch of eligibility records in Intellect, go to Schedule --►Appointment Eligibility --►Print Batch Of Patient:
The Print BOP Eligibility screen opens:
2. Account No 
2.1 Enter the account number of the patient to be printed.
2.2 Press [Enter] to display the Batch Entry dialog screen to individually add more accounts to process as a single batch.
2.2.1 Type any additional account numbers (one at a time) and press [Enter] to add. For example:
2.3 This field is required. If [Enter] is pressed before this field is populated, an error message displays:
3. From Date 
3.1 If desired, enter the beginning entry date of the verifications to be printed.
3.2 Leave blank to print all selected patient verifications.
4. To Date 
4.1 If desired, enter the latest entry date of the verifications to be printed.
4.2 Leave blank to print all selected patient verifications.
5. User No. 
5.1 If desired, enter the information from the <User Number> field on the Utility --► Set up --► Security --► Login Users screen to print verifications obtained by a specific user.
5.2 If left blank, this field uses the current user’s number.
6. Category 
6.1 This field limits the printing by specific patient category.
6.2 Press [Enter] to bypass this field to request ALL categories. Specific categories may be requested by entering one or more Utility --►Category <Category Code>(s).
6.3 Enter multiple category codes separated by commas with no space.
7. Ins Name 
7.1 This field limits the printing by specific Insurance company name. This is the name as it appears in the Eligibility file whether as returned in the 271 or user-entered (not necessarily the Utility --► Insurance name).
7.2 Press [Enter] to bypass this field to request ALL insurers, OR enter a specific name.
8. DOS From 
8.1 This field limits the printing based on the eligible date of service.
8.2 Use this as the beginning date to include, OR leave blank to search back indefinitely.
9. DOS To 
9.1 This field limits the printing based on the eligible date of service.
9.2 Use this as the ending date to include, OR leave blank to search forward indefinitely.
10. When the information is completely entered, select one of these options:
10.1 Click [Print] to display the Print ELIGIBILITY_REPORT dialog box:
10.1.1 Printer Properties:
10.1.1.1 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.
10.1.1.2 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.
10.1.2 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.
10.1.3 Select the [Print] button to send the request to the printer (or as a Fax or email).
10.1.4 Select the [Cancel] button to clear the screen and return to the <Account No> field without saving or printing.
10.2 Click [Clear] to clear all information and return the focus to the <Account No> field.
10.3 Click [Exit] to clear the screen and return the focus to the main Intellect screen without saving.