Financial Reference Report
Summary:
This report generator report will list financial references attached to service entries in the patients financial tab. This report can be used to locate specific references such as Discount entries, PST, GST etc.
Steps:
1. Open ABELDent.
2. Select Reports, then Generator from the menu.
3. At menu, select Table Selection, click OK.
4. Select tables:
Patients o (uncheck)
Transaction References þ
5. Click OK.
6. At menu, select Field Layout, click OK.
7. At “Transactions” file Field Parameters enter the following field values: leave all other fields at their default:
Account ID o 0 2
Date þ 0 1
Fee Amount o 0 3
Main Provider o 0 4
8. Click OK.
9. At “Transaction References” file Field Parameters enter the following field values: leave all other fields at their default:
Reference þ 0 5
10. Click OK.
11. At menu, select Criteria Entry, click OK.
12. At “Selection of Records” enter the criteria information for Date range as required.
13. Enter Reference information of PST To: PST
**NOTE: The Reference information entered must start with the exact wording that your specific reference entries display in the patient’s financial screen.
14. Leave all other fields at their default. Click OK.
15. At menu, select Generate Report, click OK.
16. After record scanning is complete the Report Generation dialog screen will display.
17. Enter a title e.g.: PST Report for August 07
18. At the section TOTALLING, for Fee Amount, enter a T
19. Click OK.
20. At Print Report, select Print
21. At menu, select Save As and save report with file name e.g.: PST
22. Select Save
23. Note: to determine the amount of the Discount, PST or GST charged, you must add together the amounts displayed in the “Reference” column. The amount displayed in the “Fee Amount” column is the amount charged which already includes the Discount, PST or GST.
Product (s): ABELDent version 5.20B04 and higher
Category: Reports
Classification: Public
Date Created: August 11, 2004
Created by: KaM