'User match' reports

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clinicbilling
Posts: 23
Joined: Tue Apr 19, 2011 7:18 pm

'User match' reports

Post by clinicbilling » Thu Oct 06, 2011 5:28 pm

Does anyone know how to print report information by user, like was possible with the 'patient day sheet user match' report. When we print reports for the daily visits on days when posting was done, there doesn't seem to be a way to filter the deposits out of the report.
Is this possible?

clinicbilling
Posts: 23
Joined: Tue Apr 19, 2011 7:18 pm

Re: 'User match' reports

Post by clinicbilling » Fri Jun 08, 2012 10:54 am

I guess there is no way to print reports separated by user to keep the posting separate from the daily claims? The only way I have been able to separate anything is by specifying the date created and the date from, making sure that I post only after all of the charges have been entered for a specific day. So usually, I post on a previous day, which is not the most accurate, but it keeps the information clear on the report (report of what posted to whose account).
I would still like to be able to print by user, if it is possible.

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Gavin Walker
Posts: 4626
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: 'User match' reports

Post by Gavin Walker » Mon Jun 11, 2012 8:29 am

I have custom-built day sheets that we wrote that will let you filter by user code. If you are on Medisoft v15 Advanced or higher, and you don't need to customize them in any other way, they are yours for $45. Private message me if you need it.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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