Description
This quick guide outlines the creation of a correction summary report.
Steps
- Within the Sidekick, click the More menu, then click on Reports in the drop-down list.
- In the Select Report menu, click Financial Reports, then click Correction Summary.
- The Correction Summary report window opens in a new tab.
- To choose the reporting date(s):
i. Click the Date field.
ii. In the Select date dialog box, choose the appropriate date option, then click the Done button.
- To select the provider(s) of service:
i. Click the Provider(s) of service drop-down menu.
ii. Select the applicable provider(s) of service within the Active and Inactive columns, then click the Done button.
- To select the User(s):
i. Click the User(s) drop-down menu.
ii. Select the applicable user(s) within the Active and Inactive columns, then click the Done button.
- To select the correction type(s):
i. Click the Correction type(s) drop-down menu.
ii. In the drop-down list, select the applicable correction type(s).
- To create the Correction Summary report, click the Run Report button.
- The report is displayed.
- To print the report, click the Print button.
- To convert the report into a CSV file, click the Export CSV button.
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