What is Batch Summary Report?
Reports > Patient > Statement
Patient statements can also be generated in batches. Users can review batches before resending statements against those batches. The ‘Batch Summary Report’ provides users an overview of financials before generating a new statement for the batch.
Follow the workflow above to land on the ‘Statements’ screen. To generate a batch summary report, enable the ‘Batch Print Log’ button. Upon selecting this, the ‘Batch Print Log’ hyperlink appears. This lets users narrow down search results.
A batch can be selected either by manually entering its Log Number in the ‘Batch Log Number’ field, or by selecting the appropriate ‘Batch Log Number’ hyperlink in the ‘Batch Log Number’ list. The batch log list is displayed on the basis of ‘Creation Date’, with the latest batch at the top.
After specifying the search parameters click on ‘Search’ button.
This updates the batch log list based on given list of users. Input the Batch Print Log field and click Batch Summary button to generate the ‘Batch Summary’ report.
