Receipt Search Window

The receipt search window allows you to perform a variety of tasks including search, reporting, making mass changes, and importing receipts.

Receipt Search Window Layout

 


Toolbar

New button

The ‘New’ button will allow you to create a new receipt for a patient manually.  Once you click ‘New’ you will be prompted to search and select a patient. Following that, the Quick Pay receipt window will be opened, and the necessary details can be entered.  After that, the receipt will be generated, and the receipt reconciliation process will run.

Open button

The ‘Open’ button will open the Receipt management window as a pop-up window for the receipt selected in the Results Grid.

Train button

The train button will open iSalus University and take you directly to the training material for this window.

More > Change Display Settings

The Change Display settings option allows a user to determine exactly which data points are displayed in the Results Grid.  You can also determine the Maximum number of rows that are returned.

More > Change Status

The ‘Change Status’ option will open a window that lets a user update multiple receipts to a different status at once.  The only statuses that can be changed are ‘New’, ‘Hold’, or ‘Ignore’ or ‘Error’.   Once selected, you can then choose the new status that the selected receipts will be changed to.  You will also be able to determine a new Hold Date for all the selected receipts.  If no Hold Date is selected, the hold date will remain as is on each of the receipts.

More > Receipt Reconciliation

The ‘Receipt Reconciliation’ option will allow you to force the receipt reconciliation process to run against all the selected receipts.  Please note, if a receipt is not in a status of either ‘New’ or ‘Hold’, the receipt will automatically be skipped.  This option may be helpful to use only if you want the process to run earlier than normal.

More > Import Receipts

The ‘Import Receipts’ option allows a user to upload a Microsoft Excel file containing patient payment information.   The file must meet the iSalus Import specs which can be accessed on the import window.

Search

Quick Search

The ‘Quick Search’ feature allows you to search for receipts for a given patient by typing in their chart number, first name, or last name.  If you need to perform a more detailed search, please use the ‘Advanced Search’ option.

Advanced Search

The ‘Advanced Search’ feature allows for the most complicated and specific type of searches.   By clicking the ‘Advanced Search’ button, a panel with search criteria will be displayed on the left-hand side of the screen.  Select the criteria that is pertinent, the click the Search button on the panel.

Gear Icon

The ‘Gear’ icon found in the upper right-hand corner provides access to some basic settings and options like print/export.

Security

This option will open the ‘Role Setup’ screen which is where you can determine who has access to the window.

Screen

This option is not used here.

Company

This option will provide access to Company Settings related to Receipts. This is helpful for setting up pertinent business rules related to the receipts process.

User

This option will provide access to User Settings related to Receipts.  Currently, there are none.

Setup

This option is not used here.

Print

This option will allow you to print the Results List or export the Results List to Microsoft Excel. You will be prompted to select the pertinent action.

Audit

Receipt auditing is not currently supported from this window.

Refresh

This option will refresh the window.

Close

This option is not used here.

Results Grid

The ‘Results Grid’ will display a list of receipts based on the search criteria provided.  The results grid allows you to sort and filter the data by selecting the menu icon above each column. Also, by double clicking on a receipt, the Receipt Management window will open. Additionally, for all results displayed, the data will be reported below.