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The following pages contain sample printouts from various parts of Access Anaesthetics. They are shown to demonstrate the layout of the reports rather than the information they contain. Layouts can be customised to some extent by adjusting the formatting Options.
All accounts, receipts, reminders, letters and so on are designed for A4 size paper with an address box to fit in a standard DL window envelope when folded into 3. The standard account shows the general layout with the header, address window, account number and fee area, patient details, procedures times, items list, account message and payment instructions. A number of customisable options allow you to modify which pieces of information are shown on the account.
Receipts are identical to accounts except that payment information is printed as well as the original account details. This ensures that patients will always have sufficient information to obtain rebates. Account reminders are also printed in the same format. The title can be customised in the Options form (Provider details page). Receipts and reminders may have an additional message shown at the bottom of the account to advise of payment status. This is set automatically at the printing stage but may be customised.
A Co-payment account is an account sent to a patient for a residual fee when the main account is sent directly to a health fund. Since no rebates will be available to the patient, the standard payment instructions do not appear. The message shown on the account in place of the items list can be customised in the Options form (Patient co-payment page) using codes which substitute for the various amounts. A separate message can be shown for paid or partly paid accounts.
This shows the layout of a standard form letter which can be created and printed with just a few mouse clicks. Letters are attached to individual accounts for easy retrieval. You can create an unlimited number of form letters which can be inserted into any account and saved for future use. The font and font size of the letter text can be adjusted, but other formatting features such as bold face and underlining are not supported. Use a word processor program if you need additional formatting for your letters.
The banking slip can replace a manual deposit slip and is acceptable to most banks. The surname column can be hidden if preferred (Options > Banking) and the ordering of the payments can be customised. Cheques, credit card and money order payments are shown in separate groupings, and cash payments are summarised at the bottom. A similar format is used when printing a list of any payments from the List of payments screen by pressing the Print this list button. In the latter case, cash payments are itemised.
This shows a standard report printed from the List of accounts screen by pressing the Print this list button. You can customise the reports by selecting accounts using criteria such as date, surgeon, account type etc. The columns appearing on the report cannot be modified. The Followup worksheet is a special design of this list which shows account comments, reminder details and leaves blank space for writing notes, to assist in manually following up unpaid accounts.
This shows a batch header printed from teh List of Accounts screen by selecting Batch Header from the Summary menu. The accounts to be included are first selected in the list. The various options can be customised on the Batch Header tab of the Addresses editing form. Open this from the Tools > Edit Lookup Tables menu option.
This shows an example of a cross tabulation summary created from the List of accounts by pressing the Summary button on the top menu. A large number of activity summary combinations can be created this way. To do this, first select a group of accounts you wish to report on using the options on the Select menu of the List of accounts. Then from the Summary menu, choose a grouping variable. The example shows all accounts grouped according to the payment status.
This shows a financial summary report created by pressing the Summary button on the List of payments screen. After selecting a group of payments to work with, the Summary button allows you to choose the date frequency grouping and the field to break down the payments by. The sample here shows all payments in 1995 and 1996, grouped monthly, broken down by account type. Experiment with the groupings to create exactly the type of financial report you need.