There are several options for viewing, saving, printing or exporting the outstanding claims report.
Option #1
- In the main menu, press the Billing button.
- The following screen will be displayed:
- Press the Print button, located at the top of the screen.
- Select the Aging Report option.
- The following screen will be displayed:
- Select all the parameters, which you want to see displayed in the report. Once selected, press the Submit button.
- If you wish to save the document, press the Save button, located at the top of the screen.
- The screen for saving the document will be displayed. Type the name you want to identify the document and then press the Save button.
- To select the report configuration and print, press the Print button located at the top of the screen.
- The following screen will be displayed. Make the desired changes and then press the Ok button to print the report.
- If you wish to print the report automatically, with the Default settings, press the Quick Print button.
- The report will print automatically.
- To configure the way the report is displayed, press the Page Setup button.
- The following screen will be displayed. Make all the corresponding changes and then press the OK button.
- To enlarge or minimize the report to a percentage of its actual size, press the Scale button.
- The following screen will be displayed, to make the corresponding adjustments.
- Then press the Ok button.
- To export the report according to the format of your choice, click on the arrow next to the Export button.
- Or, click on the Export button.
- In both cases, the following screen will be displayed, to make the corresponding adjustments.
- Then, press the Ok button.
- To export and send to an e-mail, click on the arrow next to the Send button and select the format of your choice.
- Or, press the Send button.
- In both cases, the following screen will be displayed, to make the corresponding settings.
- Then press the OK button.
- To write a text or image above or behind the report, press the Watermark button.
- The following screen will be displayed, to make the desired settings (For this example, the word Confidential was selected, to be displayed above the report).
- Then, press the OK button.
- This will display the report for the claims period:
Option #2
- Click on the QuickLinks text located at the top of the screen.
- Select the Billing option.
- The following screen will be displayed:
- Press the Print button, located at the top of the screen.
- Select the Aging Report option.
- The following screen will be displayed:
- Select all the parameters, which you want to see displayed in the report. Once selected, press the Submit button.
- If you wish to save the document, press the Save button, located at the top of the screen.
- The screen for saving the document will be displayed. Type the name you want to identify the document and then press the Save button.
- To select the report configuration and print, press the Print button located at the top of the screen.
- The following screen will be displayed. Make the desired changes and then press the Ok button to print the report.
- If you wish to print the report automatically, with the Default settings, press the Quick Print button.
- The report will print automatically.
- To configure the way the report is displayed, press the Page Setup button.
- The following screen will be displayed. Make all the corresponding changes and then press the OK button.
- To enlarge or minimize the report to a percentage of its actual size, press the Scale button.
- The following screen will be displayed, to make the corresponding adjustments.
- Then press the Ok button.
- To export the report according to the format of your choice, click on the arrow next to the Export button.
- Or, click on the Export button.
- In both cases, the following screen will be displayed, to make the corresponding adjustments.
- Then, press the Ok button.
- To export and send to an e-mail, click on the arrow next to the Send button and select the format of your choice.
- Or, press the Send button.
- In both cases, the following screen will be displayed, to make the corresponding settings.
- Then press the OK button.
- To write a text or image above or behind the report, press the Watermark button.
- The following screen will be displayed, to make the desired settings (For this example, the word Confidential was selected, to be displayed above the report).
- Then, press the OK button.
- This will display the report for the claims period:
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