Description

Displays the claims report automatically exported to Excel format.  

Access

Through Main Menu

• On the main screen, press the Billing button. 
• Then, press the Print button located at the top of the screen and select the Grid to Excel option. 

Through QuickLinks

• On the main screen, click on the QuickLinks text at the top of the screen and select the Billing option.
• Then, press the Print button located at the top of the screen and select the Grid to Excel option. 

Through Patients

• On the Patient Details screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
• Then, press the Print button located at the top of the screen and select the Grid to Excel option. 

Through Appointments

• On the Appointments screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
• Then, press the Print button located at the top of the screen and select the Grid to Excel option. 

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• FAQ's: How to export the claims report to excel to edit?