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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