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Business Matters
A Newsletter for DAISY
Users January 25, 2007
Train on DAISY Scheduler Remotely Learn to use DAISY
Scheduler's "Availability" and "Time-Off" features from
the comfort of your own desk! DAISY will offer web-based training Thursday,
February 15, from 1:00pm – 2:00pm (Pacific time). To sign up, call DAISY
support. Tip of the
Week Situation A
patient has requested a list of all claims billed to insurance for his 2006
services. Solution Run
the Claims Summary report, filtered by patient and service date range: 1. Open the Report Gallery and locate the Claims Summary report. A default copy is located in the Claims/Insurance folder. 2. Right-click the report icon, choosing Properties. 3. Click Reset. 4. Filter the Service Date
tab for is in the period PriorCalendarYear. 5. Filter the Patient tab
for the desired patient. 6. Click OK. 7. Double-click the report icon to generate the report on-screen.
Print the report from the DAISY Report
Viewer. Additional Info Filtering
the report as described will show all claims from 2006, regardless of their
status. You can filter additionally for specific claim status (e.g.- paid, cancelled, denied, etc.) via the Status tab to
refine your results. YOU ARE
INVITED TO A DAISY USER MEETING Get
the most out of your DAISY system!
Uncover features you never knew existed, take the headache out of
Month End Closing and learn how to protect your office against data loss. Sign
up for the meeting of your choice by emailing the names of attendees and date
of the meeting to: A
confirmation notice will be faxed to you a week prior to the meeting. Dates and Locations: February 7th, Wednesday -
March 7th, Wednesday - Time: 9:00am to 1:00pm Questions? Call Oksana at 800-368-6401 ext 3458 |
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