|
|
Business Matters
A Newsletter for DAISY
Users February 1, 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 Several accounts are
erroneously set up under the "basic" fee schedule. I want to print a
list of all accounts that are set up under that fee schedule, so I can
correct any other affected accounts. Solution Run the Account Aging report, filtered for the "basic" fee schedule. 1. Open the Report Gallery and locate the Account
Aging report. A default copy is
located in the Account folder. 2. Right-click the report icon, choosing Properties. 3. Click Reset. 4. Filter the Fee Schedule tab for is equal to basic. 5. Click OK 6. Double-click the report icon to generate the report on-screen. Print
the report from the DAISY Report Viewer. Additional Info The
Account Aging report allows filtering for numerous criteria, including: Account Balance Account Provider Type of account (e.g. –
Collection Acct, Medicaid Acct, etc.) 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 |
|