Patient Account Detail Export Added Options
1. Go to Reports.
2. Choose the report.
3. Input the search criteria and then click the button.
4. Once the report populates, click the button.
5. Select the information you wish to export. Patient Full (name), Patient SSN, and Date Claim Submitted (Date Claim Submitted only available in aging reports) are new options that can be used. Click the Export button.
You can also choose to make these option your default settings.
6. After clicking the Export button, You will see a prompt asking if you want to set these settings as default.
7. You will receive the Export File Saved message. Click OK to clear it.
8. Go to the Upload Site and log in using your ICANotes username and password.
9. Click on the Exports link and then choose the file that you want to download.
The information will show in the Excel form.
Related Articles
Patient Account Reports Custom Export
Patient Account Reports Custom Export If you want to create custom reports for patient account reporting, you can do this through exporting. 1. Go to patient accounts. 2. Click on Reports. 3. Enter the search data, select the report type, and click ...ICANotes Security Options
Index Sections Extended Caseload Security Restrict Search to Site Assignment ICANotes has several options regarding security on the Group and Individual levels. This guide will outline: What each options does. Where each option is located. Link to a ...Credit Card Payment Options in ICANotes
ICANotes offers the following options to our customers to add the ability to process credit card payments. Once you have set up an account with one of the options below, they will need to send the credentials to ticket@icanotes.com to complete the ...Patient Accounts Aging Reports Export New Features
The Patient Account aging reports information to export has new fields included to filter your information. If your Security Administrator has enabled the group rule "PA Extended Aging Reports" from the Security Center (see instructions on how to ...Patient Data export (Individual level)
Index Sections EXPORTING PATIENT DATA How to generate an export for an individual patient EXPORTING PATIENT DATA In the following Knowledge Base article we will explain step by step how to export patient information (such as notes, appointments, ...