Write-off Audit Trail Reports
An audit trail listing of all write-off transactions for a given period. This includes 'claim error write-offs' as well as 'bad debt write-offs'. Transaction types include write-offs and write-off reversals.
Before you begin
- Write-off Audit Trail Summary report - provides a summarised list of all write-off transactions for a specified date range. Transaction types include claim write-offs, bad-debt write-offs, and write-off reversals. Additionally you can view an audit trail of where a user has created/modified transactions.
- Write-off Audit Trail Detail Report - provides a detailed listing of all write-off transactions for a specified date range. Transaction types include claim write-offs, bad-debt write-offs, and write-off reversals. Additionally you can view an audit trail of where a user has created/modified transactions.
Procedure
-
Either:
- Click
- Press Ctrl + P
- Select
- Click
-
In the Print Report window, select Write-off
Audit Trail (Detail or Summary) Report from the
list of reports and click Next.
-
In the Print Write-off Audit Trail Report window, the
criteria window for the selected report will appear. In the following example the
Write-off Audit Trail Detail Report criteria is displayed. The other write-off audit
trail reports offer similar options.
- Enter a date range.
- Indicate other options as desired.
- Indicate which practitioners you want to print data for.
- Click Next when you are ready to proceed.