Click the Reports Icon

Click the Cases Button

The Cases Report window opens:

Case Type:  Select Case Type to View / Print a Cases Report for a specific Case Type.  Quixote defaults to ALL.

Case Status:  Select Case Status to View / Print a Cases Report for a specific Case Status.  Quixote defaults to ALL.

Fee Schedules:  Select Fee Schedule to View / Print a Cases Report for a specific Fee Schedule.  Quixote defaults to ALL.

Balance:

• Min: Check Min box to enter a minimum amount to View / Print a Cases Report with a minimum amount.  (Uncheck for no minimum.)
  
• Max: Check Max box to enter a maximum amount to View / Print a Cases Report with a maximum amount. (Uncheck for no maximum.)

Credits:

• Min: Check Min box to enter a minimum amount to View / Print a Cases Report with a minimum amount.  (Uncheck for no minimum.)
  
• Max: Check Max box to enter a maximum amount to View / Print a Cases Report with a maximum amount. (Uncheck for no maximum.)
  

Wrap Text:  Check to Wrap Text if truncated  (makes report longer).

Include Phone Numbers: Check Include Phone Numbers to View / Print Cases Report with Phone Numbers.

Show Policies for each Case (with Balance breakdown):  Check Show Policies for each Case to View / Print Cases Report with Policies for each Case and with Balance breakdown.

Include deleted Policies:  Check Include deleted Policies to View / Print Cases Report with Deleted Policies.

Filter by Payor:  Select Filter by Payor to View / Print a Cases Report for a specific Payor.  Quixote defaults to ALL.

Include:

• Patients:  Check Patients to View / Print a Cases Report with Patients.
  
• Non Patients:  Check Non Patients to View / Print a Cases Report with Non Patients.
• Companies: Check Companies to View / Print a Cases Report with Companies.
  
  

Billing Provider:  Select Billing Provider  to View / Print a Cases Report for a specific Billing Provider.  Quixote defaults to ALL.

Billing Hold:  Select Only Cases with Billing Holds to View / Print a Cases Report for Cases with Billing Holds only.  Quixote defaults to ALL.

Example:  Cases Report Example

Print:  Select Print to Print a Cases Report.

View:  Select View to View a Cases Report.

Close:  Select Close to Close the window.

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