Click the Reports Icon

Click the Charges Button

The Charges Report window opens:

General Tab

Clinic:  Select Clinic to View / Print Charges Report for a specific Clinic.  Quixote defaults to ALL.

Where the:  Select Treating Provider or Billing Provider in the Where the drop down to View / Print Charges Report for either Treating Providers or Billing Providers.  Quixote defaults to Treating Provider.

is:  Select the Provider to View / Print Charges Report for a specific Provider.  Quixote defaults to ALL.

Payor:  Quixote defaults to ALL.  Do not click the Select button to View / Print Charges Report for ALL Payors.

Select:  Click the Select button to View / Print Charges Report for a specific Payor.

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

Type of Charge:

• CPTs:  Check CPTs to View / Print Charges Report and include CPTs.
  
• Misc. Charges:  Check Misc. Charges to View / Print Charges Report and include Misc. Charges.
• Fianance Charges:  Check Finance Charges to View / Print Charges Report and include Finance Charges.

Only Show Summary Information:  Select Only Show Summary Information to View / Print Charges Report with Summary Information Only.

Only Show Charges that have Sales Tax:  Select Only Show Charges that have Sales Tax to View / Print Charges Report with Charges that have Sales Tax Only.

Show Patient Payor Breakdown:  Select Show Patient Payor Breakdown to View / Print Charges Report with Patient Payor Breakdown.

Wrap Text if truncated (makes report longer):  Select Wrap Text if truncated to View / Print Charges Report to wrap text.  Will make report longer.

Show Deleted Charges:  Select Show Deleted Charges to View / Print Charges Report and include Deleted Charges.

Date Range:  Select Date Range to View / Print Charges Report for a specific Date Range.  Quixote defaults to None.

Print:  Click Print to Print the Charges Report.

View:  Click View to View the Charges Report.

Close:  Click Close to Close the window.

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Billing Tab

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

Include Bills on Report:

• Do not include Bills:  Select Do not include Bills to View / Print Charges Report and exclude Bills.
  

• Include Bills:
  
  • CMS-1500 (12/90):  Check CMS-1500 (12/90) to View / Print Charges Report and include CMS-1500 (12/90) bills.
    
  • CMS-15  (08/05):  Check CMS-1500 (08/05) to View / Print Charges Report and include CMS-1500 (08/05) bills.
  • Patient Statements:  Check Patient Statements to View / Print Charges Report and include Patient Statements.
  • Itemized Statements:  Check Itemized Statements to View / Print Charges Report and include Itemized Statements.
    
  • Receipts:  Check Receipts to View / Print Charges Report and include Receipts.

Note:  Leave unchecked to exclude from Charges Report.

Only include charges that appear on a:  Select from Only include charges that appear on a to View / Print Charges Report for specific Charges. Quixote defaults to Any CMS-1500.

at least: 

• Select from At Least (to filter Charges Report)
  
• Select with any Payor or with the same Payor (to filter Charges Report)
  

Print:  Click Print to Print the Charges Report.

View:  Click View to View the Charges Report.

Close:  Click Close to Close the window.

Example:  Charges Report - Page 1

Example:  Charges Report - Page 2

Return to Reports      Return to Reference Guide