Report Setup: Misc Settings

Miscellaneous settings in Reports Setup controls default options for standard reports.

  1. In the Main Menu, click Setup, Reports. Or from the Standard Reports window click Setup in the upper left corner.
  2. Open the Misc Settings tab.
  3. Check a box to select a setting; uncheck a box to deselect.
  4. Click OK to save.

Wrap columns when printing: Set whether or not column text will wrap to the next line when printing complex reports and user queries.

Default to using Proc Date for PPO write-offs: Set the default setting for Show insurance write-offs in Production and Income, PPO Write-off, and Daily Write-off, and Receivables Breakdown reports. See Show Insurance Writeoffs for more details.

Show PatNum: Aging, OutstandingIns, ProcsNotBilled: Set whether or not the patient number shows with patient name in the Aging of A/R, Outstanding Insurance Claims, and Procedures Not Billed to Insurance reports.

Monthly P&I scheduled production subtracts PPO write-offs:

Default to showing clinic info on Daily P&I report: Set the default setting for Show Clinic Info on Daily Production and Income report.

Default to showing clinic breakdown on P&I reports: Set the default setting for Show Clinic Breakdown in Production and Income reports.

Show a verbose history when previewing reports: Set the default setting for verbose history when running reports via the Complex Report System.

Allow using today's date in Provider Payroll report: Determines whether or not the Provider Payroll Production and Income Report (detailed) allows including today's date.

Calculate write-offs by claim snapshot for today's date in Net Production Detail report: Determines which amount to use as the write-off in the Net Production Detail Daily Report.

Incomplete Procedure Note Report defaults: These settings determine the default state for corresponding checkboxes in the Incomplete Procedure Notes Report.

Assume all procedures are in the General benefit category by default in the Treatment Finder report: