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17.2.1 Generating a Day Sheet

 

 

Open the Operator Day Sheet (aka Deposit Slip) dialog box.

 

  • 1. Click the Practice Areas icon   in the ICE Health menu bar.
  • 2. Click the Reports & Tasks tab.

17.2.11 (1)

  • 3. Select Operator Day Sheet (aka Deposit Slip) from the list and then click Generate Report. A Step 1 dialog box will display several parameters from which to choose.

 

Select report parameters.

 

  • 1. If you previously have Saved Report Parameters (table to the right), click the title and then click Load and move on to Step .
  • 2. Otherwise, click to choose the start and end date. Alternatively, you may use a floating date (e.g. last month, current month, last year). In this case, checkmark Yes to Use Floating Date and then click to choose the type of time period from the drop down list.

17.2.12

  • 3. Click to choose the Date Type (Entry refers to the date that the invoice was issued, Procedure refers to the date that the procedure was completed) and click to choose the Billing Type (Guarantor, Insurance or both).
  • 4.Click an option button to choose whether to display the report in a web Screen or Excel format.
  • 5. The report can include information for all of the Rendering providers or the user can select from the lists. To choose a single  rendering provider, click Selected in the Provider/Staff Selection drop down box and then click to choose an individual. To add providers to the report, press CTRL and then click the individual(s).
  • 6. The report can include information for all of the  providers and all clinics or the user can select from the lists. To choose a single provider, click Selected in the Provider/Staff Selection drop down box and then click to choose an individual. To add providers to the report, press CTRL and then click the individual(s).
  • 7. Click to choose from the drop down list of the Patient Demographic Templates. To modify or create a custom template, click Manage Templates.
  • 8.The process is identical for Clinic Selection. To choose a single clinic, click Selected in the Clinic Selection drop down box and then click to choose a location. To add clinics to the report, press CTRL and then click the clinic(s).
  • 9. To save your chosen parameters for repeated use, click Save Current Parameters. Type a title and description in the dialog box and checkmark Yes if the saved parameters are For the Current Provider Only (indicated by the Pvt. column in the Saved Reports Parameters table). The FD column indicates whether or not the saved parameters are for floating dates.

 

To display the results, click Run Report.

 

17.2.14

 

View the results.

 

  • • The top panel of the Operator Day Sheet lists detailed financial information such as the charges and payments for procedures (depending on the selected report parameters).
  • • Sort through the information by typing a search term in the text box (with the magnifying glass) located under any of the column headings.

17.2.13

  • • The bottom panel of the window lists a variety of totals for the selected time period, including patient and insurance payments, as well as totals for different payment methods (cheque, cash, debit).
  • • To run this report automatically at designated dates and times, please see 17.2.3 Creating Auto-run reports.

Please note, double-clicking the patients name in the Operator Day Sheet will open the patients financial record in a new tab.