Setting up direct processing options

You can generate and process several reports from the Ledger. These reports include insurance claims, walkout statements, billing statements, and a Family Ledger Report. To speed up report processing, a button for each of these reports is located on the Ledger toolbar. You can use the Direct Processing Options feature to specify whether to print the report immediately or to send it to the Batch Processor where you can print it at a later time.

To set up direct processing options

1.   From the File menu in the Ledger, click Direct Processing Options Setup.

The Direct Processing Options Setup dialog box appears.

2.   From the Insurance Claims list, select one of the following options to use with the Insurance Today’s Procedures and Insurance Selected Procedures buttons in the Ledger toolbar:

·        Batch - Sends insurance claims to the Batch Processor.

·        Print - Sends a claim directly to the printer.

3.   From the Billing Statement list, select one of the following options to use with the Print Statements button in the Ledger toolbar:

·        Batch - Sends the billing statement to the Batch Processor.

·        Print - Sends the billing statement directly to the printer.

4.   From the Family Ledgers list, select one of the following options to use with the Print Family Ledger button in the Ledger toolbar:

·        Batch - Sends the family Ledger statement to the Batch Processor.

·        Print - Sends the family Ledger statement directly to the printer.

5.   From the Walkouts list, select one of the following options to use with the Print Walkout button in the Ledger toolbar:

·        Batch - Sends the walkout statement to the Batch Processor.

·        Print - Sends the walkout statement directly to the printer.

6.   Click OK.