From Ledger, you can print an insurance claim, walkout statement, billing statement, and family ledger report. There is a button for each of these reports on the toolbar. You can specify whether to print a report immediately or to send a report to the Batch Processor in Office Manager for printing later.
Note: Setting up direct print options requires the "Ledger Setup" security right.
To set up direct print options
In Ledger, on the File menu, click Direct Print Options.
If applicable, do one of the following:
If the Password - Ledger Setup dialog box appears, user verification has been assigned to the "Ledger Setup" task. Do one of the following:
If your user account has been granted the "Ledger Setup" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Ledger Setup" security right, have a user with permission temporarily override this restriction so you can set up direct print options this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Ledger Setup" security right. To have a user with permission temporarily override this restriction so you can set up direct print options this one time, do the following:
On the message, click Yes.
In the Password - Ledger Setup dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Direct Print Options dialog box appears.
For each report (Insurance Claims, Family Ledgers, Billing Statements, and Walkouts), select one of the following options: Batch (to send the report to the Batch Processor in Office Manager) or Print (to print the report immediately with the default printer for Office Manager).
Note: If your office will be sending claims electronically, select the Batch option under Insurance Claims so all insurance claims that will be generated during the day will be sent to the Batch Processor and can be transmitted simultaneously at the end of the day.
Click OK.