Return Inquiry |
  
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The RETURN INQUIRY determines how many returns were completed within a selected date range.
The screen prompts are:
ALL LOCATIONS - When this box is checked, “ALL LOCATIONS” will display. Individual locations cannot be selected when this is checked. (If your user ID has been set up to NOT prompt for location, this field will be disabled).
LOCATION - From the drop-down list, select the location for which the inquiry is to be run. (If your user ID has been set up to NOT prompt for location, this field will be disabled).
OPEN ONLY - On a return invoice, there is a field within ADDITIONAL INFORMATION titled "CLOSED". When this box is checked, only those returns that have NOT had this field checked (representing that it has not been settled with a third party) will display. When this check box is unchecked on this inquiry, all returns within the specific date range will display regardless of their status with a third party.
STARTING DATE - Enter a starting date for the record selection.
ENDING DATE - Enter an ending date for the record selection.
Click CONTINUE to run the inquiry.
The record selection window will display:
INVOICE - The return invoice will display. (Click the 
button to view the details of the invoice.)
PATIENT - The patient number on the return invoice will display.
NAME - The patient name will display.
CLOSED - If this box is checked, the return is considered completely settled with all third parties. If this is unchecked, this is considered outstanding with one or more third parties. (A flag titled "CLOSED" within the ADDITIONAL INFORMATION window of an invoice determines whether the return is considered closed.)
Click the EXCEL icon to export the results to excel.
Click CANCEL to start another search.
Click CRITERIA to review the selection criteria for the results.
Click EXIT to close the window.