this demo looks at various features of
the rams account management system
at this particular point there are a
number of tabs open this allows going
back
to previous data and examining it very
quickly
by simply clicking on the tab that
information is shown immediately to the
user
one of the other features of the account
management system is the ability to add
an action code manually if we click on
the action code
we can go up here and we can type in a
specific action code
and we will find all action codes as we
start typing
in that fit the code that we have typed
at this point
for instance we may choose to enter this
action code
and enter some comments this particular
action code does not have a follow-up
therefore there's no follow-up
information shown the action code can be
applied to this account
or to this account and all linked
accounts
if there are transactions against this
account it can be shown on the
transaction tab
this one has no transactions payments
adjustments applied
if there were additional charges added
to the account after was entered into
the system
it will be shown notice at this point we
have more tabs
across the top that will fit in the
available space so we have a little
arrow here
to go back and forth we can close some
of these tabs
which makes it easier to read
another option is the ability to look at
the action history
these are all the actions that have
taken place against this account
at any given point including the one
that was
just entered for instance it shows the
one that was just entered is listed at
the very top
by clicking on the plus detail can be
opened
about this particular action if there
was a comment entered
the comment would show in this
particular section as well
this will show all the various actions
that have taken place against this
account
another feature that is available is the
ability to look at a change history
most of the data associated with an
account is logged in a change history
record this shows all the various
changes
what the table was what the field is and
what the new value is
for example here on eligibility we can
double click and get some information
it tells me it was an eligibility tab it
did not have an old value and a new
value was entered who entered it and
when it was changed
one of the advantages of most of the
detail views particularly when they are
based on a list is the ability to scroll
through
the list by clicking on various icons at
the bottom of the list
so for instance we can go down the list
from here
showing the detail without having to go
back to the list and selecting a record
another feature of the account
management screen is the ability to
create various letters and forms
the first form that would be looked at
is the ub04 form
this opens up a list of all the ub04
forms that have been created for this
account
again we will close some of these tabs
make it easier to read
we have a variety of options here we can
view the form
we can create a brand new ubo4 we can
duplicate the existing form
or we can print the form if we create a
new ubo for
and view it we will see that is
already filled in with a variety of
information that is available from the
system
any field in the system that has a value
that should be on this form
is applied to this form at the very top
there's a whole series of buttons
these allow showing various lookup
options
for the various things for instance
admission source
we can click on that and it brings up a
list of all the various codes that can
be entered in that field
billing type billing frequency
and these will open up a variety of
windows that can be moved around
if necessary and left open if desired
or they can be closed as necessary
data can be filled in here in the bottom
section all the totals here are
calculated automatically
as well as the total shown here at the
bottom
once a ub04 is created it can be saved
and then it can be printed this opens up
a pdf copy of the
form in a printable form notice there
are no
background formatting on this particular
form
it is designed to be printed directly
onto a pre-printed form
Customer Support