The Scheduler's report section controls the printed receipt information, the fee history printing information as well as the past due statement printouts.

In the Scheduler:

1. Click on Administration > Reports

There are three tabs that can be configured in this section. The first is the Receipt Printing section that allows the user to choose what information gets printed on a receipt that will be printed.

1. Show receipt after payment made will automatically show you the receipt after the payment has been posted. This way it can be printed a little quicker for the patient.

2. Show office, name, address, and phone information will print this information on the receipt.

3. Show office logo allows the office logo to be displayed on the receipt and it can be positioned on the left, center or right side of the page, if desired.

4. Show CPT codes will print the CPT codes on the receipt.

5. Show Diagnosis Codes will print the CPT codes on the receipt. The diagnosis can be printed in column format or in the description.

6. Show provider information will print the name of the provider, their NPI number, license number Tax ID and UPIN on the receipt, if needed.

7. Show custom message will allow the user to enter in a special message they want to print on the receipt.

8. Show amounts will show total prices on the receipt and unit price will show amount per service on the receipt.

9. Show sales tax will show the amount of tax the patient is paying on the receipt.

10. Show tax rate will show the tax rate they are being taxed at. So 6% or whatever the tax percentage is in the area.

11. Show next visit date will show the date of the patient's next appointment on the receipt.

HINT: Users will want to schedule the patient for their next appointment before creating a receipt for them for that day.

12. Show listed Diagnosis Codes allows the system to simply list the diagnosis codes on the receipt.

13. Foot height allows changes to be made in the footer area height.

14. Show footer message will allow a message to be printed in the footer of the receipt.

15. Show patient signature will print the patient's signature for the day on the receipt. 

HINT: This can only be used if you are using the signature pad to allow patients to sign in using the ChiroWrite Kiosk.

An example of a receipt can be seen below.

In the Scheduler:

1. Click on Administration > Reports

The second of the three tabs that can be configured in this section is the Fee History Printing section that allows the user to choose what information gets printed on the fee history report. This report shows a history of transactions that have taken place over a period of time.

1. Show office, name, address, and phone information will print this information on the report.

2. Show office logo allows the office logo to be displayed on the report and it can be aligned to the left, center or right of the page, if desired.

3. Show charges and credits will print both charges and credits that are associated with the patient's account in chronological order.

4. Show CPT codes will print the CPT codes on the report.

5. Show Provider information will print the providers NPI, License Number, Tax ID and UPIN, depending on what has been chosen.

An example of the report can be seen below.

In the Scheduler:

1. Click on Administration > Reports

The last of the three tabs that can be configured in this section is the Past Due Statements section that allows the user to choose what information gets printed on the past due statements that can be printed and mailed or handed to the patient.

1. Show office, name, address, and phone information will print this information on the past due statement.

2. Show office logo allows the office logo to be displayed on the statement and it can be aligned to the left, center or right of the page, if desired.

3. Date Label allows the user to change the label title for the date that gets printed.

4. Body Sections allow the user to modify the paragraph that gets printed to explain to the patient the amount of time and the amount of money they are past due. Keep in mind that the list of available variables are there to assist you in pulling information based on whichever patient you are dealing with at the time.

5. Footer items allow the user to make changes to information being placed in the footer.