Performing End-of-Month Procedures
Use the WinOMS Reports menu to access a variety of different reports. The menu is organized by categories, such as Daily, Financial, Insurance, Patient, and so forth. For information on daily reports, see Performing End-of-Day Procedures.
When you select a report from the list, the Report Criteria fields for the report are displayed. After you enter the criteria, select Generate Report. A preview is automatically displayed.
You can select Save Criteria to re-use these settings when you generate a report again.
From the preview section, you can select Merge, Export, or Print.
Many reports can be exported to your Microsoft Excel software. See Exporting Key Reports to Microsoft Excel Software for more information.
The following reports relate to monthly or periodic activity:
Unapplied Payment/Adjustment Reports