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Blog Posts

Applying payments -

Posted by Debbie Tafoya on July 27, 2016 at 10:47am 0 Comments

We Receive "vouchers" from vendors to pay for client services - I send those to the vendor for payment at end of month,  should we be entering those under receipt only? because when applying payments i'm getting clients that are showing a credit - or im not finding a date to match the payment with an amount owed. so I am unable to select because it will give them a credit.  any suggestions?

Latest Activity

Irene Saxton-Opatz joined Doug Harris's group
6 hours ago
Jesse Lea posted a discussion

Creating a Date Picker Prompt in User Console

I'm building a basic report in User Console and am stuck on how, or whether i can, create a prompt/filter with a date picker in order to run the report for different time frames.  If any one knows how to this this, I could sure use some tips.  Thanks!See More
8 hours ago
Sheldonna Williams replied to Sheldonna Williams's discussion CareLogic tips or advice
"Thank you so much Robert Baechle these are very helpful."
8 hours ago
Jesse Lea joined Charles Kimsey's group
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Report Building

The objective of this group is to allow professionals to share reporting ideas and experiences, enabling better report results.Please register for the UV Call: HEREView upcoming training opportunities by clicking hereInformation on the transition to the new and improved CareLogic Reporting Suite can be found …See More
8 hours ago
Robert Baechle replied to Sheldonna Williams's discussion CareLogic tips or advice
"Sheldonna, I have attached 2 documents produced by QSI that address how to fix claims/failed activities. Not sure if this will give you all that you need but should be a good start. These documents are on User Connect under documentation, handouts."
9 hours ago
David Stein replied to David Stein's discussion Suppress Details in the group Report Building
"Nevermind I made visible set to false - that worked."
9 hours ago
David Stein added 2 discussions to the group Report Building
9 hours ago
Robert Baechle replied to Peggy Follrod's discussion What is Qualifacts disaster recovery plan for CareLogic?
"Peggy, here is something we use for our Meaningful Use security audit. It is located under MU documentation.   Hope that helps Rob"
10 hours ago
 
 
 

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