Overview
The aging file generated from Compulink will populate data in various sections of OneSpot, such as the payer list in the Admin module and the claims in the Aging module. The following instructions outline how to export an aging file from Compulink.
Instructions
1. Select the Report module.
2. Select Financial > Acct Management > Ins. Receivables by Payor.
3. Set or review the following values:
a. LOCATION GROUP (Svc Loc): * (* = All).
b. START DATE (Svc Date): Leave as default date.
c. END DATE: Select today's date.
4. To generate the report, select 'Begin' in the upper left-hand corner.
5. Select the 'Export' button at the top (envelope with the download icon).
6. Format: Select Microsoft Excel 97-2000 - Data only (XLS).
7. Select 'Ok.'
8. Excel Format Options: When this box appears, select 'Typical: Data is exported with default options applied.'
9. Select 'Ok.'