Overview
The aging file generated in Compulink populates key areas of OneSpot, including the claims displayed in the Aging module. When uploading this file, OneSpot will prompt you to choose the specific location the aging report applies to. Because of this, the aging report you export from Compulink must be generated by location.
The instructions below explain how to export an aging file from Compulink for each of your individual locations.
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): * (*=select an individual location).
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.'
10. Repeat steps 1-9 for each individual location.