This article shows you how to easily extract data from your Healthpac HPlusPRO software to send billing reminder calls to all your patients or your client's patients using 1-800 Notify.
These instructions show you how to generate the file using the Transaction CSV report. If you want to use the Demographic CSV report, then please see this related article.
You will create a CSV export file, then upload that file to 1-800 Notify through your secure online portal. You will be able to edit the CSV file to delete rows or adjust data, but be sure not to add or remove any columns.
Report can be processed in Super Client. The system will skip a practice if Bypass During Super Client Reports option is selected. This option can be found in Practice Information.
1. In Healthpac HPlusPRO, from the Main Menu, select:
H) Management Programs
H) CSV Generators
A) Transaction CSV Report File
You will see this screen to select various options to choose patients for the billing reminder calls:
2. Adjust settings on this screen as you need to pull the correct data.
Date From: Enter the first date of the period to report.
Date Thru: Enter the last date of the period to report.
Account Balance >= : To report on accounts with specific account balance(s), enter the smallest balance to report here.
Account Balance <=: To report on accounts with specific account balance(s), enter the largest balance to report here.
NOTE: To report on all account balances over or under a specific amount, use just one of the balance fields.
Date Type: Enter the desired date type
B - Batch date
S - Service date
C - Date transactions closed/became fully paid/adjusted
E - Date transactions entered
Detail Type: Enter the desired detail type:
C - Charges
A - Adjustments
P - Payments
X - All
Transaction Due >= : To report on transactions with specific outstanding balance(s), enter the smallest balance to report here.
Transaction Due <=: To report on transactions with specific outstanding balance(s), enter the largest balance to report here.
NOTE: F2 Search is available for selecting multiple items for most of the fields listed below.
Fin Class: Enter a specific code or a comma-separated list of the codes for reporting.
Provider: Enter a specific code or a comma-separated list of the codes for reporting.
Location: Enter a specific code or a comma-separated list of the codes for reporting.
Referrer: Enter a specific code or a comma-separated list of the codes for reporting.
Entered by: Enter a specific code or a comma-separated list of the codes for reporting.
CPT Code/CPT Category/ICD9 Code: To report on specific code(s), enter the code or a comma separated list of the codes.
Action Code: Enter a specific action code or "A" for all transactions within selection criteria with saved action codes. A comma-separated list of codes may also be used.
Payment Code/Adjust Code: To report specific payments or adjustments, enter the code or a comma separated list here. F2 Search is available for creating a list.
- If the DETAIL TYPE is P or A, then the bulk posting line is the line validated against these selections.
- If the DETAIL TYPE is C or X, then the applied portion of the records are validated against these selections. The system will report any charge line that has one of the listed codes posted against it anywhere on the charge line.
Reason Code: To report transactions that have a specific reason code applied to them, enter the code or a comma separated list here.
Insurance Code: To report transactions that have a specific insurance code associated with them, enter the code or a comma separated list here.
FC Category: To report transactions that have a specific financial class category associated with them, enter the code or a comma separated list here.
Referrer Cat: Enter a single referring physician category code or a comma separated list of category codes to filter the report to. Leave this field blank to include all referring categories.
Remit Advice Cd: To filter this report by a specific Remittance Advice Code enter the code here. To enter multiple codes, enter the code separated by a comma, no space.
Account Rollup: Enter a “Y” to report only one line per account. The system will roll all of the transaction lines into one line and total any quantity or amount fields. Use to obtain totals for your selection criteria.
Practice Category: ***Only applicable in superclient*****
To report a specific practice category, enter the category code here, and the output will contain data from all clients with that practice category.
CSV Jobs: It is in this field that you would type "1800TRAN".
Exclude Deletions: The default will include deleted transactions. Enter a "Y" to exclude deleted transactions. Enter an "O" to include only deleted transactions.
Path/Folder: The default folder for the report output is C:\OUTGOING. Enter an alternate output location, if desired. If an alternate name is used for a CSV job, the system will retain it.
File Name: The default file name is 1800TRAN. To use a different file name, enter it here. An alternate file name used with a CSV job will be retained by the system.
3. Once you have completed entering all your parameters, hit F5 to move to the Data Output Selection Screen.
Click Run or hit F5 to create the spreadsheet. It will be named 1800TRAN.
You are now done with your file export.
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When your calls are completed, you can then re-import the calling results directly back into Healthpac using this related article.
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