Skilled Nursing Facilities

EFT Resident List Report

The EFT Resident List Report shows residents that have an active EFT Setup, along with details of the resident’s EFT Setup. With this report you can proactively manage what appears on your EFT batches before they are created.The report appears in a PDF format. 

  1. Admin > Reports > EFT Resident List Report.

  2. Status: Select the list.

  3. Timing Configuration: Select from the list.

  4. Generate Using: Select your option.

  5. Display Accounts: Select to view resident banking details as setup in Resident EFT Setup on the AR Profile tab. 

    Note

    Access to Display Accounts depends on security rights. Contact your security administrator if you require access to this information.

  6. The report shows:

    • ResidentSurname, first name, and (resident #).

    • Timing Configuration as selected in the resident’s EFT Setup.

    • Generate Using as selected in the resident’s EFT Setup.

    • Authorized Maximum as selected in the resident’s EFT Setup.

    • Amount as configured on the resident EFT Setup, Generate Using field. 

    • Accounts: Resident banking information appears when Display Accounts is selected on report options. This output is based on the resident EFT setup. 

  • Only active schedules appear in the Timing Configuration section for selection.

  • Only residents with an active EFT setup appear on the report.