Skilled Nursing Facilities

Contents

Recurring Transactions Report

You can generate the Recurring Transactions Report to validate resident recurring charges as entered in the system.

  1. From Reports, click the Recurring Transactions report. 

  2. Leave the Resident and Resident Number fields blank to generate the report for all residents. If you want to generate the report for a specific resident, click the lookup.gif to the right of the Resident Number or Resident fields to locate the resident.

  3. Select Period and specify the date.

  4. Select from the Group By list to generate reports by client or item code.

  • Verify the recurring transactions setup for each resident to assure accuracy and to validate all necessary recurring transactions are entered into the system.

  • Generate this report on a monthly basis to verify the validity of recurring transactions and, if necessary, to enter ineffective dates to stop recurring charges when applicable.

  • You can set up recurring charges to be billed as an A/R transaction or within the trust module for residents who want to use their trust funds to pay for these charges. 

  • For validating Trust recurring charges, you can run a separate Recurring Transactions report under Reports - Trust.