This is a detailed item-wise listing of receipt allocations that were issued over a given period, grouped by Practitioner and Account Classification. Note: MedicalDirector recommends the use of 'File - Microsoft Excel (.csv)' file type format if generating reports greater than 3 years.

To Generate the Allocations Detail Items Report:

1.      Either:

o      Click

o      Press Ctrl + P

o      Select Reports > Print

2.      The Print Report window appears.

3.      Select the Allocations Detail Items Report from the list of reports and click  The Print Allocations Detail Items Report window appears.

4.      Select a date range using the calendar tools provided. The default is today's date.

5.      Select other options as desired.

6.      Indicate which practitioners you wish to print data for.

7.      Click when you are ready to proceed.