Entity List

The Entity List menu allows for printing, previewing or saving a PDF report of each Entity library setup under the File > File Maintenance > Entity menu. Report Options available for selection vary by the entity Type selection.

It includes library lists for the following: Contact, Doctor, Employee, Family, Insurance, Institute, CMS Agency, Referral, Unit, Vendor

Click on File > File Lists > Entity > Entity Lists.

Report Sequence: Select Alphabetic or Numeric

Type: Select an Entity type.

Export Report: Select to Print to an XLS file with the Code, Name, Address of the entity. Additionally, the Provider and NPI will populate the file if entered.

Report Options: these options vary based on the Type drop-down selection.

A PECOS Check tab appears when the Type drop-down is set to Doctor.

View the Pecos Check FAQ for more detailed instructions.

Sample Entity List report:


 

Back to File List