684 Transaction listing by date

This report lists all transactions by patient for a specified date range. It is formatted and laid out identically to the 680 report. This report can be very large and take a very long time to print.

SSI® Note: *****CUTOFF DATE IS VERY IMPORTANT*****

The Periodic Account and Transaction Listing is an END OF MONTH (EOM) ACCOUNTING REPORT that lists all the transactions entered since you last ran the 680 Report. You will get a Provider Production Report (685) and an optional Procedure Code Listing (687) when you request the 680 program.

The 685 and 687 reports created with the 680 may differ from a 685/687 report that is created from the menus. This is because the 680:685/687 uses only transactions entered since the last 680 was created without regard to the date. The 685/687 that is created from menus is based on a date range.

This Report must be run at the time of your END OF MONTH cut-off. When your cut-off date has been selected, do not make any transaction entries after the cut-off date. The program marks the files during the 680 program, much as it changes the "a" to the "A" after the 601 AUDIT program. The computer keeps track of whether a transaction has appeared on a 680 Report. The 680 Report will only contain transactions that have never appeared on a previous 680. This report provides a printed copy of the month's financial activity.

The 681 Periodic Account and Transaction Listing that can be selected from the Report Directory is different from the 680 Program, and MUST NOT be substituted for the 680 Program!