Easily Insert Advanced Field from the Insurance Plan

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How to Insert Advanced Field from the Insurance Plan

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hi and welcome to this for enough coffee break my name is rene brahmo im a product specialist at for naf and i will be your presenter today as this coffee break is live you can ask your questions of the go to webinar question window we will answer them at the end of the coffee break today we are going to look at advanced field formatting to your business central report to demonstrate how to add advanced field formatting to your business central reports well use the standard reports from the 4nf customizable report pack however you can add advanced field formatting to any report in any extension using the instructions from this coffee break to demonstrate adding field formatting to your business center reports im going to use these steps prerequisites what do we need to get going in step 2 i will add formatting in step 3 i will add formatting for a specific language in step 4 i will add conditional formatting lets start with the first step today i will be adding advanced formatting

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How to export the tuition query to excel maintaining all data formatting in layouts?

Click the Tuition query, right-clicked the Tuition query. In the Right-Click menu in the Export Options menu, you clicked the Excel menu item. Inside the Export - Excel Spreadsheet dialog, you checked the Export with formatting and layout check box, clicked the OK button.

How do I export an insurance options query to excel?

Export the InsuranceOptions query to Excel, maintaining all data formatting and layouts. You do not need to change the location of the saved file or save the export steps. In the Navigation Pane, click the InsuranceOptions query once to select it. On the External Data tab, in the Export group, click the Excel button.

How do you Create a split from the insurance plans table?

Create a Split form from the InsurancePlans table. On the Create tab, in the Forms group, click the More Forms button, and select Split Form. Expand the Navigation Pane, and open the Staff Form form. Click the Shutter Bar Open/Close button.

How to use the simple query wizard to create select query for a single table?

1:10 3:25 Button to move it into the selected fields list repeat. This as needed selecting the fields that youMoreButton to move it into the selected fields list repeat. This as needed selecting the fields that you will want to see in the query. When. You are finished click the next button to continue. If.

What will a medical assistant obtain from the insurance company to ensure that a procedure will be covered by the patients health care plan?

A prior authorization (PA), sometimes referred to as a pre-authorization, is a requirement from your health insurance company that your doctor obtain approval from your plan before it will cover the costs of a specific medicine, medical device or procedure.

How to add automatic totals to the premium from the current view?

From the current view (Layout view), add automatic totals to the Premium column to calculate the average premium. Click any value in the Premium column. On the Report Layout Tools Design tab, in the Grouping Totals group, click the Totals button. Select Average.

How to use the field list pane to add the premium field to the form?

On the Form Layout Tools Design tab, in the Tools group, click the Add Existing Fields button. In the Field List pane, click and drag Premium from the list of fields under InsurancePlans to the right of the InsuranceID controls in the form.

What query type can you Create to assist in copying records from a linked table?

You use a make table query when you need to copy the data in a table, archive data, or perhaps save query results as a table. If you need to change or update part of the data in an existing set of records, such as one or more fields, you can use an update query.

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