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Reports Criteria Overview
Reports Criteria Overview Most Reports default to the Post Date which is controlled by the date used in the Reference Batch. My Reports Panel: The Reports that the User has run are shown in this Panel. You can choose to see Unread reports only. ...
Custom Query Reports Overview
Custom Query Reports Overview Custom Query Reports can be custom-built to produce the output and columns you want specifically. A Default Report is System delivered for each Custom Query Report. They all operate in the same way but pull specific ...
Statements/Invoices Overview
Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Settings for Invoices ...
Reports Dashboard
Reports Dashboard The Reports Dashboard gives access to the following Reporting Panels: Transactions Financial Patient A/R Scheduling Period End Collections POPS PHI (Protected Health Information) The Reports that contain PHI are labeled with this ...
My Favorite Reports and My Reports Panels
My Favorite Reports Panel Any of the Report Buttons on the Reports Dashboard can be saved in the My Favorite Reports panel, making it easier to find the reports that you often use. Selecting a Report Button opens the Report Criteria screen. At the ...