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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. Report History: This is the ...
A/R Reports Overview
A/R Reports do not include Incomplete Charges. Account Receivable Reports Practice Analysis A/R Analysis A/R Management Year End Interactive Aging Report Aging by Patient BI: A/R Dashboard Date Filters When comparing reports, be sure you use the same ...
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 ...
Schedule Reports using the Job Scheduler
Reports can be scheduled to run automatically. Date Span options allow for relative options, such as, Yesterday, Current Week, Previous Month, Period End, Previous X days, weeks, months, years, etc. For Example: If the report is set up to always run ...
Daily Sheet
Use the Daily Sheet Report to reconcile Daily Payments and Charge activity. Filter Criteria Date (Charges) Charge Post Date: Runs Report by the date the Charge was posted in the System. DOS: Runs by Date of Service. Date (Receipts) This dropdown only ...