Reporting FAQs

Reporting FAQs


Reporting FAQs

A/R (Account Receivables)

How do I work my A/R?

Contains vs Includes

What is the difference between Contains and Includes when Filtering?

Contains vs Includes in Filter Criteria

  • Contains: Looks at any part of the value.

    • Example: A Patient has the last name Shoemaker.

      • The Last Name Contains = "Shoe" Filter will pull the Patient last name Shoemaker since "Shoe" is included in "Shoemaker".

  • Includes: Looks at the whole value.

    • Example: A Patient has the last name Shoemaker.

      • The Last Name Includes = "Shoe" Filter will not pull the Patient last name Shoemaker.

      • The Last Name Includes = "Shoemaker" Filter will pull the Patient last name Shoemaker since the entire value is included in the Filter value.

Custom Encounter Query (CEQ)

How do I Filter for multiple Procedure Codes on the same Encounter with the CEQ?
Using the CEQ: Filter for multiple Procedure Codes on the same Encounter
  • Method 1: Use the Filter Encounter - CPT List as many times as needed for each Procedure Code.
  • Use "Contains" instead of Equals or Includes.
  • Use "AND" to separate each line.


  • Method 2: Add the Filter Encounter - CPT List as a Column and create a comma separated list.


Custom Patient Query (CPQ)

How can I run a report for Patients with the same Insurance?

Run a Report for Patients with the same Insurance, such as Medicare, BCBS, etc.

Executive Summary Report

Why did my KPI number change for previous months?

Font on Reports

How can I change the Font on Reports?

Change the Font on Reports

  • The font on these reports can only be changed if exported to CSV: Custom Queries, Collection Agency, Reference Batch, Interactive Aging, and Period End Reports cannot be changed unless you export the output to CSV.

  • The font can be changed on most other reports.

    • At the bottom of the filters screen, select the Font Size: S, M, L, XL, or L.

Include/Exclude Items on a Report

How can I Include or Exclude Items on a report, such as Billing Providers, CPTs, Insurances, etc.?

Include or Exclude Items on a report, such as Billing Providers, CPTs, Insurances, etc.

Patient Ledger

Why is the Patient Ledger missing the Practice Address?
The Patient Ledger is missing the Practice Address

The Address is stored in Statement Profiles (Admin > Statement Profiles).

Race

What Reports can I run by Race?
Report for running by Race

All Custom Query Reports can be run by Race or Race ID: CEQ, CPQ, CTQ, CRQ, and CAQ.

Examples:

  • CPQ: Custom Patient Query (Under Demographics panel > Race; use Contains, not Equals)


CAQ, CEQ, CTQ, and CRQ

  • CEQ: Custom Encounter Query (Under Patient Panel > Race ID or Race; Using Contains, not Equals)


Share/Copy a Report

How do I share or copy a Report?

Copy a Report

  1. Copy a Report to another User

Only the Custom Query reports can be shared

Share a Report

Only the Custom Query reports can be shared

  1. Share vs Copy on Custom Queries

  2. Copy a Report to another User


Share a Report
Only the Custom Query Reports can be shared.