Reporting FAQs

Reporting FAQs


Reporting FAQs


A/R (Accounts Receivables)

How do I work my A/R?


Contains vs Includes

What is the difference between Contains and Includes when Filtering?

  • 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?

  • 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?


Executive Summary Report

Why did my KPI number change for previous months?


Font on Reports

How can I 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.?


Patient Ledger

Why is the Patient Ledger missing the Practice Address?

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

  • Select the Statement Profile ID and enter the Return Address.

Share/Copy a Report

How do I share a Report?



    • Related Articles

    • Custom Encounter Query (CEQ) Report

      The CEQ is a custom report/query tool that queries Encounter Data. Reports > Custom Encounter Query Build a Custom Encounter Query Filter Criteria: Add your filter criteria by clicking the Plus symbol beside "And". The filters you choose will ...

    • Custom Patient Query (CPQ)

      Custom Patient Query (CPQ) The Custom Patient Query report is located in the Patient panel on the Reports screen and is built by the User. The content of this report is Patient related. Demographic Filters Using the Demographic filters, a Patient ...

    • Aging by Patient Report

      Aging by Patient Report The Aging by Patient Report can be used for outstanding Patient/Insurance balances, Patient/Insurance credits, and Escrow. This is similar to the Unresolved Claims Report and Interactive Aging. Patient Escrow is highlighted in ...

    • Executive Summary Calculations

      The Executive Summary Report provides Monthly totals incorporating key revenue cycle KPI components, broken down for each month over a 12 month reporting period. Net Payments: The Dollars Posted for the selected time period, not the Dollars Received. ...

    • Terms and Concepts FAQs

      Terms and Concepts FAQs Anesthesia How do I add Anesthesia Time Unit Settings? Appointments Why does the Appointment Reason not display in the Appointment Slot? Attending What is an Attending Physician? An Attending Physician is the one who is ...