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?



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