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 icon:
- Access to the PHI reports is controlled by User Permissions and Login Security.
Learn More
Reports Criteria Overview
Use Reporting Groups
My Reports
Daily Reports
Eligibility History
Referral Source Analysis Report
End-of-Month or End-of-Period Reports
Missing Encounters Report
Patient Ledger
Payments and Adjustments Report
Payroll Report
Productivity Analysis
Provider Analysis by CPT
Refund Report
Revenue Cycle Management Reports (RCM)
Service Facility Visits
Schedule Reports using the Job Scheduler
Upload Reports to an SFTPInteractive Aging: Real-Time A/R View
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Custom Query Reports Hub
Custom Query Reports (CQR) Custom Encounter Query = CEQ Custom Receipt Query = CRQ Custom Transaction Query = CTQ Custom Patient Query = CPQ Custom Appointment Query = CAQ Overview Filters and Criteria Create a CQR CEQ CRQ CTQ CPQ CAQ Overview Custom ...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 ...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 ...Dashboard Overview
Left Side Menu The Left Side Menu contains links to: The Dashboards in the System The Navigation (Go-Box) The Help Center The Tasks Menu Show Me How Navigation (Go-Cut) Box The Navigation Box allows you to quickly navigate between screens in the ...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 ...