Reports Dashboard

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

Reference Batch Report

Daily Sheets

Receipt Management

Scheduling Reports

A/R Reports Overview

Practice Analysis

A/R Analysis

A/R Management

Year End

Interactive Aging: Real-Time A/R View

Unresolved Claims Report

Aging by Patient

Allowed Fee Exception Report

Cash Flow Report

Charge Summary Report

Custom Query Reports

Custom Query Report/Table Filter Criteria

Custom Encounter Query (CEQ)

Custom Appointment Query (CAQ)

Custom Transaction Query (CTQ)

Custom Receipt Query (CRQ)

Custom Patient Query (CPQ)

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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