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



    • Related Articles

    • 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 Using these Date Filters will show different ...

    • 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 Dashboard Menu Home: Home Dashboard Patient: Navigates to Patient Lookup ...

    • 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 ...

    • Encounter Dashboard Overview

      Encounter Dashboard Overview Access the Encounter Dashboard Select the Encounter Number link on the Patient Dashboard, or Enter an e + Encounter number (e12345) in the Navigation Shortcut box. You can go to the Patient Dashboard from the Encounter ...

    • Payments Dashboard

      Payments Dashboard Functions on the Payment Dashboard Payments and Receipts Post Adjustment Patient Refunds Post Refund Checks Receipts with Escrow Panel List of Receipts with Escrow Receipt History Electronic Remittance Advice (ERA) Panel All ERAs ...