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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 ...
Reports Criteria Overview
Most Reports default to the Post Date which is controlled by the date used in the Reference Batch. My Reports Panel: The Reports that the User has run are shown in this Panel. You can choose to see Unread reports only. Report History: This is the ...
Scheduling Questionnaire
In preparation to help you build your calendar, please provide an answer to the following questions and create your Appointment Types. Article: How to add Appointment Types Instructions on how to create, build, and maintain the Calendar will be ...
Scheduling Dashboard
Functions Calendar View: Displays the Appointment Calendar Patient Registration: Takes you to the new Patient Registration screen Batch Eligibility Results: If Batch Eligibility is being used, you can see the eligibility results here. Reports Custom ...
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 ...