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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 ...
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 ...