C1. New Recall Report

Description New Recall Report shows the recalls created in the system. For every patient for whom recalls are created, the report highlights the recall details like Initiation date, Due date, Created User, Assigned to, Reminder status, Review date, Reviewed By, etc. along with the patient details. Search Filters of C1 Report Field Description Due Date […]

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C3. Patient Statement Summary Report

Description Patient Statement summary report provides a history of all Patient Statements generated. It gives the statement numbers, date of statement generation, how the statements were generated, balances left on the statements, users who generated the statements along with the generation date and time. Significance C3 report can be used to regenerate the statements. Check […]

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C4. Generate Patient Pre-Collection Letter

Description C4 report is used for moving patients to pre-collections. Significance Filters in the C4 are similar to what you have in the patient statement generation screen(C2 report). For every patient for which pre-collection letter or file is generated, the line sub-status will automatically change to ‘Pre-collection’. To move a patient out of Pre-collections, clear […]

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C5. Print Patient Label Report

Description Patient Labels can be generated using C5 report. Significance C5 Report can be used to generate labels for all patients within the specified DOS range in one go. Search Filters for the C5 Report Field Description DOS Provide the DOS Range Provider To print labels for all patients under a specific provider Schedule Type […]

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C6. Patient Details Report

Description C6 report is a patient demographics report. It is detailed report providing the demographic information of patients. It also provides details about the last appointment like the appointment date, last appointment Legal entity and last appointment provider. Significance 1.It can list patient records according to their creation date. Provide appropriate creation date ranges to […]

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C7. Patient Charges / Payments History Report

Description C7 report displays the detailed charge and payment activities of a patient by the Date of Service. The report can be generated in Detailed and Summary format. Detailed C7 report lists the CPTs as well for which the charges were applied. Significance The insurance aging and patient aging details of the patient are displayed […]

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C8. Installment Detailed Report

Description Installment Details Report provides information on the installments created in the system. Significance 1.Provide the End Date Range as ‘Month-To-Date’  to list the installments ending in the current month. 2. Provide an installment status to list all installments in the specified status. 3. Provide a patient name to view all installments availed by the […]

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C9. Installment Statement Summary Report

Description C9 report lists all the installments for which statements have been generated in the past. Significance C9 Report can be used to generate installment letters for the patients. Select any of the statements from the result, select ‘INSTALLMENT LETTER’ from the drop-down provided at the bottom and click on Print Letter option. Search Filters […]

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C10. Generate Patients In Collections List

Description C10 report is used to move patients from the pre-collection list to collections. Significance 1. If you are utilizing the services of a Collection Agency and need to send them an electronic data file, you can create the file from this report. 2. The lines of patients that are currently in Pre-Collections sub status […]

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