C1. New Recall Report

Description This report lists all patient recalls and alerts added to the system. Significance 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 […]

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C3. Patient Statement Summary Report

Description C3 report lists all historical statements/precollection/collections files/letters with their generated date, and balance, and with the option to preview the statement and to regenerate to CSV or PDF file. Significance 1. C3 report can be used to regenerate the statements. Check the box and click either “Generate CSV”  or “Print Statement”. 2. C3 report […]

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C4. Generate Patient Pre-Collection Letter

Description C4 report lists patients to either generate a pre-collection CSV or a letter. Once generated, the line sub status changes to “precollection”. 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 […]

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C5. Print Patient Label Report

Description C5 report can be used for printing patient labels containing insurance and subscriber info. Significance It 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 […]

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C6. Patient Details Report

Description This is a Patient demographics report containing the patient’s insurance and other pertinent information. The report can also be used for filtering patients that have the statement exclusion flag. Additionally, a merge CSV export is available within the generated data to list all patient accounts that were merged. In short, A. This report can […]

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C7. Patient Charges / Payments History Report

Description C7 is an itemized statement of a patient containing transaction activities viz. charge, payment, and adjustments grouped by date of service and displaying the balance for each date of service/encounter. Significance The insurance aging and patient aging details of the patient are displayed at the bottom. Search Filters of the C7 report Field Description […]

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C8. Installment Detailed Report

Description This report lists all patients with an installment plan ( payment plan) added to the system. Note: C8 report displays only those installments with status NEW, ACTIVE and PERIOD_COMPLETE. Significance 1. C8 report displays those installments having installment status either NEW, ACTIVE or PERIOD_COMPLETE. These installments have lines with line sub status ‘INSTALLMENT’. Installments […]

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C9. Installment Statement Summary Report

Description C9 report lists all patients that have had installment letters generated in the past and the current status of the payment plan. Users can also reprint the installment letter from the screen. Significance 1. C9 Report can be used to generate installment letters for the patients. Select any of the statements from the result, […]

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C10. Generate Patients In Collections List

Description C10 report lists patients to generate the collections agency CSV file. Once the CSV is generated, all “Bill to PT” or “GR” lines on the date of service change to “In_Collections” line status. Significance 1. If you are utilizing the services of a Collection Agency and need to send them an electronic data file, […]

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