C6. Patients Detail Report

Select the from and to Creation Dates, from and to Patient Scheduled Date, from and to dates on which the patient has not been scheduled, from and to DOB, from and to Birth Month, Referral Source, Patient, Gender, Acc. Type. Also Show Patient Exempt From Sending Statement and Include Inactive statements by selecting the options […]

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C7. Patient Charges / Payments History Report

Select the Patient, Case#, from and to DOS. Choose whether to generate a detailed report or the Summary/ UB04. Click on Search to generate the report. Click on the  icon to download the report as an excel Spreadsheet and the  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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C8. Installment Detailed Report

Select the from and to Start Dates, End Dates, Last Statement Dates, Patient, and Installment Status (NEW/ ACTIVE/ PAID_CLOSED). Enter Installment#. Click on Search to continue. Select the  icon to download the report as an Excel Spreadsheet and the  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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C9. Installment Statement Summary Report

Choose the from and to Last Statement Dates, Patient, and Installment# to generate the search results. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet. Select any of the statements from the result, choose the letter to be generated and click on Print Letter option at the bottom.

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C10. Generate Patients In Collections List

Choose the Legal Entity, Patient and enter the Age Since Precollection. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet. Select the statements and click on Generate Detailed CSV or Generate CSV to do the same. Sample Excel Report

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C11. Patient Collection Report

Select the from and to Acct. Dates, and the Patient. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet and the  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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C12. Patient Visit Summary Report

Select the from and to Acct. Dates, from and to DOS, from and to Last Modified Dates, Legal Entity, Provider, Line Status, Line Sub Status, User, Referral Source, CPT, Diagnosis, Patient, Case Type, Place Of Service, Service Location, Insurance, Referring Provider and Modifier. Click on Search to continue. Click on the  icon to download the report […]

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C13. Patient Visit Tracking Report

Select the from and to DOS and the Patient. Click on Search to continue. Select the  icon to download the report as an Excel Spreadsheet and  icon to download the report as PDF. Sample Excel Report Sample PDF Report

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C14. Overdue Preventive Care/ Well Visit List

Choose he from and to Creation Dates, from and to DOB, Patient Scheduled From and To dates, Patient Not Scheduled From and To Dates, from and to Birth Months, Patient, Referral Source, Gender, Acc. Type and the CPT. Click on Search to continue. Click on the  icon to download the report as an Excel Spreadsheet and […]

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