This is essentially an interface activity log of all messages received or sent through the interface. All inbound and outbound transactions viz. demographics, appointments, charges, payments, and any other types of transactions processed through the interface and their status whether it was successful or failed, and for any that failed, display the rejected reason. This applies to only integrated partner accounts where the system is connected to an external system and appointments, demos, charges, or any other message types that get synced between the systems.


1. For all inbound charge messages, the accession # of the encounter will be displayed on the report as well as in the excel output.

2A. E9 report can capture CCDA inbound and outbound transactions. CCDA outbound will have the DOS displayed. Additionally, a column ‘Action’ will appear for outbound transactions which indicates how the CCDA document was extracted from the system.

Action Description
Sent This is reflected in the ‘Action’ column whenever a chart is saved in CCDA-enabled accounts- the CCDA is sent automatically on saving the chart.
Transmitted This reflects in the Action column when the user clicks the ‘Transmit CCDA’ from any of the screens
Downloaded This reflects in the Action column when the user downloads the CCDA from any of the screens

2B. Patient Name will be listed for CCDA inbound transactions.

Search filters for the E9 report.

Field Description
Transaction Date This is used to filter out transactions in a particular date range. By default, it is set to the previous week.
Patient Name This is used to filter out transactions related to a specific patient; provide the first three letters of the name and select one from the list that appears
Module This is a drop-down listing Demographics, Scheduler, and Charge. It is used to filter out messages based on the module. The default module is Demographics.
Msg Type (Outbound/Inbound) This is a drop-down to filter incoming messages and outgoing messages. The default value is Outbound.
PCRef# This is used to filter out transactions related to a specific patient; provide the PCRef# of the patient
Show Error(s) Only If checked, only the error messages are displayed. If unchecked, all successful and failed transactions are displayed. By default, it is checked.

Search Screen of E9 report

The highlighted icon in the search screen is the direct excel export button.

Sample E9 report

Different columns in the output

Column Description
Transaction Date The date on which the transaction occurred
Third-Party The party with which the transaction was done
Patient Name The patient whose files were transacted.
PCRef# The unique identifier of the patient in the third-party software.
DOS Date of Service. Visible only when Module selected is CHARGE or CCDA outbound
Appt Date From Appointment From Date. Visible when Module is SCHEDULER
Appt Date To  Appointment To Date. Visible when Module is SCHEDULER
Status Displays the message status. For successful inbound messages, the status is Processed. For failed inbound messages, status is Failed. For both successful and failed Outbound transactions, the status will be set to Sent.
Response Message Displays the response received by PracticeSuite from the third party. In case of a failed transaction, the error message will be displayed here in red color.

 This icon when clicked shows the actual data file.

Table 1

Possible outputs of E9 Report

Fields in the Excel output of E9 Report