Patient Record Reports

Patient Record Reports

1. Find the patient then double click to open. The General tab of the Edit Patient window opens by default.
2. Click Reports on the bottom of the window and select the report to generate.
   • Patient Transactions Detail: Shows detailed transactions including transaction type, posting date, service date, procedure, provider, service location and outstanding balances.
   • Patient Balance Detail: Shows specific charges that make up the patient's outstanding balance.
   • Patient Statement: Displays the patient's current on-demand patient statement.
     Note: Generating and printing/saving the patient statement report does not update the status of the claims associated with the patient balance.
   • Patient Financial History: Provides a history of the patient’s financial activity including charges, unapplied payments, and applied payments and adjustments.
   • Patient Detail: Displays general demographic and policy (if applicable) information for the patient including Notes.
   • Itemization of Charges: Provides practice information, the patient's policy information, and charge details including applied payments and adjustments.
3. Once the report generates, customize the report if necessary. Click Refresh as needed to generate the report based on customizations.
   • To print the report, click Print.
   • To save the report as a file, click Excel or PDF.
   • To search for a keyword within the report, press Ctrl+F on the keyboard or click Find.
   • To create a saved report if customizations were made, click Save Report.