Customize Reports

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All reports are initially displayed on-screen and are filtered by default options. In addition to having the ability to view these reports for a different date or date range, you can also customize most reports by one or more custom filters to display reports for specific providers, patients, service location, payer type, payer scenarios, etc. Once you've made customizations, you can save the report settings as a Customized Report.

To customize a report

Select the report from the Reports menu.
To select a different date range for the report, click the down-arrow on the right of the Date box to make a selection from the pre-set date ranges (e.g., Today, Month-to-Date, Quarter-to-Date, etc.). If you select “Custom”, you can manually enter a specific date range that better meets your needs (use the diagonal [/] symbol to separate the month, day and year). Click the Refresh button to view the report based on new date settings.

Note: In some instances, a report may only show a single date rather than a date range; however, the same principle applies in changing a single date as in changing a date range.

Click the Customize button on the upper right of the report task. This opens the Customize Report view.

Most reports allow you to select one or more filters; which filters are available within any given report will depend upon the report being generated. Below is a list of the most common filters available along with a brief description of the filter.

Make your selections from the available options; and then click OK to regenerate the report.
At any point within a report view, you can either print the report, save it to disk in Microsoft Excel, save it to disk in Adobe Postscript Document Format (PDF); or simply close the report by pressing the Esc key on your keyboard.

To save report settings as a Customized Report

After making your customizations to a report, click Save Report at the top.
Enter a Report Name.
Enter a description.
Select permissions for who can view the customized report.
Select a Time Frame: Each time a user runs the report, the timeframe will apply to the current date. For example, if selecting Month to Date and the report is run on 5/20, the report will run for dates 5/1 – 5/20.
Click Save.

To access save reports

Click Reports > Save Reports in the top menu.

Common Report Filters

Filter Name	Filter Description
A/R Age	Limits the report by A/R age range
Activity	Limits the report by patients with activity within specified time frame
Adjustment Code	Limits the report by adjustment code
Balance	Limits the report by the balance range; or service line balances due
Balances to Show	Select to show only "Open" or "All" balances
Batch #	Limits the report by batch number
Columns	Select the summarization method
Contract	Limits the report by contract
Date of Service Age	Limits the report by age of service lines
Date Type	Limits the report by date type
Department	Limits the report by department
Encounter Status	Select encounter status
Group by	Select the grouping option (provider, service location, department, batch #, etc.)
Insurance Company	Limits the report by insurance company
Insurance Plan	Limits the report by insurance plan
Patient	Limits the report by patient
Payer Scenario	Limits the report by payer scenario
Payer Type	Limits the report by payer type
Payment Method	Limits the report payment method
Payment Type	Limits the report by payment type
Procedure Code	Limits the report by procedure code
Procedure(s)	Free-form text box allows a user to filter a report by more than one procedure separated by semicolons and/or a procedure code range using a hyphen (e.g., 99212; 99203-99205; 99214)
Provider	Limits the report by provider
Referring Physician	Limits the report by referring physician
Rendering Provider	Limits the report by rendering provider
Resource Type	Limits the report by resource type
Responsibility	Limits the report by currently assigned or ultimate responsibility
Revenue Category	Limits the report by revenue category
Schedule Style	Selects the style for printing appointments (Normal or Fixed Time Slots)
Scheduling Provider	Limits the report by scheduling provider
Service Location	Limits the report by service location
Show A/R Type	Select A/R Type
Show Unapplied?	Show unapplied analysis
Sort By	Sorts the report by field
Start Aging From	Sets the date used for aging the receivables (Last Billed Date, Posting Date, Service Date)
Status	Limits the report by appointment or confirmation status
Style	Select the report style (Normal, Hospital)
Subgroup by	Select the subgroup option (provider, service location, department, batch #, etc.)
Total All Receipts By	Select the method for calculating the receipts for all providers