About Patient Reports

Use the Patients reports to access information about patients associated with the practice.

These reports are located in the Patients section of the Reports menu, and include:

Patients Summary - This report shows a summary of patients over a period of time.
Patient Transactions Summary - This report shows a list of patients with summary transaction information for a period of time.
Patient Transactions Detail - This report shows a list of patients with detailed transaction information for a period of time.
Patient Balance Summary - This report shows a total of all charges with an open balance for each patient.
Patient Balance Detail - This report shows the specific charges that make up each patient's open balance.
Patient Statement- This report provides a current patient statement for a specific patient.
Patient Financial History - This report provides a financial history of a patient.
Patient Detail - This report provides a patient’s details, including demographics and insurance information.
Patient Referrals Summary - This report lists the referring providers, the number of patients referred, and the total charges generated by those patients for a period of time.
Patient Referrals Detail - This report lists the patients referred by referring providers and the total charges generated by those patients; grouped by provider, then by service location, then by referring provider for a period of time.
Patient Contact List - This report shows a list of patients and their contact information.
Itemization of Charges - This report shows a summary of charges over a period of time.