Patients Reports
Patients reports can be used to access information about patients associated with the practice.
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Patients Reports and Descriptions
Below are the available patients reports and brief descriptions.
| Report Name | Description |
| Patients Summary | Defaults to Month To Date. Pulls data by the Post Date of the Encounter record and provides the total number of patient encounters grouped by provider and subgrouped by payer scenario. |
| Patient Transactions Summary | Defaults to Month To Date. Pulls data by the Post Date of the records (e.g., Encounter, Payment) and/or Posting Date of the transaction (e.g., Adjustment, Payment). Provides a summary of charges, adjustments, payment information, and outstanding balances for each listed patient. |
| Patient Transactions Detail | Defaults to Month To Date. Pulls data by the Post Date of the records (e.g., Encounter, Payment) and/or Posting Date of the transaction (e.g., Adjustment, Payment). This report provides a detailed list of patient account transactions grouped by patient. The list includes details such as transaction type, post/posting date, service date, insurance balance, and patient balance. To generate this report, customize to narrow the scope otherwise refresh the report to generate transactions for all patients associated with the practice (which may take some time due to the amount of data). |
| Patient Balance Summary | Defaults to As Of Today (current day). This report provides a total of all charges with a patient balance (including credit balances) for each patient.The list includes the patient name and ID number, and adjustment, payment and balance amounts. |
| Patient Balance Detail | Defaults to As Of Today (current day). This report provides a list of the specific charges that make up a patient's open balance. The list includes details such as service date, procedures, payment and adjustment amounts. To generate this report, customize to select the specific patient. |
| Patient Statement | Defaults to As Of Today (current day). This report provides a patient's current on-demand patient statement. To generate this report, customize to select the specific patient. Note: Generating and printing/saving the patient statement report does not update the status of the claims associated with the patient balance. |
| Patient Statements Delivery | This report is available for Automated Patient Billing enabled customers and includes both automated statements and manually sent patient statements data and activity. To learn more, review Patient Statements Delivery Report. |
| Patient Financial History | Defaults to Month To Date. Pulls data by the Post Date of the Encounter record and/or Posting Date of the transaction (e.g., Adjustment, Payment). This report provides a basic history of a patient's financial activity including charges, adjustments, payments, and outstanding balances. To generate this report, customize to select the specific patient. |
| Patient Detail | This report provides a patient's basic demographic and insurance information. To generate this report, select the specific patient. |
| Patient Referrals Summary | Defaults to Month To Date. Pulls data by the Post Date of the Encounter record and Posting Date of the Payment transaction and provides a summary of referring providers, the number of patients referred, and total charges generated by those patients, grouped by rendering provider. |
| Patient Referrals Detail | Defaults to Month To Date. This report provides a list of patients referred by referring providers and includes the patient's primary insurance and total charges generated, grouped by rendering provider. |
| Patient Contact List | Defaults to patients seen in the last 30 days as of the current day. This report provides the patient's name and ID number, address, home and/or mobile phone, email, default rendering provider and referral source. |
| Itemization of Charges | Defaults to As Of Today (current day) and provides an itemization of charges for a patient. To generate this report, customize to select the specific patient. |
| Patient Demographic Export | Defaults to As Of Today (current day). The report must first be customized to generate the export of data then saved as an Excel or CSV file. This provides patient contact information, insurance information (e.g., primary, secondary, authorization), and details of each patient's last ten encounters such as service date, procedures, diagnosis codes, etc. |
| Patient Insurance Authorization | Defaults to Month To Date. Pulls data by the Post Date of the Encounter record and provides a list of patients with insurance authorization information including insurance name, number of visits, authorization number, authorization start and end dates, and the last posted encounter date. |