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Overview

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Info

The Reports page is used to conveniently generate standard reports found in Connect Portal.

There are two four tabs available on this page:

and
  • Classic tab
.

The Modern tab houses the new and updated reports created as part of Release 4.2 (and ongoing).

The Classic

tab houses

tab houses a select number of reports which were not updated as part of Release 4.2. The report functionality - execution, filtering, etc. for these reports remains as it was prior to Release 4.2. (Note: These reports will be updated as part of a future release.)

Modern

Classic

12 Month Payment Waterfall Summary

13 Month Financial Activity Summary

Account Adjustment Analysis Detail

Aging Analysis Detail

Anesthesia Case Utilization – Case Output

Anesthesia Case Utilization – Performing Provider Output

AR Activity Summary

AR Aging Analysis Detail

Billed vs. Expected vs. Collected Summary

Case Mix Trend Summary

Charge Analysis Detail

Charge Entry Productivity Detail

Charge Mix Trend Summary

Collection Trend Analysis Summary

Credit Balances Detail

Deposit Analysis Detail

Deposit Analysis Summary

Diagnosis/Procedure Count Summary

Elapsed Time Analysis Detail

Facility Details

Group Comp Data

Guarantor Collection Actions Detail

Insurance Collection Actions Detail

Insurance Payment Denial Detail

Outcome Details

Patient Responsibility Detail

Payer Mix Summary

Payment Entry Productivity Detail

Payment Mix Trend Summary

Plan Details

Practice Performance AnalysisPlan Details

Practice Performance Summary

Practice Performance Summary (DOS)

Production Analysis Summary

AR Aging

ePreop Data Extract

Fides - Quality Data Collection

 Financial Activity Summary

Insurance Followup Detail

Survey Vitals Extract

 

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titleHow to Get Here?
From the Home Page:From the Menus:
  • Click Reports from the Manage  list 
  • Open the Manage menu and select Reports

 

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Field Definitions

Field

Type

Required

Description

Name

Read-only

(Pulled from system Reports)

Yes

The name of the report folders and the reports housed in the folder.

Description

Read-only

(Pulled from system Reports)

YesThe high-level description of the report.
Category

Read-only

(Pulled from system Reports)

YesThe date the report was created

The category classification of the report. The available categories include: Financial, Aging, Productivity, Management, Third Party, and System.

Created At 

Read-only

(Pulled from system Reports)

Yes

.

Field is only populated for saved reports, not system reports.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Run[Alt] + [R]

To execute a report from the list of reports.

Running Reports
Delete [Alt] + [D]

To delete a report from a folder.

Note
Only customized reports can be deleted. System reports found in the System folder cannot be deleted.
  1. Select a report to be deleted.
  2. Click Delete. The report is deleted from the system.
Schedule[Alt] + [S]To schedule the execution of a report for a certain date/time.Scheduling Reports 

 

 

 

 

 

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Reports (Back Office)

Reports / Scheduled Tab

Reports / Output Tab

Running Reports

Applying Filters

Exporting Reports

Balancing Reports

Scheduling Reports 

 

 

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