Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Published by Scroll Versions from this space and version 4.2

 

Overview

Panel
borderColorblack
bgColorgray
titleColorblack
borderWidth2
titleBGColorwhite
Info

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

There are two tabs available on this page: Modern tab and Classic tab.

  • The Modern tab houses the new and updated reports created for Release 4.2.
  • The Classic 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

Billed vs. Expected vs. Collected Summary

Case Mix Trend Summary

Charge Analysis 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

Guarantor Collection Actions Detail

Insurance Collection Actions Detail

Insurance Payment Denial Detail

Outcome Details

Patient Responsibility Detail

Payer Mix Summary

Payment Mix Trend Summary

Practice Performance Analysis

Plan Details

Practice Performance Summary

Practice Performance Summary (DOS)

Production Analysis Summary

AR Aging

ePreop Extract

Financial Activity Summary

Insurance Followup Detail

Survey Vitals Extract

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

 


 

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)

Yes

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)

YesThe date the report was created. 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.

 

 

 


 

 

Panel
titleColorWhite
titleBGColorGray
titleRelated Topics

Reports (Back Office)

Running Reports

Applying Filters

Exporting Reports

Balancing Reports

 

 

Search this documentation

Livesearch
spaceKeyCD