Reports / Find Report Tab

Overview

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

There are five tabs available on this page:

The Find Report tab facilitates the ability to search for reports based on your output needs. As an example, locating a detailed date of service report that includes charges.

Select needed report criteria in the Criteria section and click Search. The reports meeting the selected criteria are displayed in the Reports section.
Select a report from the results and click Run to execute the report.

How to Get Here?

From the Home Page:	From the Menus:
Click Reports from the Manage list. Click the Find Report tab.	Open the Manage menu and select Reports. Click the Find Report tab.

Field Definitions

Field	Type	Required	Description
Criteria Section			Provides selection criteria to designate the information needed in your report.
Type	Checkbox	No	The type of report. Options include: Standard - if selected, the other selection criteria options (Output, Date Mode, Filter, Detail) are available to further define the report search Administration - if selected, only Administrative reports are listed in the Reports section. Productivity - if selected, only Productivity reports are listed in the Reports section.
Output	Checkbox	No	The output of the report. Options include: Detail Summary
Date Mode	Checkbox	No	The date mode of the report. Options include: Date of Service Accounting Date Posted Date Created Date Days Outstanding
Report Search Filters	Checkbox	No	Identify a filter option available in the report. Options include: Rendering Provider Provider Group Facility Payer Plan Financial Class Case Reporting Type Procedure Category Group By Referring Provider
Report Output Data	Checkbox	No	Identify a field or piece of data available in the report. Options include: Charges Payments Contractual Adjustments Miscellaneous Adjustments Refunds Expected Amount Anesthesia Units Procedure Count Case Count AR Denials
Reports Section			Provides access to reports that meet the specified information from the Criteria section.
Name	Read-only (Pulled from system Reports)	Yes	The name of the report.
Description	Read-only (Pulled from system Reports)	Yes	The 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.

Button Descriptions

Button	Shortcut Keys	Description	Step-By-Step Guides
Search	[Alt] + [S]	To search for reports that include specific criteria.	Select the search criteria to locate the report with the needed information. Click Search. The Report section is updated with reports that meet the designated search criteria.
Run	[Alt] + [R]	To execute a report.	Running Reports

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Overview

Field Definitions

Field

Type

Required

Description

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

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