Working with Reports

Creating Financial Functions Reports

The reports available from a Financial Functions window inside a patient chart apply to the financial status of that specific patient or the patient’s responsible party. In some cases, you can produce a report for multiple patients/responsible parties.

Click here to view the reports available from any of the Financial Functions windows.

To create a report from any of the Financial Functions windows:

1. In any of the Financial Functions windows in a patient’s chart, select Reports and one of the report options.

• To print the Fact Sheet, you must select Reports > Fact Sheet while in the Financial Functions Contracts and Payment Plans window.

2. Depending on the report option you select, an interim window is displayed, enabling you to select specific criteria you want to include in the report. Make your selections and click OK to print the report. In some cases, the Print Options window for that report type is displayed.

3. On the Print Options window, select Print Report, Preview Report, or Export Contents.

4. Click OK.

Related Topics

Financial Functions Reports

Working with Reports

Creating Patient Reports

Creating Responsible Party Reports

Creating Schedule Reports

Creating Financial Reports

Creating Miscellaneous Reports

Creating Charting Reports

Creating Patient Tracking Reports

Creating Patient Flow Reports

Creating Referral Reports

Creating Collection Reports