Account Reports

Report Name

Description

Frequency

Alphabetical Account List

Select this report to generate an alphabetical list of accounts. See Running the Alphabetical Account List Report for more information.

As Needed

Account List By ID

Select this report to generate a list of accounts by identification number. See Running the Account List by ID Report for more information.

As Needed

Account List By Zip Code

Select this report to generate a list of accounts by zip code. See Running the Account List by Zip Code Report for more information.

As Needed

User Selected

Select and customize this report to generate information based on criteria you specify. See Creating User-Selected Reports for more information.

As Needed

Insured Accounts

Select this report to generate an alphabetical list of insured accounts. See Running the Insured Accounts Report for more information.

As Needed

Uninsured Accounts

Select this report to generate an alphabetical list of uninsured accounts. See Running the Uninsured Accounts Report for more information.

As Needed

Accounts First Visit

Select this report to generate a list of new patients with their first visit date within a specific date range. See Running the New Account List Report for more information.

As Needed

Account Labels

You can print account labels in alphabetical order, by identification number, and by zip code. See Printing Account Labels for more information.

As Needed