Creating User-Selected Reports

To create a user-selected report:

Select Reports > Patient > User-Selected or Reports > Account > User-Selected, depending on whether you want to create a patient or an account report. (A patient report is used in this example.) The User-Selected list window is displayed.

Click Add. The User-Selected report title window is displayed.

In the Report Title field, type a title for the new report and click OK. The Selection Criteria window is displayed.

Items marked with an X display on the report.

When generating user-selected reports, the following items are marked with an X by default:

User-Selected Patient Reports

User-Selected Account Reports

Patient ID

Account ID

Last Name

First Guarantor's Last Name

Social Security Number

Home Phone Number

Cell Phone

G #1 Cell Phone

G #2 Cell Phone

E-Mail

G #1 E-Mail

G #2 E-Mail

G #3 E-Mail

G #4 E-Mail

Patient Balance

Account Balance

User Codes

Primary Insurance Plans

Double-click an item to select it, or select an item and click Edit Values. For example, double-click Age. The User-Selected Values window is displayed.

Limit the scope of your report by selecting operators in the Op fields and typing values in the corresponding Value fields.

To limit the report to all patients between the ages of 10 and 21, do the following:

In the upper Op field, select GE (greater than or equal to) from the drop-down list. Type 10 in the Value 1 field.
In the lower Op field, select LE (less than or equal to) from the drop-down list. Type 21 in the Value 2 field.

Select the Print checkbox if you want the criteria (in this case, Age) to display on the report. If you want the criteria to help define the report but not to display on the printed copy, leave the checkbox blank.

If you mark the checkbox, an x is displayed next to the item in the Selection criteria window.

Click OK. The Selection Criteria window is re-displayed.

Repeat this selection process as necessary, until you have selected all of your criteria on the Info tab.

Click the Trans/Category tab. The Selection Criteria Window—Trans/Category tab is displayed.

The Trans/Category tab enables you to further define your report by including category codes and either including or excluding transaction codes, transaction dates, transaction types, billing dates, billing providers, and service providers.

To exclude a particular provider from the report, do the following:

Double-click Dr in the Transactions Excluded area. The User-Selected Values window is displayed.

In the upper Op field, select NE (not equal) from the drop-down list. In the Value 1 field, type the provider number or select it from the drop-down list.

When you have finished entering the report criteria on the Info and Trans/Category tabs, click OK. A message prompts you to save the new report setup.

Click Yes. The software searches the database for patients who match the specified criteria and displays a status window, indicating the number of patients searched and the number of matches found.

Click OK. A message is displayed, prompting you to print the report. Click Yes to print the report or select another output option, or click No to create another report or to print the report at a later time.

Click Close.