Report Gallery

With over 130 different options, report gallery allows you to customize and print reports that keep you in tune with the trends and financial statistics and details of your practice.

You may not have a need for every report contained in the gallery, so you can easily create your own set of reports by taking only the ones you want and dragging or copying them into a new folder or set of folders.

You can also easily create multiple versions of the same report to extract different information by using different filters.

Below are some of the more popular reports you can create using the report templates that are already in existence and applying different filters:

Aging Report For All Accounts With Balances

To see a listing of all active accounts at your practice that have non-zero balances (either credit or debit balances), you would create an aging report for all accounts with balances:

  1. Use the Account Aging R2100 report.
  2. Set the "Account Balance" filter to 'is not' 'equal to' '0.00.'

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Aging Reports For All Accounts With No Statements

To get a list of all accounts with balances that are not receiving statements, you would create an aging report for balances with no statements:

  1. Use the Account Aging R2100 report.
  2. Set the "Account Balance" filter to 'is' 'greater than' '0.00.'
  3. Set the "Send Statement?" filter to 'is' 'equal to' '0 = No.'

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Credit Balance Report

If you want to know all the accounts that currently only have credit balances, you would create a credit balance report:

  1. Use the same Account Aging 2100 report as above.
  2. Set the "Account Balance" filter to 'is' 'less than' '0.00'

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Daily Transactions Reports

If you need a list of entire day's transactions, you would print three different reports:

  1. For charges, use the Charges R2105 report.
  2. For adjustments, use the Adjustments R2107 report.
  3. For payments, use the Payments R2106 report.
  4. Set the "Posting Date" filter on each report to 'is' 'in the period' of 'Today.'

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Claims Aging Report

To see a list of claims that have not been paid (either by Insurance Company or by patient) print a claims aging report:

  1. For an alphabetic list, use the Claims Aging R2207 report.
  2. For a list grouped by insurance company, use the Claims Aging by InsCo R2208 report.
  3. For all outstanding claims, set no filters.
  4. For a list of claims with services prior to a chosen date, set the "Claim Service Date" filter to 'is' 'less than' 'mm/dd/yyyy,' where mm/DD/yyyy is the date preferred, such as 03/01/2001

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New Patient Report

To get a list of all your practice's new patients, create a new patient report:

  1. Use the Patient List R1004 report.
  2. Set the "Patient Add Date" filter to 'is' 'greater than' 'mm/DD/yyyy,' where mm/DD/yyyy is the preferred date.
  3. If you want to include patients added on the preferred date, check the 'or equal to' box.

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Next Month's Recall List

For a list of everyone who needs a recall reminder next month, you would want the next month's recall list:

  1. Use the Recall by Patient R1011 report.
  2. Set the "Next Recall Date" filter to 'is' 'in the period' of 'Next Calendar Month.'

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Birthday Report

To get a list of patients with birthdays in June, create a June birthday report:

  1. Use the Patient List R1004 report.
  2. Set the "Birth Month" filter to 'is' 'equal to' '06 - June.'

To create your own folder in the Report Gallery, click the File menu and select New Folder. Then, right-click on the New Folder and select Properties to change its name. You can then place reports into your new folder by dragging them from their existing locations or by copying and pasting. Multiple copies of a single report can be placed into a folder by using the cut and past feature. Each copy can then be customized to print different results by setting and applying unique properties.

If you have any questions contact a System Support Specialist.

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