Finalized Encounters Report

1. From the Reporting Tool, go to Reports > Encounters > Finalized Encounters
2. Optional: to specify a patient for this report, click Select Patient
   1. Enter patient search criteria and click Search
   2. Select the patient and click OK
3. Select a Location or leave defaulted to All locations
4. Select a User or leave defaulted to All users
   1. Selecting a User filters the report to display encounters finalized by the selected user
5. Populate Date From and Date To fields to specify the date range for the finalization of the encounter
6. Select an Encounter Type
7. Select a Sort Type value for the report output
8. Click Create Report

Note

	Reports with an extensive amount of data are unable to be generated as a PDF and will require the user to export the report to view the data.

The Finalized Encounters report will display the Patient Name and patient demographic data, Encounter Date, encounter Finalized Date, encounter Bill Submitted Date, Encounter Type, the user who finalized the encounter (Provider), and Cosigner.

Information for Bill Submitted Date will only display for encounters with billed services. The Cosigner column will only display for clinics with Clinic uses cosigners selected in Clinic Settings: General.

Generated report data can be exported and saved outside of Sevocity to a destination selected by the user, such as a network drive or local machine.

1. From the report, click Export
2. Select a location to save the file and type a File Name
3. Click Save

   1. The data will be saved as a comma delimited file (.csv)

      

4. Click OK to acknowledge the export is complete

   

Why is the Export Button Disabled?

The Export button becomes enabled only if there is data in the generated report.