Section
Clinic Admin Reports
Articles
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Task Report
The Task Report displays task details such as Date, Priority, Status, Task Subject, Patient Details (if applicable), Due Date, Assigned By, and Assigned To. The report export displays the Task Description and Activity.
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Billing (Detailed) Report
The Billing (Detailed) Report displays a list of all E&M and billing codes for encounters based on the selected location, user, and date range.
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Chart Access Report
The Chart Access Report displays a list of users who have accessed a patient’s chart.
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Clinic Administrator Reports
Clinic Administrator Reports support the administrative health of a practice, ranging from billing and coding reports to encounter status. Clinic Administrator reports also track the clinic’s performance on measures for regulatory programs such as MIPS. Access Reports Chart Access Report: displays a list of users who have accessed a patient’s chart User Access Report: displays […]
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CDSI Report
The CDSI Report displays a list of clinical decision support intervention (CDSI) actions by a user in the CDS chart tab and in encounter Clinical Decision Support Alerts and the reason for the action, if applicable.
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Patient Portal Action Log Report
The Patient Portal Action Log report displays all activity that a patient or patient-authorized representative has performed in the portal in addition to password reset activity performed by the clinic.
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User Access Report
The User Access Report displays a list of patient charts a user has accessed.
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Probable Duplicate Charts Report
The Probable Duplicate Charts Report displays a list of possible duplicate patient charts based on patient date of birth, birth sex, and name criteria.
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Finalized Encounters Report
The Finalized Encounters Report displays a list of finalized encounters based on patient, location, user, encounter date, finalization date, and encounter type.
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Open Encounters Report
The Open Encounters Report displays a list of encounters that have not been finalized.
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Productivity Report
The Productivity Report displays a list of finalized encounters with detailed E/M coding.
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Deleted Items Report
The Deleted Items Report displays a list of items deleted from the Clinic Inbox or the Patient Portal Inbox.
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Patient Portal Report
The Patient Portal Report displays information on patients enrolled in the portal. This report is designed to assist the clinic with managing patient portal enrollments.
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Appointment Encounter Status Report
The Appointment Encounter Status Report displays a list of patient appointments and their associated encounter status.