EMR User Manual

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The available reports assist in tracking office/patient activity and can be utilized to determine patient retention & statistics.

  1. Click 'Run Reports' to the Upper Right of the calendar
  2. Select Scheduling Reports or Patient Reports
    1. Scheduling Reports
      1. Select desired report from the Select Report drop-down menu
      2. Input date range
      3. Select report criteria to reflect against all patients or one patient (Selecting Patient will open the drop-down box to the right where you may choose the patient for the report)
      4. (Optional) Select an Appointment Type that you would like to use as a filter for the desired report
      5. (Optional) If your practice has more than one provider, you may run a report for an individual provider or all providers within the practice.
      6. Click Run Report
    2. Patient Reports
      1. Select desired report from the Select Report drop-down menu
      2. (Optional) Filter by Criteria
      3. Click Run Report

After a report has been generated, it will show in the box below.  This report can then be exported to Excel or Printed as a PDF.  


Available Reports


Scheduling Reports

  • No Show- Will pull all No Show status of appointments in the time frame
  • Cancellation- Will pull all Cancellation status of appointments in the time frame
  • Appointment Hx- Will pull both past and future appointments regardless of appointment status
  • Completed Visits- Will pull all Checked Out status of appointments in the time frame
  • Inactive Patients- Will pull who haven't had an appointment in the timeframe selected
  • New Patients- Will pull who has been entered into the system in that time frame
  • Rescheduled Appointments- Will pull all Rescheduled status of appointments in the time frame
  • Sign in Sheet- Will pull all appointments and signature sheets from time frame selected
    • Printed PDF will give you a list of appointments and each subsequent page will be the printed image of their signature

    • Exported to Excel will generate the list of appointments.  


Scheduling Reports: Any Appointment Type or Provider that has been deleted from the system will show in a light grey font where as current Providers & Appointment Types will display with a blue font. 


Patient Reports

  • Patient List- This will list patient demographics.  This can be filtered by Active or Inactive Patients.    
  • Patient Insurance- This will generate active patients with active insurance policies for the insurance selected. 
  • Birthday List- This will allow you to generate either the current month, next month or both to provide patients that have a birthday in that time frame. 


After a report has been generated, users have the option to print the report by clicking Print and also the ability to export the report as an .xls file by clicking Export.



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