Custom Report - New User

Custom Report - New User

 We have added the Custom report named ____ and you can generate this report on demand. We have added this report to the Reports Tab/ Custom Reports option.

Here are the steps for you to login and generate this report:

Go to the Reports Tab
Click on Custom Reports
Enter the following user name info:
User Name : 
Password : 

**Please do not copy and paste the user name or password as this will create an error during login.
 Once you have logged in click on the (   ) option
 Enter your date range and click the View Report button.

    • Related Articles

    • Add New Provider to Account

      Please see the attached User Guide for Provider Setup instructions.
    • User Guide - Billing Manager - Claims

      Billing Manager Claims In this section, we will discuss entering claim information into the Billing Manager. IMPORTANT Navigation within the Billing Manager application to move from one field to the next works best by hitting Tab on the keyboard. The ...
    • How to Create a Mock-Up Report

      Sometimes you want a report that is a bit different than a standard PracticeAdmin report. Not to worry! The PracticeAdmin Team can help. In order for us to get you exactly what you want, we need an example -- a Mock-Up Report. The recommended method ...
    • Report Tab Update in Release 7.3 ProviderSuite

      Going forward we will be moving Billing Reports so that users will have more flexibility to add and remove columns from reports. We are also categorizing reports in sub-tabs for easier report navigation. We have started this process with the Sub Tab ...
    • User Guide - Billing Applet - Setup

      User Guide for setting up the Billing applet