Settings
Appointment List Report with Additional Columns/Headers
To generate a list of appointments with additional information, such as Primary Insurance ID, follow the steps below. You can customize the report when generating from the Schedule Manager. Launch Scheduling > click the Print icon > Print Encounter ...
Reports and accounting period explained
An explanation of how reports work, the accounting period rules, and which reports help with month end or daily balancing.
Choosing the Accounting Period Cutoff Date
In PracticeAdmin there is not a hard month-end close. We use accounting dates for running practice collection reports. The Accounting Date option allows for an extension into the next month for posting purposes. For example, if you have payments that ...
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 ...
Reports by Name
Patient Itemized Statement not allowing Patient Filter
The reports that include a Patient parameter were redesigned for version 8.2. Please clear your browser cache (instructions below) and then close the browser. Next, open the browser and log in to ProviderSuite to enable the new Patient selection ...
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 ...