Demographics Report Menu List

The frequency with which the following reports are used is how the program determines which reports to list in the report menu on the Demographics tab in patient demographics.

This list will vary by user.

Patient Reports >

• Schedules > Appointment List by Resource
• Schedules > Patient Schedule
• Patient Inpatient History
• Patient Insurance Information
• Patient Past Pending Appointments
• Patient Plans by Case
• Case Past Pending Appointments
• Case Wait List History
• Current Patient Information

Daily Reports >

• Superbill

Referral Screening >

• Patient Referrals

Administrative Reports >

• Patient Access Activity
• Chart Note Access by Patient (Requires the DocuPRO sync)

Patient Financials >

• Patient Payments by Case/Date of Entry
• Patient Payments by Case/Date of Service
• Patient Payments by Date of Entry
• Patient Payments by Date of Service

Charting Reports >

• Case Outcome Summary

Referral Screening

• Patient Referrals

Billing Reports >

• Pre-Bill (Requires the DocuPRO sync)

Again, up to four of the top most frequently used reports from this list are included with the Patient Reminder and Appointment List reports.