Reports

Created by Ortho PMS, Modified on Wed, 26 Mar, 2025 at 9:14 AM by Ortho PMS

dashboard -
Exam
- Conversion - This report will show summary and detail of the last 30,60,90 and 90+ days conversion
- Result - Report will show the exam results for the search criteria
- Referral - Report will show the referrals for the date range
Appointment
- Summary - This report will show appointment summary details for the date range and by location
- Detail - Report will show the detailed appointments Information scheduled between the Date range
- Detail with Payment - Report will show the detail with payment information of the patient
- Missing in Action
  - The report needs to be used by choosing correct patient status
  - report will show patient missing appointments after signing contract
- Do Not Pursue - Report will bring the patients who are in Do Not pursue status
- Patient Status - Report will show all the patients in the various status
- Comprehensive
  - You can use the filters to select the patients accordingly
- Treatment Past Due
  - Report will show patients who are past due with the Treatment
  - The Tx enddate is automated with Retention, dismissed Status and when the account is written off
  - Show All will show the Inactive Patients
  - Patient Status should be used Appropriately to pull the right patients
Collection
- Detail - Report will being all the collection by the search criteria
- Daily Invoice - Report can pull all the patients who are Invoiced for that selected date range, report will show patients with auto draft vs card vs ach vs no payment information
- Day Summary - Report will show the daily summary or the data range chose summary of the collection.
- Wallet - Report will show the transactions which made the payments to move to wallet for the date range
- Refund - Report will show the Refund happened for that date range
Contract
- Starts - Report will the patient starts for the date range and by other filters
Finance
- delinquent - Report will show all patient past due Including misc. contract
- ACH - Report to show ACH transactions and status of the transaction
- Balance Sheet
  - This will show as of that day for the current month
  - Report will show the Beginning balance and will show breakdown of the month Production, Interest charged, Total Adjustments, Collection, Refund, Wallet and Total Transaction activity to set up the Ending Balance
- Adjustment - Report will show adjustment for the selected search criteria
Receivable
- Patient AR - This report will bring the patient account receivable outstanding, Current and Pastdue
- Insurance AR - This Report will bring the insurance account Receivable outstanding, Current and Pastdue
Communication
- Patient Reminder - Report will show the Welcome form and Incomplete Form reminders For the patients for the selected Date Range
- Appointment - Report will show the unconfirmed and appointment reminders sent to the Patients
- Past Due - Report will show the past due reminder sent to the patients for the selected Date Range
- Email/Text - Report will show all the email and Text report sent to patients for the selected Date Range
- Bulk - this report will show the list of patients followed up from the bulk Communication
EDS Claim - This report will show all the Electronic Claims submitted for the patients
Ceph - This report will show all ceph analysis requests submitted for the Data range
Media
- This Report will show all the Automated and manual Communication driven by the media communication
- Report will show the patient interaction with the template, whether the link was clicked vs Not