Difference between revisions of "Reporting 4.1"

From OpenEMR Project Wiki
(Created page with "<< Accounting & Receivables ==Reporting== Within OpenEMR there are a wide array of reports you can generate which may be useful for your prac...")
 
(3 intermediate revisions by the same user not shown)
Line 12: Line 12:




[[File:110 (Reports Tree Menu).jpg|800px]]
[[File:106-available reports.png|800px]]
 




===Examples of Commonly Used Reports===
===Examples of Commonly Used Reports===


Clicking 'Reports – Visits – Superbill' brings up the Superbill Report page.  This presents you with a dialog for selecting a date range.
Clicking 'Reports – Visits – Superbill' brings up the Superbill Report page.  This presents you with a dialog for selecting a date range.




[[File:111 (Superbill).jpg|800px]]
[[File:107-superbill report.png|800px]]




Clicking 'Submit' produces a report for each encounter in the date range, and shows patient demographics and insurance information  
Clicking 'Submit' produces a report for each encounter in the date range, and shows patient demographics and insurance information, as well as the billing codes and amounts.




[[File:112 (Superbill results top).jpg|800px]]
[[File:108-superbill results.png|800px]]




As well as the billing codes and amounts.  
The Appointments Report ('Reports – Visits – Appointments') gives you a list of appointments for a given provider, or for all providers, in a specified date range. It can be sorted by clicking on any of the four column headings.  




[[File:113 (Superbill results bottom).jpg|800px]]
[[File:109-appointments report.png|800px]]




The Appointments Report ('Reports – Visits – Appointments') gives you a list of appointments for a given provider, or for all providers, in a specified date range. It can be sorted by clicking on any of the four column headings.  
The Appointments and Encounters Report ( 'Reports – Visits – Appt-Enc' ) gives you a useful cross-reference of appointments with their corresponding encounters. This allows you to easily spot many types of errors, such as appointments with missing encounters, encounters with missing appointments, missing charges, and authorizations or justifications that are required but not done.  




[[File:114 (Appointments).jpg|800px]]
[[File:110-appointments and encounters report.png|800px]]




The Appointments and Encounters Report ( 'Reports – Visits – Appt-Enc' )gives you a useful cross-reference of appointments with their corresponding encounters. This allows you to easily spot many types of errors, such as appointments with missing encounters, encounters with missing appointments, missing charges, and authorizations or justifications that are required but not done.
The Insurance Distribution report (listed under 'Reports – Insurance') shows you how many patients seen over a given time period use each kind of insurance.  




[[File:115 (Appt-Enct).jpg|800px]]  
[[File:111-insurance distribution report.png|800px]]




The Insurance Distribution report (listed under 'Reports – Insurance) shows you how many patients seen over a given time period use each kind of insurance.  
The Indigent Patients report lists all encounters for patients that were seen without insurance. (None shown here.)




[[File:116 (Insurance Distribution).jpg|800px]]
[[File:112-indigent patients report.png|800px]]




The Indigent Patients report lists all encounters for patients that were seen without insurance. (None shown here.)


===Billing Reports===


[[File:117 (Indigent Patients-no results).jpg|800px]]


[[File:113-billing report.png|800px]]


===Billing Reports===


From the main Billing page click 'Reports', or select 'Reports – Financial – Cash Rec' from the navigation menu.
From the main Billing page click 'Reports', or select 'Reports – Financial – Cash Rec' from the navigation menu.




[[File:118 (Billing Page-Reports select).jpg|800px]]
[[File:114-cash receipts by provider.png|800px]]




This is the Cash Receipts report.  It breaks down gross income by provider for a given time period.
This is the Cash Receipts report.  It breaks down gross income by provider for a given time period.  


The user can also elect to see a detailed breakdown of cash receipts, itemizing each procedure for which a charge was made. 


[[File:119 (Report-Cash Receipts).jpg|800px]]


[[File:115-cash receipts detailed.png|800px]]


The user can also elect to see a detailed breakdown of cash receipts, itemizing each procedure for which a charge was made.




[[File:120 (Report receipts-detailed).jpg|800px]]
===Patient Reports===




===Patient Reports===
[[File:116-patient report.png|800px]]
 


When a patient is active within the system, the user has the option of generating a report for that specific patient.  To do so, click on 'Report' at the top of the Patient Summary page.
When a patient is active within the system, the user has the option of generating a report for that specific patient.  To do so, click on 'Report' at the top of the Patient Summary page.
[[File:117-define patient report.png|800px]]


The user can choose to include or omit a wide variety of patient information. When satisfied with your selections, click 'Generate Report'.
The user can choose to include or omit a wide variety of patient information. When satisfied with your selections, click 'Generate Report'.


This produces a report including all the specified patient information.


[[File:121 (Patient Report).jpg|800px]]


[[File:118-patient report results 1.png|800px]]


This produces a report including all the specified patient information.


[[File:119-patient report results2.png|800px]]


[[File:122 (Patient Report top).jpg|800px]]


[[File:120-patient report results 3.png|800px]]


[[File:123 (Patient Report Bottom).jpg|800px]]




>>  [[OpenEMR 4.1 Users Guide#Supplementary Topics|Supplementary Documentation]]
>>  [[OpenEMR 4.1 Users Guide#Supplementary Topics|Supplementary Documentation]]

Revision as of 02:09, 12 October 2011

<< Accounting & Receivables


Reporting

Within OpenEMR there are a wide array of reports you can generate which may be useful for your practice. These include general reports such as appointment and encounter reports, billing reports, and patient specific reporting.


General Reports

Most general reporting tools can be found by selecting 'Reports' from the navigation menu at left. In the Tree View scheme, the list of available reports is divided into a hierarchical list within the navigation menu.


106-available reports.png


Examples of Commonly Used Reports

Clicking 'Reports – Visits – Superbill' brings up the Superbill Report page. This presents you with a dialog for selecting a date range.


107-superbill report.png


Clicking 'Submit' produces a report for each encounter in the date range, and shows patient demographics and insurance information, as well as the billing codes and amounts.


108-superbill results.png


The Appointments Report ('Reports – Visits – Appointments') gives you a list of appointments for a given provider, or for all providers, in a specified date range. It can be sorted by clicking on any of the four column headings.


109-appointments report.png


The Appointments and Encounters Report ( 'Reports – Visits – Appt-Enc' ) gives you a useful cross-reference of appointments with their corresponding encounters. This allows you to easily spot many types of errors, such as appointments with missing encounters, encounters with missing appointments, missing charges, and authorizations or justifications that are required but not done.


110-appointments and encounters report.png


The Insurance Distribution report (listed under 'Reports – Insurance') shows you how many patients seen over a given time period use each kind of insurance.


111-insurance distribution report.png


The Indigent Patients report lists all encounters for patients that were seen without insurance. (None shown here.)


112-indigent patients report.png


Billing Reports

113-billing report.png


From the main Billing page click 'Reports', or select 'Reports – Financial – Cash Rec' from the navigation menu.


114-cash receipts by provider.png


This is the Cash Receipts report. It breaks down gross income by provider for a given time period.

The user can also elect to see a detailed breakdown of cash receipts, itemizing each procedure for which a charge was made.


115-cash receipts detailed.png


Patient Reports

116-patient report.png


When a patient is active within the system, the user has the option of generating a report for that specific patient. To do so, click on 'Report' at the top of the Patient Summary page.


117-define patient report.png


The user can choose to include or omit a wide variety of patient information. When satisfied with your selections, click 'Generate Report'.

This produces a report including all the specified patient information.


118-patient report results 1.png


119-patient report results2.png


120-patient report results 3.png


>> Supplementary Documentation

Retrieved from "https://www.open-emr.org/wiki/index.php?title=Reporting_4.1&oldid=2365"