Difference between revisions of "Reporting 4.1"

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{{Languages|Reporting 4.1}}
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<<  [[Accounting & Receivables 4.1|Accounting & Receivables]]
<<  [[Accounting & Receivables 4.1|Accounting & Receivables]]


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===General Reports===
===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.
Most general reporting tools can be found by selecting 'Reports' from the navigation menu.  The list of available reports is divided into a hierarchical list within the navigation menu.




[[File:110 (Reports Tree Menu).jpg|800px]]
[[File:Reporting_001.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:Reporting_002.png|800px]]


[[File:111 (Superbill).jpg|800px]] 


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.


Clicking 'Submit' produces a report for each encounter in the date range, and shows patient demographics and insurance information


[[File:Superbillreport_06.png|800px]]


[[File:112 (Superbill results top).jpg|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.


As well as the billing codes and amounts.


[[File:109-appointments report.png|800px]]


[[File:113 (Superbill results bottom).jpg|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 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:110-appointments and encounters report.png|800px]]


[[File:114 (Appointments).jpg|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 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:111-insurance distribution report.png|800px]]


[[File:115 (Appt-Enct).jpg|800px]]


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


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:112-indigent patients report.png|800px]]


[[File:116 (Insurance Distribution).jpg|800px]]
===Billing Reports===




The Indigent Patients report lists all encounters for patients that were seen without insurance. (None shown here.)
[[File:113-billing report.png|800px]]




[[File:117 (Indigent Patients-no results).jpg|800px]]
From the main Billing page click 'Reports', or select 'Reports > Financial > Cash Rec' from the navigation menu.




===Billing Reports===
[[File:114-cash receipts by provider.png|800px]]


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


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


[[File:118 (Billing Page-Reports select).jpg|800px]]
The user can also elect to see a detailed breakdown of cash receipts, itemizing each procedure for which a charge was made.




This is the Cash Receipts report.  It breaks down gross income by provider for a given time period.
[[File:115-cash receipts detailed.png|800px]]




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


===Patient Reports===


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


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


[[File:120 (Report receipts-detailed).jpg|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.


===Patient Reports===


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


This produces a report including all the specified patient information.


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


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




[[File:123 (Patient Report Bottom).jpg|800px]]
>>  [[OpenEMR 4.2.0 Users Guide#Supplementary Topics|Supplementary Topics]]




>>  [[OpenEMR 4.1 Users Guide#Supplementary Topics|Supplementary Documentation]]
[[Category:User Guide 4.2.0]][[Category:User Guide 4.1.0]][[Category:User Guide]]

Latest revision as of 11:04, 12 September 2020

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<< 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. The list of available reports is divided into a hierarchical list within the navigation menu.


Reporting 001.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.


Reporting 002.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.


Superbillreport 06.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 Topics

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