Accounting

• AR-001 AR aging by patient – ins balance only
• AR-002 AR aging by patient – patient balance only
• AR-003 AR aging for active patients – patient & insurance balances
• AR-004 AR aging with service location – patient & insurance balances
• AR-005 AR summary by patient in date range
• AR-006 Daysheet charges and payments only
• AR-007 Dayseet HIPPA – no names
• AR-008 Insurance write offs by specific patient specific insurance in date range
• AR-009 Open balance grouped by service location (patient & insurance) in date range
• AR-010 AR by Insurance Carrier

Appointments

• AP-001 Appt (inc ins in Date Range)
• AP-002 Appt by specific lname & fname in date range
• AP-003 Appt by specific resource in date range – order by date
• AP-004 Appt by specific resource in date range – order by name
• AP-005 Appt by specific type in date range
• AP-006 Appt detail in date range
• AP-007 Appt info for one specific patient beyond date range
• AP-008 Appt with patient balance in date range
• AP-009 Cancelled appt, next appt of any type in date range
• AP-011 Exam appt counts by resource in date range
• AP-012 Future appt by specific resource in date range – order by date
• AP-013 Future appt by specific resource in date range – order by name
• AP-014 Standard and xray appt in date range
• AP-015 Standard appt in date range
• AP-016 Standard appt – no cancels – in date rangepdf
• AP-017 Visited appt count by type in date range
• AP-018 Appt based on Resourse
• AP-019 Patients Appointments by date range

Charges and Services

• CS-001 Charge payment activity with svc info by specific patient no. or name in date range
• CS-002 Charge payment activity with svc info in date range
• CS-003 Charges by specific case type in date range
• CS-004 Charges in date range
• CS-005 Charges with svc info by specific case no., specific patient, specific prov in date range
• CS-006 Charges with svc info by specific patient and specific insurance in date range
• CS-007 Charges with svc info by specific patient in date range
• CS-008 Charges with svc info by specific svc location in date range
• CS-009 Charges with svc info, employer in date range
• CS-010 Charge total by day in date range
• CS-011 Patient charge, payment, and balance totals by specific insurance
• CS-012 Patient last charge, last payment and balance summary in date range
• CS-013 Services by specific code in date range
• CS-014 Unpaid charges by specific insurance in date range
• CS-015 Unpaid charges in date range
• CS-016 Unpaid charges with service info by specific insurance in date range
• CS-017 Unpaid charges with service info by specific location in date range
• CS-018 Unpaid charges with service info by specific patient, specific prv, specific case type in date range
• CS-019 Unpaid non-insurance services in date range
• CS-020 All patients with charges by case type in date range

Claims

• CL-001 Claims activity in date range
• CL-002 Claims by specific case type in date range
• CL-003 Claims by specific insurance carrier in date range
• CL-004 Claims in specific batch number
• CL-005 QuickPrint claims in date range
• CL-006 Unpaid claims by specific insurance in date range

Insurance

• IN-001 Codes paid by all insurance carriers in date range
• IN-002 Insurance balance by specific service code, specific insurance carrier
• IN-003 Patient count grouped by insurance carrier for file date in date range
• IN-004 Visit counts grouped by insurance carrier in date range

Marketing

• MR-001 Patient address by specific state (labels)
• MR-002 List of patients who have been seen x or more times

Patient Info

• PT-001 Active male patients over 45
• PT-002 Active patient name and phone number with copay
• PT-003 Active patients by specific case type
• PT-004 All patients last payment, last charge date, balance
• PT-005 File notes for specific patients in date range
• PT-006 Individual and head of house mailing list
• PT-007 Patient activity summary for ONE specific insurance carrier in date range
• PT-008 Patient and case type by specific CPT code in date range
• PT-009 Patient copay by insurance carrier
• PT-010 Patient info – Address, dob, gender, end of record on each row
• PT-011 Patient info – address, ph., emial, dob, and provider
• PT-012 Patient info – address, phone, gender, dob, ssn, ins
• PT-013 Patient info – email
• PT-014 Patient insurance coverage by specific patient
• PT-015 Patient last payment and balance
• PT-016 Patient last visit report
• PT-017 Patient mailing address
• PT-018 Patient mailing address by specific insurance carrier
• PT-019 Patient mailing address in date range
• PT-020 Patient mailing address – today’s new patients
• PT-021 Patient search by month of birth
• PT-022 Patient search by specific date of birth
• PT-023 Patient search by specific lname, specific fname, specific dob
• PT-024 Patient soap notes by specific patient in date range
• PT-025 Patient tx and dx codes by specific insurance carrier in date range
• PT-026 Patient with second insurance carrier
• PT-027 Patient with charge in dater range
• PT-028 Patient with charge in last 2 years
• PT-029 Patient with charge on or since last appointment
• PT-030 Patient with charges on file date in date range
• PT-031 Patient with no appointment or charge in date range
• PT-032 Patient with no case type
• PT-033 Patient with non insurance services
• PT-034 Patient with service in date range
• PT-035 Patient with specific secondary insurance carrier
• PT-036 Patient without an appointment in 365 days
• PT-037 Visit count by patient
• PT-038 Active Patients by insurance carrier
• PT-039 Inactive Patients by insurance carrier
• PT-040 Active Patients, Occupation, DxCode
• PT-041 Inactive Patients, Occupation, DxCode
• PT-042 Patient name, address, phone & primary insurance

Payments

• PY-001 All payments and adjustments in date range
• PY-002 All Payments by specific case type, specific patient, specific provider
• PY-003 All payments by specific check no. in date range
• PY-004 All payments by specific insurance carrier in date range
• PY-005 All payments by specific key word in payment notes in date range
• PY-006 All payments by specific service location in date range
• PY-007 All payments grouped by referring provider in date range
• PY-008 All payments grouped by service location in date range
• PY-009 All payments grouped by type and patient in date range
• PY-010 All payments in date range
• PY-010 All payments including patient employer by specific patient, specific payment method
• PY-012 All payments including tx and dx codes in date range
• PY-013 All payments subtotaled by type in date range
• PY-013 Insurance payment details with cpt by specific insurance, specific patient in date range
• PY-014 All payments with DOS by specific patient, specific provider in date range
• PY-015 Insurance payments and write offs in date range
• PY-016 Insurance payments by specific case type in date range
• PY-017 Insurance payments by specific check no. in date range
• PY-018 Insurance payment details with cpt by specific insurance, specific patient in date range
• PY-019 Insurance payments grouped by insurance in date range
• PY-020 Insurance payments summary by specific insurance, specific patient in date range
• PY-021 Patient payments and balance adjustments by specific patient in date range
• PY-022 Patient payments by specific patient in date range
• PY-023 Percentage of patient and insurance charges paid in date range

Referrals

• RE-001 Count of referrals by referring physician on case 001 in date range
• RE-002 Count of referrals by referring physician on patient info
• RE-003 How referred for patients with first charge in date range
• RE-004 Patients referred by other patients with file dates in date range
• RE-005 Patients referred by providers with file date in date range
• RE-006 Referring provider and secondary identifiers
• RE-007 Visit counts of patients referred by provider in date range

Service Codes

• SC-001 Service code count and $ total in date range
• SC-002 Service code count by patient in date range
• SC-003 Service code count by specific case type in date range
• SC-004 Service code count by specific service code in date range
• SC-005 Service code count grouped by location in date range
• SC-006 Service code stats grouped by code in date range