Reporting in patientNOW

patientNOW offers three ways to report on information in the system:

Workflow Task Lists

Reports/Analysis

reportNOW

Workflow Task Lists

The two main task lists are Treatment Pathways and Membership. These tabs are considered reports because you can generate a patient list using any combination of filters and then print the list or Copy to Mail Merge.

Reports/Analysis

The reports in Back Office | Reports/Analsis are considered "List" reports. You may also access these reports from the large button in the Blue ID Bar. This requires specific access rights, so if you don't see it, check with your Office Administrator. There are 7 tabs in this section:

Patients

Report - Patient Demographics

Report - Patients with Last Appointment and Revenue

Scheduling

Report - Appointment Completion by Provider / Resource

Financial

Report - Charge Capture Data With Deleted Charges

Report - Charges - Payments - Adjustments

Report - Cost of Goods Sold by Income Facility

Report - Procedure Sales by Income Facility by Received Date

Report - Procedure Sales by Income Generator by Received Date

Report - Product Sales by Income Facility by Received Date

Report - Product Sales by Income Generator by Received Date

Report - Sales Tax

Report Definition - Unearned Income Activity Report

Report Definition - Unearned Income Balance Report

Inventory

Clinical

Data Tables

Custom

reportNOW

The reports in Back Office | reportNOW are considered "Pivot Table" reports. This just means that you can drag or drop filters to look at your data in many ways, and, as a bonus, you can drill down on any number to see the patients that make up that number and print that list, export it to Microsoft Excel, or Copy to Mail Merge. This requires specific access rights, so if you don't see it, check with your Office Administrator. There are 3 main sections in reportNOW; Financial, Patients and Appointments, and Conversion and Retention. Pivot Tables can be a powerful tool to measure your business. For additional information, check out Pivot Tables - Flexible Reporting on the Fly

Financial

Pivot Table Definition - Clinical Procedure Count

Pivot Table Definition - Commissions and Gratuity

Pivot Table Definition - Invoice Procedure Count by Received Date

Pivot Table Definition - Payments

Pivot Table Definition - Procedures by Received Date

Pivot Table Definition - Products by Received Date

Pivot Table Definition - Sales by Received Date

Patients and Appointments

Pivot Table Definition - Appointment Count by Appointment Date

Pivot Table Definition - Appointment Count by Create Date

Conversion and Retention

Pivot Table Definition - Pathways: Consult to Treatment Conversion

Pivot Table Definition - Pathways: Inquiry to Consult Conversion

Pivot Table Definition - Schedule: Consult to Surgery Conversion

Pivot Table Definition - Schedule: Inquiry to Consult Conversion

Pivot Table Definition - Schedule: Treatment Retention

Retired Reports

Occassionally, patientNOW replaces old reports with newer, more comprehensive reports. For additional information, check out Retired Reports