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Retired Reports

As part of the reportNOW project, we are evaluating all of the reports in patientNOW and determining whether they are obsolete or not. An obsolete report is one that may not have been updated as we changed the data collection for invoices, patients, or the schedule. Each retired report is listed below with the report that replaces it or has similar data.

Reports Replaced by Workflow | Daily Workflow - Print Appointments

  • Any Schedule Report

Reports Replaced by Pivot Tables in reportNOW

Financial tab - Procedures by Received Date & Products by Received Date replace

  • Income by Category & Procedure
  • Insurance Production
  • Procedure Sales by Income Facility
  • Procedure Sales by Income Generator
  • Product Sales by Income Facility
  • Product Sales by Income Generator

Financial tab - Sales by Received Date

  • Income by Category, Procedure & Product

Conversion & Retention tab - Schedule: Inquiry to Consult Conversion replaces

  • New Patient

Conversion & Retention tab - Appointment Counts

  • Appointment Cancellations
  • Appointment No Shows by Date
  • Appointment No Shows by Patient
  • Non-confirmed Appointments

Reports Replaced by other Reports in Reports/Analysis, Patients tab

Patient Demographics Report replaces

  • Patients by Zip Code
  • Patients by Zip Code #5160 (Copy to Mail Merge - create .csv file)
  • Patients by Zip Code #8660 (Copy to Mail Merge - create .csv file)
  • Patient Master List #5160 (Copy to Mail Merge - create .csv file)
  • Patient Master List #8660 (Copy to Mail Merge - create .csv file)
  • Patient Master List with Contact Info
  • Patients with Referral Detail

Reports Replaced by other Reports in Reports/Analysis, Scheduling tab

Appointments by Provider Report replaces

  • Appointments by Date - Chart ID
  • Appointments by Facility
  • Appointments by Patient
  • Appointments by Resource
  • Office Appointments by Resource

Reports Replaced by other Reports in Reports/Analysis, Financial tab

Accounts Receivable Aging report replaces

  • Invoices with Balances Due

Charge Capture with Deleted Charges report replaces

  • Charge Capture by Date with Units
  • Charge Capture by Insurance Company
  • Open (Unsent) Charges

Charges, Payments, and Adjustments report replaces

  • Invoices by Facility
  • Invoices by Provider

Payments report replaces

  • Insurance Payments
  • Payments by Payment Method by Facility

Sales Tax report replaces

  • Sales Tax by Date
  • Taxable and Non-taxable Sales tax

Unearned Income Balance & Unearned Income Activity reports replaces

  • Account Credit by Patient
  • Gift Card Sales Summary
  • Prepaid Package Report
  • Unearned Income Summary

Reports Replaced by Workflow | Task List, Treatment Pathways tab

  • Treatment Pathways - Label #5160
  • Treatment Pathways by Date
  • Treatment Pathways by Date with Referral Source
  • Treatment Pathways with Next Step

Reports Replaced by tabs in the Back Office | Financial Section

  • Open (Unsent) Charges
  • Open (Unlocked) Invoices

Reports Replaced by Back Office | Marketing Dashboard, Practice Scorecard tab

  • Quote Financial Summary

Reports Replaced by tabs in the Compliance Dashboard

Advanced Patient List tab replaces

  • Patients with Diagnosis
  • Patients with Problem
  • Patients by Occupation

Audit Log tab Replaces

  • Audit Log Report
  • Patients by Deleted Documents
  • Patients Deleted