Patient Account Reports Custom Export
Patient Account Reports Custom Export
If you want to create custom reports for patient account reporting, you can do this through exporting.
1. Go to patient accounts.
2. Click on Reports.
3. Enter the search data, select the report type, and click the 'Detail' button.
4. Click the 'Export' button.
5. This window will pop up. Select the options that you want to include. Then click the 'Export' button.
6. This window will populate giving you instructions to download from the Upload Site.
7. Go to the Uploads Site and click on the Exports link on the left.
8. Find the report and choose whether you want to download as Excel or CSV.
Once downloaded you can open up the report.
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