Working with Reports
Overview
ICANotes+ offers the following reports:
- Aging by Service Date Report
- Appointment Report
- Billing Report
- Claim Submission Report
- Demographics Report
- Denials Report
- Payments / Adjustments Report
- Productivity Report
- Timely Filing Report
- Signatures Report
- Collections Report
- Unapplied Payments Report
Navigating to Reports
Once logged on to ICANotes+, click the Reports option from the left sidebar as shown in the screen below.
The Reports screen appears as shown below. You can select the desired report from the Report dropdown.
Assigning Roles and Permissions to Access Reports
Only authorized users can access the reports. In Roles & Permissions, when you create or update a role, you can assign permission to access the reports.
When you expand the Reports permission, you can see the report options as shown in the screen below:
To grant access to users with this role for specific reports, you need to check the box next to the report name.
Common Functions in All Reports
All reports include several common functions to enhance usability. These include:
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Search – Locate specific data within the report.
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Export – Download the report in CSV, PDF, or Excel format.
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Zoom – Adjust the zoom level for better visibility.
These functions are available across all report types to help users view, analyze, and share data more efficiently.
Searching for Data in the Report
Adjusting the Report Zoom
Exporting the Report to PDF, CSV, or Excel
Running the Reports
Aging by Service Date Report
A separate knowledge base article is created for this report. Click here to access the article.
Appointment Report
Billing Report
A separate knowledge base article is created for this report. Click here to access the article.
Claim Submission Report
A separate knowledge base article is created for this report. Click here to access the article.
Collections Report
Demographics Report
Denials Report
Payments/Adjusments Report
Productivity Report
A separate knowledge base article is created for this report. Click here to access the article.
Signatures Report
Timely Filing Report
A separate knowledge base article is created for this report. Click here to access the article.
Unapplied Payments Report
A separate knowledge base article is created for this report. Click here to access the article.
Watch the Video
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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