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
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:
In the Report Type dropdown, you can select the desired report type. Each report type has its own unique set of filters.
Appointment Report
The Appointment Report allows you to filter the report by:
Patient
Start/End Date
Site
Clinician
Appointment Type
Upon filtering, your results will display on the right. The appointment report displays Type, Duration, Status, Location, Clinician, Client, and Appointment Date.
You can export these results to a CSV file, Excel, or PDF using the buttons available on the screen.
Aging by Service Date Report
A separate knowledge base article is created for this report. Click here to access the article.
Billing Report
A separate knowledge base article is created for this report. Click here to access the article.
Productivity Report
A separate knowledge base article is created for this report. Click here to access the article.
Timely Filing 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.
Payments/Adjusments Report
Denials Report
Signatures Report
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.
Watch the Video
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
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Text: 866-301-0085
Email: ticket@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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