Introduction

Due to the fact that PureEHR comprises hundreds of modules and, as a result, a large number of reports can be created by the system, it can be challenging to build reports for all of the modules that are accessible. As a potential outcome of this, PureEHR incorporates a component that, makes it possible to generate a report that is specific to the user's needs.

There are two reports available

1. Patient Reports

Available at your convenience are PATIENT REPORTS, each of which provides specific information regarding the parameters that are exclusive to each patient. If you wish to generate a report based on the gender of each of your patients, you can do it by using the gender filter.

2. Appointment Reports 

Available at your convenience are APPOINTMENT REPORTS, each of which provides specific information regarding the parameters that are exclusive to each appointment. You may generate a report that is based on the current status of each of your scheduled appointments. 

Accessing the Advance Report

1. Click on the Reports from the main menu.

2. Go to the Advance Report under Insurance Billing Report. 

Using the Patient Report

1. Click on the Patient tab as shown below.

2. Click on the Patient Filters, Appointment Filters, Appointment Status, and Billing Status to select the filters according to requirements as shown below.

3. Choose the filters according to the requirement as shown below. 

Here the filters selected are Primary Provider, First Name, and Gender.

4. Enter the Primary Provider, First Name, and Gender as shown below.

5. Now click on the Update Filter button as shown below.

6. Respective information will be populated as shown below.

Using the Appointment Report

1. Click on the Appointment tab as shown below.

2. Click on the Patient Filters, Appointment Filters, Appointment Status, and Billing Status to select the filters according to requirements as shown below.

3. Choose the filters according to the requirement as shown below.

Here the filters selected are Confirmed from Appointment Status and Office from Appointment Filters.

4. Enter the office name in the Office field as shown below. 

5. Now click on the Update Filter button as shown below. 

6. Respective information will be generated in the listing as shown below. 

Removing the Filters 

1. Click on the cross beside the filters to remove the filters, as shown below. 

Exporting the Generated Information

1. Click on the Export button as shown below. 

2. You will find the file in the Download Logs section. 

Accessing the Download Logs

1. Click on the Reports from the main menu.

2. Go to the Download Logs. 

3. The below-shown page will be displayed.

4. Click on the file under the File Name column as shown below.

5. The particular file will be downloaded to the local system.