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.  

 

 

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2.  Click on Reports. 

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3.  Enter the search data, select the report type, and click the 'Detail' button.

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4.  Click the 'Export' button. 

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5.  This window will pop up.  Select the options that you want to include. Then click the 'Export' button. 

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6. This window will populate giving you instructions to download from the Upload Site.

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7. Go to the Uploads Site and click on the Exports link on the left. 

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8. Find the report and choose whether you want to download as Excel or CSV.

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Once downloaded you can open up the report. 

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