patientagingreport.ppt

9.9 Custom Reports 9-21 Medisoft has a number of additional built-in custom reports, including: Lists of addresses, billing codes, EDI receivers, patients, patient recalls, procedure codes, providers, and referring providers CMS-1500 and Medicare CMS-1500 forms Patient statements and walkout receipts Superbills (encounter forms) 9.9 Custom Reports (Continued) 9-22 Custom reports are accessed via the Custom Report List option on the Reports menu The Open Report dialog box is displayed and used to create the report When a new custom report is created, it is added to the list of custom reports displayed on the screen Exercise 9-6 page 328 Exercise 9-7 page 328 9.10 Using Report Designer 9-23 The Report Designer is accessed by clicking Design Custom Reports and Bills on the Reports menu Exercise 9-8 Page 330 The Report Designer menu * * * * Learning Outcome: 9.1 List the three types of reports available in Medisoft. Pages: 300-302 Standard reports include many of the basic reports used by a medical office, such as day sheets, practice analysis reports, and patient ledgers. Medisoft Reports, new in Version 16 of the software, include over a hundred reports not included in the Standard reports. Custom reports are created and modified using the Medisoft Report Designer program. * Learning Outcome: 9.2 Describe how to select data to be included in a Medisoft report. Pages: 302-307 * Learning Outcome: 9.2 Describe how to select data to be included in a Medisoft report. Pages: 302-307 The exact contents of the Search box vary from report to report, the way selections are made does not change. Some selection boxes use a drop-down list for entering data; others use a button with three dots. Beneath each selection box or set of boxes in the Search box, there is an option labeled Show all values of the field. If you are printing a report and want all values for the field included make sure the box is checked. * Learning Outcome: 9.3 Distinguish between patient, procedure,