As part of the reportNOW project, we are evaluating all of the reports in patientNOW and determining whether they are obsolete or not. An obsolete report is one that may not have been updated as we changed the data collection for invoices, patients, or the schedule. Each retired report is listed below with the report that replaces it or has similar data.
Reports Replaced by Workflow | Daily Workflow – Print Appointments
- Any Schedule Report
Reports Replaced by Pivot Tables in reportNOW
Financial tab – Procedures by Received Date & Products by Received Date replace
- Income by Category & Procedure
- Insurance Production
- Procedure Sales by Income Facility
- Procedure Sales by Income Generator
- Product Sales by Income Facility
- Product Sales by Income Generator
Financial tab – Sales by Received Date
- Income by Category, Procedure & Product
Conversion & Retention tab – Schedule: Inquiry to Consult Conversion replaces
- New Patient
Conversion & Retention tab – Appointment Counts
- Appointment Cancellations
- Appointment No Shows by Date
- Appointment No Shows by Patient
- Non-confirmed Appointments
Reports Replaced by other Reports in Reports/Analysis, Patients tab
Patient Demographics Report replaces
- Patients by Zip Code
- Patients by Zip Code #5160 (Copy to Mail Merge – create .csv file)
- Patients by Zip Code #8660 (Copy to Mail Merge – create .csv file)
- Patient Master List #5160 (Copy to Mail Merge – create .csv file)
- Patient Master List #8660 (Copy to Mail Merge – create .csv file)
- Patient Master List with Contact Info
- Patients with Referral Detail
Reports Replaced by other Reports in Reports/Analysis, Scheduling tab
Appointments by Provider Report replaces
- Appointments by Date – Chart ID
- Appointments by Facility
- Appointments by Patient
- Appointments by Resource
- Office Appointments by Resource
Reports Replaced by other Reports in Reports/Analysis, Financial tab
Accounts Receivable Aging report replaces
- Invoices with Balances Due
Charge Capture with Deleted Charges report replaces
- Charge Capture by Date with Units
- Charge Capture by Insurance Company
- Open (Unsent) Charges
Charges, Payments, and Adjustments report replaces
- Invoices by Facility
- Invoices by Provider
Payments report replaces
- Insurance Payments
- Payments by Payment Method by Facility
Sales Tax report replaces
- Sales Tax by Date
- Taxable and Non-taxable Sales tax
Unearned Income Balance & Unearned Income Activity reports replaces
- Account Credit by Patient
- Gift Card Sales Summary
- Prepaid Package Report
- Unearned Income Summary
Reports Replaced by Workflow | Task List, Treatment Pathways tab
- Treatment Pathways – Label #5160
- Treatment Pathways by Date
- Treatment Pathways by Date with Referral Source
- Treatment Pathways with Next Step
Reports Replaced by tabs in the Back Office | Financial Section
- Open (Unsent) Charges
- Open (Unlocked) Invoices
Reports Replaced by Back Office | Marketing Dashboard, Practice Scorecard tab
- Quote Financial Summary
Reports Replaced by tabs in the Compliance Dashboard
Advanced Patient List tab replaces
- Patients with Diagnosis
- Patients with Problem
- Patients by Occupation
Audit Log tab Replaces
- Audit Log Report
- Patients by Deleted Documents
- Patients Deleted