Partner Reporting

The Physician's Computer Company


1 Main Street, Suite 7
Winooski, VT 05404
(800) 722-7708 Admin
(800) 722-1082 Support

Copyright © 2005, 2006, 2007 The Physician's Computer Company

2007/12/14 16:02:35

PRINTING INSTRUCTIONS: To print out copies of this document, browse to Partner Reporting to download a PDF formatted version. Then select the "File" menu and choose the "Print" option. If you have trouble opening and printing the PDF, please contact PCC support at or (800) 722-1082.

Table of Contents
1. Introduction
2. Quickstart: Run a Report
3. Running Reports in Partner
3.1. Finding the Report
3.2. Report Options
3.2.1. Dates
3.2.2. Sort and Subtotal Features
3.2.3. Destination Selection
3.3. Advanced Criteria Screens
3.4. Viewing Report Output on the Screen
3.4.1. Navigating a Report
3.4.2. Searching a Report
3.4.3. Choosing a New Output Destination
3.5. Interactive Reports
4. The Patient Recaller
5. Running Smart Report Suite (srs) Reports
5.1. Introduction: Smart Reporting
5.2. Quickstart: Run an srs Report
5.3. Working with Criteria
5.3.1. Adding Criteria
5.3.2. Saving and Retrieving Criteria
5.4. Exporting srs Results to a Spreadsheet
5.4.1. Transfer an srs Report to Your Personal Computer
5.4.1.1. Option 1: E-Mail
5.4.1.2. Option 2: File Transfer in AniTa
5.4.2. Opening srs Files in a Spreadsheet Program
6. Partner Report Catalog
6.1. Demographic Reports
6.2. Financial Reports
6.2.1. Day-to-Day Workflow
6.2.1.1. Single Account
6.2.1.2. Daily Billing and Collections Work
6.2.1.3. End-of-Day Reports
6.2.2. Strategic and Long-Term Planning
6.2.2.1. Financial Analysis For Your Practice
6.2.2.2. Benchmarks
6.3. Clinical Reports
6.4. Scheduling Reports
6.5. Partner Diagnostic and Configuration Reports
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  Introduction