This article is a catalog of reports for demographics, diagnoses and procedures, and system configuration that are found in the Practice Management (Partner) tool.
The PCC EHR Report Library includes an ever-growing library of powerful, customizable reports. You can also find powerful financial and billing reports in the Practice Management (Partner) tool, and get great practice oversight data and benchmarks in the Practice Vitals Dashboard tool.
Because the Practice Management tool has been around for so many years, it also has reports that could help with clerical and demographic needs, clinical analysis, and configuration of your PCC system.
Get the Report You Need: As you browse the lists of reports below, remember that both PCC EHR and the Practice Management tools can produce custom reports to your specifications. If you do not find what you are looking for, contact PCC Support for help creating a report with the information your office needs.
Demographic, Clerical, and Recaller Reports in Practice Management
When you need patient or account statistics or a list of patients based on a specific set of criteria, the demographic reports below will help. These reports can be used for long-term strategic planning, recalling patients for physicals, and understanding patient age distribution at your practice.
The Patient Recaller (
recaller) builds patient or account lists based on a wide range of criteria. In addition to producing customizable lists, the
recallercan generate form letters and address labels.
recallerto recall patients for physicals, find patients who received a certain procedure, list patients based on a status flag, generate appointment reminder postcards, review a list of patients with asthma diagnoses, or view patients who have a particular insurance plan. You can mix and match these and other options and modify the report output to include information about the patient or their account(s).
recalleris in the Patient Demographic Reports window within the Partner Programs window. You can also type
recallerat a command prompt.
The Special Accounts Editor (
cfs) generates an interactive list of accounts. The available lists are based on your office’s status flags or one of several built in criteria, such as overdue accounts or accounts with credits.
The Special Accounts Editor is located in the Patient Demographic Reports window within the Partner Programs window. You can also type
showat a command prompt.
The List Account/Patients By Insurance (
listins) report produces lists based on insurance plan effective dates for any plan or group of plans. Use
listinsto find all patients who have a particular insurance plan during a specified date range.
The List Account/Patients By Insurance report is located in the Patient Demographic Reports window within the Partner Programs window. You can also type
listinsat a command prompt.
The HMO report generates an age distribution for each primary-care physician for any of your practice’s insurance groups. Run
hmoto find out how many patients under five years old have BCBS and Dr. Smith as their primary care physician. The same information is available in the
hmolists all physicians for all age ranges in a single report, and includes subtotals.
The HMO report is located in the Patient Demographic Reports window within the Partner Programs window. You can also type
hmoat a command prompt.
printpatstats and specstats
The Print Patient Statistics (
printpatstats) program generates a series of printed charts on demographic data such as sex and age distribution. While this information is available in other reports, some prefer the visual representation of
specstatsto use the
recallerscreens to limit the patients included in the report.
If you would like to see a comparison chart of patient age but want to exclude patients who have left your practice, run
specstatsand use the
recallerscreens to exclude various patients. After you are finished making criteria selections,
printpatstatswill run automatically.
specstatsreport is located in the Patient Demographic Reports window within the Partner Programs window. You can type
printpatstatsat a command prompt.
The Duplicate Account/Patient Report (
duplicates) shows all accounts and patients that have a duplicate entry in Partner. If your office frequently adds a new account or patient when they should be editing an old one,
duplicatescan help you clean up the double entries.
duplicatesis located in the Account/Patient Administration window within the Partner Programs window. You can also type
duplicatesat a command prompt.
srs: Patient Demographic and Policy Reports
The Smart Report Suite (
srs) has a category for demographic reports, including patient count and insurance policy reports. You can restrict the reports by a wide range of criteria.
srsis located in the Practice Management window within the Partner Programs window. You can also type
srsat a command prompt.
Procedure, Diagnosis and Order Reports in Practice Management
The Practice Management (Partner) tool includes a number of reports that you can use to review billed diagnoses and procedures. While not based on charted, clinical data, these reports could help your practice meet clinical goals.
Within the patient-specific Patient History report (
patinfo) are the Visit History report and the Diagnosis History report. The Visit History includes a section with major diagnoses and a section that lists each visit date along with the provider, diagnoses, and procedures for that date. The Diagnosis History shows each diagnosis that has been posted for the patient and lists each date that diagnosis was given.
patinfo, first run the Patient Editor (
notjane) for a patient and then press F5 – Patient History. You can also type
patinfoat a command prompt.
The Advanced Find Routines (
findem) allow you to find and list patients by a wide range of criteria. For example, you can use findem to find patients by insurance certificate number, home address, or immunization lot number.
findemis located within the find routines, which are used to find patients or accounts in Partner. While finding a patient or account by name, in any Partner program, press F4 – Advanced Search to run
findem. You can also type
findemat a command prompt.
The Patient Recaller (
recaller) is a patient list-maker that can also produce form letters and other documents. The Recaller has several clinical uses, such as finding patients with certain billed diagnoses, or in certain age-groups, and informing them that they should come in for a flu shot. The
recallercan show you a list all of your asthma patients in a certain age range, all current patients who are overdue for a physical, or all patients from a certain city that had a flu shot last year. The list can be formatted to include any patient information or used to generate form letters. Call PCC for help with the
recalleris located in the Patient Demographic Reports window in the Partner Programs window. You can also type “recaller” at a command prompt.
The Current Immunization (
curimms) report and the Epidemic Prevention (
epidemicreport both check for missing immunizations based on billed data. The
curimmsreport output can be added to a paper forms and will show you if your system does not have a billing record for a specific immunization for the patient. The
epidemicprogram can be run on an entire age group and will list all patients who do not have immunization records that meet your system’s configurable immunization standards. For a more powerful tool with better output, see the Overdue Vaccine Recall report.
For help configuring and running
epidemic, contact PCC support.
The Review Phone Encounters report, located in the Phone Encounter Notes (
pen) program, reports on triaged phone calls at your practice. This report is only useful for practices that use the text-based
pen‘s review report, you can list and make changes to phone encounter notes based on status or user. For example, you could review phone notes regarding a prescription or notes that were taken by a particular user.
penprogram is located in the Daily Operations window within the Partner Programs window. You can also type
penat a command prompt.
The Referral Statistics Report (
refreport) sorts and displays patient referrals. This report is only useful for practices that use Partner’s text-based
referralmodule. The report shows all open referrals.
refreportis located within the
referralprogram, which is located in the Daily Operations window within the Partner Programs window. You can also type
refreportat a command prompt.
The Review Lab History report, located in the text-based Partner
labprogram, reports on a single patient’s lab history. This report is only useful for practices that use PCC’s
labmodule. Review Lab History shows all labs for a specified date range and can be restricted based on provider and other criteria.
srs: Clinical Reports
The Smart Report Suite, located in the Practice Management tool, contains a Clinical Reports section. It includes reports on visit trends, procedures performed, and well/sick visit ratios.
srs‘s reports also break down diagnoses made by procedures performed.
Practice Management Configuration Reports
If you are the Partner System Administrator for your office, you may need to organize insurance and provider groups, change which procedures and diagnoses appear on charge screens, and resolve problems with immunization configuration. PCC’s support team can help you with all of these tasks, but the reports below may help you resolve the problem yourself.
byinsreport lists all insurance plans by their insurance group. Insurance groups are important because many financial reports use them. Use
byinsto review your insurance groups and find problems, then make changes to the groups in the Table Editor (
byinsreport is located in the Partner Configuration window within the Partner Programs window. You can also type
byinsat a command prompt.
byprovreport lists all of your providers sorted by provider group. Provider groups are used by several Partner programs and reports. Use
byprovto review your provider groups and find problems, then make changes to the groups in the Table Editor (
byprovreport is located in the Partner Configuration window within the Partner Programs window. You can also type
byprovat a command prompt.
byprocreport lists all procedures by their procedure group. Procedure groups are used by various reports. Use
byprocto review your procedure groups and find problems, then make changes to the groups in the Table Editor (
byprocreport is located in the Partner Configuration window within the Partner Programs window. You can also type
byprocat a command prompt.
immcheckreport will list all of the details surrounding immunization and physical configuration at your office. When you run
immcheck, you should use the pipe symbol to send the output to
less. At a command prompt, type “immcheck | less”. This will prevent the report’s text from scrolling off your screen.
chuck -dcommand runs a report that displays all of the charge-posting screen data and HCFA configuration data for your system. If there are any apparent errors, the word “ERROR” will appear in the report’s output. When you run
chuck -d, you should use the pipe symbol to send the output to
less. At a command prompt, type “chuck -d | less”. This will prevent the report’s text from scrolling off your screen.
The SNOMED Mapping Reports (
snomedmap) program includes reports for reviewing and evaluating your common diagnoses and the correlation between ICD-9 and SNOMED diagnosis descriptions. Use the reports to learn about SNOMED equivalences with ICD-9 and plan for configuration changes in PCC EHR. This program was distributed during the 6.19 update at the beginning of 2014 in order to help offices prepare for the 2014 coding changes. Read the ICD-9, ICD-10, and SNOMED help article to learn more.