Run Reports in the PCC EHR Report Library

The Report Library in PCC EHR is a suite of reports designed to give you access to information about your practice.

Contents

1 Run a Report
2 Work with Report Categories and Locate Reports
3 Choose Report Criteria
4 Navigate the Report Output
5 Adjust Report Output
6 Export a Report
7 Build a Custom Report
8 Schedule Reports

Run a Report

Open Report Library

Open the Report Library from the Reports menu in PCC EHR.

Open a Report

Click on a row to open a report.

Set Report Criteria

Pick your desired date range and set other criteria.

Generate the Report

Click “Generate” to run the report.

Review and Adjust Output

As you review report results, you can choose which columns to display. You can also sort and arrange results.

For more information on working with your report output, read Adjust Report Output.

Export or Print

Export or print your report results.

Work with Report Categories and Locate Reports

The Report Library organizes reports into categories that are accessible to users with specific roles.

Review Category Contents

Categories are nested lists of reports organized by their use. Reports can appear in more than one category. Select a category and click the disclosure triangle to browse.

A colorful icon marks PCC’s built-in reports.

Search Categories

Use the Search field in any category to find a specific report by name or description.

Manage Category Permissions

You can control which users have access to specific report categories by adjusting roles in the User Administration tool and by managing categories in the Report Library. To learn more, visit Restrict Access to Reports in the PCC EHR Report Library.

Special Categories

The All Reports category contains a list of all the reports in PCC EHR’s Report Library.

The Data Source category includes a number of built-in reports. These reports contain all the criteria available for a given set of data. For example, the Patient List report is equipped with all the account, demographic, scheduling, clinical, and billing criteria you might need to generate a specific list of patients. Data Source reports are often used as a starting point for custom reports or for isolating a very specific data set.

Choose Report Criteria

Report criteria, such as Provider and Location, define which information appears on a report. Selected report criteria will be included in the report output. Once generated, you can select which included criteria to display on the report. See the Adjust Report Output section of this article for more information on working with the report output.

Pick Date Ranges

You can select a period of time from the Last Modified Date drop-down, enter dates manually in any free-text date field, or use the calendar icon when displayed.

Some financial reports run by transaction date or posting date.

Posting date is the date that information was entered into PCC. Some financial reports allow for sorting by posting date. You can select this date range criteria when you customize a report.
Transaction date is the date found on the check, EOB, or ERA. Transaction date is the most common default date range for PCC’s financial reports.

Include Criteria

Report criteria limit the data displayed in the report output.

You may wish to include by specific criteria when reporting on a narrow data set. When you select criteria such as Provider, Clinical Diagnosis, Location, or Include by Procedure, only the data that matches your selections will appear on the report output.

For example, if only one appointment reason is selected for inclusion, then the report will only display results for that one appointment reason.

Each criteria selection for inclusion builds on the previous selections. For example, if you include patient flags in addition to including account flags, the resulting output will display only results that contain any of the selected patient flags and also any of the selected account flags.

Exclude Criteria

You can exclude criteria to remove related results from your report. This is most useful when you are reporting on a wide data set but need to remove certain criteria, such as specific flags or procedures.

For example, if three patient flags are set to be excluded, patients with the selected flags will not display in your report output.

Each criteria selection for exclusion builds on the previous selections. For example, if you exclude patient flags in addition to excluding account flags, the resulting output will display only the results that contain none of the selected patient flags and also none of the selected account flags.

Example: Select Criteria to Report on Asthma Patients with a Flovent Prescription

To build a report of patients with specific diagnoses, use the Clinical Diagnosis field and include your chosen diagnoses.

Your output will be a list of only the patients with these diagnoses.
To report on a subset of patients with the above diagnoses who also take a certain prescription, keep the diagnoses selected and then select a drug name from the Include by Prescriptions drop-down.

Your output will show only the patient population with the selected diagnoses who also take the selected prescription. Patients with the same diagnoses who take a different prescription will not display on the report.

Navigate the Report Output

After you generate a report, the results appear on the screen. Your report criteria appear above the report output, in the report criteria summary.

You can scroll through report data with your mouse or with the scroll bars on the far right of the screen.

The navigation buttons below the report allow you to navigate within, and close, the Report Library window.

The Back button takes you to the previous screen so that you can select different report criteria and generate the report again. PCC EHR will remember your most recent criteria choices while you work with the report.
To return to the Report Library home screen with the full list of reports, click the “Report Library” button.
The Close button closes the Report Library window. Your selections will not be saved when you click “Close”.

You can use the Search Filter in the report to find specific information within the data.

The results will display in the body of the report as you enter characters in the Search Filter.

Adjust Report Output

You can organize your report output to display the information most relevant to your needs.

Arrange, Hide, or Show Columns

The criteria that you selected while creating your report will be included in the report output, but may not display automatically. Use the Columns drop-down in the report output to select which columns to display.

To move a column, click and hold the column header to select it, then move it to the desired location and release.

Group and Subtotal Report Output

Select “Group By” to sort your output into subgroups.

Some financial reports use aggregate data. You can organize this data for your practice by including columns during report customization and then grouping the report output.

In this example, the user customized their financial report to display the Location column, then grouped the report output by location.

Numerical columns, when present, subtotal within a grouped section.

Sort Report Output

You can sort your report further by clicking on a column header. To sub-sort with other columns, hold the “Shift” key and click the column headers for your secondary sort, tertiary sort, and so on.

Export a Report

In the Report Library, you can export to PDF, CSV, or send batch messages to patients via email or text message.

Export to PDF for a digital version of the printed report. Report output cannot be adjusted once exported to PDF.
Export to CSV to work with your report output in a spreadsheet. Totals and sorting using Group By do not transfer to CSV.
Once you build a patient list in the Report Library, you can compose batch messages and text or email them to patients and families. To learn how, read Send Batch Messages to Patients and Families.

Build a Custom Report

Custom reports allow your practice to select additional criteria and set which elements will display on a given report. Read Create a Custom Report for more information.

Schedule Reports

You can schedule reports, such as daily huddle sheets and monthly recall lists, to run automatically. To find out more about scheduling a report read Schedule Reports to Run Automatically.

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