Generate Reports in Practice Management
You can use the Report Library in PCC EHR for most reporting needs. The Practice Management window contains some additional reports, including customizable financial analysis reports. Check out the articles below to learn more.
Watch this video to learn about Partner's SRS report engine. You'll learn how to open SRS, find reports, adjust criteria, and export results for use in a spreadsheet.
The following procedure will teach you how to run a Partner report program, select options, choose an output destination, view a report on your screen, and print it.
PCC's Practice Management tool, Partner, includes a variety of specialized, customizable reports for billing and financial analysis. Partner's accurate and diverse reporting capabilities can help you with time management, inventory planning, insurance contract negotiations, and financial planning.
The Smart Report Suite (
srs) is a report library in Partner.
srscontains dozens of powerful reports, all with a consistent interface. If you learn to run one
srsreport, you will have learned to run them all.
This article is a catalog of reports for demographics, diagnoses and procedures, and system configuration that are found in the under-the-hood Practice Management tools in PCC EHR.
You or your practice's accountant may use financial data from Partner to analyze profits and make policy decisions for the future of your practice. You may wish to export those reports to another program, such as a spreadsheet, in order to make graphs or combine the numbers with other information.
The ARRA report calculates Medicaid plan utilization at your practice. You can use it to see the percentage of patient visits that are medicaid or medicaid eligible, broken out by physician. This report is designed to help your office determine if you may qualify for the ARRA incentive program. You can run the report from a command prompt or from a custom Partner window location.
The Practice Management (Partner) tool in PCC EHR includes a wide array of financial reports. While many of these functions have been replaced with PCC EHR tools with modern interfaces, there are still many powerful, customizable reports that can help you track charges and payments and report on your practice's overall financial health.
The Daily Check program (
dailycheck) lists all the visits posted on a single day or range of days. The report includes every diagnosis, procedure, amount charged and payment posted. Use
dailycheckto review a day's postings.