Generate Reports in Practice Management

You can use the Report Library in PCC EHR for most reporting needs. The Practice Management system, Partner, includes many additional reports, including powerful, customizable financial analysis reports. Check out the articles below to learn more.

Training Videos

  • Run Partner SRS Reports

    7 minutes • 2014
    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.

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  • Quickstart: Run a Partner Report

    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.

Learn More

  • Run Reports in Practice Management (Partner)

    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.
  • SRS: Partner’s Report Engine

    The Smart Report Suite (srs) is a report library in Partner. srs contains dozens of powerful reports, all with a consistent interface. If you learn to run one srs report, you will have learned to run them all.
  • Demographic, Clinical, and Configuration Reports in Practice Management

    Partner includes a wide range of reports as well as a report generator for creating custom reports.
  • Export Partner SRS Results to a Spreadsheet

    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. srs can produce thousands of different reports, but 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.
  • ARRA Report

    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.
  • Financial Report Catalog in Practice Management (Partner)

    The largest category of Partner reports is financial reporting. Partner has hundreds of different reports that help you track charges and payments and report on your practice's overall financial health. Popular reports include ira, inscoar, and deposit. Two year ago, PCC added the Smart Report Suite (srs) to Partner which greatly expanded its financial reporting capability.