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.
Training Videos
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Run Practice Management SRS Reports
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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Run Reports in the Practice Management Window (Partner)
PCC's previous software suite includes some specialized, customizable reports for billing and financial analysis. In the sections below, you can learn how to run these under-the-hood reports found in the Practice Management window. -
Use the Smart Report Suite to Create Custom Reports
The Smart Report Suite (srs) is a report library in PCC's previous Practice Management system. -
Export SRS Results to a Spreadsheet
You or your practice's accountant may use financial data from reports 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. -
SRS Financial Report Reference
The Smart Report Suite, found in PCC's former software suite (Partner), contains a number of useful reports for financial analysis. -
Review Posted Charges In Daily Check
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. Usedailycheckto review a day's postings.