The tool that allows healthcare providers and administrators to generate and analyze comprehensive reports based on clinical, operational, and financial data.

  1. Admin reports

  2. Payment and billing reports


How to navigate to reports

  Click on the reports option from the left side of the menu


Admin Reports

  1. Appointment summary reports 

  2. Appointment details report

  3. Visit summary report

 

Payment and billing

  Generates reports for the financial transactions in billing.


Appointment summary report

It creates reports based on appointments scheduled across different days.  It shows the number of appointments scheduled, completed and uncompleted.

  • Click on the appointment summary option from the report module.

  • Select the day in which you want to generate report from the dropdown.

  • Click on the generate button.

  • Once the report is generated you can also download and print the report by clicking on the download and print icon.


Appointment details report 

 It generates reports which show the details of the appointments booked in the organization. It can also generate appointment reports for a particular patient/user.

  • Click on the appointment details option from the reports module.

  • Select the preferred option from the dropdown menu: hospital, patient, or doctor/user.

  • Select the day in which you want to generate report from the dropdown.

  • Click on the generate button.

  • Once the report is generated you can also download and print the report by clicking on the download and print icon.

Visit summary report

 It generates reports that provide detailed information on completed appointments.

  • Click on the visit summary report option from the reports module.

  • Select the preferred option from the dropdown menu: hospital, patient, or doctor/user.

  • Select the day in which you want to generate report from the dropdown.

  • Click on the generate button.

  • Once the report is generated you can also download and print the report by clicking on the download and print icon.

Payment and billing

  Generates reports for the financial transactions in billing.

  • Click on the billing summary report option from the payment and billing section in report module.

  • Select the preferred option from the dropdown menu: hospital, patient, or doctor/user.

  • Select the day in which you want to generate a report from the dropdown.

  • Click on the generate button.

  • Once the report is generated you can also download and print the report by clicking on the download and print icon.