Blog

New report enhancements released

April 29, 2022
|

Report Enhancements

If you have not yet had a chance to use reports, click on the Reports button on the toolbar on the left-hand side of your screen. In a new tab, you will see all the reports that are available to your user account. Click on your desired report, set your desired parameters, and view your data in your customized filter. System administrators can control access to reports by user or by role at Setup > User administration: right-click on a user or a role and select Edit reports.

Appointment-based reports now list appointment referral source

The XLS version of the Appointment Analysis and Cancelled and No Show Appointments reports now have a column for the appointment’s referral source.

Price List report now offers additional parameters

When generating an instance of the Price List report, you can now choose whether to include or exclude inactive items, inactive manufacturers, and items with the price set to zero.

Discount Summary by Provider report now has a parameter for discount reasons

When generating an instance of the Discount Summary by Provider report, you can now choose to consider only a subset of your system’s discount types.

Clarified location grouping for A/R Aging reports

For the A/R Aging Detail (Insurer), A/R Aging Detail (Patient), and A/R Aging Summary reports, we’ve made a change to the group-by parameters: whereas previously you could only group by (transaction) location or insurer, you can now group by transaction location, patient location, and insurer. Additionally, in the XLS versions of the aging reports, there are now two different columns for transaction location and patient location, to allow for convenient filtering in Excel.

 

Posted in: Blog Tags: Blueprint OMS, Medical Reports, Updates
Related Articles

Create engaging emails in minutes!

November 28, 2023 | Leah Wosje

Our new email designer lets you create visually appealing templates with graphics, buttons, photos, social media links, and varied fonts...

Read More

New Tinnitus report template available!

November 15, 2023 | Leah Wosje

We have received several requests for a dedicated tinnitus report template. In collaboration with a few of our...

Read More

4 reasons why your practice should be using online forms in Blueprint OMS

October 4, 2023 | Leah Wosje

In today’s fast-paced world, online forms have become an essential tool for clinics, allowing them to streamline their...

Read More
No comments
Leave Comment

account_box