DrChrono offers you a number of predefined reports and an easy way to create customized reports. Each predefined report has values already chosen for you. If you would like to add or remove a value you will need to create that report in the Advanced Report section.
1. Mouse over the Reports tab in the menu bar.
2. Choose which report you would like to run from the drop-down list. If you would like a more in-depth report, you may select Advanced Report which you may customize yourself. This is explained in more detail below.
Please Note: There are many different ways you can customize your reports. You are given options to customize in the following categories: Patient Filters, Appointment Filters, Appointment Status, Billing Status, Copay Method, and Insurance Status.
Because there are many different ways to customize a report, we will be showing you one of our most requested reports. Follow the steps below to learn how to create a report showing what patients have birthdays for a particular month.
Using Advanced Reports
1. Mouse over the Reports tab in the menu bar and choose Advanced Report from the dropdown menu.
2. Select to report results for either Appointments or Patients.
3. Several filters are available for you to narrow your results. Select the type of filter you would like to use.
4. When you select the type of filter you would like to use, a box will appear with all the filter options you can choose from. Check the filters you would like to add to your report.
5. Filters will populate your reporting page. Specify your search criteria using the filters you have inserted, then select Update Filter to view a report with patients or appointments within those criteria.
If you would like your report to include ALL patients regardless of appointment, check the Filter by patient only box.
Other Reporting Actions
Once you have your list populated you are given a couple of options.
Save Filters - This will save your current report to view at a later date which can be found under the Saved Filters dropdown menu.
After you save a filter, you will be able to find your filter in the upper-left-hand corner of the advanced report page.
Send Email - This will allow you to send an email to all the patients in the newly generated report
Create Patient Group - This gives you the option to create a patient group will every patient in the report.
Export to File - This will export your results into a CSV spreadsheet file and will be delivered to your message center.
- Quick Export will export the results of your search to a CSV
- Custom Export will allow you to specify which filters to export to a CSV