How to generate patient report based on ICD/CPT codes, modifiers and/or office location

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Generate patient report based on ICD/CPT codes, modifiers and/or office location #

  • Go to Admin
  • Click on Reports

  • Go to Service Analysis tab

  • Click on Search
  • You can search patients by DOS, ICD, CPT, Location etc.
  • Apply suitable filters
  • Click on Generate Report button

Generating patient report based on multiple ICDs #

  • Separate multiple ICDs using a comma

Generating patient report based on multiple locations #

  • You will have to generate report separately for each location
  • Set Location filter to ‘Fresno
  • Click on Generate report button

  • Select Location filter to ‘Hanford
  • Click on Generate Report button

Finding number of DOS for selected filters #

If you want to know how many cases of a particular diagnosis or procedure were dealt in a given time period and location:

  • Select the appropriate filters
  • Click on Generate Report button
  • There is a Collection Statistics table in the report
  • The Total Claims field shows the number of DOS for the applied filters

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