This report provides a list of patient visits and employees assigned to the visits. Select the criteria you want to use to filter the report:
1. Click the arrow beside the Offices field, and then select the check box beside the office you want to use. To see all offices, click the top-level check box.
2. Change the following fields if you want to filter by specific items other than the default settings:
3. Enterprise Edition selects the Show Details check box and the report includes all details related to the visits. If you do not want to include all details, clear this check box to see an overview of the report.
● The Patient ID From and Patient ID Thru fields include all patients in the report. To filter the report by a specific ID, or a range of IDs, enter the range of IDs in these fields.
● The Patient Name From and Patient Name Thru fields contain All to include all patients in the report. To filter the report by a specific patient, or a range of patient names, enter the range of names in these fields.
● The Physician From and Physician Thru fields contain All to include all physicians in the report. To filter the report by a specific physician, or a range of physician names, enter the range of names in these fields.
● The Payor From and Payor Thru fields contain All to include all payors in the report. To filter the report by a specific payor, or a range of payors, enter the range of names in these fields.
● The Financial Class From and Financial Class Thru fields contain All to include all financial classes in the report. To filter the report by a specific financial class, or a range of financial classes, enter the range of names in these fields.
● The Service Date as of date sets the report to display visit dates from the last day of the previous month. To filter by any other dates, click in the Service Date as of field and select the appropriate date from the calendar.
4. To display admission notes in the report, select the Admit Note check box. Otherwise, leave this check box cleared.
5. Click the arrow beside the Advanced Directives field and select one of the following:
● DNR-Out of Hospital Do Not Resuscitate
6. If you want to also display ICD-9 codes in the report (instead of leaving the ICD column blank for applicable entries), check the box next to Force the report to show ICD-9 Codes.
7. Click the link below to learn about the report content:
Understanding the report content