MyReports

The MyReports function provides numerous features to make processing reports in CGM webPRACTICE very efficient:
 
NOTE: Microsoft Word Mail Merge documents cannot be printed through MyReports. You should only print those directly to Word. For example, Word Superbills, Word Collection Letters and any other Mail Merge Word document.

How to Print a Report to MyReports
You can print any report to the MyReports function by selecting MyReports in the Printers dialog box. You can request to be notified when the report is complete.



MyReports Summary Screen
Upon accessing this function, the MyReports summary screen displays and lists the reports stored for the user code currently logged on to the CGM webPRACTICE session. Reports are saved by user code so that you only see the reports you printed or that were forwarded to you by another user.
 


Click Archive Folder in the Action Column to view a summary list of reports that have been archived. Click Current Folder in the Action Column to return to the current list of reports.



Click Auto Delete Options in the Action Column so you can indicate how many days you want to store the reports in the Current Folder until they are automatically deleted.

NOTE: Make sure you move any reports that you don't want deleted to the Archive Folder. Any reports that remain in the current summary screen past the 'auto-delete' date will be deleted and cannot be recovered.



To access a report, click anywhere in the row containing the report information on the summary screen.

Standard Reports
The Standard Reports are formatted in the same way as if you would have printed the report to screen or to your printer. Click Print in the Action Column to print the report. Click Delete in the lower-right corner of the screen to delete the report.



Click Forward in the Action Column to send the report to another user's or group's MyReports. Select the user or group from the User Name list and click Save. A message displays to confirm that the report was forwarded. The screen then refreshes back to the original report.





Click Archive in the Action Column and the report automatically moves to the Archive Folder.

Active Reports
To view a list of all of the Active reports in CGM webPRACTICE, see Active Reports Listing. The report is formatted differently from the Standard Reports.
 


 
NOTE: If you print a report in summary format that is an active report in MyReports, the report still contains the detail, you just have to expand the individual data on the report or click Expand in the Action Column to see the detail.

QuikLinks
All of the Aged Receivables for Insurance reports feature the QuikLink function. The QuikLink 'Q' appears next to the patient's account number. Click the 'Q' to access the patient's Transaction History screen under Review Patient Information so you can view the detailed transaction information.
 


Sample Report