Patient Detail to Excel

With the Patient Detail to Excel function, you can create customized reports to pull extensive patient detail from each patient account. The reports can be printed to Microsoft Excel via MyReports, where you can sort or calculate the data to meet your needs.

Upon accessing the function, a blank report definition screen displays. You can name the report, provide a description of the report, and set up two customized Headings to print on the report. Using the Excel Column fields, you can select from the drop-down lists to include data elements from the patient's account. The available data elements display in alphabetic order.



Data Field Information
Prompt Response Req Len
From Patient Type the patient account number you want to begin with, or leave the field blank to start with the first account number in the system.   10
Thru Patient Type the patient account number you want to end with, or leave the field blank to end with the last account number in the system.   10
Print from Service Date Type the service date you want to begin with or click the calendar icon to select a date. Accounts with charges posted within the date range are included. This field defaults to one year prior to the current day.   10
Print through Service Date Type the service date you want to end with or click the calendar icon to select a date.   10
Include Patients with No Activity If you want to include patient accounts that have not had any activity, select this check box.   1
Print from List To print the report for the patients on a specific DMS list, type or select the list you want.    
Custom Header Line 1 Type the first custom heading you want to print on the report.   50
Custom Header Line 2 Type the second custom heading you want to print on the report.   50

The report supports two sets of Excel Column groupings: AA–AZ, and the original column range, giving you room to include many data elements on a single report. Individual field labels match the Excel column letter (AA, AB, AC, etc.) so you can map the report layout directly to the spreadsheet output.

If you select the Patient Social Security # data element, you can control whether the full number prints or is asterisk-filled using the Report Integration function (System, Database Maintenance Menu, Integrations, Report Integration).

After you have selected the data elements you want, click Save.

You can print this report to Excel by selecting the Microsoft Excel via MyReports option in the Printers dialog box. If you select the Notify me when report is complete check box, you will receive a pop-up message when the report is complete.
 

 
You can select to view the report using the link in the pop-up or you can elect to retrieve the report from MyReports at a later time. For additional information about the available printing options, see Printing in CGM webPRACTICE.


Sample Report



Data Elements List

The following data elements can be selected in the Excel Column drop-down lists when you define a report. The Code column shows the data element's internal code.

Data Element Code
Billing Account DescriptionB1.4
Billing Alert UserB1.2
Billing Benefits AssignmentB1.5
Billing Employer's AddressB1.13
Billing Employer's Address 2B1.27
Billing Employer's CityB1.23
Billing Employer's StateB1.24
Billing Employer's Telephone NumberB1.15
Billing Employer's Zip CodeB1.22
Billing Employment StatusB1.19
Billing Erase Statement CommentB1.18
Billing Fee Schedule (Alternate Fee)B1.11
Billing Finance ChargesB1.16
Billing Group CodeB1.1
Billing Group DescriptionB1.1d
Billing Guarantor's EmployerB1.12
Billing Internal CommentB1.8
Billing Medicare PatientB1.10
Billing Print Aging MessageB1.17
Billing Release of InformationB1.28
Billing Report CommentB1.7
Billing Send StatementB1.3
Billing Statement CommentB1.6
Billing Suppress CollectionsB1.21
Billing Use Primary AddressB1.9
Card Expire DateC1.3
Card/Account Holder NameC1.8
Card/Account NumberC1.4
Card/Account StatusC1.0
Card/Account TypeC1.5
Card/Account Zip CodeC1.9
Case Accident State CodeC2.15
Case Accident State DescriptionC2.15d
Case Accident TypeC2.27
Case Adjuster CodeC2.46
Case Adjuster FaxC2.34
Case Adjuster NameC2.32
Case Adjuster PhoneC2.33
Case Billing Group CodeC2.38
Case Billing Group DescriptionC2.38d
Case Claim NumberC2.31
Case CommentC2.5
Case Date Able To WorkC2.11
Case Date First PCP VisitC2.26
Case Date Last WorkedC2.24
Case Date of First VisitC2.3
Case Date of Illness/Injury/LMPC2.2
Case Date Unable To WorkC2.39
Case DescriptionC2.4
Case Discharge Date/MMIC2.12
Case Doctor CodeC2.29
Case Doctor DescriptionC2.29d
Case Employer CodeC2.35
Case Employer DescriptionC2.35d
Case End Light Duty DateC2.41
Case End Partial Disability DateC2.10
Case End Total Disability DateC2.8
Case Fee ScheduleC2.48
Case Ins Primary CodeC2.16
Case Ins Primary DescriptionC2.16d
Case Ins Primary Policy #C2.16p
Case Ins Secondary CodeC2.17
Case Ins Secondary DescriptionC2.17d
Case Ins Secondary Policy #C2.17p
Case Ins Tertiary CodeC2.18
Case Ins Tertiary DescriptionC2.18d
Case Ins Tertiary Policy #C2.18p
Case Location CodeC2.49
Case Location DescriptionC2.49d
Case Manager CodeC2.47
Case Manager FaxC2.44
Case Manager NameC2.42
Case Manager PhoneC2.43
Case Permanent RestrictionsC2.37
Case Primary Diagnosis CodeC2.21
Case Primary Diagnosis DescriptionC2.21d
Case Protocol CodeC2.45
Case Protocol DescriptionC2.45d
Case Referring Doctor CodeC2.36
Case Referring Doctor DescriptionC2.36d
Case RestrictionsC2.22
Case Start Light Duty DateC2.40
Case Start Partial Disability DateC2.9
Case Start Total Disability DateC2.7
Case Statement BillingC2.20
Case Termination DateC2.23
Case Therapist CodeC2.30
Case Therapist DescriptionC2.30d
Case Type CodeC2.25
Case Type DescriptionC2.25d
Guarantor Address Line OneG1.4
Guarantor Address Line TwoG1.5
Guarantor Birth DateG1.18
Guarantor Cell PhoneG1.24
Guarantor CityG1.6
Guarantor Country CodeG1.19
Guarantor CountyG1.20
Guarantor E-Mail AddressG1.17
Guarantor First NameG1.2
Guarantor Last NameG1.1
Guarantor Middle InitialG1.3
Guarantor Middle NameG1.26
Guarantor Secondary Address OneG1.11
Guarantor Secondary Address TwoG1.12
Guarantor Secondary CityG1.13
Guarantor Secondary Country CodeG1.21
Guarantor Secondary CountyG1.22
Guarantor Secondary PhoneG1.16
Guarantor Secondary StateG1.14
Guarantor Secondary SubdivisionG1.29
Guarantor Secondary Zip CodeG1.15
Guarantor State CodeG1.7
Guarantor SubdivisionG1.30
Guarantor SuffixG1.27
Guarantor TelephoneG1.9
Guarantor Zip CodeG1.8
Patient Account NumberP1.0
Patient Address Line 1P1.4
Patient Address Line 2P1.5
Patient AgeP1.13a
Patient Birth DateP1.13
Patient CellP1.24
Patient CityP1.6
Patient Class CodeP1.22
Patient Class DescriptionP1.22d
Patient Country CodeP1.30
Patient County CodeP1.31
Patient Death DateP1.37
Patient Default DiagnosisP1.11
Patient Default Location CodeP1.18
Patient Default Location DescriptionP1.18d
Patient EmailP1.23
Patient Ethnicity CodeP1.33
Patient Ethnicity DescriptionP1.33a
Patient First NameP1.2
Patient First Visit DateP1.17
Patient Firstname, LastnameP1.1b
Patient Home PhoneP1.9
Patient IdentifierP1.29
Patient LanguageP1.27
Patient Last NameP1.1
Patient Lastname, FirstnameP1.1a
Patient Middle InitialP1.3
Patient Primary Doctor CodeP1.19
Patient Primary Doctor DescriptionP1.19d
Patient Race CodeP1.28
Patient Race DescriptionP1.28a
Patient Referral CodeP1.15
Patient Referral First NameP1.15c
Patient Referral Last NameP1.15b
Patient Referral MiddleP1.15d
Patient Referral Printing NameP1.15a
Patient Referral SuffixP1.15e
Patient Referral TypeP1.32
Patient Responsible Doctor CodeP1.16
Patient Responsible Doctor DescriptionP1.16d
Patient SexP1.12
Patient Social Security #P1.10
Patient StateP1.7
Patient StatusP1.20
Patient SubdivisionP1.38
Patient SuffixP1.36
Patient Zip CodeP1.8
Primary Carrier Auth RequiredI1.01
Primary Carrier CodeI1.1
Primary Carrier CopayI1.16
Primary Carrier Group NumberI1.5
Primary Carrier NameI1.0
Primary Carrier Policy NumberI1.6
Primary Carrier Spec CopayI1.24
Primary Carrier Verified ByI1.34
Primary Carrier Verified By via CGM webVERIFYI1.29
Primary Carrier Verified DateI1.33
Primary Carrier Verified Date via CGM webVERIFYI1.28
Secondary Carrier Auth RequiredI2.01
Secondary Carrier CodeI2.1
Secondary Carrier CopayI2.16
Secondary Carrier Group NumberI2.5
Secondary Carrier NameI2.0
Secondary Carrier Policy NumberI2.6
Secondary Carrier Spec CopayI2.24
Secondary Carrier Verified ByI2.34
Secondary Carrier Verified By via CGM webVERIFYI2.29
Secondary Carrier Verified DateI2.33
Secondary Carrier Verified Date via CGM webVERIFYI2.28
Tertiary Carrier Auth RequiredI3.01
Tertiary Carrier CodeI3.1
Tertiary Carrier CopayI3.16
Tertiary Carrier Group NumberI3.5
Tertiary Carrier NameI3.0
Tertiary Carrier Policy NumberI3.6
Tertiary Carrier Spec CopayI3.24
Tertiary Carrier Verified ByI3.34
Tertiary Carrier Verified By via CGM webVERIFYI3.29
Tertiary Carrier Verified DateI3.33
Tertiary Carrier Verified Date via CGM webVERIFYI3.28