Transaction Detail to Excel Reports

With the Transaction Detail to Excel Reports function, you can create customized reports to pull extensive transaction 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. After you create a report, you can save the report definition for future use, so you do not have to re-define it each time you want to print it. This function is also available on the Reports > Transaction Journals menu.

New Report

 

Upon accessing the function, any previously saved report definitions will be listed. You can select an existing report to Print or Copy it by clicking anywhere in the row or you can click the New Report Action Column button to create a new report.

 

 
If you click New Report, a blank report definition screen will display. 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 posted procedures and the patient's account. The available data elements will display in alphabetic order and all the procedure based data elements will start with Proc-, for example, Proc-Chg Acct Date.
 
If you select the Patient Social Security # data element, you can control whether the full number prints or if it should be asterisk filled using the Report Integration function (System > Database Maintenance Menu > Integrations > Report Integration).
 


  Print Report

To Print a report, select an existing report from the list.
 

 
When the report definition screen displays, click Print Report in the Action Column.
 

 
Sorting options are provided to assist in narrowing down the results. Complete the applicable fields and click Save.
 

 
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
Through 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
From Performing Dr Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.   4
Through Performing Dr Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.   4
From Location Type the code you want to begin with, click the magnifying glass to search the table or leave the field blank to start with the first code in the table.   10
Through  Location Type the code you want to end with, click the magnifying glass to search the table or leave the field blank to end with the last code in the table.   10
From Procedure Code
 
Through Procedure Code 		Type the code  you want to begin with, or leave the field blank to start with the first code in the table.
 
Type the patient account number you want to end with, or leave the field blank to end with the last code in the table.
 

If you enter data in these fields, the report will print any posted charges for the specified procedure code(s) and any related data for the procedure code(s) based on the data fields you have defined for the report and any additional print parameters you specify.

 

Note: These fields allow input of up to five characters and do not provide the magnifying glass table search feature in order to allow you to include procedure codes with modifiers. For example, if you enter '99999' in the From Procedure Code field and '99999' in the Through Procedure Code field, the report will contain all procedure codes that start with 99999, including any codes that also have modifiers (99999, 9999950, 99999LT, etc.)

   5
From Date Type the date you want the report to begin with or click the calendar icon to select a date.   10
Through  Date Type the date you want the report to end with or click the calendar icon to select a date.   10
Print By Select the date you want the report to use when gathering data.  

1
Include Negated Charges If you want the report to include negated charges, select this check box.  

1

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.


Copy Report

When the report definition screen displays, click Copy Report in the Action Column. This allows you to easily create a new report by copying an existing report definition and editing it.



 
Enter a new Report Name and add or edit the remaining fields as needed. Click Save when all edits are complete.
 

 

Data Elements List

Click this link to access the Data Elements List