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 are 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 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 posted procedures and the patient's account. The available data elements display in alphabetic order, and all the procedure-based data elements start with Proc-, for example Proc-Chg Acct Date.

The report supports three sets of Excel Column groupings: AA–AZ, BA–BZ, 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 either of the Encounter DX Codes or Encounter DX Descriptions data elements, 12 additional columns are added to the report for each (for example, Encounter DX Code 1 through Encounter DX Code 12).

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).



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 and filter options are provided to assist in narrowing down the results. Complete the applicable fields and click Save. Use the Clear Fields Action Column button if you want to reset all entered filter values and start over.



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 Type the procedure code you want to begin with, or leave the field blank to start with the first code in the table. The field allows up to five characters and does not provide the magnifying glass table search feature, in order to allow you to include procedure codes with modifiers. For example, if you type 99999 in From Procedure Code and 99999 in Through Procedure Code, the report contains all procedure codes that start with 99999, including codes that have modifiers (99999, 9999950, 99999LT, etc.).   5
Through Procedure Code Type the procedure code you want to end with, or leave the field blank to end with the last code in the table.   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
From Diagnosis Code Type the diagnosis code you want to begin with, click the magnifying glass to search the table, or leave the field blank to start with the first diagnosis code in the table.    
Through Diagnosis Code Type the diagnosis code you want to end with, click the magnifying glass to search the table, or leave the field blank to end with the last diagnosis code in the table.    
Billing Group Type the billing group code you want or click the magnifying glass to search the table to limit the report to a specific billing group.    
Print By Select Accounting Date to gather data based on the accounting date of each transaction, or select Service Date to gather data based on the date of service. 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.