A PDF containing step-by-step instructions with pictures is available to view or download at the bottom of the page.

The Charge Summary report displays the Charges used during a specified date range. 

1. From the Data Mining section, hover over Billing and click Charge Summary.


2. Set the Search Criteria and click RUN REPORT.

 

· Use the CENSUS and PROVIDER drop-down menus to select a specific Census/Provider.

· Use the START DATE and END DATE pickers to select the date range you wish you view. The dates selected correspond to the Dates of Service, NOT the date the Charge was entered.

· Use the Report Type drop-down menu to select the type of report you wish to run.


  • TOTALS: This will display the total count of each Charge collected by the Provider(s)during the specified date range.
  • ITEMIZED: This will display each Charge, associated Patient name, Census name, Provider name, and Date of Service.

· Use the SORT BY drop-down menu to sort the results by Charge or Count (for Totals report type) or Charge, Patient, Date of Service, Census, or Provider (for Itemized report type). 


3. Results will display in the right-side column.


4. To print or download the report, click PRINT/DOWNLOAD.


5. Click PRINT or DOWNLOAD in the pop-up, as appropriate. Downloaded reports will export to an Excel CSV file. Printed reports will open in a separate tab for printing.