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  1. Drilling Into the Daily Financial Report

    After running the report, results will now be displayed based on the group, and sub-group selected.  To drill into the detail of any grouping or cross-section, merely click the group value or the number value.  This will bring up the Detail Repo...
  2. Daily Financial Detail Report

    After drilling into the Daily Financial Report , you will see the Daily Financial Detail Report with the appropriate detail based on your selection. At this point, users have several options under actions on each line: Open the Claim : This...
  3. Beta Client Feedback Enhancements Completed

    We are very grateful for our Beta clients who partnered with us to evaluate and improve this new module! On behalf of the OfficeEMR team, thank you for spending your time evaluating this new feature and providing feedback to enhance this functionali...
  4. Release 24.115 - August 22nd, 2024

    Executive Summary Reports New Daily Financial Report Release Note  | Documentation New Appointment Eligibility Status Added to...
  5. Daily Financial Report - Advanced Search Tab

    The Daily Financial Report can be found in the Reports portal under the Billing category on the navigation bar. The Advanced Search tab of this report can be found on the right upper corner of the report. The Advanced Search tab allows a user t...
  6. Daily Financial Report - Summary Tab

    The Daily Financial Report can be found in the Reports portal under the Billing category on the navigation bar. This report by default will open with today's total in the Daily Summary tab. The date parameter on the Daily Summary tab can can b...
  7. Accessing the Daily Financial Report

    Open the Reports Portal in the lower left corner. In the left-hand side on the navigation pane, choose the Daily Financial Report from the Billing section. ...
  8. Overview of the Daily Financial Report

    The Daily Financial Report is used to provide financial data for close of day reporting. The report includes claims created, claims submitted, insurance payments, and patient payments. It will also give a summary of the daily numbers and an advanc...
  9. Daily Financial Report

  10. Release 24.114 - July 25th, 2024

    Executive Summary Check In/Out Dashboard Enabled new Check In/Out Dashboard Release Note  | Full Feature Documentation Check In/Out Dashboard Getting Started & Training Setting up Check In/Out Das...