Reporting and Patient Flags:
Currently we provide two ways to pull a list of patients based on the selected patient flag:
Billing portal:
Access the Billing Portal and then:
- Choose Claim Query under Insurance header
- Access Advanced Search
- Notice that under the Patient filter section you can access and filter on Patient Flag (this field allows multi-select
- You can use the existing tools/processes for exporting/printing the data by clicking on the Window Settings icon in the top right of your screen
Reports Portal
Access the Reports Portal and then:
- Choose Appointment under General header
- Access Advanced Search
- Notice that under the Patient Demographics filter section you can access and filter on Patient Flag (this field allows multi-select
- You can use the existing tools/processes for exporting/printing the data by clicking on the Window Settings icon in the top right of your screen
