Reports

Reports answer questions about your clinic: how busy each provider was, which notes are still unsigned, which authorizations are about to run out, who opened a patient's chart. Every report runs inside NeatPractice, on the same records you work with every day.

Open Reports from the main menu. All reports, the first page in its panel, lists every report your role can open. The panel also opens one group at a time:

• Financial: charges and claims.
• Operational: the schedule, productivity, authorizations, eligibility, referrals and benefit limits.
• Clinical (clinical and compliance): notes, co-signatures, plans of care, progress reports, discharges and credentials.
• Administrative: license history, PHI access, audit changes and the reminder log.

Search the catalog by name, or open a group in the Reports panel to see only its reports. My exports in the same panel holds your background exports. Click the star next to a report to keep it at the top of the list. The Payroll detail entry opens on the Payroll page, where pay reports live; it is listed only while your clinic has the Payroll add-on.

What you see depends on your access#

A report shows the same patients and locations you can see on the rest of NeatPractice's screens. If your role is limited to your caseload or to some locations, the report leaves out everyone else, its totals count only the rows you can see, and the report says that the view is limited.

Reports that list visits or notes also follow your role's Other providers' visits and notes setting. With Own only, other providers' visits and notes are left out of the rows and the totals; with List only, their rows stay but do not open the visit or note. Exports follow the same setting as it stood when you asked for them. Financial reports carry no note content and are not narrowed by this setting.

Where to go next#

• Run a report: choose parameters, group and total rows, and open the record behind a row.
• Exports and scheduled deliveries: CSV, Excel and PDF files, background exports and reports delivered on a schedule.
• Report catalog: what each report shows.