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Post by cvlstl on Dec 9, 2019 12:49:54 GMT -6
Hi,
I need the Daily Report (or something similar) to list diagnosis codes for each patient. Is there a way to edit that report? Or create a new, custom report that could be organized by patient and have all their diagnoses, charges, and payments in one place? Thanks!
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Post by friscoeyeassociates on Dec 9, 2019 13:32:51 GMT -6
Custom Invoice Report
You can customize which criteria are pulled into report by clicking the Options button at the top of report
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Post by cvlstl on Dec 9, 2019 14:42:57 GMT -6
Custom Invoice Report You can customize which criteria are pulled into report by clicking the Options button at the top of report Thanks for your speedy reply! I'm not sure where to look for that button. I forgot to clarify that I'm looking at the Daily Report -> Transaction page. The only buttons I have at the top are "Print," "Print to file," and "Excel." |
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Post by friscoeyeassociates on Dec 11, 2019 13:51:42 GMT -6
So from withing the Daily Report you will not be able to do it. The Custom Invoice Report is a completely different report. Select it from the drop down rather than the daily report and then you should see the options button  |
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Post by cvlstl on Dec 18, 2019 16:00:02 GMT -6
So from withing the Daily Report you will not be able to do it. The Custom Invoice Report is a completely different report. Select it from the drop down rather than the daily report and then you should see the options button Thanks! That's great! Probably a dumb question, but when I do "print to file" what kind of file does it save as? I'd love to be able to save it as a spreadsheet or a pdf, but I can't find a program to read the file that doesn't turn it into gobbledegook. |
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Post by friscoeyeassociates on Dec 19, 2019 8:39:19 GMT -6
it will save as a Comma Seperated Value file or .csv
you should be able to open this with MS Excel
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