Reports Screen Index

Click on any link below to navigate directly to the corresponding documentation.

This section contains general administrative, communication, and operational reports used to track fax activity, patient outreach, payments, and office inventory.

Fax Received

Shows inbound fax activity in a report grid with direct access to fax details from the received date and other linked actions visible in the screenshot.
Useful for monitoring document intake, identifying unreviewed items, and tracing the source or timing of received fax traffic.

Fax Received Link Document

Opens a linking workflow from the Fax Received grid so staff can attach the incoming fax to the correct patient, document type, and pending document record.
The modal also shows AI Suggestions, which helps speed up document classification before the fax is linked into the chart.

Fax Received Document Viewer

Displays the received document in a viewer with annotation and navigation tools after users open the fax from the report grid.
Supports review of the actual fax content while the link and patient details remain visible alongside the document.

Fax Received Signature View

Shows a deeper document-viewer state where staff can review more detailed page content, including a visible signature area on the received document.
Useful when validating that the correct signed paperwork was attached before linking or completing follow-up work.

Fax Received Document Thumbnails

Shows the multi-page viewer state with left-side page thumbnails, which helps users review longer inbound fax packets and jump between pages quickly.

Fax Sent

Tracks outgoing faxes sent from the system, including destination details and delivery status for each transmission.
Helps staff confirm whether referrals, records, or supporting documents were actually transmitted when expected.

Patient Communication

Logs communication history sent to patients, making it easier to review outreach across reminders, follow-ups, and office notices.

Messages

Captures message activity for internal staff communication as well as patient-facing messages where applicable.

SMS Conversations

Lists SMS conversation threads with patients so teams can review message history, timing, and follow-up needs.

Advance Payment

Details advance payments received from patients before services are finalized or posted to charges.

Copay/Payment

Summarizes collected copays and other patient payments for front-desk balancing and payment review.

Inventory

Provides a high-level inventory report to review available stock, usage patterns, or items that may need replenishment.

This section contains reports related to clinical activities and patient care, patient exports, and EBDSI follow-up visibility.

Clinical Visits

Provides visit-level reporting for encounters, helping teams review volume, providers, and clinical activity over time.

Medication

Lists prescribed medications and related prescribing activity for clinical review and medication management workflows.

EPCS Medication

Focuses on electronically prescribed controlled substances so staff can review compliance, prescribing patterns, and controlled-medication activity.

Evidence-based DSI

Surfaces evidence-based DSI items to support clinical review, outreach, and quality-driven patient management.

Evidence-based DSI Feedback

Captures feedback and response details tied to DSI items so the team can assess follow-up outcomes.

Order Report

Tracks orders such as labs and imaging, making it easier to review placed orders and their related clinical workflow.

Authorization Report

Shows authorization-related report data so teams can monitor approval status and pending insurance requirements.

Plan of Care

Details patient plans of care to support clinical coordination, follow-up, and care plan visibility.

Televisit Payment

Appears under the Clinical sidebar group in the screenshot and supports review of payment activity tied to virtual visit encounters.
Useful when clinical and front-office teams need to reconcile televisit workflow outcomes with collected copays or received amounts for those appointments.

Immunization

Provides immunization-focused reporting so clinical teams can review administered vaccines, vaccine history, and documentation status.
Fits the Clinical report group based on the subject matter shown in the new image and the related setup flow already documented elsewhere in the project.

Patient List

Appears under the Clinical sidebar group in the screenshot and supports searching across patient records with medication, diagnosis, lab, and allergy filters.
Works as a broad clinical reporting list for finding patients that match selected medical criteria before teams export, review, or follow up.

Patient Data Export

Also sits under the Clinical sidebar and provides a structured patient export grid with demographic and registration columns plus summary export actions.
Useful for pulling filtered patient data into summary outputs for operational, clinical, or audit-related review.

EBDSI Dismissed Items

Belongs in the Clinical group and shows dismissed EBDSI items with template, visit, date, and reason fields for follow-up reporting.
Helps teams audit why an EBDSI item was dismissed instead of completed, which keeps those decisions visible after the alert leaves the active workflow.