Reports Overview

You can run a variety of reports for the software application.  When you run a report, you can first preview it, and then decide if you want to print it.

To see instructions for running a report, click a report name in the Instructions column of the table below.  Each instruction topic includes a sample of the report.

Tips:

INSight Reporting Features

Report Instructions and Samples

Instructions

Samples

Analysis Reports Menu

ATB Category Analysis Report Instructions

ATB Category Analysis Report Sample

Department Analysis Report Instructions

Department Analysis Report Sample

Diagnosis Analysis Report Instructions

Diagnosis Analysis Report Sample

Group Analysis Report Instructions

Group Analysis Report Sample

Location Analysis Report Instructions

Location Analysis Report Sample

Procedure Analysis Report Instructions

Procedure Analysis Report Sample

Provider Analysis Report Instructions

Provider Analysis Report Sample

Transaction Analysis Report Instructions

Transaction Analysis Report Sample

Financial Detail Report Instructions

Note:  WebHelp for this topic is not available.

Financial Summary Report Instructions

Note:  WebHelp for this topic is not available.

Transaction Summary Report Instructions

Note:  WebHelp for this topic is not available.

Batch Appointment Forms Instructions

 

Batch Appointment Forms Enhanced Instructions

 

Batch Letter Writer Instructions

Batch Letter Writer Sample

Credit Message Followup Report Instructions

 

Financial Audit Journal Instructions

 

Letter Writer Menu

Patient Letter Writer Instructions

Letter Writer Letter Sample

Selected Letter Writer Instructions

Letter Writer Letter Sample

Management Reports Menu

Aged Trial Summary Report Instructions

Aged Trial Summary Report Sample

ATB Profile Report Instructions

ATB Profile Report Sample

Procedure Statistics Report Instructions

Procedure Statistics Report Sample

Profile Analysis Report Instructions

Profile Analysis Report Sample

Referral Analysis Report Instructions

Referral Analysis Report Sample

Transaction Summary Report Instructions

Transaction Summary Report Sample

Underpayment Report Instructions

Underpayment Report Sample

Missing Encounter Journal Instructions

Note:  WebHelp for this topic is not available.

Miscellaneous List Menu

Department List Instructions

 

Locations List Instructions

 

Provider List Instructions

 

Relationship List Instructions

 

Operating Reports Menu

Aged Trial Balance Report Instructions

Aged Trial Balance Report Sample

Budget Account Report Instructions

Budget Account Report Sample

Clinical Recall Analysis Report Instructions

Clinical Recall Analysis Report Sample

Collection Report Instructions

Collection Report Sample

Unpaid Claims Report Instructions

Unpaid Claims Report Sample

Patient Appointment Forms Instructions

 

Patient Letters Menu

Account Balance Letters Menu

Account Balance Print Letters Instructions

Account Balance Print Letters Sample

Scheduled Appointments Print Letters Instructions

Scheduled Appointments Print Letters Sample

Patient Letters Print Instructions

 

Recall Letters Print Instructions

 

Print Recall List Instructions

 

RVU Reports Menu

Scheduling Reports Menu

Cancelled Appointments Report

Cancelled Appointments Report Sample

Daily Appointment Report

Daily Appointment Report Sample

Daily Schedule Report

Daily Schedule Report Sample

Override Report Instructions

Override Report Sample