Reports
EZClaim provides standard reports to help you manage and print information from EZClaim. Since EZClaim is based on an Access 97 database, you can use other report writers to build your own custom reports. See the Custom Reports section for more information.
Previewing Reports
If you are not sure which report will meet your needs, select a report and then click on the ‘Preview’ button before printing.
Opening the Report Dialog Box
Click the ‘File’ menu and click the ‘Reports’ menu item. This will open the reports dialog box and list all the available reports and criteria settings.
Selecting Criteria
Some reports allow you to limit data by selecting a date range, selecting a single patient and so on. Each set of criteria is explained below. Please note that not all criteria are used on all reports. For example, the aging report does not use a date range since it shows all unpaid claims. Once a report is selected, criteria may be disabled if the report does not use it.
Select a date range by entering two dates or click the date selection buttons to use a calendar to select the from and to dates. The date range can be used to select a range of services dates or for selecting a range of claim dates (using the first date of service as the claim date).
Each unique facility is listed in the Facility drop down box. If you would like to limit the report data to a certain facility, select the facility from the list.
Each patient name is listed in the Patient drop down. You also have the option of selecting All Active Patients or All In-Active Patients. If you would like to limit the report data to a patient, select an item from the patient list.
If you have the professional edition of EZClaim and use the Group feature, you have the option of selecting data from all the groups or selecting a single group for the report.
Printing and Previewing Reports
Once a report has been selected, click the Print button to print the report or click the Preview button to preview the report on the screen. During preview, you can click the print icon on the toolbar to send the report to your printer.
Exporting
If you would like to view the report data in another program, EZClaim gives you the option of exporting the report data into a variety of formats. Once the report is selected, click the Export button. The export box has two sets of options. The first is the export format. From the Format drop down, select the export format. From the Destination drop down, select the destination. Click the OK button to export the file.
Special Reports