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Report Modification Training
 Moderated by: Jeff Ward, Gary Tallman
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 Posted: Wed Jul 26th, 2017 04:27 pm
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EMB
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Is there any kind of direction/training on how to modify the reports to suit our particular needs?



 Posted: Wed Jul 26th, 2017 05:22 pm
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Jeff Ward



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There is not. The Report Designer is very powerful and uses concepts that may already be familiar to you if you have used products like Crystal Reports or an advanced database reporting system. Your best solution is to request a custom report from our developers. This is a paid service but is affordable.
I attached our custom report form to this reply for your reference.

Attachment: NowMD Custom Report Request.pdf (Downloaded 235 times)



 Posted: Wed Jul 26th, 2017 07:20 pm
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Maybe I'm not finding the right report. I need to be able to pull a report that shows the patient name, service date, client payment total and date, and
insurance payment total and date. I bill my clients only on what has been paid by the insurance and
I do not include patient payments in my invoice to the client. This is similar to the Facility Financial Summary, except it puts all the payments together and I can't select what service dates I want to include. Using the range of dates doesn't work because claims get paid at different times and I don't want them to show again on the next report if I've already billed the client for that claim.



 Posted: Wed Jul 26th, 2017 07:32 pm
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Gary Tallman



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It sounds like the Guarantor Account Ledger would be the closest report to what you are describing.  Keep in mind any report can be modified and undesirable fields/data can simply be hidden.

The Guarantor Statement does not include any payments, only the amounts owed.



 Posted: Thu Jul 27th, 2017 03:08 pm
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My fax isn't working. Is there an email I can see the template request too?



 Posted: Thu Jul 27th, 2017 03:37 pm
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Jeff Ward



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Send it to me at jeffw@inborne.com. I will forward it to the developer.



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