Reports Categorized on Menu

Released 7/23/25

On the Home menu, the reports have been reorganized into the following categories under Reports:

  • Frequently Used (for reports such as Day Sheet and Provider A/R Totals)
  • Payments & Collections (for reports such as Payment Analysis and Payment Plan Status)
  • Business Insights (for the Insights report)
  • Clinical & Oversight (for reports such as Audit Log and Clinical Note Tasks)
  • Advanced Reports (for Power Reporting)
A screenshot of a computer

AI-generated content may be incorrect.